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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
11,377
shares
|
$444,840
0.0% of portfolio
|
Q4 2024
Reduced 13.79%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
10,205
shares
|
$399,015
0.01% of portfolio
|
Q1 2025
Reduced 23.1%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
9,721
shares
|
$380,091
0.03% of portfolio
|
Q2 2024
Added 100.56%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
9,384
shares
|
$366,914
0.04% of portfolio
|
Q1 2024
Reduced 1.93%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
8,672
shares
|
$339,075
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
8,265
shares
|
$323,161
0.0% of portfolio
|
Q4 2024
Reduced 66.75%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
8,250
shares
|
$322,575
0.26% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
7,925
shares
|
$309,867
0.01% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
7,075
shares
|
$276,632
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
6,866
shares
|
$268,460
0.0% of portfolio
|
Q1 2025
Reduced 14.73%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,859
shares
|
$268,186
0.0% of portfolio
|
Q2 2023
Added 45.94%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
6,779
shares
|
$265,058
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
6,555
shares
|
$256,300
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
6,329
shares
|
$247,463
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
6,025
shares
|
$235,577
0.04% of portfolio
|
Q1 2024
Reduced 23.97%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
5,770
shares
|
$225,607
0.21% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
5,563
shares
|
$217,513
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
5,380
shares
|
$210,358
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
5,215
shares
|
$203,906
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
5,125
shares
|
$200,387
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
4,453
shares
|
$174,112
0.0% of portfolio
|
Q1 2025
Added 17.62%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,641
shares
|
$142,363
0.0% of portfolio
|
Q2 2024
Added 488.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,271
shares
|
$127,896
0.0% of portfolio
|
Q1 2025
Reduced 31.47%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,076
shares
|
$120,271
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,012
shares
|
$117,769
0.0% of portfolio
|
Q1 2025
New holding
|