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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
20,929
shares
|
$818,323
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
20,436
shares
|
$799,047
0.37% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
20,400
shares
|
$797,640
0.43% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
18,954
shares
|
$741,101
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
18,366
shares
|
$718,110
0.01% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
16,909
shares
|
$661,141
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
16,177
shares
|
$632,520
0.28% of portfolio
|
Q1 2025
Reduced 20.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
15,914
shares
|
$622,237
0.0% of portfolio
|
Q1 2025
Added 3583.8%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
15,910
shares
|
$622,081
0.01% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
15,630
shares
|
$611,133
0.04% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
15,080
shares
|
$589,628
0.13% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
15,053
shares
|
$588,572
0.02% of portfolio
|
Q1 2025
Added 60.96%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
14,988
shares
|
$586,030
0.0% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
14,783
shares
|
$578,015
0.02% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
13,711
shares
|
$536,100
0.02% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
13,656
shares
|
$533,949
0.04% of portfolio
|
Q2 2024
Added 12.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
13,417
shares
|
$524,604
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,325
shares
|
$521,007
0.0% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
13,238
shares
|
$517,605
0.0% of portfolio
|
Q1 2025
Reduced 19.3%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
12,979
shares
|
$507,478
0.02% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
12,256
shares
|
$479,209
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
11,990
shares
|
$468,809
0.1% of portfolio
|
Q4 2024
Reduced 13.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
11,644
shares
|
$455,280
0.0% of portfolio
|
Q1 2025
Reduced 7.66%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
11,450
shares
|
$447,695
0.06% of portfolio
|
Q1 2025
Added 263.49%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
11,405
shares
|
$445,935
0.15% of portfolio
|
Q3 2024
Reduced 5.45%
|