Institutional Ownership Innovator U.S. Equity Buffer E (BJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJAN). We have compiled data on the 122 institutions that hold shares in the stock, with a total of 5.03 Million shares, which have been reported (via 13F filing form) to have a value of $256 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Jul 22, 2025 Q2 2025 |
51,349
shares
|
$2.61 Million
1.58% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
50,176
shares
|
$2.55 Million
0.01% of portfolio
|
Q1 2025
Added 28.25%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
47,489
shares
|
$2.42 Million
0.44% of portfolio
|
Q1 2025
Added 89.89%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
46,991
shares
|
$2.39 Million
0.0% of portfolio
|
Q1 2025
Added 16.81%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
46,463
shares
|
$2.36 Million
1.13% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
42,835
shares
|
$2.18 Million
0.5% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
39,707
shares
|
$2.02 Million
1.47% of portfolio
|
Q1 2025
Added 18.3%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
38,721
shares
|
$1.97 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
38,481
shares
|
$1.96 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
32,130
shares
|
$1.63 Million
1.21% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
32,013
shares
|
$1.63 Million
0.01% of portfolio
|
Q1 2025
Added 13.85%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
31,453
shares
|
$1.6 Million
0.09% of portfolio
|
Q1 2025
Added 107.91%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
29,879
shares
|
$1.52 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
27,875
shares
|
$1.42 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
27,771
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Added 75.01%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
27,250
shares
|
$1.39 Million
1.15% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
26,225
shares
|
$1.33 Million
0.1% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
25,458
shares
|
$1.3 Million
0.08% of portfolio
|
Q1 2025
Added 481.23%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
23,582
shares
|
$1.2 Million
0.14% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
22,510
shares
|
$1.15 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
21,824
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 147.21%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
16,749
shares
|
$852,021
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
16,739
shares
|
$851,512
0.03% of portfolio
|
Q1 2025
Added 221.41%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
16,610
shares
|
$844,950
0.01% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
16,050
shares
|
$816,463
0.01% of portfolio
|
Q1 2025
Reduced 2.16%
|