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 119 institutions that hold shares in the stock, with a total of 4.6 Million shares, which have been reported (via 13F filing form) to have a value of $213 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
46,991
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2025
Added 16.81%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
46,495
shares
|
$2.15 Million
1.16% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
42,145
shares
|
$1.95 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
39,707
shares
|
$1.84 Million
1.47% of portfolio
|
Q1 2025
Added 18.3%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
39,124
shares
|
$1.81 Million
0.01% of portfolio
|
Q4 2024
Added 17.65%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
38,481
shares
|
$1.78 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Apr 29, 2025 Q1 2025 |
32,130
shares
|
$1.49 Million
1.14% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
32,013
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Added 13.85%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
31,453
shares
|
$1.46 Million
0.09% of portfolio
|
Q1 2025
Added 107.91%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
29,879
shares
|
$1.38 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
27,435
shares
|
$1.27 Million
1.24% of portfolio
|
Q1 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
25,838
shares
|
$1.2 Million
0.11% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
23,582
shares
|
$1.09 Million
0.14% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
22,660
shares
|
$1.05 Million
0.3% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
16,749
shares
|
$775,813
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
16,739
shares
|
$775,350
0.03% of portfolio
|
Q1 2025
Added 221.41%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
16,610
shares
|
$769,375
0.01% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
16,405
shares
|
$759,879
0.02% of portfolio
|
Q1 2024
Added 2443.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
16,196
shares
|
$750,198
0.0% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
15,868
shares
|
$735,005
0.0% of portfolio
|
Q4 2024
Reduced 39.08%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
15,666
shares
|
$725,649
0.03% of portfolio
|
Q1 2025
Added 26.97%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
13,566
shares
|
$628,377
0.04% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
13,480
shares
|
$624,393
0.17% of portfolio
|
Q2 2024
Added 83.6%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
13,086
shares
|
$606,143
0.28% of portfolio
|
Q4 2024
Reduced 12.1%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
13,025
shares
|
$603,318
0.29% of portfolio
|
Q1 2025
Reduced 6.0%
|