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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,891
shares
|
$386,738
0.0% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
9,721
shares
|
$380,091
0.03% of portfolio
|
Q2 2024
Added 100.56%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
9,384
shares
|
$366,914
0.04% of portfolio
|
Q1 2024
Reduced 1.93%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
9,352
shares
|
$365,663
0.01% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
8,672
shares
|
$339,075
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
8,337
shares
|
$325,976
0.42% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,265
shares
|
$323,161
0.0% of portfolio
|
Q4 2024
Reduced 66.75%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,126
shares
|
$317,726
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
8,052
shares
|
$314,833
0.0% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
7,887
shares
|
$308,381
0.02% of portfolio
|
Q4 2024
Reduced 17.39%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,859
shares
|
$268,186
0.0% of portfolio
|
Q2 2023
Added 45.94%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
6,779
shares
|
$265,058
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
6,329
shares
|
$247,463
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
6,025
shares
|
$235,577
0.04% of portfolio
|
Q1 2024
Reduced 23.97%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
5,926
shares
|
$231,706
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
5,770
shares
|
$225,607
0.2% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
5,380
shares
|
$210,358
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
5,240
shares
|
$204,884
0.0% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
5,215
shares
|
$203,906
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
5,125
shares
|
$200,387
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
4,818
shares
|
$188,383
0.0% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
4,773
shares
|
$186,624
0.01% of portfolio
|
Q3 2024
Added 12.23%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
3,786
shares
|
$148,032
0.0% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,641
shares
|
$142,363
0.0% of portfolio
|
Q2 2024
Added 488.21%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
3,150
shares
|
$123,165
0.02% of portfolio
|
Q4 2024
Reduced 62.05%
|