Innovator U.S. Equity BufferBJULETF

13F holders, Q2 2026 (June 30)
124holders +1
10new positions
8sold out
$54.31avg. 13F price*

At the end of Q2 2026, 124 institutions reported holding Innovator U.S. Equity Buffer (BJUL) in their 13F filings, up 1 from Q1 2026. 10 opened new positions and 8 sold out. The largest holders were Penserra Capital Management LLC ($26.1M), COFG Advisors, LLC ($19.5M) and Integral Investment Advisors, Inc. ($15.9M).

Company
Innovator U.S. Equity Buffer
CUSIP
45782C789
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 108Q1 2024Q2 2024: 103Q2 2024Q3 2024: 113Q3 2024Q4 2024: 111Q4 2024Q1 2025: 106Q1 2025Q2 2025: 102Q2 2025Q3 2025: 112Q3 2025Q4 2025: 127Q4 2025Q1 2026: 123Q1 2026Q2 2026: 124Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions10$2.7M
Exits8$2.3M

All 13F filers, Q1 2026 → Q2 2026: 381,394 shares bought and 235,717 shares sold, net +145,677 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 124 holders

Penserra Capital Management LLC 0.20% Add +18.9% 480,884 $26.1M
COFG Advisors, LLC 3.37% Reduce -0.5% 359,409 $19.5M
Integral Investment Advisors, Inc. 3.49% Add +2.1% 292,075 $15.9M
Commonwealth Equity Services, LLC 0.01% Add +9.8% 218,958 $11.9M
Osaic Holdings, Inc. 0.01% Add +31.2% 175,380 $9.5M
Cerity Partners LLC 0.01% Add +2.1% 165,516 $9.0M
HighTower Advisors, LLC 0.01% Reduce -1.1% 162,974 $8.9M
Cetera Investment Advisers 0.01% Add +1.3% 101,257 $5.5M
Rothschild Investment LLC 0.19% Reduce -0.7% 91,750 $5.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +1543.9% 83,725 $4.6M
Bellwether Advisors, LLC 0.60% Reduce -0.8% 74,924 $4.1M
LPL Financial LLC 0.00% Add +35.3% 62,107 $3.4M
Janney Montgomery Scott LLC 0.01% Reduce -4.7% 60,066 $3.3M
Blue Bell Private Wealth Management, LLC 0.34% Reduce -0.2% 49,663 $2.7M
Cambridge Investment Research Advisors, Inc. 0.01% Add +7.3% 48,503 $2.6M
Envestnet Asset Management Inc. 0.00% Reduce -21.3% 43,841 $2.4M
Signaturefd, LLC 0.03% No change 42,034 $2.3M
Wealthquest Corp 0.14% Reduce -1.2% 41,183 $2.2M
Kestra Advisory Services, LLC 0.01% Add +12.8% 39,869 $2.2M
My Personal CFO, LLC 0.84% Reduce -15.0% 39,755 $2.2M
Spire Wealth Management 0.07% Reduce -2.9% 39,712 $2.2M
Snowden Capital Advisors LLC 0.05% No change 39,130 $2.1M
Lantz Financial LLC 0.38% Reduce -0.3% 38,045 $2.1M
Stratos Wealth Advisors, LLC 0.11% No change 37,747 $2.1M
Raymond James Financial Inc. 0.00% Reduce -13.8% 37,222 $2.0M
FSA Advisors, Inc. 0.92% Add +0.7% 37,132 $2.0M
Berkshire Money Management, Inc. 0.17% Reduce -2.4% 34,038 $1.8M
Orion Porfolio Solutions, LLC 0.01% Add +9.2% 33,585 $1.8M
GWN Securities Inc. 0.29% Add +491.6% 31,971 $1.7M
Fragasso Financial Advisors Inc 0.09% Reduce -0.7% 31,930 $1.7M
Principal Securities, Inc. 0.02% Add +1.9% 25,592 $1.4M
Cornerstone Wealth Group, LLC 0.08% No change 24,847 $1.3M
Blair William & Co. 0.00% Reduce -5.9% 24,518 $1.3M
Brookstone Capital Management 0.01% Reduce -1.4% 24,410 $1.3M
Corrado Advisors, LLC 0.59% Add +208.0% 23,514 $1.3M
World Investment Advisors 0.02% Reduce -8.3% 23,264 $1.2M
Beacon Pointe Advisors, LLC 0.01% Add +10.1% 21,831 $1.2M
DHJJ Financial Advisors, Ltd. 0.34% Reduce -3.5% 21,825 $1.2M
BCGM Wealth Management, LLC 0.25% No change 21,352 $1.2M
Old Mission Capital LLC 0.03% New 21,340 $1.2M
Atria Investments, Inc 0.01% Reduce -5.8% 20,181 $1.1M
Foronjy Financial LLC 0.38% Add +36.1% 18,905 $1.0M
MML Investors Services, LLC 0.00% Reduce -22.1% 18,562 $1.0M
Commerce Advisors, LLC 0.54% No change 18,413 $1000K
JPMorgan Chase & Co. 0.00% Add +880.4% 17,755 $965K
Merit Financial Group, LLC 0.01% No change 16,577 $900K
Cresset Asset Management, LLC 0.00% No change 16,395 $890K
BCS Wealth Management 0.16% Reduce -5.0% 16,313 $886K
City Center Advisors, LLC 0.69% Reduce -1.1% 15,670 $851K
First Commonwealth Financial Corp 0.11% Add +11.6% 14,110 $766K
CoreCap Advisors, LLC 0.02% Add +8.5% 13,753 $747K
Global Trust Wealth Management LLC 0.51% Reduce -44.1% 13,675 $743K
Triad Wealth Partners, LLC 0.04% Reduce -19.7% 13,278 $729K
Oppenheimer & Co. Inc. 0.01% Reduce -11.9% 12,970 $704K
Sigma Planning Corp 0.02% Reduce -4.6% 12,634 $686K
Advisory Services Network, LLC 0.01% No change 12,417 $674K
IMG Wealth Management, Inc. 0.37% Reduce -21.9% 12,232 $664K
Kathmere Capital Management, LLC 0.03% Reduce -0.9% 12,050 $654K
Farther Finance Advisors, LLC 0.00% No change 11,065 $601K
CreativeOne Wealth, LLC 0.01% Reduce -4.3% 10,603 $576K
CRA Financial Services, LLC 0.06% Reduce -2.0% 9,915 $538K
TopTier Wealth Management, LLC 0.32% Reduce -0.0% 9,895 $537K
Wingate Wealth Advisors, Inc. 0.24% Add +20.3% 9,864 $536K
Outlook Wealth Advisors, LLC 0.11% Reduce -23.6% 9,679 $526K
Simplicity Wealth,LLC 0.02% New 9,611 $522K
Arkadios Wealth Advisors 0.01% Add +22.8% 9,469 $514K
Chapman Financial Group, LLC 0.32% Reduce -53.1% 8,857 $481K
Rothschild Wealth LLC 0.03% Reduce -11.9% 8,036 $436K
D.B. Root & Company, LLC 0.09% Add +41.6% 7,831 $425K
Integrity Alliance, Llc. 0.01% Reduce -10.7% 7,763 $422K
Captrust Financial Advisors 0.00% Reduce -0.7% 7,666 $416K
Steward Partners Investment Advisory, LLC 0.00% Add +4.0% 7,102 $386K
Wood Tarver Financial Group, LLC 0.09% Reduce -11.0% 7,047 $382K
Ballast Rock Private Wealth LLC 0.17% No change 6,671 $362K
Southland Equity Partners LLC 0.06% No change 6,522 $354K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% New 6,410 $348K
AE Wealth Management LLC 0.00% Reduce -0.0% 6,385 $347K
Seros Financial, LLC 0.18% Add +1.8% 6,325 $344K
Tradition Wealth Management, LLC 0.02% Add +6.5% 6,058 $329K
Chris Bulman Inc 0.12% Add +25.4% 5,875 $319K
Soltis Investment Advisors LLC 0.02% No change 5,824 $316K
Lewis Asset Management, LLC 0.11% Add +1.7% 5,787 $314K
4J Wealth Management LLC 0.15% No change 5,750 $312K
Harbour Investments, Inc. 0.00% Reduce -0.2% 5,636 $306K
Foundations Investment Advisors, LLC 0.00% Reduce -1.3% 5,471 $297K
EverSource Wealth Advisors, LLC 0.01% Reduce -23.8% 5,352 $291K
Weaver Consulting Group 0.06% No change 5,326 $289K
Schulz Wealth, LTD. 0.14% — 5,125 $278K
Arax Advisory Partners 0.00% Reduce -54.8% 5,113 $278K
Three Seasons Wealth, LLC 0.03% No change 5,065 $275K
Trek Financial, LLC 0.01% Reduce -29.0% 5,014 $272K
Retirement Income Solutions, Inc. 0.05% No change 5,368 $267K
Valtinson Bruner Financial Planning LLC 0.06% No change 4,403 $239K
Beacon Financial Advisory LLC 0.05% No change 4,377 $238K
Ashton Thomas Private Wealth, LLC 0.00% Reduce -23.6% 4,188 $227K
Buska Wealth Management, LLC 0.08% Reduce -10.9% 3,871 $210K
PFG Advisors 0.01% New 3,858 $210K
Benjamin Edwards Inc. 0.00% New 3,834 $208K
Centaurus Financial, Inc. 0.01% Reduce -1.3% 3,787 $206K
Truist Financial Corp. 0.00% New 3,684 $200K

"% of holder's portfolio" is BJUL's weight in each manager's 13F, not the share of Innovator U.S. Equity Buffer the manager owns.

Show all 124 holders