Innovator U.S. Equity BufferBJANETF

13F holders, Q3 2024 (September 30)
103holders −1
6new positions
6sold out
1famous investor
$46.54avg. 13F price*

At the end of Q3 2024, 103 institutions reported holding Innovator U.S. Equity Buffer (BJAN) in their 13F filings, down 1 from Q2 2024. 6 opened new positions and 6 sold out. The largest holders were Commonwealth Equity Services, LLC ($21.8M), Crown Wealth Group, LLC ($15.8M) and Penserra Capital Management LLC ($13.0M). 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

050100150 Q1 2024: 104Q1 2024Q2 2024: 104Q2 2024Q3 2024: 103Q3 2024Q4 2024: 105Q4 2024Q1 2025: 105Q1 2025Q2 2025: 110Q2 2025Q3 2025: 106Q3 2025Q4 2025: 113Q4 2025Q1 2026: 127Q1 2026Q2 2026: 133Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions6$380K
Exits6$3.1M

All 13F filers, Q2 2024 → Q3 2024: 150,375 shares bought and 295,681 shares sold, net −145,306 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 103 holders

Commonwealth Equity Services, LLC 0.03% Reduce -1.1% 468,762 $21.8M
Crown Wealth Group, LLC 6.86% Add +3.9% 338,876 $15.8M
Penserra Capital Management LLC 0.28% Add +26.1% 278,460 $13.0M
Integral Investment Advisors, Inc. 2.98% Add +2.3% 234,835 $10.9M
U.S. Capital Wealth Advisors, LLC 0.26% Reduce -4.5% 155,256 $7.2M
HighTower Advisors, LLC 0.01% Add +0.7% 147,820 $6.9M
Osaic Holdings, Inc. 0.01% Reduce -0.5% 122,398 $5.7M
Stuart Chaussee & Associates, Inc. 1.33% No change 109,000 $5.1M
Janney Montgomery Scott LLC 0.01% Reduce -5.3% 93,688 $4.4M
Maltin Wealth Management, Inc. 1.90% Reduce -1.1% 83,918 $3.9M
Cetera Investment Advisers 0.01% Reduce -7.2% 82,911 $3.9M
LPL Financial LLC 0.00% Add +2.5% 72,446 $3.4M
DHJJ Financial Advisors, Ltd. 1.33% Reduce -0.2% 72,322 $3.4M
Envestnet Asset Management Inc. 0.00% Reduce -1.0% 70,498 $3.3M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -2.5% 60,582 $2.8M
Opes Wealth Management LLC 0.50% Reduce -3.3% 55,925 $2.6M
My Personal CFO, LLC 1.20% Reduce -0.8% 47,015 $2.2M
First Commonwealth Financial Corp 0.48% Reduce -1.1% 42,697 $2.0M
CoreCap Advisors, LLC 0.09% Reduce -6.1% 42,537 $2.0M
Truist Financial Corp. 0.00% No change 40,352 $1.9M
Bellwether Advisors, LLC 0.35% Reduce -1.4% 38,699 $1.8M
RFG Advisory, LLC 0.05% Reduce -0.4% 37,470 $1.7M
Jane Street Group, LLC 0.00% Add +563.1% 36,961 $1.7M
Cerity Partners LLC 0.00% Reduce -5.8% 36,672 $1.7M
Motiv8 Investments LLC 1.11% Reduce -0.6% 35,244 $1.6M
Marcum Wealth, LLC 0.15% Reduce -76.9% 34,381 $1.6M
FSA Advisors, Inc. 1.56% Reduce -0.4% 33,566 $1.6M
Kestra Advisory Services, LLC 0.01% Reduce -22.6% 33,255 $1.5M
Schulz Wealth, LTD. 1.16% Add +1.3% 32,130 $1.5M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -14.6% 28,608 $1.3M
Blue Bell Private Wealth Management, LLC 0.25% Reduce -0.7% 28,049 $1.3M
Sigma Planning Corp 0.04% Reduce -3.2% 26,155 $1.2M
MML Investors Services, LLC 0.00% Reduce -0.3% 26,047 $1.2M
Berkshire Money Management, Inc. 0.12% Reduce 0.0% 23,267 $1.1M
Sunbelt Securities, Inc. 0.10% Reduce -4.3% 21,035 $979K
Lantz Financial LLC 0.25% Reduce -4.7% 20,197 $940K
OneDigital Investment Advisors LLC 0.01% Reduce -10.3% 19,174 $893K
Townsquare Capital LLC 0.01% Add +77.8% 19,134 $891K
Stratos Wealth Advisors, LLC 0.04% No change 18,665 $869K
Advisory Services Network, LLC 0.02% No change 16,405 $740K
Strategic Blueprint, LLC 0.04% Reduce -64.0% 15,203 $708K
Orion Capital Management LLC 0.34% Reduce -7.8% 14,887 $693K
Collaborative Wealth Managment Inc. 0.29% Reduce -0.1% 13,857 $645K
Firestone Capital Management 0.16% No change 13,480 $628K
Citadel Advisors 0.00% Add +41.0% 12,986 $605K
Focus Financial Network, Inc. 0.02% Reduce -5.8% 12,404 $578K
Chicago Partners Investment Group LLC 0.02% No change 12,186 $571K
Snowden Capital Advisors LLC 0.02% Reduce -31.6% 11,794 $549K
Arax Advisory Partners 0.05% Reduce -1.2% 11,719 $546K
Brookstone Capital Management 0.01% Add +18.9% 11,492 $535K
Valtinson Bruner Financial Planning LLC 0.18% No change 11,025 $513K
Nations Financial Group Inc, /Ia/ 0.04% No change 11,009 $513K
City Center Advisors, LLC 0.57% Reduce -5.7% 10,917 $508K
PCA Investment Advisory Services Inc. 0.23% No change 10,650 $496K
Captrust Financial Advisors 0.00% Reduce -20.8% 10,586 $493K
CRA Financial Services, LLC 0.09% Reduce -20.3% 10,484 $488K
Harbour Investments, Inc. 0.01% No change 10,188 $474K
UBS Group AG 0.00% Add +3217.5% 9,488 $442K
Pinnacle Wealth Management Group, Inc. 0.26% Reduce -25.3% 8,850 $412K
Trek Financial, LLC 0.03% No change 8,469 $394K
BCS Wealth Management 0.17% No change 8,377 $390K
Cypress Financial Planning LLC 0.14% Add +34.8% 8,073 $376K
Vantage Financial Partners, LLC 0.09% Reduce -6.6% 7,751 $361K
Atria Wealth Solutions, Inc. 0.00% Reduce -0.6% 7,436 $346K
Bedel Financial Consulting, Inc. 0.05% No change 7,384 $344K
Kathmere Capital Management, LLC 0.03% Reduce -15.6% 7,348 $342K
Susquehanna International Group, LLP 0.00% Reduce -30.6% 7,259 $338K
BCGM Wealth Management, LLC 0.10% Reduce -4.2% 6,925 $322K
Retirement Income Solutions, Inc. 0.07% No change 6,757 $315K
Beacon Financial Advisory LLC 0.11% Reduce -2.5% 6,644 $309K
Secure Asset Management, LLC 0.05% No change 6,595 $307K
Waterloo Capital, L.P. 0.03% No change 6,575 $306K
Diligent Investors, LLC 0.07% No change 6,166 $287K
Lewis Asset Management, LLC 0.20% Add +0.9% 5,955 $277K
Dominguez Wealth Management Solutions, Inc. 0.20% No change 5,892 $274K
JPMorgan Chase & Co. 0.00% Add +13831.7% 5,712 $266K
Spire Wealth Management 0.01% No change 5,208 $242K
First Heartland Consultants, Inc. 0.02% Add +0.8% 4,690 $218K
KFG Wealth Management, LLC 0.05% Reduce -0.5% 4,681 $218K
Financial Network Wealth Advisors LLC 0.17% No change 4,420 $206K
Centaurus Financial, Inc. 0.01% No change 4,380 $204K
Beacon Pointe Advisors, LLC 0.00% Reduce -21.1% 4,320 $201K
Global Trust Asset Management, LLC 0.06% No change 3,500 $163K
Sugarloaf Wealth Management, LLC 0.03% No change 3,500 $163K
Oliver Lagore Vanvalin Investment Group 0.04% New 3,067 $143K
O'shaughnessy Asset Management, LLC 0.00% No change 3,015 $141K
Joseph Group Capital Management 0.04% New 2,296 $107K
Allworth Financial LP 0.00% No change 2,162 $101K
Morgan Stanley 0.00% No change 2,000 $93K
Bank of Montreal 0.00% New 2,751 $89K
Clear Point Advisors Inc. 0.06% No change 1,650 $77K
IFP Advisors, Inc 0.00% Reduce -75.1% 1,644 $77K
Continuum Advisory, LLC 0.01% No change 939 $45K
Principal Securities, Inc. 0.00% No change 907 $42K
AdvisorNet Financial, Inc 0.00% No change 535 $25K
US Bancorp \de 0.00% No change 506 $24K
EverSource Wealth Advisors, LLC 0.00% New 400 $19K
Coppell Advisory Solutions LLC 0.00% New 302 $14K
Archer Investment Corp 0.00% No change 248 $12K
Steward Partners Investment Advisory, LLC 0.00% No change 244 $11K
Barclays PLC 0.00% New 172 $8K
Cape Investment Advisory, Inc. 0.00% No change 100 $5K
Larson Financial Group LLC 0.00% Reduce -72.4% 68 $3K

"% 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.