Institutional Ownership Innovator U.S. Equity Buffer E (BJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJUN). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 2.43 Million shares, which have been reported (via 13F filing form) to have a value of $94.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
366,955
shares
|
$14.3 Million
0.28% of portfolio
|
Q4 2024
Added 14.61%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
255,191
shares
|
$9.98 Million
2.8% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
161,367
shares
|
$6.31 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
113,384
shares
|
$4.43 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.85%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
100,803
shares
|
$3.94 Million
0.26% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
97,048
shares
|
$3.79 Million
0.01% of portfolio
|
Q3 2024
Added 29.82%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
92,769
shares
|
$3.63 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
87,135
shares
|
$3.41 Million
0.5% of portfolio
|
Q3 2022
Added 257.92%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
77,212
shares
|
$3.02 Million
0.0% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
75,153
shares
|
$2.94 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
39,925
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2022
Added 1462.62%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
33,918
shares
|
$1.33 Million
0.29% of portfolio
|
Q2 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
32,600
shares
|
$1.27 Million
0.21% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
32,310
shares
|
$1.26 Million
0.1% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
31,767
shares
|
$1.24 Million
0.69% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
30,187
shares
|
$1.18 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
28,571
shares
|
$1.12 Million
0.09% of portfolio
|
Q4 2024
Reduced 32.29%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
27,544
shares
|
$1.08 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
26,554
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Added 20.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
24,976
shares
|
$976,561
0.0% of portfolio
|
Q4 2024
Reduced 11.12%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
24,158
shares
|
$944,577
0.33% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
23,810
shares
|
$930,971
0.25% of portfolio
|
Q1 2024
Reduced 1.48%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
23,630
shares
|
$923,933
0.24% of portfolio
|
Q4 2024
Reduced 15.57%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
22,929
shares
|
$896,523
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
21,249
shares
|
$830,835
0.36% of portfolio
|
Q4 2024
Reduced 0.23%
|