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 123 institutions that hold shares in the stock, with a total of 5.07 Million shares, which have been reported (via 13F filing form) to have a value of $260 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 |
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
15,638
shares
|
$803,324
0.03% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
13,667
shares
|
$702,073
0.01% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
13,566
shares
|
$696,885
0.04% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
13,404
shares
|
$688,563
0.12% of portfolio
|
Q2 2025
Added 31.0%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
13,388
shares
|
$687,741
0.16% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
13,025
shares
|
$669,094
0.29% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
12,944
shares
|
$664,933
0.25% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
12,186
shares
|
$625,994
0.02% of portfolio
|
Q3 2023
Reduced 24.78%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,055
shares
|
$619,265
0.02% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
11,978
shares
|
$615,309
0.06% of portfolio
|
Q2 2025
Reduced 27.89%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
11,943
shares
|
$613,511
0.03% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
11,461
shares
|
$588,751
0.01% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
11,061
shares
|
$568,203
0.0% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
10,565
shares
|
$542,724
0.02% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
10,558
shares
|
$542,364
0.57% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
10,265
shares
|
$527,313
0.01% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
10,211
shares
|
$524,539
0.22% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10,080
shares
|
$517,809
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
9,960
shares
|
$511,645
0.2% of portfolio
|
Q1 2025
Reduced 23.89%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
9,949
shares
|
$511,080
0.08% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
9,775
shares
|
$502,141
0.03% of portfolio
|
Q2 2025
Added 1727.1%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
9,487
shares
|
$487,347
0.27% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,974
shares
|
$460,994
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
8,584
shares
|
$440,960
0.01% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
8,411
shares
|
$432,073
0.03% of portfolio
|
Q2 2025
Reduced 10.63%
|