Innovator U.S. Equity BufferBJANETF

13F holders, Q1 2026 (March 31)
127holders +14
24new positions
8sold out
1famous investor
$53.34avg. 13F price*

At the end of Q1 2026, 127 institutions reported holding Innovator U.S. Equity Buffer (BJAN) in their 13F filings, up 14 from Q4 2025. 24 opened new positions and 8 sold out. The largest holders were Brookstone Capital Management ($33.7M), COFG Advisors, LLC ($21.1M) and Penserra Capital Management LLC ($20.2M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions24$27.7M
Exits8$2.1M

All 13F filers, Q4 2025 → Q1 2026: 1,387,140 shares bought and 88,064 shares sold, net +1,299,076 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 127 holders

Brookstone Capital Management 0.39% Add +2019.4% 632,517 $33.7M
COFG Advisors, LLC 5.22% Add +2.8% 395,548 $21.1M
Penserra Capital Management LLC 0.24% Add +11.1% 378,287 $20.2M
Integral Investment Advisors, Inc. 3.53% Add +1.1% 265,894 $14.2M
Commonwealth Equity Services, LLC 0.02% Add +3.0% 262,262 $14.0M
Personal Cfo Solutions, LLC 1.76% New 234,460 $12.5M
HighTower Advisors, LLC 0.01% Add +0.3% 159,458 $8.5M
Cetera Investment Advisers 0.01% Add +6.9% 142,534 $7.6M
U.S. Capital Wealth Advisors, LLC 0.19% Add +4.7% 137,995 $7.4M
Osaic Holdings, Inc. 0.01% Add +4.4% 128,839 $6.9M
Lido Advisors, LLC 0.02% Reduce -0.2% 107,920 $5.8M
Steward Partners Investment Advisory, LLC 0.03% Add +14.9% 101,980 $5.4M
LPL Financial LLC 0.00% Reduce -6.5% 96,370 $5.1M
Janney Montgomery Scott LLC 0.01% Reduce -2.0% 95,825 $5.1M
Crown Wealth Group, LLC 1.40% Reduce -0.9% 89,474 $4.8M
Envestnet Asset Management Inc. 0.00% Add +39.7% 88,296 $4.7M
Raymond James Financial Inc. 0.00% Add +18.2% 87,330 $4.7M
Maltin Wealth Management, Inc. 1.73% Add +2.0% 84,977 $4.5M
Cerity Partners LLC 0.01% Add +23.5% 72,477 $3.9M
Susquehanna International Group, LLP 0.00% New 70,881 $3.8M
DHJJ Financial Advisors, Ltd. 1.17% Add +6.3% 65,916 $3.5M
GWN Securities Inc. 0.61% Add +98.6% 60,148 $3.2M
Opes Wealth Management LLC 0.54% Add +0.9% 58,788 $3.1M
Truist Financial Corp. 0.00% Reduce -0.9% 44,667 $2.4M
First Commonwealth Financial Corp 0.38% Add +9.0% 44,380 $2.4M
Kestra Advisory Services, LLC 0.01% Add +23.9% 42,451 $2.3M
Blue Bell Private Wealth Management, LLC 0.33% Add +6.7% 42,446 $2.3M
My Personal CFO, LLC 0.98% Add +0.4% 42,035 $2.2M
FSA Advisors, Inc. 1.35% Reduce -2.4% 38,514 $2.1M
Bellwether Advisors, LLC 0.35% Reduce 0.0% 38,480 $2.1M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -30.4% 33,414 $1.8M
Orion Porfolio Solutions, LLC 0.01% New 29,621 $1.6M
CoreCap Advisors, LLC 0.05% Add +1.2% 29,329 $1.6M
Lantz Financial LLC 0.28% Reduce -0.3% 25,346 $1.4M
MML Investors Services, LLC 0.00% Add +75.1% 24,866 $1.3M
Arkadios Wealth Advisors 0.02% New 23,919 $1.3M
Berkshire Money Management, Inc. 0.13% No change 23,219 $1.2M
Beacon Pointe Advisors, LLC 0.01% Add +75.1% 21,415 $1.1M
World Investment Advisors 0.02% Add +2.0% 20,915 $1.1M
Atria Investments, Inc 0.01% New 19,833 $1.1M
Old Mission Capital LLC 0.03% New 19,747 $1.1M
Spire Wealth Management 0.03% Add +30.2% 18,841 $1.0M
Weaver Consulting Group 0.23% Reduce -4.6% 18,493 $986K
Cambridge Investment Research Advisors, Inc. 0.00% Add +3.6% 18,463 $985K
Snowden Capital Advisors LLC 0.02% Add +27.6% 17,506 $934K
Cwm, LLC 0.00% New 16,920 $902K
Advisory Services Network, LLC 0.01% No change 15,955 $851K
Chicago Partners Investment Group LLC 0.02% Add +13.4% 13,814 $786K
City Center Advisors, LLC 0.72% Add +0.9% 14,604 $779K
Chris Bulman Inc 0.34% Add +239.6% 14,477 $772K
Focus Financial Network, Inc. 0.03% Reduce -10.9% 13,929 $743K
Stratos Wealth Advisors, LLC 0.04% No change 13,256 $707K
Valtinson Bruner Financial Planning LLC 0.19% Add +1.4% 13,126 $700K
Foronjy Financial LLC 0.29% Add +19.4% 12,904 $688K
BFI Wealth Solutions, LLC 0.66% Reduce -12.2% 12,739 $687K
PCA Investment Advisory Services Inc. 0.22% Add +22.6% 12,391 $661K
Firestone Capital Management 0.14% No change 12,238 $653K
Cliftonlarsonallen Wealth Advisors, LLC 0.01% New 11,978 $639K
Trek Financial, LLC 0.03% Add +41.3% 11,881 $634K
DAVENPORT & Co LLC 0.00% New 11,817 $630K
Onyx Bridge Wealth Group LLC 0.06% Reduce -6.7% 11,259 $600K
Triad Wealth Partners, LLC 0.05% New 11,143 $594K
Arax Advisory Partners 0.02% Reduce -1.4% 11,088 $591K
Merit Financial Group, LLC 0.00% Add +6.9% 11,010 $587K
Ballast Rock Private Wealth LLC 0.32% Add +127.7% 10,946 $584K
Citadel Advisors 0.00% New 10,757 $574K
Captrust Financial Advisors 0.00% No change 10,555 $563K
Jane Street Group, LLC 0.00% New 10,538 $562K
Strategic Blueprint, LLC 0.03% Add +17.6% 9,878 $527K
Sigma Planning Corp 0.01% Reduce -1.5% 9,802 $523K
AdvisorNet Financial, Inc 0.03% No change 9,775 $521K
Orion Capital Management LLC 0.18% No change 9,660 $515K
WealthPlan Investment Management, LLC 0.03% Reduce -1.4% 9,457 $504K
AlphaStar Capital Management, LLC 0.04% Add +37.1% 9,243 $493K
Sunbelt Securities, Inc. 0.03% New 9,014 $481K
CreativeOne Wealth, LLC 0.01% Add +2.9% 8,497 $453K
D.B. Root & Company, LLC 0.11% New 8,430 $450K
Lewis Asset Management, LLC 0.18% Add +30.6% 8,263 $441K
Annis Gardner Whiting Capital Advisors, LLC 0.07% No change 8,200 $437K
Waterloo Capital, L.P. 0.03% Reduce -0.2% 7,998 $427K
OneDigital Investment Advisors LLC 0.00% Reduce -5.5% 7,437 $397K
BCGM Wealth Management, LLC 0.09% No change 6,925 $369K
Retirement Income Solutions, Inc. 0.06% No change 6,757 $360K
Foundations Investment Advisors, LLC 0.00% New 6,672 $356K
CRA Financial Services, LLC 0.05% Reduce -21.3% 6,650 $355K
TopTier Wealth Management, LLC 0.21% No change 6,531 $348K
Bedel Financial Consulting, Inc. 0.04% No change 6,420 $342K
Sagespring Wealth Partners, LLC 0.01% Add +11.9% 6,365 $339K
BCS Wealth Management 0.07% Reduce -48.0% 6,197 $330K
Kathmere Capital Management, LLC 0.02% Reduce -0.2% 6,084 $324K
Diligent Investors, LLC 0.08% Reduce -0.4% 6,025 $321K
Beacon Financial Advisory LLC 0.07% No change 5,952 $317K
Centaurus Financial, Inc. 0.01% Add +12.1% 5,928 $316K
Dominguez Wealth Management Solutions, Inc. 0.19% No change 5,892 $314K
Tradition Wealth Management, LLC 0.02% New 5,795 $309K
Pinnacle Wealth Management Group, Inc. 0.14% Add +10.1% 5,450 $291K
AE Wealth Management LLC 0.00% Add +181.4% 5,190 $277K
RFG Advisory, LLC 0.01% Add +7.1% 5,081 $271K
Dynamic Advisor Solutions LLC 0.01% New 4,806 $256K
IMG Wealth Management, Inc. 0.16% New 4,799 $256K
Parallel Advisors, LLC 0.00% No change 4,557 $243K
WealthPLAN Partners, LLC 0.05% Add +2.4% 4,451 $237K
Ausdal Financial Partners, Inc. 0.01% Add +17.2% 4,366 $233K
Main Street Financial Solutions, LLC 0.02% No change 4,330 $231K
GTS Securities LLC 0.01% Reduce -45.0% 4,203 $224K
Outlook Wealth Advisors, LLC 0.05% No change 4,189 $223K
Wood Tarver Financial Group, LLC 0.06% No change 4,026 $214K
Mutual Advisors, LLC 0.00% No change 3,926 $209K
Keystone Wealth Services, LLC 0.04% New 3,812 $203K
IFP Advisors, Inc 0.00% Reduce -21.5% 3,071 $164K
Morgan Stanley 0.00% No change 2,713 $145K
Ashton Thomas Private Wealth, LLC 0.00% New 2,663 $142K
Allworth Financial LP 0.00% Reduce -7.4% 2,121 $113K
Bullseye Investment Management, LLC 0.06% No change 1,927 $103K
JPMorgan Chase & Co. 0.00% Reduce -66.0% 1,683 $88K
Whipplewood Advisors, LLC 0.03% No change 1,180 $63K
PlanVest Financial, Inc 0.04% — 947 $51K
Financial Network Wealth Advisors LLC 0.04% New 739 $39K
Keating Financial Advisory Services, Inc. 0.01% No change 700 $37K
Lanark Financial, Inc. 0.00% New 518 $28K
Harbour Investments, Inc. 0.00% Reduce -12.6% 463 $25K
Chapman Financial Group, LLC 0.01% Reduce -50.0% 350 $19K
Archer Investment Corp 0.00% No change 248 $13K
Farther Finance Advisors, LLC 0.00% No change 195 $10K
UBS Group AG 0.00% New 127 $7K
Larson Financial Group LLC 0.00% No change 68 $4K
Barclays PLC 0.00% New 38 $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.