Innovator U.S. Equity BufferBJULETF
13F holders, Q2 2024 (June 30)103holders −5
7new positions
12sold out
1famous investor
$41.94avg. 13F price*
At the end of Q2 2024, 103 institutions reported holding Innovator U.S. Equity Buffer (BJUL) in their 13F filings, down 5 from Q1 2024. 7 opened new positions and 12 sold out. The largest holders were Commonwealth Equity Services, LLC ($22.6M), Brookstone Capital Management ($14.8M) and Berkshire Money Management, Inc. ($10.5M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.6M |
| Exits | 12 | $12.1M |
All 13F filers, Q1 2024 → Q2 2024: 696,520 shares bought and 386,073 shares sold, net +310,447 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 103 holders
| Commonwealth Equity Services, LLC | 0.04% | Add +11.9% | 539,842 | $22.6M |
| Brookstone Capital Management | 0.25% | Add +5016.4% | 348,172 | $14.8M |
| Berkshire Money Management, Inc. | 1.28% | Reduce -0.2% | 252,390 | $10.5M |
| Integral Investment Advisors, Inc. | 3.80% | Add +1.2% | 247,161 | $10.3M |
| Penserra Capital Management LLC | 0.13% | Add +7.8% | 238,659 | $10.0M |
| Osaic Holdings, Inc. | 0.02% | Add +23.8% | 161,892 | $6.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.8% | 157,339 | $6.6M |
| Cerity Partners LLC | 0.01% | Add +119.3% | 99,738 | $4.2M |
| Rothschild Investment LLC | 0.26% | New | 91,000 | $3.8M |
| Bellwether Advisors, LLC | 0.66% | No change | 75,522 | $3.2M |
| Wealthquest Corp | 0.31% | Reduce -4.4% | 70,226 | $2.9M |
| Blue Bell Private Wealth Management, LLC | 0.49% | Reduce -1.9% | 56,802 | $2.4M |
| Cetera Investment Advisers | 0.01% | Add +4.4% | 53,813 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.2% | 52,912 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +193.8% | 52,632 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -14.4% | 51,883 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -9.8% | 47,910 | $2.0M |
| My Personal CFO, LLC | 1.05% | Add +26.7% | 46,920 | $2.0M |
| Marcum Wealth, LLC | 0.18% | No change | 42,481 | $1.8M |
| FSA Advisors, Inc. | 1.82% | Add +3.2% | 41,836 | $1.7M |
| Motiv8 Investments LLC | 1.19% | Add +4.2% | 38,365 | $1.6M |
| Stratos Wealth Advisors, LLC | 0.07% | No change | 35,660 | $1.5M |
| Spire Wealth Management | 0.05% | No change | 32,300 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -19.5% | 28,460 | $1.2M |
| LPL Financial LLC | 0.00% | Add +7.1% | 27,876 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -1.2% | 27,811 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +70.6% | 27,359 | $1.1M |
| CoreCap Advisors, LLC | 0.11% | Reduce -31.3% | 25,770 | $1.1M |
| Cornerstone Wealth Group, LLC | 0.09% | No change | 24,847 | $1.0M |
| Global Trust Asset Management, LLC | 0.41% | No change | 24,450 | $1.0M |
| Gradient Investments LLC | 0.02% | Reduce -19.5% | 24,228 | $1.0M |
| Fragasso Financial Advisors Inc | 0.08% | No change | 23,862 | $997K |
| Outlook Wealth Advisors, LLC | 0.31% | No change | 14,942 | $990K |
| Lantz Financial LLC | 0.30% | Reduce -0.3% | 22,900 | $957K |
| Valtinson Bruner Financial Planning LLC | 0.36% | Reduce -0.2% | 21,612 | $903K |
| BCGM Wealth Management, LLC | 0.31% | No change | 21,452 | $896K |
| DHJJ Financial Advisors, Ltd. | 0.36% | Reduce -23.1% | 20,329 | $849K |
| Sigma Planning Corp | 0.03% | Add +0.7% | 19,017 | $795K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -4.1% | 18,706 | $782K |
| Secure Asset Management, LLC | 0.15% | Add +8.9% | 18,635 | $779K |
| BCS Wealth Management | 0.37% | Reduce -2.6% | 18,063 | $755K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.4% | 16,503 | $689K |
| MML Investors Services, LLC | 0.00% | Reduce -2.5% | 16,037 | $670K |
| Cresset Asset Management, LLC | 0.00% | No change | 14,011 | $585K |
| Citadel Advisors | 0.00% | Add +10.2% | 13,278 | $555K |
| Royal Bank of Canada | 0.00% | Add +107.5% | 13,212 | $552K |
| First Commonwealth Financial Corp | 0.14% | No change | 12,666 | $529K |
| Arax Advisory Partners | 0.05% | Reduce -1.5% | 12,456 | $520K |
| Kathmere Capital Management, LLC | 0.05% | No change | 12,187 | $509K |
| City Center Advisors, LLC | 0.60% | No change | 12,543 | $506K |
| Delta Investment Management, LLC | 0.11% | Reduce -27.5% | 11,774 | $492K |
| Buska Wealth Management, LLC | 0.19% | Reduce -33.4% | 11,478 | $480K |
| Harbour Investments, Inc. | 0.02% | Reduce -4.4% | 11,435 | $478K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -4.0% | 10,916 | $456K |
| Centaurus Financial, Inc. | 0.03% | Reduce -18.9% | 10,895 | $455K |
| Strategic Blueprint, LLC | 0.03% | Reduce -5.1% | 10,505 | $439K |
| RFG Advisory, LLC | 0.01% | Reduce -42.6% | 10,427 | $436K |
| AE Wealth Management LLC | 0.00% | Add +0.1% | 9,066 | $379K |
| CRA Financial Services, LLC | 0.08% | Add +1.7% | 9,050 | $378K |
| Schulz Wealth, LTD. | 0.30% | No change | 8,515 | $356K |
| Sugarloaf Wealth Management, LLC | 0.06% | No change | 8,350 | $349K |
| Vantage Financial Partners, LLC | 0.09% | Add +42.2% | 8,014 | $335K |
| Bright Futures Wealth Management, LLC. | 0.18% | Add +54.0% | 8,114 | $335K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 7,550 | $315K |
| Southland Equity Partners LLC | 0.09% | No change | 7,479 | $312K |
| Souders Financial Advisors | 0.04% | New | 6,866 | $287K |
| Acas, LLC | 0.24% | Reduce -12.2% | 6,455 | $273K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -0.3% | 6,429 | $269K |
| Trek Financial, LLC | 0.02% | No change | 6,050 | $253K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +21.6% | 6,049 | $253K |
| Ausdal Financial Partners, Inc. | 0.03% | No change | 5,855 | $245K |
| 4J Wealth Management LLC | 0.20% | No change | 5,750 | $240K |
| D.B. Root & Company, LLC | 0.08% | Reduce -1.7% | 5,695 | $238K |
| Tradition Wealth Management, LLC | 0.02% | No change | 5,690 | $238K |
| Raymond James & Associates | 0.00% | Reduce -36.7% | 5,512 | $230K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 5,449 | $228K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 5,368 | $224K |
| Orion Capital Management LLC | 0.12% | Reduce -18.1% | 5,320 | $222K |
| PCA Investment Advisory Services Inc. | 0.12% | Reduce -6.2% | 5,281 | $221K |
| Townsquare Capital LLC | 0.00% | Reduce -8.8% | 4,971 | $208K |
| Beacon Financial Advisory LLC | 0.08% | New | 4,904 | $205K |
| Triad Wealth Partners, LLC | 0.10% | New | 4,679 | $195K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 4,552 | $192K |
| Creative Financial Designs Inc. | 0.02% | No change | 4,500 | $188K |
| Principal Securities, Inc. | 0.00% | Add +2.3% | 4,296 | $179K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,815 | $118K |
| IFP Advisors, Inc | 0.00% | No change | 2,584 | $108K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -8.3% | 2,200 | $92K |
| Clear Point Advisors Inc. | 0.07% | No change | 2,131 | $89K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,705 | $71K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,200 | $50K |
| US Bancorp \de | 0.00% | No change | 875 | $37K |
| Larson Financial Group LLC | 0.00% | Reduce -79.1% | 829 | $35K |
| Financial Network Wealth Advisors LLC | 0.02% | New | 709 | $30K |
| Castleview Partners, LLC | 0.01% | No change | 600 | $25K |
| Allworth Financial LP | 0.00% | No change | 514 | $22K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 480 | $20K |
| Continuum Advisory, LLC | 0.00% | No change | 325 | $14K |
| Morgan Stanley | 0.00% | No change | 311 | $13K |
| Archer Investment Corp | 0.00% | No change | 248 | $10K |
"% 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.