Institutional Ownership Innovator U.S. Equity Buffer E (BJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJUL). We have compiled data on the 116 institutions that hold shares in the stock, with a total of 3.45 Million shares, which have been reported (via 13F filing form) to have a value of $157 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
341,487
shares
|
$15.5 Million
0.28% of portfolio
|
Q4 2024
Added 13.46%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
258,371
shares
|
$11.8 Million
3.11% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
215,184
shares
|
$9.79 Million
0.01% of portfolio
|
Q4 2024
Reduced 62.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
198,008
shares
|
$9.01 Million
0.02% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
174,862
shares
|
$7.95 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
156,054
shares
|
$7.1 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
146,146
shares
|
$6.65 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
95,439
shares
|
$4.34 Million
0.55% of portfolio
|
Q3 2022
Added 37.62%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
91,000
shares
|
$4.14 Million
0.27% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
75,522
shares
|
$3.44 Million
0.62% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
66,301
shares
|
$3.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.2%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
60,401
shares
|
$2.75 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.18%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
60,278
shares
|
$2.74 Million
0.28% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
58,020
shares
|
$2.64 Million
1.4% of portfolio
|
Q3 2024
Added 23.66%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
54,017
shares
|
$2.46 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
53,915
shares
|
$2.45 Million
0.15% of portfolio
|
Q4 2022
Added 6.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
53,824
shares
|
$2.45 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
50,621
shares
|
$2.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
49,049
shares
|
$2.23 Million
0.01% of portfolio
|
Q4 2024
Added 63.18%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
46,545
shares
|
$2.12 Million
1.46% of portfolio
|
Q4 2024
Added 23.35%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
40,007
shares
|
$1.82 Million
2.14% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
39,826
shares
|
$1.81 Million
0.21% of portfolio
|
Q4 2024
Reduced 53.91%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
37,616
shares
|
$1.71 Million
0.47% of portfolio
|
Q3 2024
Added 64.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
34,593
shares
|
$1.57 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
34,569
shares
|
$1.57 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.24%
|