Institutional Ownership Innovator U.S. Equity Buffer E (BJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJUL). We have compiled data on the 114 institutions that hold shares in the stock, with a total of 4.16 Million shares, which have been reported (via 13F filing form) to have a value of $199 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
34,873
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
32,888
shares
|
$1.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 32.95%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
32,384
shares
|
$1.55 Million
0.05% of portfolio
|
Q1 2025
Added 29.19%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
32,161
shares
|
$1.54 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
28,404
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
28,341
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
28,302
shares
|
$1.35 Million
0.11% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
26,604
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
26,386
shares
|
$1.26 Million
0.07% of portfolio
|
Q1 2025
Reduced 15.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
25,158
shares
|
$1.2 Million
0.03% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
25,153
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
24,847
shares
|
$1.19 Million
0.09% of portfolio
|
Q1 2024
Reduced 8.62%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
23,971
shares
|
$1.15 Million
0.09% of portfolio
|
Q1 2025
Reduced 84.64%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
22,664
shares
|
$1.08 Million
0.06% of portfolio
|
Q1 2025
Reduced 34.44%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
22,546
shares
|
$1.08 Million
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
22,035
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
21,452
shares
|
$1.03 Million
0.31% of portfolio
|
Q1 2023
Reduced 22.98%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
21,368
shares
|
$1.02 Million
0.42% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,842
shares
|
$997,498
0.0% of portfolio
|
Q3 2024
Added 278.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,503
shares
|
$885,553
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
18,001
shares
|
$861,527
0.18% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
17,228
shares
|
$824,532
0.01% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
16,395
shares
|
$784,664
0.0% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
16,091
shares
|
$770,115
0.02% of portfolio
|
Q1 2025
Reduced 14.41%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
15,530
shares
|
$743,265
0.0% of portfolio
|
Q3 2022
Added 6.15%
|