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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
13,905
shares
|
$665,493
0.03% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
13,803
shares
|
$660,611
0.02% of portfolio
|
Q3 2024
Added 20.71%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
12,949
shares
|
$619,739
0.14% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
12,743
shares
|
$609,879
0.04% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
12,665
shares
|
$606,146
0.11% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
12,193
shares
|
$583,556
0.05% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,957
shares
|
$572,262
0.17% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
11,456
shares
|
$548,284
0.58% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
11,065
shares
|
$529,570
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
10,531
shares
|
$504,013
0.02% of portfolio
|
Q3 2024
Added 39.48%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
10,215
shares
|
$488,889
0.08% of portfolio
|
Q2 2025
Added 35.3%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
10,149
shares
|
$485,731
0.19% of portfolio
|
Q1 2025
Reduced 54.95%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,140
shares
|
$485,300
0.09% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
8,971
shares
|
$429,352
0.01% of portfolio
|
Q1 2025
Reduced 29.89%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
8,720
shares
|
$417,339
0.01% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
8,567
shares
|
$410,016
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
8,214
shares
|
$393,122
0.0% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
7,792
shares
|
$372,925
0.09% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
7,690
shares
|
$368,043
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
7,519
shares
|
$359,859
0.01% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
7,497
shares
|
$358,806
0.01% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,346
shares
|
$351,579
0.02% of portfolio
|
Q4 2024
Added 46.86%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
6,940
shares
|
$332,148
0.25% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
6,763
shares
|
$323,677
0.2% of portfolio
|
Q1 2025
Reduced 22.69%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
6,522
shares
|
$312,142
0.07% of portfolio
|
Q3 2024
Reduced 12.8%
|