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 88 institutions that hold shares in the stock, with a total of 2.39 Million shares, which have been reported (via 13F filing form) to have a value of $93.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
429,979
shares
|
$16.8 Million
0.31% of portfolio
|
Q1 2025
Added 17.17%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
253,585
shares
|
$9.92 Million
2.85% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
152,125
shares
|
$5.95 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
119,171
shares
|
$4.66 Million
0.01% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
102,732
shares
|
$4.02 Million
0.24% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
92,082
shares
|
$3.6 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
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 |
May 12, 2025 Q1 2025 |
71,560
shares
|
$2.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
61,028
shares
|
$2.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 37.12%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
42,244
shares
|
$1.65 Million
0.0% of portfolio
|
Q1 2025
Reduced 45.29%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
39,925
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2022
Added 1462.62%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
33,918
shares
|
$1.33 Million
0.29% of portfolio
|
Q2 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
32,365
shares
|
$1.27 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
32,155
shares
|
$1.26 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
31,717
shares
|
$1.24 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
30,113
shares
|
$1.18 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
28,571
shares
|
$1.12 Million
0.1% of portfolio
|
Q4 2024
Reduced 32.29%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
27,656
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
26,156
shares
|
$1.02 Million
0.34% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
23,735
shares
|
$928,038
0.31% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
23,509
shares
|
$919,201
0.24% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
23,480
shares
|
$918,068
0.0% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
23,207
shares
|
$907,393
0.0% of portfolio
|
Q1 2025
Reduced 12.6%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
22,929
shares
|
$896,523
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
21,020
shares
|
$821,882
0.02% of portfolio
|
Q2 2024
Added 1193.54%
|