Innovator U.S. Equity BufferBJANETF
13F holders, Q1 2024 (March 31)104holders
1famous investor
$43.53avg. 13F price*
At the end of Q1 2024, 104 institutions reported holding Innovator U.S. Equity Buffer (BJAN) in their 13F filings. The largest holders were Commonwealth Equity Services, LLC ($21.2M), Crown Wealth Group, LLC ($14.1M) and Integral Investment Advisors, Inc. ($9.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Innovator U.S. Equity Buffer
- CUSIP
- 45782C409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $18.6M |
| Exits | 5 | $1.0M |
Ownership 104 holders
| Commonwealth Equity Services, LLC | 0.04% | Add +10.9% | 485,853 | $21.2M |
| Crown Wealth Group, LLC | 7.24% | Add +9.4% | 322,745 | $14.1M |
| Integral Investment Advisors, Inc. | 4.04% | Add +28.6% | 224,404 | $9.8M |
| Brookstone Capital Management | 0.17% | New | 216,195 | $9.4M |
| Penserra Capital Management LLC | 0.11% | Add +37.1% | 207,084 | $9.0M |
| U.S. Capital Wealth Advisors, LLC | 0.28% | Add +34.8% | 163,452 | $7.1M |
| Marcum Wealth, LLC | 0.65% | Add +2176.5% | 147,814 | $6.4M |
| HighTower Advisors, LLC | 0.01% | Add +17.8% | 145,183 | $6.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +213.8% | 136,779 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Add +25.7% | 127,861 | $5.6M |
| Stuart Chaussee & Associates, Inc. | 1.36% | No change | 109,000 | $4.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.4% | 105,418 | $4.6M |
| Cetera Investment Advisers | 0.01% | Add +1386.3% | 102,998 | $4.5M |
| Maltin Wealth Management, Inc. | 2.10% | Add +12.9% | 85,686 | $3.7M |
| DHJJ Financial Advisors, Ltd. | 1.40% | Reduce -0.1% | 72,730 | $3.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +46.5% | 63,916 | $2.8M |
| LPL Financial LLC | 0.00% | Add +87.4% | 63,356 | $2.8M |
| Opes Wealth Management LLC | 0.58% | Reduce -0.7% | 58,145 | $2.5M |
| CoreCap Advisors, LLC | 0.13% | Add +85.1% | 56,959 | $2.5M |
| My Personal CFO, LLC | 1.19% | Add +26.9% | 47,390 | $2.1M |
| Cerity Partners LLC | 0.01% | Add +148.5% | 46,443 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +36.7% | 44,304 | $1.9M |
| First Commonwealth Financial Corp | 0.51% | New | 43,823 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +24.6% | 42,142 | $1.8M |
| Strategic Blueprint, LLC | 0.13% | Add +10.2% | 40,753 | $1.8M |
| RFG Advisory, LLC | 0.06% | Add +384.9% | 40,689 | $1.8M |
| Truist Financial Corp. | 0.00% | Add +5.6% | 40,598 | $1.8M |
| Bellwether Advisors, LLC | 0.38% | No change | 39,259 | $1.7M |
| Old Mission Capital LLC | 0.04% | New | 37,798 | $1.6M |
| Motiv8 Investments LLC | 1.14% | Add +8.0% | 33,797 | $1.5M |
| FSA Advisors, Inc. | 1.57% | Reduce -1.6% | 33,746 | $1.5M |
| Schulz Wealth, LTD. | 1.18% | No change | 31,710 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +400.5% | 29,277 | $1.3M |
| Blue Bell Private Wealth Management, LLC | 0.27% | Add +1.6% | 28,892 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +169.4% | 26,081 | $1.1M |
| Lincoln National Corp. | 0.02% | Add +37.3% | 24,762 | $1.1M |
| Berkshire Money Management, Inc. | 0.12% | No change | 23,376 | $1.0M |
| Kathmere Capital Management, LLC | 0.11% | Reduce -6.4% | 22,477 | $979K |
| Sunbelt Securities, Inc. | 0.11% | No change | 21,985 | $957K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.3% | 21,401 | $932K |
| Lantz Financial LLC | 0.30% | Add +2.8% | 21,198 | $923K |
| Jane Street Group, LLC | 0.00% | New | 20,165 | $878K |
| IFP Advisors, Inc | 0.04% | Add +65.0% | 18,956 | $825K |
| Stratos Wealth Advisors, LLC | 0.05% | Add +24.6% | 18,665 | $813K |
| Snowden Capital Advisors LLC | 0.02% | New | 17,230 | $750K |
| Advisory Services Network, LLC | 0.02% | Add +2443.4% | 16,405 | $714K |
| Orion Capital Management LLC | 0.38% | No change | 16,295 | $709K |
| Collaborative Wealth Managment Inc. | 0.30% | Reduce -34.7% | 13,868 | $604K |
| CRA Financial Services, LLC | 0.13% | No change | 13,659 | $595K |
| Captrust Financial Advisors | 0.00% | Reduce -48.4% | 13,362 | $582K |
| Focus Financial Network, Inc. | 0.03% | — | 13,164 | $558K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +24.2% | 12,737 | $555K |
| Chicago Partners Investment Group LLC | 0.02% | No change | 12,186 | $522K |
| Vantage Financial Partners, LLC | 0.14% | Add +44.7% | 11,951 | $520K |
| Arax Advisory Partners | 0.05% | Add +0.8% | 11,864 | $517K |
| Pinnacle Wealth Management Group, Inc. | 0.38% | Reduce -7.8% | 11,850 | $516K |
| City Center Advisors, LLC | 0.59% | — | 11,576 | $504K |
| Royal Bank of Canada | 0.00% | New | 11,310 | $492K |
| Valtinson Bruner Financial Planning LLC | 0.20% | Reduce -12.6% | 11,025 | $480K |
| Townsquare Capital LLC | 0.01% | Reduce -66.8% | 11,002 | $479K |
| Harbour Investments, Inc. | 0.02% | Add +11.4% | 10,759 | $468K |
| PCA Investment Advisory Services Inc. | 0.26% | Add +114.1% | 10,550 | $459K |
| Citadel Advisors | 0.00% | Reduce -33.5% | 9,216 | $401K |
| Susquehanna International Group, LLP | 0.00% | New | 8,813 | $384K |
| Summit Wealth Partners, LLC | 0.08% | New | 8,675 | $378K |
| Trek Financial, LLC | 0.03% | New | 8,469 | $369K |
| BCS Wealth Management | 0.12% | New | 8,408 | $366K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 7,904 | $344K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -38.3% | 7,480 | $326K |
| Firestone Capital Management | 0.09% | New | 7,342 | $320K |
| BCGM Wealth Management, LLC | 0.11% | No change | 7,225 | $315K |
| Retirement Income Solutions, Inc. | 0.07% | No change | 6,757 | $294K |
| Secure Asset Management, LLC | 0.07% | New | 6,595 | $287K |
| Waterloo Capital, L.P. | 0.04% | Add +22.9% | 6,575 | $286K |
| Cypress Financial Planning LLC | 0.12% | No change | 6,227 | $271K |
| Diligent Investors, LLC | 0.07% | New | 6,166 | $268K |
| Lewis Asset Management, LLC | 0.22% | Add +2.0% | 6,044 | $263K |
| Dominguez Wealth Management Solutions, Inc. | 0.20% | No change | 5,892 | $257K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 5,584 | $243K |
| Spire Wealth Management | 0.00% | No change | 5,208 | $227K |
| Accuvest Global Advisors | 0.09% | New | 4,898 | $213K |
| Beacon Financial Advisory LLC | 0.10% | New | 4,815 | $210K |
| KFG Wealth Management, LLC | 0.08% | New | 4,703 | $205K |
| First Heartland Consultants, Inc. | 0.02% | New | 4,651 | $203K |
| Centaurus Financial, Inc. | 0.01% | Add +25.6% | 4,380 | $191K |
| Global Trust Asset Management, LLC | 0.06% | No change | 3,500 | $152K |
| Sugarloaf Wealth Management, LLC | 0.03% | Reduce -18.6% | 3,500 | $152K |
| Morgan Stanley | 0.00% | No change | 3,225 | $140K |
| Joseph Group Capital Management | 0.05% | Reduce -3.7% | 2,296 | $100K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 1,716 | $75K |
| Clear Point Advisors Inc. | 0.06% | No change | 1,650 | $72K |
| UBS Group AG | 0.00% | New | 982 | $43K |
| Continuum Advisory, LLC | 0.01% | New | 939 | $41K |
| Principal Securities, Inc. | 0.00% | Reduce -7.0% | 822 | $36K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -51.8% | 535 | $23K |
| US Bancorp \de | 0.00% | Reduce -9.6% | 506 | $22K |
| Castleview Partners, LLC | 0.01% | No change | 348 | $15K |
| Archer Investment Corp | 0.00% | No change | 248 | $11K |
| Larson Financial Group LLC | 0.00% | No change | 246 | $11K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 244 | $11K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 100 | $4K |
| Cwm, LLC | 0.00% | New | 44 | $2K |
| Allworth Financial LP | 0.00% | Reduce -77.3% | 41 | $2K |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.8% | 41 | $2K |
"% of holder's portfolio" is BJAN's weight in each manager's 13F, not the share of Innovator U.S. Equity Buffer the manager owns.