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 115 institutions that hold shares in the stock, with a total of 3.28 Million shares, which have been reported (via 13F filing form) to have a value of $137 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
12,795
shares
|
$545,834
0.01% of portfolio
|
Q4 2024
Reduced 96.58%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
12,770
shares
|
$544,768
0.04% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
12,730
shares
|
$543,061
0.11% of portfolio
|
Q1 2025
Reduced 30.59%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
12,265
shares
|
$523,224
0.05% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
12,239
shares
|
$522,115
0.62% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
11,957
shares
|
$510,085
0.17% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
11,065
shares
|
$472,032
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
10,531
shares
|
$449,252
0.02% of portfolio
|
Q3 2024
Added 39.48%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
10,149
shares
|
$432,956
0.19% of portfolio
|
Q1 2025
Reduced 54.95%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,140
shares
|
$432,572
0.09% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
8,720
shares
|
$371,995
0.01% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
8,641
shares
|
$368,625
0.0% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
8,447
shares
|
$360,349
0.0% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,385
shares
|
$357,704
0.0% of portfolio
|
Q4 2024
Reduced 23.19%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
8,014
shares
|
$341,877
0.1% of portfolio
|
Q2 2024
Added 42.24%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,859
shares
|
$335,264
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
7,690
shares
|
$328,055
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
7,669
shares
|
$327,159
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
7,553
shares
|
$322,210
0.1% of portfolio
|
Q1 2025
Reduced 7.62%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
7,550
shares
|
$322,083
0.06% of portfolio
|
Q1 2025
Reduced 16.57%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
7,409
shares
|
$316,067
0.07% of portfolio
|
Q4 2024
Reduced 28.2%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
7,346
shares
|
$313,380
0.02% of portfolio
|
Q4 2024
Added 46.86%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
6,840
shares
|
$291,794
0.25% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
6,763
shares
|
$288,509
0.22% of portfolio
|
Q1 2025
Reduced 22.69%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
6,606
shares
|
$281,811
0.25% of portfolio
|
Q4 2024
New holding
|