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 |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,500
shares
|
$178,850
0.03% of portfolio
|
Q1 2024
Reduced 18.6%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,015
shares
|
$154,066
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,944
shares
|
$150,438
0.0% of portfolio
|
Q1 2025
Added 79.08%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,557
shares
|
$130,662
0.0% of portfolio
|
Q1 2025
Reduced 16.98%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
2,296
shares
|
$117,325
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,121
shares
|
$108,383
0.0% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,716
shares
|
$87,687
0.0% of portfolio
|
Q2 2023
Reduced 75.36%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,255
shares
|
$64,130
0.0% of portfolio
|
Q4 2024
Added 38.37%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,130
shares
|
$57,743
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,090
shares
|
$55,699
0.0% of portfolio
|
Q4 2021
Reduced 38.53%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,031
shares
|
$52,684
0.05% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$51,100
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
939
shares
|
$47,982
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
506
shares
|
$25,856
0.0% of portfolio
|
Q1 2024
Reduced 9.64%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
495
shares
|
$25,294
0.03% of portfolio
|
Q1 2025
Reduced 58.05%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
400
shares
|
$20,440
0.0% of portfolio
|
Q3 2022
Reduced 20.0%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
248
shares
|
$12,672
0.0% of portfolio
|
Q1 2023
Reduced 52.85%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
134
shares
|
$6,847
0.0% of portfolio
|
Q4 2022
Reduced 42.74%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
100
shares
|
$5,110
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
68
shares
|
$3,474
0.0% of portfolio
|
Q3 2024
Reduced 72.36%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
30
shares
|
$1,533
0.0% of portfolio
|
Q1 2025
Reduced 96.21%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|