Institutional Ownership Innovator U.S. Equity Buffer E (BJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJUN). We have compiled data on the 99 institutions that hold shares in the stock, with a total of 2.78 Million shares, which have been reported (via 13F filing form) to have a value of $109 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
399,432
shares
|
$15.6 Million
0.24% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
254,782
shares
|
$9.96 Million
2.64% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
222,264
shares
|
$8.69 Million
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
149,451
shares
|
$5.84 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
128,185
shares
|
$5.01 Million
0.01% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
106,693
shares
|
$4.17 Million
0.23% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
90,040
shares
|
$3.52 Million
0.62% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
87,135
shares
|
$3.41 Million
0.5% of portfolio
|
Q3 2022
Added 257.92%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
71,067
shares
|
$2.78 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
67,409
shares
|
$2.64 Million
0.01% of portfolio
|
Q2 2025
Added 10.46%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
63,251
shares
|
$2.47 Million
0.0% of portfolio
|
Q2 2025
Added 49.73%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
39,925
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2022
Added 1462.62%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
33,748
shares
|
$1.32 Million
0.2% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
33,564
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
33,347
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Added 42.02%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
32,258
shares
|
$1.26 Million
0.09% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
31,717
shares
|
$1.24 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
31,485
shares
|
$1.23 Million
0.36% of portfolio
|
Q2 2025
Added 32.65%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
30,113
shares
|
$1.18 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
27,802
shares
|
$1.09 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
25,869
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
25,805
shares
|
$1.01 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
25,355
shares
|
$991,380
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
24,782
shares
|
$968,976
0.02% of portfolio
|
Q2 2025
Added 17.9%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
24,040
shares
|
$939,964
0.23% of portfolio
|
Q2 2025
Added 2.26%
|