Institutional Ownership Innovator U.S. Equity Buffer E (BJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJUN). We have compiled data on the 96 institutions that hold shares in the stock, with a total of 3.07 Million shares, which have been reported (via 13F filing form) to have a value of $120 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
12,222
shares
|
$477,880
0.0% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
11,479
shares
|
$448,828
0.03% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
11,028
shares
|
$431,194
0.0% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
10,700
shares
|
$418,370
0.05% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
10,240
shares
|
$400,384
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
10,136
shares
|
$396,317
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
9,384
shares
|
$366,914
0.04% of portfolio
|
Q1 2024
Reduced 1.93%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
8,632
shares
|
$337,511
0.31% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
7,935
shares
|
$310,258
0.01% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,249
shares
|
$283,435
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
7,090
shares
|
$277,219
0.25% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
6,965
shares
|
$272,331
0.04% of portfolio
|
Q2 2025
Added 15.6%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,859
shares
|
$268,186
0.0% of portfolio
|
Q2 2023
Added 45.94%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
6,779
shares
|
$265,058
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
6,602
shares
|
$258,138
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
6,555
shares
|
$256,300
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
6,155
shares
|
$240,660
0.02% of portfolio
|
Q2 2025
Added 18.02%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,037
shares
|
$236,046
0.0% of portfolio
|
Q3 2025
Reduced 61.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
5,749
shares
|
$224,785
0.0% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
5,743
shares
|
$224,551
0.0% of portfolio
|
Q3 2025
Reduced 63.91%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
5,563
shares
|
$217,513
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
5,380
shares
|
$210,358
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
5,125
shares
|
$200,387
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
5,060
shares
|
$197,846
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
4,987
shares
|
$194,991
0.0% of portfolio
|
Q3 2025
New holding
|
|