Innovator U.S. Equity BufferBJULETF
13F holders, Q3 2024 (September 30)113holders +10
15new positions
5sold out
1famous investor
$43.68avg. 13F price*
At the end of Q3 2024, 113 institutions reported holding Innovator U.S. Equity Buffer (BJUL) in their 13F filings, up 10 from Q2 2024. 15 opened new positions and 5 sold out. The largest holders were Commonwealth Equity Services, LLC ($25.1M), Brookstone Capital Management ($16.4M) and Penserra Capital Management LLC ($13.1M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $18.2M |
| Exits | 5 | $1.3M |
All 13F filers, Q2 2024 → Q3 2024: 1,022,405 shares bought and 279,055 shares sold, net +743,350 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 113 holders
| Commonwealth Equity Services, LLC | 0.04% | Add +6.5% | 574,712 | $25.1M |
| Brookstone Capital Management | 0.24% | Add +7.5% | 374,418 | $16.4M |
| Penserra Capital Management LLC | 0.29% | Add +26.1% | 300,979 | $13.1M |
| Personal Cfo Solutions, LLC | 1.60% | New | 262,866 | $11.5M |
| Integral Investment Advisors, Inc. | 3.00% | Add +1.8% | 251,654 | $11.0M |
| Osaic Holdings, Inc. | 0.02% | Add +21.9% | 197,270 | $8.6M |
| HighTower Advisors, LLC | 0.01% | Add +20.6% | 189,717 | $8.3M |
| Marcum Wealth, LLC | 0.63% | Add +267.7% | 156,208 | $6.8M |
| Cerity Partners LLC | 0.01% | Add +49.7% | 149,316 | $6.5M |
| Rothschild Investment LLC | 0.27% | Add +4.0% | 94,600 | $4.1M |
| Berkshire Money Management, Inc. | 0.43% | Reduce -65.8% | 86,407 | $3.8M |
| Bellwether Advisors, LLC | 0.63% | No change | 75,522 | $3.3M |
| Cetera Investment Advisers | 0.01% | Add +35.7% | 73,019 | $3.2M |
| Heritage Wealth Partners, LLC | 3.58% | New | 69,664 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +23.0% | 65,073 | $2.8M |
| Wealthquest Corp | 0.24% | Reduce -9.1% | 63,832 | $2.8M |
| My Personal CFO, LLC | 1.39% | Add +23.7% | 58,020 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +8.2% | 56,111 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +13.6% | 54,424 | $2.4M |
| Blue Bell Private Wealth Management, LLC | 0.45% | Reduce -4.4% | 54,286 | $2.4M |
| Snowden Capital Advisors LLC | 0.07% | Add +89.6% | 53,966 | $2.4M |
| FSA Advisors, Inc. | 1.82% | Add +0.2% | 41,918 | $1.8M |
| Motiv8 Investments LLC | 1.11% | Reduce -1.6% | 37,734 | $1.6M |
| Lantz Financial LLC | 0.44% | Add +64.3% | 37,616 | $1.6M |
| RFG Advisory, LLC | 0.05% | Add +236.7% | 35,111 | $1.5M |
| Stratos Wealth Advisors, LLC | 0.07% | Reduce -1.8% | 35,003 | $1.5M |
| Fragasso Financial Advisors Inc | 0.11% | Add +38.8% | 33,126 | $1.4M |
| Strategic Blueprint, LLC | 0.09% | Add +214.3% | 33,016 | $1.4M |
| BCS Wealth Management | 0.57% | Add +68.7% | 30,479 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +89.8% | 30,447 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -42.9% | 30,059 | $1.3M |
| Blair William & Co. | 0.00% | Add +5.5% | 29,341 | $1.3M |
| Spire Wealth Management | 0.04% | Reduce -10.4% | 28,950 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -1.9% | 27,337 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.7% | 27,165 | $1.2M |
| Principal Securities, Inc. | 0.03% | Add +479.8% | 24,906 | $1.1M |
| Cornerstone Wealth Group, LLC | 0.09% | No change | 24,847 | $1.1M |
| Global Trust Asset Management, LLC | 0.40% | No change | 24,450 | $1.1M |
| CoreCap Advisors, LLC | 0.05% | Reduce -5.5% | 24,365 | $1.1M |
| DHJJ Financial Advisors, Ltd. | 0.37% | Add +5.8% | 21,502 | $939K |
| BCGM Wealth Management, LLC | 0.30% | No change | 21,452 | $937K |
| Raymond James & Associates | 0.00% | Add +278.1% | 20,842 | $910K |
| Citadel Advisors | 0.00% | Add +47.3% | 19,555 | $854K |
| Sigma Planning Corp | 0.03% | Reduce -1.0% | 18,824 | $822K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -1.1% | 18,503 | $808K |
| Secure Asset Management, LLC | 0.14% | Reduce -1.6% | 18,340 | $801K |
| Cresset Asset Management, LLC | 0.00% | Add +30.6% | 18,306 | $800K |
| Valtinson Bruner Financial Planning LLC | 0.23% | Reduce -30.1% | 15,112 | $660K |
| Outlook Wealth Advisors, LLC | 0.19% | No change | 14,942 | $653K |
| Goldman Sachs Group Inc. | 0.00% | New | 13,958 | $610K |
| Harbour Investments, Inc. | 0.02% | Add +20.7% | 13,803 | $603K |
| First Commonwealth Financial Corp | 0.14% | Add +3.8% | 13,146 | $574K |
| Susquehanna International Group, LLP | 0.00% | New | 13,067 | $571K |
| Arax Advisory Partners | 0.05% | Add +4.7% | 13,042 | $570K |
| Kathmere Capital Management, LLC | 0.05% | Reduce -0.2% | 12,160 | $531K |
| Gradient Investments LLC | 0.01% | Reduce -50.6% | 11,976 | $523K |
| City Center Advisors, LLC | 0.57% | Reduce -6.1% | 11,775 | $514K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 10,916 | $477K |
| Buska Wealth Management, LLC | 0.16% | Reduce -5.8% | 10,813 | $472K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +39.5% | 10,531 | $459K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -36.4% | 10,497 | $459K |
| Delta Investment Management, LLC | 0.09% | Reduce -12.4% | 10,319 | $451K |
| Sugarloaf Wealth Management, LLC | 0.08% | Add +23.2% | 10,290 | $449K |
| AE Wealth Management LLC | 0.00% | Add +2.3% | 9,272 | $405K |
| CRA Financial Services, LLC | 0.07% | No change | 9,050 | $395K |
| Old Mission Capital LLC | 0.01% | New | 8,971 | $392K |
| Truist Financial Corp. | 0.00% | New | 8,774 | $383K |
| Bright Futures Wealth Management, LLC. | 0.17% | No change | 8,114 | $357K |
| Vantage Financial Partners, LLC | 0.09% | No change | 8,014 | $350K |
| Trek Financial, LLC | 0.02% | Add +15.7% | 7,000 | $306K |
| Souders Financial Advisors | 0.04% | No change | 6,866 | $300K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +12.5% | 6,807 | $297K |
| PFG Advisors | 0.02% | New | 6,554 | $286K |
| Southland Equity Partners LLC | 0.07% | Reduce -12.8% | 6,522 | $285K |
| Acas, LLC | 0.23% | No change | 6,455 | $282K |
| Tradition Wealth Management, LLC | 0.03% | Add +13.3% | 6,447 | $282K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -0.5% | 6,399 | $280K |
| Beacon Financial Advisory LLC | 0.09% | Add +25.1% | 6,135 | $268K |
| Chris Bulman Inc | 0.18% | New | 6,131 | $268K |
| 4J Wealth Management LLC | 0.19% | No change | 5,750 | $251K |
| D.B. Root & Company, LLC | 0.08% | No change | 5,695 | $249K |
| Evolution Wealth Advisors, LLC | 0.04% | New | 5,695 | $249K |
| Daymark Wealth Partners, LLC | 0.01% | New | 5,694 | $249K |
| Three Seasons Wealth, LLC | 0.12% | New | 5,420 | $237K |
| Jane Street Group, LLC | 0.00% | New | 5,384 | $235K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 5,368 | $234K |
| PCA Investment Advisory Services Inc. | 0.11% | No change | 5,281 | $231K |
| Schulz Wealth, LTD. | 0.17% | Reduce -39.8% | 5,125 | $224K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -6.9% | 5,071 | $223K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +9.9% | 5,002 | $218K |
| Townsquare Capital LLC | 0.00% | No change | 4,971 | $217K |
| Centaurus Financial, Inc. | 0.01% | Reduce -60.2% | 4,340 | $190K |
| Barclays PLC | 0.00% | New | 4,072 | $178K |
| IFP Advisors, Inc | 0.01% | Add +25.2% | 3,236 | $141K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,815 | $123K |
| Glen Eagle Advisors, LLC | 0.02% | Add +98.8% | 2,385 | $104K |
| Clear Point Advisors Inc. | 0.07% | No change | 2,131 | $93K |
| Morgan Stanley | 0.00% | Add +237.3% | 1,049 | $46K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +493.8% | 950 | $41K |
| US Bancorp \de | 0.00% | No change | 875 | $38K |
| Paladin Wealth, LLC | 0.03% | — | 863 | $38K |
| Continuum Advisory, LLC | 0.00% | Add +123.4% | 726 | $32K |
| Financial Network Wealth Advisors LLC | 0.03% | No change | 709 | $31K |
| UBS Group AG | 0.00% | New | 601 | $26K |
| Castleview Partners, LLC | 0.02% | No change | 600 | $26K |
| Allworth Financial LP | 0.00% | No change | 514 | $22K |
| Creative Financial Designs Inc. | 0.00% | Reduce -88.9% | 500 | $22K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 480 | $21K |
| WealthShield Partners, LLC | 0.00% | New | 478 | $21K |
| Larson Financial Group LLC | 0.00% | Reduce -44.4% | 461 | $20K |
| Archer Investment Corp | 0.00% | No change | 248 | $11K |
| Cwm, LLC | 0.00% | No change | 24 | $1K |
| JPMorgan Chase & Co. | 0.00% | No change | 16 | $699 |
"% 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.