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 |
|---|---|---|---|---|---|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
37,599
shares
|
$1.87 Million
1.48% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Berkshire Money Management, Inc.
|
Oct 14, 2025 Q3 2025 |
35,925
shares
|
$1.79 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
32,899
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2025
Reduced 38.37%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
32,161
shares
|
$1.6 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
28,530
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
27,477
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
26,949
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Added 12.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
25,197
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
24,847
shares
|
$1.24 Million
0.09% of portfolio
|
Q1 2024
Reduced 8.62%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
24,092
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
23,971
shares
|
$1.19 Million
0.09% of portfolio
|
Q1 2025
Reduced 84.64%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
22,853
shares
|
$1.14 Million
0.44% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
21,620
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
21,452
shares
|
$1.07 Million
0.31% of portfolio
|
Q1 2023
Reduced 22.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,842
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 278.12%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
20,495
shares
|
$1.02 Million
0.7% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,503
shares
|
$920,709
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
18,001
shares
|
$895,729
0.22% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
16,598
shares
|
$825,916
0.02% of portfolio
|
Q3 2025
Added 30.06%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
16,395
shares
|
$815,815
0.0% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
15,784
shares
|
$785,411
0.0% of portfolio
|
Q3 2025
Reduced 17.28%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
15,667
shares
|
$779,589
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
15,530
shares
|
$772,772
0.0% of portfolio
|
Q3 2022
Added 6.15%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
15,330
shares
|
$762,820
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
14,926
shares
|
$742,717
0.0% of portfolio
|
Q3 2025
Reduced 27.54%
|
|