Institutional Ownership Innovator U.S. Equity Buffer E (BJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJAN). We have compiled data on the 114 institutions that hold shares in the stock, with a total of 3.44 Million shares, which have been reported (via 13F filing form) to have a value of $168 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
334,872
shares
|
$16.4 Million
7.26% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
278,460
shares
|
$13.6 Million
0.28% of portfolio
|
Q3 2024
Added 26.11%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
240,807
shares
|
$11.8 Million
3.12% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
144,755
shares
|
$7.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
133,884
shares
|
$6.54 Million
0.21% of portfolio
|
Q4 2024
Reduced 13.77%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
130,041
shares
|
$6.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 72.26%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
124,477
shares
|
$6.08 Million
5.05% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
121,841
shares
|
$5.95 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
109,000
shares
|
$5.32 Million
2.07% of portfolio
|
Q1 2023
Reduced 0.11%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
87,022
shares
|
$4.25 Million
0.53% of portfolio
|
Q2 2022
Added 8.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
82,911
shares
|
$4.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
76,815
shares
|
$3.75 Million
2.05% of portfolio
|
Q4 2024
Reduced 8.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
72,446
shares
|
$3.54 Million
0.0% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
70,498
shares
|
$3.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
69,722
shares
|
$3.41 Million
0.88% of portfolio
|
Q1 2022
Added 28.02%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
64,547
shares
|
$3.15 Million
1.35% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
60,582
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
55,564
shares
|
$2.71 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
54,565
shares
|
$2.66 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
46,505
shares
|
$2.27 Million
1.21% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
43,793
shares
|
$2.14 Million
1.47% of portfolio
|
Q4 2024
Added 24.26%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
42,697
shares
|
$2.09 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
42,537
shares
|
$2.08 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
40,228
shares
|
$1.96 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
39,124
shares
|
$1.91 Million
0.01% of portfolio
|
Q4 2024
Added 17.65%
|