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 |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,870
shares
|
$190,417
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,818
shares
|
$188,383
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
4,730
shares
|
$184,943
0.01% of portfolio
|
Q2 2025
Reduced 53.65%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
4,015
shares
|
$156,986
0.0% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
3,870
shares
|
$151,317
0.0% of portfolio
|
Q3 2025
Added 21.47%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
3,000
shares
|
$117,300
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,162
shares
|
$84,534
0.0% of portfolio
|
Q3 2025
Reduced 40.62%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,100
shares
|
$82,110
0.01% of portfolio
|
Q1 2024
Reduced 17.13%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
1,684
shares
|
$65,844
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,250
shares
|
$48,875
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
767
shares
|
$29,989
0.0% of portfolio
|
Q3 2025
Added 14.99%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
625
shares
|
$24,437
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
555
shares
|
$21,700
0.0% of portfolio
|
Q3 2025
Reduced 47.39%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
446
shares
|
$17,438
0.01% of portfolio
|
Q3 2025
Reduced 84.91%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
444
shares
|
$17,360
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
250
shares
|
$9,775
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
235
shares
|
$9,188
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
200
shares
|
$7,820
0.01% of portfolio
|
Q3 2025
Reduced 55.56%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
68
shares
|
$2,658
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
63
shares
|
$2,463
0.0% of portfolio
|
Q2 2023
Added 270.59%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|