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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
8,631
shares
|
$439,058
0.01% of portfolio
|
Q1 2025
Added 21.8%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
8,343
shares
|
$424,408
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
8,200
shares
|
$417,134
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
8,015
shares
|
$407,723
0.03% of portfolio
|
Q1 2025
Added 21.9%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
7,300
shares
|
$371,351
0.08% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
6,925
shares
|
$352,274
0.11% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
6,757
shares
|
$343,728
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
6,634
shares
|
$337,471
0.04% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
6,439
shares
|
$327,551
0.08% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
6,428
shares
|
$326,992
0.11% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
6,367
shares
|
$323,889
0.09% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
6,345
shares
|
$322,770
0.06% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
6,174
shares
|
$314,071
0.03% of portfolio
|
Q2 2025
Reduced 15.15%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
6,154
shares
|
$313,053
0.15% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
6,150
shares
|
$312,850
0.24% of portfolio
|
Q4 2024
Reduced 30.51%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
6,146
shares
|
$312,647
0.08% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
6,087
shares
|
$309,645
0.09% of portfolio
|
Q1 2025
Added 43.19%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
5,892
shares
|
$299,726
0.21% of portfolio
|
Q1 2023
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
5,690
shares
|
$289,450
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
5,565
shares
|
$283,091
0.11% of portfolio
|
Q2 2025
Added 76.44%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5,241
shares
|
$266,609
0.0% of portfolio
|
Q1 2025
Added 91.7%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
4,765
shares
|
$242,395
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
4,475
shares
|
$227,643
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
4,330
shares
|
$220,267
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
4,026
shares
|
$204,802
0.07% of portfolio
|
Q1 2025
Added 0.42%
|