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 117 institutions that hold shares in the stock, with a total of 3.49 Million shares, which have been reported (via 13F filing form) to have a value of $163 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
38,699
shares
|
$1.81 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
34,381
shares
|
$1.61 Million
0.14% of portfolio
|
Q3 2024
Reduced 76.9%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
33,566
shares
|
$1.57 Million
1.91% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Feb 05, 2025 Q4 2024 |
32,130
shares
|
$1.51 Million
1.18% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
30,002
shares
|
$1.41 Million
0.07% of portfolio
|
Q4 2024
Reduced 29.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
28,119
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
25,062
shares
|
$1.17 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
25,009
shares
|
$1.17 Million
0.24% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
23,267
shares
|
$1.09 Million
0.13% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
20,082
shares
|
$941,042
0.27% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
18,865
shares
|
$884,013
0.09% of portfolio
|
Q4 2024
Reduced 10.32%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
16,405
shares
|
$768,738
0.02% of portfolio
|
Q1 2024
Added 2443.41%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
16,398
shares
|
$768,410
0.01% of portfolio
|
Q4 2024
Reduced 14.3%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
15,868
shares
|
$743,574
0.0% of portfolio
|
Q4 2024
Reduced 39.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
15,547
shares
|
$728,532
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
15,128
shares
|
$708,898
0.05% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
13,857
shares
|
$649,339
0.31% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
13,797
shares
|
$646,527
0.01% of portfolio
|
Q4 2024
Added 20.06%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
13,480
shares
|
$631,672
0.17% of portfolio
|
Q2 2024
Added 83.6%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
13,256
shares
|
$621,176
0.03% of portfolio
|
Q4 2024
Reduced 28.98%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
13,086
shares
|
$613,209
0.28% of portfolio
|
Q4 2024
Reduced 12.1%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,079
shares
|
$612,881
0.01% of portfolio
|
Q4 2024
Reduced 31.79%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
12,412
shares
|
$581,626
0.02% of portfolio
|
Q4 2024
Reduced 52.54%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
12,338
shares
|
$578,158
0.02% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
12,267
shares
|
$574,831
0.02% of portfolio
|
Q4 2024
Reduced 67.26%
|