Innovator U.S. Equity BufferBJULETF
13F holders, Q1 2024 (March 31)108holders
1famous investor
$40.31avg. 13F price*
At the end of Q1 2024, 108 institutions reported holding Innovator U.S. Equity Buffer (BJUL) in their 13F filings. The largest holders were Commonwealth Equity Services, LLC ($19.5M), Berkshire Money Management, Inc. ($10.2M) 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
- 45782C789
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $12.2M |
| Exits | 7 | $3.9M |
Ownership 108 holders
| Commonwealth Equity Services, LLC | 0.03% | Reduce -2.4% | 482,434 | $19.5M |
| Berkshire Money Management, Inc. | 1.23% | Reduce -88.5% | 252,870 | $10.2M |
| Integral Investment Advisors, Inc. | 4.07% | Add +3.9% | 244,159 | $9.8M |
| Penserra Capital Management LLC | 0.11% | Add +37.1% | 221,416 | $8.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.4% | 158,680 | $6.4M |
| Accuvest Global Advisors | 2.69% | New | 152,636 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Add +5.7% | 130,815 | $5.3M |
| Bellwether Advisors, LLC | 0.67% | Reduce -0.2% | 75,522 | $3.0M |
| Wealthquest Corp | 0.32% | Reduce -79.9% | 73,486 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.8% | 60,592 | $2.4M |
| Blue Bell Private Wealth Management, LLC | 0.50% | Reduce -2.1% | 57,888 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -37.8% | 53,090 | $2.1M |
| Cetera Investment Advisers | 0.00% | New | 51,531 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.5% | 50,301 | $2.0M |
| Cerity Partners LLC | 0.00% | Reduce -5.1% | 45,483 | $1.8M |
| Lincoln National Corp. | 0.03% | Reduce -2.1% | 43,236 | $1.7M |
| Marcum Wealth, LLC | 0.17% | Reduce -74.3% | 42,481 | $1.7M |
| FSA Advisors, Inc. | 1.75% | Add +0.3% | 40,550 | $1.6M |
| CoreCap Advisors, LLC | 0.08% | Add +140.0% | 37,518 | $1.5M |
| My Personal CFO, LLC | 0.86% | Reduce -0.8% | 37,020 | $1.5M |
| Motiv8 Investments LLC | 1.15% | Add +9.9% | 36,808 | $1.5M |
| Stratos Wealth Advisors, LLC | 0.09% | Add +9.3% | 35,660 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | No change | 35,341 | $1.4M |
| Spire Wealth Management | 0.02% | Add +0.0% | 32,300 | $1.3M |
| Gradient Investments LLC | 0.03% | Reduce -98.4% | 30,092 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -0.8% | 28,161 | $1.1M |
| DHJJ Financial Advisors, Ltd. | 0.47% | Reduce -1.5% | 26,432 | $1.1M |
| LPL Financial LLC | 0.00% | Add +60.5% | 26,018 | $1.0M |
| Cornerstone Wealth Group, LLC | 0.09% | Reduce -8.6% | 24,847 | $1.0M |
| Global Trust Asset Management, LLC | 0.40% | No change | 24,450 | $986K |
| Fragasso Financial Advisors Inc | 0.08% | No change | 23,862 | $962K |
| Old Mission Capital LLC | 0.02% | Add +111.1% | 23,835 | $961K |
| Lantz Financial LLC | 0.30% | No change | 22,970 | $926K |
| Susquehanna International Group, LLP | 0.00% | New | 21,745 | $877K |
| Valtinson Bruner Financial Planning LLC | 0.37% | Reduce -72.0% | 21,660 | $874K |
| BCGM Wealth Management, LLC | 0.31% | No change | 21,452 | $865K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.9% | 19,512 | $787K |
| Sigma Planning Corp | 0.02% | Reduce -29.3% | 18,879 | $761K |
| BCS Wealth Management | 0.24% | Reduce -11.3% | 18,549 | $748K |
| RFG Advisory, LLC | 0.02% | New | 18,154 | $732K |
| Kestra Advisory Services, LLC | 0.00% | Add +25.0% | 17,913 | $722K |
| Buska Wealth Management, LLC | 0.30% | — | 17,244 | $695K |
| Secure Asset Management, LLC | 0.16% | New | 17,119 | $690K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +96.8% | 16,743 | $675K |
| MML Investors Services, LLC | 0.00% | Reduce -5.0% | 16,452 | $664K |
| Delta Investment Management, LLC | 0.15% | Reduce -1.7% | 16,247 | $655K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -3.4% | 16,033 | $647K |
| Outlook Wealth Advisors, LLC | 0.19% | Reduce -5.1% | 14,942 | $603K |
| Cresset Asset Management, LLC | 0.00% | No change | 14,011 | $565K |
| Alera Investment Advisors, LLC | 0.08% | No change | 13,904 | $561K |
| Centaurus Financial, Inc. | 0.04% | Reduce -5.3% | 13,443 | $542K |
| First Commonwealth Financial Corp | 0.14% | Reduce -1.0% | 12,666 | $511K |
| Arax Advisory Partners | 0.05% | Reduce -1.4% | 12,651 | $510K |
| City Center Advisors, LLC | 0.60% | — | 12,543 | $506K |
| Kathmere Capital Management, LLC | 0.06% | Reduce -0.2% | 12,187 | $492K |
| Citadel Advisors | 0.00% | New | 12,047 | $486K |
| Harbour Investments, Inc. | 0.02% | Reduce -4.8% | 11,961 | $482K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 11,375 | $459K |
| Strategic Blueprint, LLC | 0.03% | Reduce -11.9% | 11,074 | $447K |
| HRT Financial LP | 0.00% | New | 10,254 | $413K |
| AE Wealth Management LLC | 0.00% | Reduce -49.3% | 9,059 | $365K |
| CRA Financial Services, LLC | 0.08% | No change | 8,900 | $359K |
| Raymond James & Associates | 0.00% | Reduce -3.3% | 8,712 | $351K |
| Schulz Wealth, LTD. | 0.29% | No change | 8,515 | $343K |
| Spectrum Investment Advisors, Inc. | 0.25% | Reduce -6.5% | 8,487 | $342K |
| Sugarloaf Wealth Management, LLC | 0.07% | No change | 8,350 | $337K |
| Collaborative Wealth Managment Inc. | 0.15% | No change | 7,491 | $302K |
| Southland Equity Partners LLC | 0.08% | No change | 7,479 | $302K |
| Acas, LLC | 0.29% | Reduce -1.3% | 7,355 | $297K |
| Jane Street Group, LLC | 0.00% | New | 7,150 | $288K |
| Brookstone Capital Management | 0.00% | Reduce -96.7% | 6,805 | $274K |
| Orion Capital Management LLC | 0.14% | No change | 6,500 | $262K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 7,550 | $260K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -0.4% | 6,450 | $260K |
| Royal Bank of Canada | 0.00% | New | 6,366 | $257K |
| PFG Advisors | 0.02% | Reduce -15.7% | 6,091 | $246K |
| Trek Financial, LLC | 0.02% | No change | 6,050 | $244K |
| Ausdal Financial Partners, Inc. | 0.03% | No change | 5,855 | $236K |
| D.B. Root & Company, LLC | 0.08% | No change | 5,795 | $234K |
| 4J Wealth Management LLC | 0.20% | No change | 5,750 | $232K |
| Tradition Wealth Management, LLC | 0.02% | New | 5,690 | $229K |
| Vantage Financial Partners, LLC | 0.06% | No change | 5,634 | $227K |
| PCA Investment Advisory Services Inc. | 0.13% | Reduce -0.0% | 5,629 | $227K |
| Bright Futures Wealth Management, LLC. | 0.12% | — | 5,268 | $220K |
| Townsquare Capital LLC | 0.00% | Reduce -82.0% | 5,448 | $220K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 5,368 | $216K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -4.1% | 5,449 | $216K |
| Arkadios Wealth Advisors | 0.02% | Reduce -39.3% | 5,275 | $213K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -36.6% | 4,973 | $201K |
| Creative Financial Designs Inc. | 0.02% | No change | 4,500 | $181K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 4,552 | $180K |
| Principal Securities, Inc. | 0.01% | Add +7.2% | 4,200 | $169K |
| Larson Financial Group LLC | 0.01% | No change | 3,963 | $160K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -3.3% | 2,815 | $114K |
| IFP Advisors, Inc | 0.00% | Reduce -5.5% | 2,584 | $104K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 2,400 | $97K |
| Clear Point Advisors Inc. | 0.07% | No change | 2,131 | $86K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,200 | $48K |
| US Bancorp \de | 0.00% | Reduce -6.1% | 875 | $35K |
| Cwm, LLC | 0.00% | Add +8.7% | 849 | $34K |
"% 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.