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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
7,212
shares
|
$358,869
0.0% of portfolio
|
Q3 2025
Added 41.38%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
7,163
shares
|
$356,430
0.02% of portfolio
|
Q3 2025
Added 18.18%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
7,040
shares
|
$350,310
0.26% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
6,974
shares
|
$347,026
0.0% of portfolio
|
Q3 2025
Added 85.53%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
6,968
shares
|
$346,727
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
6,522
shares
|
$324,534
0.07% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
6,211
shares
|
$309,059
0.18% of portfolio
|
Q3 2025
Reduced 8.16%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
6,030
shares
|
$300,052
0.09% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
5,824
shares
|
$289,802
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
5,750
shares
|
$286,120
0.23% of portfolio
|
Q4 2023
Reduced 14.81%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
5,443
shares
|
$270,843
0.06% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
5,420
shares
|
$269,699
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,404
shares
|
$268,903
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
5,368
shares
|
$267,111
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
5,349
shares
|
$266,166
0.08% of portfolio
|
Q3 2025
Reduced 11.43%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
5,125
shares
|
$255,020
0.17% of portfolio
|
Q3 2024
Reduced 39.81%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
4,679
shares
|
$232,827
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
4,429
shares
|
$220,387
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
4,381
shares
|
$217,998
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
4,377
shares
|
$217,799
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
4,209
shares
|
$209,439
0.0% of portfolio
|
Q3 2025
Reduced 38.06%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
4,187
shares
|
$208,345
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
4,181
shares
|
$208,046
0.01% of portfolio
|
Q3 2025
Reduced 10.24%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
3,837
shares
|
$190,929
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
3,000
shares
|
$149,280
0.05% of portfolio
|
Q4 2024
New holding
|
|