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 121 institutions that hold shares in the stock, with a total of 3.97 Million shares, which have been reported (via 13F filing form) to have a value of $212 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
12,944
shares
|
$691,856
0.25% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
12,186
shares
|
$651,341
0.02% of portfolio
|
Q3 2023
Reduced 24.78%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
12,062
shares
|
$644,713
0.08% of portfolio
|
Q3 2025
Reduced 87.22%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,055
shares
|
$644,339
0.02% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
11,978
shares
|
$640,224
0.1% of portfolio
|
Q2 2025
Reduced 27.89%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
11,933
shares
|
$637,818
0.01% of portfolio
|
Q3 2025
Reduced 12.69%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
11,912
shares
|
$636,696
0.27% of portfolio
|
Q3 2025
Reduced 8.55%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
10,555
shares
|
$564,164
0.0% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
10,211
shares
|
$545,777
0.21% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
10,204
shares
|
$545,403
0.0% of portfolio
|
Q3 2025
Reduced 39.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
10,189
shares
|
$544,602
0.01% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
10,089
shares
|
$539,257
0.02% of portfolio
|
Q3 2025
Reduced 4.51%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10,080
shares
|
$538,776
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
9,775
shares
|
$522,473
0.03% of portfolio
|
Q2 2025
Added 1727.1%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
9,749
shares
|
$521,084
0.08% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
9,660
shares
|
$516,327
0.18% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
9,303
shares
|
$497,245
0.11% of portfolio
|
Q3 2025
Added 105.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
9,046
shares
|
$483,508
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,974
shares
|
$479,660
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
8,411
shares
|
$449,567
0.03% of portfolio
|
Q2 2025
Reduced 10.63%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
8,343
shares
|
$445,933
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
8,247
shares
|
$440,802
0.01% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
8,200
shares
|
$438,290
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
8,015
shares
|
$428,401
0.03% of portfolio
|
Q1 2025
Added 21.9%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
7,872
shares
|
$420,758
0.0% of portfolio
|
Q3 2025
Reduced 31.31%
|
|