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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
14,890
shares
|
$740,926
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
14,884
shares
|
$740,627
0.01% of portfolio
|
Q3 2025
Reduced 20.36%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
14,821
shares
|
$737,492
0.72% of portfolio
|
Q3 2025
Added 29.37%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
14,147
shares
|
$703,954
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
13,594
shares
|
$676,437
0.02% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
12,719
shares
|
$632,897
0.02% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
12,667
shares
|
$630,309
0.19% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
12,665
shares
|
$630,210
0.11% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
12,662
shares
|
$630,061
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
12,417
shares
|
$617,869
0.01% of portfolio
|
Q2 2025
Added 65.14%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
12,193
shares
|
$606,723
0.05% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
11,909
shares
|
$592,591
0.02% of portfolio
|
Q3 2025
Added 59.66%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
11,065
shares
|
$550,594
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
10,215
shares
|
$508,298
0.08% of portfolio
|
Q2 2025
Added 35.3%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,140
shares
|
$504,566
0.09% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
10,117
shares
|
$503,421
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
9,501
shares
|
$472,769
0.04% of portfolio
|
Q3 2025
Added 66.98%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
9,043
shares
|
$449,979
0.13% of portfolio
|
Q3 2025
Added 929.95%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
8,815
shares
|
$438,634
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
8,518
shares
|
$423,855
0.0% of portfolio
|
Q3 2025
Added 614.0%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
7,690
shares
|
$382,654
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
7,670
shares
|
$381,659
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
7,489
shares
|
$372,652
0.1% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
7,374
shares
|
$366,930
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
7,225
shares
|
$359,516
0.02% of portfolio
|
Q2 2025
Reduced 1.65%
|
|