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 121 institutions that hold shares in the stock, with a total of 4.09 Million shares, which have been reported (via 13F filing form) to have a value of $203 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
549,177
shares
|
$27.3 Million
0.38% of portfolio
|
Q3 2025
Added 7118.41%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
378,921
shares
|
$18.9 Million
0.25% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
268,784
shares
|
$13.4 Million
3.73% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
226,428
shares
|
$11.3 Million
0.02% of portfolio
|
Q3 2025
Added 15.99%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
224,752
shares
|
$11.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 61.72%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
174,160
shares
|
$8.67 Million
0.01% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
173,516
shares
|
$8.63 Million
0.01% of portfolio
|
Q3 2025
Added 15.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
120,400
shares
|
$5.99 Million
0.01% of portfolio
|
Q3 2025
Added 46.66%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
95,439
shares
|
$4.75 Million
0.55% of portfolio
|
Q3 2022
Added 37.62%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
94,350
shares
|
$4.69 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
77,372
shares
|
$3.85 Million
0.01% of portfolio
|
Q3 2025
Added 31.3%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
75,522
shares
|
$3.76 Million
0.66% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
57,665
shares
|
$2.87 Million
0.0% of portfolio
|
Q3 2025
Added 21.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
56,277
shares
|
$2.8 Million
0.0% of portfolio
|
Q3 2025
Added 41.92%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
53,915
shares
|
$2.68 Million
0.15% of portfolio
|
Q4 2022
Added 6.55%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
53,677
shares
|
$2.67 Million
1.42% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
52,682
shares
|
$2.62 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
52,289
shares
|
$2.6 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
49,365
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2025
Added 16.5%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
43,379
shares
|
$2.16 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
42,901
shares
|
$2.13 Million
0.19% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
42,034
shares
|
$2.09 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
41,981
shares
|
$2.09 Million
0.08% of portfolio
|
Q3 2025
Added 29.62%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
39,946
shares
|
$1.99 Million
0.1% of portfolio
|
Q3 2025
Added 76.25%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
38,351
shares
|
$1.91 Million
0.45% of portfolio
|
Q3 2025
Added 3.28%
|
|