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 109 institutions that hold shares in the stock, with a total of 3.44 Million shares, which have been reported (via 13F filing form) to have a value of $144 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
14,011
shares
|
$585,379
0.0% of portfolio
|
Q3 2023
New holding
|
|
Alera Investment Advisors, LLC
|
May 10, 2024 Q1 2024 |
13,904
shares
|
$580,909
0.08% of portfolio
|
Q4 2022
Reduced 11.64%
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
13,443
shares
|
$561,648
0.04% of portfolio
|
Q1 2024
Reduced 5.26%
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 14, 2024 Q1 2024 |
12,666
shares
|
$529,185
0.14% of portfolio
|
Q1 2024
Reduced 1.04%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2024 Q1 2024 |
12,651
shares
|
$528,558
0.06% of portfolio
|
Q1 2024
Reduced 1.43%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
12,568
shares
|
$525,091
0.02% of portfolio
|
Q4 2023
Added 52.36%
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Apr 16, 2024 Q1 2024 |
12,187
shares
|
$509,172
0.06% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
12,047
shares
|
$503,323
0.0% of portfolio
|
Q1 2024
New holding
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 01, 2024 Q1 2024 |
11,566
shares
|
$483,227
0.19% of portfolio
|
Q1 2024
New holding
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
11,375
shares
|
$475,247
0.01% of portfolio
|
Q4 2023
Reduced 9.18%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
11,074
shares
|
$462,671
0.03% of portfolio
|
Q1 2024
Reduced 11.89%
|
|
Hrt Financial LP
New York, NY |
May 13, 2024 Q1 2024 |
10,254
shares
|
$428,412
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
9,059
shares
|
$378,485
0.0% of portfolio
|
Q1 2024
Reduced 49.31%
|
|
Cra Financial Services, LLC
|
Apr 17, 2024 Q1 2024 |
8,900
shares
|
$371,842
0.08% of portfolio
|
Q4 2023
Added 28.99%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
8,712
shares
|
$363,987
0.0% of portfolio
|
Q1 2024
Reduced 3.33%
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Apr 10, 2024 Q1 2024 |
8,515
shares
|
$355,756
0.29% of portfolio
|
Q4 2023
New holding
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
May 06, 2024 Q1 2024 |
8,487
shares
|
$354,586
0.25% of portfolio
|
Q1 2024
Reduced 6.47%
|
|
Sugarloaf Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
8,350
shares
|
$348,863
0.08% of portfolio
|
Q3 2023
Added 2683.33%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
7,550
shares
|
$315,439
0.01% of portfolio
|
Q3 2023
New holding
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 10, 2024 Q1 2024 |
7,491
shares
|
$312,973
0.15% of portfolio
|
Q2 2023
Added 10.44%
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 12, 2024 Q1 2024 |
7,479
shares
|
$312,472
0.08% of portfolio
|
Q1 2023
New holding
|
|
Acas, LLC
|
May 01, 2024 Q1 2024 |
7,355
shares
|
$307,291
0.29% of portfolio
|
Q1 2024
Reduced 1.34%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
7,150
shares
|
$298,727
0.0% of portfolio
|
Q1 2024
New holding
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
6,805
shares
|
$284,312
0.01% of portfolio
|
Q1 2024
Reduced 96.74%
|
|
Orion Capital Management LLC
|
May 10, 2024 Q1 2024 |
6,500
shares
|
$271,570
0.14% of portfolio
|
Q1 2022
Reduced 6.74%
|