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 97 institutions that hold shares in the stock, with a total of 2.27 Million shares, which have been reported (via 13F filing form) to have a value of $88.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
21,329
shares
|
$833,963
0.0% of portfolio
|
Q3 2025
Reduced 17.55%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
20,929
shares
|
$818,323
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
My Personal Cfo, LLC
|
Jan 15, 2026 Q4 2025 |
20,580
shares
|
$804,678
0.37% of portfolio
|
Q4 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
19,015
shares
|
$743,486
0.2% of portfolio
|
Q2 2025
Added 66.73%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
18,954
shares
|
$741,101
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
18,804
shares
|
$735,236
0.0% of portfolio
|
Q3 2025
Reduced 43.98%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
18,045
shares
|
$705,559
0.01% of portfolio
|
Q4 2025
Reduced 96.9%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
17,767
shares
|
$694,689
0.19% of portfolio
|
Q3 2025
Reduced 12.18%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
17,195
shares
|
$672,324
0.02% of portfolio
|
Q4 2025
Reduced 0.64%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
16,909
shares
|
$661,141
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
16,805
shares
|
$657,075
0.01% of portfolio
|
Q3 2025
Reduced 13.9%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
16,714
shares
|
$653,517
0.03% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
16,218
shares
|
$634,123
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
15,942
shares
|
$623,332
0.0% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
15,270
shares
|
$597,057
0.02% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
15,033
shares
|
$587,790
0.0% of portfolio
|
Q3 2025
Reduced 12.76%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
14,863
shares
|
$581,143
0.0% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
14,332
shares
|
$560,381
0.1% of portfolio
|
Q2 2025
Added 19.53%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
14,137
shares
|
$552,756
0.11% of portfolio
|
Q1 2025
Added 139.92%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
14,103
shares
|
$551,427
0.1% of portfolio
|
Q3 2025
Reduced 6.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
13,771
shares
|
$538,446
0.0% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
13,526
shares
|
$528,866
0.02% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
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%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
13,109
shares
|
$512,561
0.02% of portfolio
|
Q4 2025
Reduced 2.12%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
12,222
shares
|
$477,880
0.0% of portfolio
|
Q3 2025
Reduced 2.39%
|
|