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 115 institutions that hold shares in the stock, with a total of 3.92 Million shares, which have been reported (via 13F filing form) to have a value of $182 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
12,186
shares
|
$566,649
0.02% of portfolio
|
Q3 2023
Reduced 24.78%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
11,864
shares
|
$551,676
0.05% of portfolio
|
Q1 2024
Added 0.84%
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 24, 2024 Q2 2024 |
11,850
shares
|
$551,025
0.4% of portfolio
|
Q1 2024
Reduced 7.78%
|
|
City Center Advisors, LLC
Troy, MI |
Jul 23, 2024 Q2 2024 |
11,576
shares
|
$538,284
0.59% of portfolio
|
Q1 2024
New holding
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 05, 2024 Q2 2024 |
11,025
shares
|
$512,662
0.27% of portfolio
|
Q1 2024
Reduced 12.59%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
11,009
shares
|
$511,918
0.04% of portfolio
|
Q2 2024
Reduced 13.57%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
10,764
shares
|
$500,526
0.01% of portfolio
|
Q2 2024
Reduced 2.16%
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 13, 2024 Q2 2024 |
10,650
shares
|
$495,225
0.26% of portfolio
|
Q2 2024
Added 0.95%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
10,453
shares
|
$486,064
0.0% of portfolio
|
Q2 2024
Added 18.61%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
10,188
shares
|
$473,742
0.02% of portfolio
|
Q2 2024
Reduced 5.31%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
10,119
shares
|
$470,533
0.0% of portfolio
|
Q2 2024
Reduced 10.53%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10,080
shares
|
$468,720
0.03% of portfolio
|
Q4 2022
New holding
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
9,661
shares
|
$449,236
0.01% of portfolio
|
Q2 2024
Reduced 95.53%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
9,212
shares
|
$428,358
0.0% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,974
shares
|
$417,291
0.01% of portfolio
|
Q4 2023
New holding
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Aug 15, 2024 Q2 2024 |
8,706
shares
|
$404,829
0.04% of portfolio
|
Q2 2024
Reduced 63.74%
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
8,469
shares
|
$393,808
0.03% of portfolio
|
Q1 2024
New holding
|
|
Bcs Wealth Management
|
Jul 16, 2024 Q2 2024 |
8,377
shares
|
$389,530
0.18% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
8,343
shares
|
$387,949
0.0% of portfolio
|
Q1 2021
New holding
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 13, 2024 Q2 2024 |
8,299
shares
|
$385,903
0.1% of portfolio
|
Q2 2024
Reduced 30.56%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
7,480
shares
|
$347,820
0.0% of portfolio
|
Q1 2024
Reduced 38.27%
|
|
Bedel Financial Consulting, Inc.
|
Aug 05, 2024 Q2 2024 |
7,384
shares
|
$343,356
0.05% of portfolio
|
Q2 2024
Reduced 6.58%
|
|
Bcgm Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
7,225
shares
|
$335,962
0.12% of portfolio
|
Q2 2023
New holding
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Sep 11, 2024 Q2 2024 |
7,183
shares
|
$334,009
0.07% of portfolio
|
Q2 2024
Reduced 17.2%
|
|
Beacon Financial Advisory LLC
|
Jul 26, 2024 Q2 2024 |
6,815
shares
|
$316,897
0.12% of portfolio
|
Q2 2024
Added 41.54%
|