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 |
|---|---|---|---|---|---|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
2,930
shares
|
$145,796
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,200
shares
|
$109,472
0.0% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,021
shares
|
$100,564
0.0% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,015
shares
|
$100,266
0.01% of portfolio
|
Q3 2025
Reduced 28.42%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
1,985
shares
|
$98,773
0.01% of portfolio
|
Q3 2025
Reduced 16.77%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,678
shares
|
$83,497
0.0% of portfolio
|
Q3 2025
Reduced 44.58%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
950
shares
|
$47,272
0.0% of portfolio
|
Q3 2024
Added 493.75%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
935
shares
|
$46,525
0.03% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
875
shares
|
$43,540
0.0% of portfolio
|
Q1 2024
Reduced 6.12%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
563
shares
|
$28,014
0.03% of portfolio
|
Q4 2024
Reduced 20.59%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
500
shares
|
$24,880
0.0% of portfolio
|
Q3 2024
Reduced 88.89%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
498
shares
|
$24,780
0.0% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
478
shares
|
$23,785
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
291
shares
|
$14,480
0.0% of portfolio
|
Q1 2025
Reduced 22.4%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
248
shares
|
$12,340
0.0% of portfolio
|
Q3 2023
Reduced 75.2%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
222
shares
|
$11,046
0.01% of portfolio
|
Q3 2025
Reduced 96.7%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
219
shares
|
$10,897
0.0% of portfolio
|
Q3 2025
Reduced 52.49%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
171
shares
|
$8,508
0.0% of portfolio
|
Q3 2025
Reduced 97.96%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
160
shares
|
$7,961
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
157
shares
|
$7,812
0.0% of portfolio
|
Q3 2025
Reduced 93.61%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|