Innovator U.S. Equity BufferBJANETF
13F holders, Q4 2024 (December 31)105holders +2
6new positions
9sold out
1famous investor
$47.83avg. 13F price*
At the end of Q4 2024, 105 institutions reported holding Innovator U.S. Equity Buffer (BJAN) in their 13F filings, up 2 from Q3 2024. 6 opened new positions and 9 sold out. The largest holders were Crown Wealth Group, LLC ($16.1M), Penserra Capital Management LLC ($15.4M) and Integral Investment Advisors, Inc. ($11.5M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.9M |
| Exits | 9 | $7.8M |
All 13F filers, Q3 2024 → Q4 2024: 171,345 shares bought and 670,873 shares sold, net −499,528 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 105 holders
| Crown Wealth Group, LLC | 6.53% | Reduce -1.2% | 334,872 | $16.1M |
| Penserra Capital Management LLC | 0.28% | Add +15.2% | 320,792 | $15.4M |
| Integral Investment Advisors, Inc. | 3.74% | Add +2.5% | 240,807 | $11.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.1% | 144,755 | $6.9M |
| U.S. Capital Wealth Advisors, LLC | 0.20% | Reduce -13.8% | 133,884 | $6.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -72.3% | 130,041 | $6.2M |
| Cetera Investment Advisers | 0.01% | Add +51.1% | 125,271 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.9% | 118,911 | $5.7M |
| Seros Financial, LLC | 5.05% | — | 124,477 | $5.6M |
| Stuart Chaussee & Associates, Inc. | 1.30% | No change | 109,000 | $5.2M |
| Maltin Wealth Management, Inc. | 1.81% | Reduce -8.5% | 76,815 | $3.7M |
| LPL Financial LLC | 0.00% | Add +0.1% | 72,513 | $3.5M |
| DHJJ Financial Advisors, Ltd. | 1.21% | Reduce -10.8% | 64,547 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -18.6% | 57,367 | $2.8M |
| Raymond James Financial Inc. | 0.00% | — | 55,564 | $2.7M |
| Opes Wealth Management LLC | 0.54% | Reduce -2.4% | 54,565 | $2.6M |
| Cerity Partners LLC | 0.01% | Add +33.7% | 49,034 | $2.4M |
| My Personal CFO, LLC | 1.14% | Reduce -1.1% | 46,505 | $2.2M |
| Motiv8 Investments LLC | 1.47% | Add +24.3% | 43,793 | $2.1M |
| First Commonwealth Financial Corp | 0.48% | Reduce -1.3% | 42,145 | $2.0M |
| Truist Financial Corp. | 0.00% | Reduce -0.3% | 40,228 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +17.6% | 39,124 | $1.9M |
| Bellwether Advisors, LLC | 0.33% | No change | 38,699 | $1.9M |
| Marcum Wealth, LLC | 0.14% | No change | 34,381 | $1.6M |
| FSA Advisors, Inc. | 1.91% | No change | 33,566 | $1.6M |
| Schulz Wealth, LTD. | 1.18% | No change | 32,130 | $1.5M |
| CoreCap Advisors, LLC | 0.07% | Reduce -29.5% | 30,002 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.7% | 28,119 | $1.3M |
| Bison Wealth, LLC | 0.15% | — | 25,062 | $1.2M |
| Blue Bell Private Wealth Management, LLC | 0.23% | Reduce -10.8% | 25,009 | $1.2M |
| Berkshire Money Management, Inc. | 0.12% | No change | 23,267 | $1.1M |
| Lantz Financial LLC | 0.26% | Reduce -0.6% | 20,082 | $963K |
| Sunbelt Securities, Inc. | 0.08% | Reduce -10.3% | 18,865 | $904K |
| Advisory Services Network, LLC | 0.01% | No change | 16,405 | $787K |
| Townsquare Capital LLC | 0.01% | Reduce -14.3% | 16,398 | $786K |
| MML Investors Services, LLC | 0.00% | Reduce -39.1% | 15,868 | $761K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 15,547 | $745K |
| Strategic Blueprint, LLC | 0.04% | Reduce -0.5% | 15,128 | $725K |
| Collaborative Wealth Managment Inc. | 0.30% | No change | 13,857 | $664K |
| Brookstone Capital Management | 0.01% | Add +20.1% | 13,797 | $662K |
| Firestone Capital Management | 0.16% | No change | 13,480 | $646K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -29.0% | 13,256 | $636K |
| Orion Capital Management LLC | 0.28% | Reduce -12.1% | 13,086 | $627K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -31.8% | 13,079 | $627K |
| Sigma Planning Corp | 0.02% | Reduce -52.5% | 12,412 | $595K |
| Focus Financial Network, Inc. | 0.02% | Reduce -0.5% | 12,338 | $592K |
| RFG Advisory, LLC | 0.02% | Reduce -67.3% | 12,267 | $588K |
| Chicago Partners Investment Group LLC | 0.02% | No change | 12,186 | $586K |
| Arax Advisory Partners | 0.04% | Add +4.0% | 12,189 | $584K |
| Valtinson Bruner Financial Planning LLC | 0.20% | Add +10.3% | 12,156 | $583K |
| Snowden Capital Advisors LLC | 0.02% | Add +2.2% | 12,055 | $578K |
| City Center Advisors, LLC | 0.59% | Reduce -0.3% | 10,886 | $522K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +150.2% | 10,809 | $518K |
| Captrust Financial Advisors | 0.00% | No change | 10,586 | $508K |
| CRA Financial Services, LLC | 0.09% | No change | 10,484 | $503K |
| PCA Investment Advisory Services Inc. | 0.22% | Reduce -5.0% | 10,121 | $485K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.2% | 10,066 | $483K |
| Susquehanna International Group, LLP | 0.00% | Add +21.6% | 8,828 | $423K |
| Cypress Financial Planning LLC | 0.14% | No change | 8,073 | $387K |
| BCS Wealth Management | 0.10% | Reduce -4.7% | 7,982 | $383K |
| Citadel Advisors | 0.00% | Reduce -41.1% | 7,649 | $367K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 7,384 | $361K |
| Kathmere Capital Management, LLC | 0.03% | Reduce -1.0% | 7,276 | $349K |
| CreativeOne Wealth, LLC | 0.01% | New | 7,086 | $340K |
| Trek Financial, LLC | 0.03% | Reduce -17.5% | 6,989 | $335K |
| BCGM Wealth Management, LLC | 0.11% | No change | 6,925 | $332K |
| Retirement Income Solutions, Inc. | 0.07% | No change | 6,757 | $324K |
| Beacon Financial Advisory LLC | 0.11% | Add +1.6% | 6,749 | $324K |
| Waterloo Capital, L.P. | 0.03% | No change | 6,575 | $315K |
| Vantage Financial Partners, LLC | 0.08% | Reduce -16.1% | 6,502 | $312K |
| Secure Asset Management, LLC | 0.05% | Reduce -3.8% | 6,345 | $304K |
| Pinnacle Wealth Management Group, Inc. | 0.18% | Reduce -30.5% | 6,150 | $295K |
| Diligent Investors, LLC | 0.07% | Reduce -0.3% | 6,146 | $295K |
| Lewis Asset Management, LLC | 0.22% | Add +0.3% | 5,974 | $286K |
| Dominguez Wealth Management Solutions, Inc. | 0.21% | No change | 5,892 | $283K |
| Spire Wealth Management | 0.01% | No change | 5,208 | $250K |
| KFG Wealth Management, LLC | 0.04% | Reduce -0.4% | 4,663 | $224K |
| SageView Advisory Group, LLC | 0.01% | New | 4,475 | $215K |
| Mutual Advisors, LLC | 0.01% | New | 4,426 | $214K |
| Centaurus Financial, Inc. | 0.01% | No change | 4,380 | $210K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -7.2% | 4,354 | $209K |
| Outlook Wealth Advisors, LLC | 0.06% | New | 4,251 | $204K |
| Wood Tarver Financial Group, LLC | 0.06% | — | 4,009 | $192K |
| Global Trust Asset Management, LLC | 0.06% | No change | 3,500 | $168K |
| Sugarloaf Wealth Management, LLC | 0.03% | No change | 3,500 | $168K |
| Oliver Lagore Vanvalin Investment Group | 0.04% | Add +2.8% | 3,154 | $151K |
| AE Wealth Management LLC | 0.00% | New | 3,080 | $148K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 3,015 | $145K |
| Morgan Stanley | 0.00% | Add +36.7% | 2,734 | $131K |
| Joseph Group Capital Management | 0.04% | No change | 2,296 | $110K |
| Allworth Financial LP | 0.00% | No change | 2,162 | $106K |
| IFP Advisors, Inc | 0.00% | No change | 1,644 | $79K |
| Principal Securities, Inc. | 0.00% | Add +38.4% | 1,255 | $60K |
| Whipplewood Advisors, LLC | 0.03% | — | 1,180 | $57K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +341.0% | 1,076 | $52K |
| Chapman Financial Group, LLC | 0.04% | — | 1,000 | $48K |
| Continuum Advisory, LLC | 0.01% | No change | 939 | $45K |
| Barclays PLC | 0.00% | Add +359.9% | 791 | $38K |
| AdvisorNet Financial, Inc | 0.00% | No change | 535 | $26K |
| US Bancorp \de | 0.00% | No change | 506 | $24K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 302 | $14K |
| Archer Investment Corp | 0.00% | No change | 248 | $12K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 100 | $5K |
| Larson Financial Group LLC | 0.00% | No change | 68 | $3K |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.3% | 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.