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 |
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
12,941
shares
|
$599,427
0.01% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
12,189
shares
|
$564,594
0.04% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
12,186
shares
|
$564,455
0.02% of portfolio
|
Q3 2023
Reduced 24.78%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
12,156
shares
|
$563,065
0.24% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,055
shares
|
$558,387
0.02% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
11,388
shares
|
$527,492
0.02% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
11,283
shares
|
$522,628
0.61% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
10,809
shares
|
$500,672
0.01% of portfolio
|
Q4 2024
Added 150.21%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
10,586
shares
|
$490,343
0.0% of portfolio
|
Q3 2024
Reduced 20.78%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
10,484
shares
|
$485,618
0.09% of portfolio
|
Q3 2024
Reduced 20.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
10,276
shares
|
$475,984
0.01% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
10,211
shares
|
$472,973
0.26% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10,080
shares
|
$466,905
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
9,530
shares
|
$441,429
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
9,411
shares
|
$435,917
0.03% of portfolio
|
Q1 2025
Added 34.65%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
9,310
shares
|
$431,239
0.01% of portfolio
|
Q1 2025
Reduced 24.11%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,974
shares
|
$415,675
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
8,828
shares
|
$408,912
0.0% of portfolio
|
Q4 2024
Added 21.61%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
8,343
shares
|
$386,447
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
8,200
shares
|
$379,824
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
8,067
shares
|
$373,663
0.1% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
8,015
shares
|
$371,254
0.03% of portfolio
|
Q1 2025
Added 21.9%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
7,649
shares
|
$354,301
0.0% of portfolio
|
Q4 2024
Reduced 41.1%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
7,276
shares
|
$337,024
0.03% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,086
shares
|
$328,223
0.01% of portfolio
|
Q4 2024
New holding
|