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 4.02 Million shares, which have been reported (via 13F filing form) to have a value of $183 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
574,712
shares
|
$26.2 Million
0.04% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
300,979
shares
|
$13.7 Million
0.28% of portfolio
|
Q3 2024
Added 26.11%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
262,866
shares
|
$12 Million
1.63% of portfolio
|
Q3 2024
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
251,654
shares
|
$11.5 Million
3.03% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
197,270
shares
|
$9 Million
0.02% of portfolio
|
Q3 2024
Added 21.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
189,717
shares
|
$8.66 Million
0.01% of portfolio
|
Q3 2024
Added 20.58%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
156,054
shares
|
$7.12 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
149,316
shares
|
$6.81 Million
0.01% of portfolio
|
Q3 2024
Added 49.71%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
95,439
shares
|
$4.36 Million
0.55% of portfolio
|
Q3 2022
Added 37.62%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
94,600
shares
|
$4.32 Million
0.27% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Berkshire Money Management, Inc.
|
Oct 16, 2024 Q3 2024 |
86,407
shares
|
$3.94 Million
0.48% of portfolio
|
Q3 2024
Reduced 65.76%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
75,522
shares
|
$3.45 Million
0.65% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
73,019
shares
|
$3.33 Million
0.01% of portfolio
|
Q3 2024
Added 35.69%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
65,073
shares
|
$2.97 Million
0.0% of portfolio
|
Q3 2024
Added 22.98%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
60,278
shares
|
$2.75 Million
0.28% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
58,020
shares
|
$2.65 Million
1.48% of portfolio
|
Q3 2024
Added 23.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
54,424
shares
|
$2.48 Million
0.01% of portfolio
|
Q3 2024
Added 13.6%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
54,286
shares
|
$2.48 Million
0.48% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
53,966
shares
|
$2.46 Million
0.07% of portfolio
|
Q3 2024
Added 89.62%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
53,915
shares
|
$2.46 Million
0.15% of portfolio
|
Q4 2022
Added 6.55%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
40,007
shares
|
$1.83 Million
2.14% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
37,734
shares
|
$1.72 Million
1.11% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
37,616
shares
|
$1.72 Million
0.47% of portfolio
|
Q3 2024
Added 64.26%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
35,003
shares
|
$1.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
32,161
shares
|
$1.47 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.91%
|