Innovator U.S. Equity BufferBJULETF
13F holders, Q4 2024 (December 31)111holders −2
5new positions
15sold out
$44.54avg. 13F price*
At the end of Q4 2024, 111 institutions reported holding Innovator U.S. Equity Buffer (BJUL) in their 13F filings, down 2 from Q3 2024. 5 opened new positions and 15 sold out. The largest holders were Penserra Capital Management LLC ($15.2M), Integral Investment Advisors, Inc. ($11.5M) and Commonwealth Equity Services, LLC ($9.6M).
- Company
- Innovator U.S. Equity Buffer
- CUSIP
- 45782C789
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.6M |
| Exits | 15 | $17.1M |
All 13F filers, Q3 2024 → Q4 2024: 136,789 shares bought and 1,350,965 shares sold, net −1,214,176 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 111 holders
| Penserra Capital Management LLC | 0.28% | Add +13.5% | 341,487 | $15.2M |
| Integral Investment Advisors, Inc. | 3.73% | Add +2.7% | 258,371 | $11.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -62.6% | 215,184 | $9.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -2.0% | 193,347 | $8.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -7.8% | 174,862 | $7.8M |
| Marcum Wealth, LLC | 0.60% | Reduce -0.1% | 156,054 | $7.0M |
| Cerity Partners LLC | 0.01% | Reduce -2.1% | 146,146 | $6.5M |
| Rothschild Investment LLC | 0.27% | Reduce -3.8% | 91,000 | $4.1M |
| Bellwether Advisors, LLC | 0.60% | No change | 75,522 | $3.4M |
| Cetera Investment Advisers | 0.01% | Reduce -9.2% | 66,301 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.2% | 60,401 | $2.7M |
| Wealthquest Corp | 0.22% | Reduce -5.6% | 60,278 | $2.7M |
| My Personal CFO, LLC | 1.33% | No change | 58,020 | $2.6M |
| Blue Bell Private Wealth Management, LLC | 0.46% | Reduce -0.5% | 54,017 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.1% | 53,824 | $2.4M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -6.2% | 50,621 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +63.2% | 49,049 | $2.2M |
| Motiv8 Investments LLC | 1.46% | Add +23.4% | 46,545 | $2.1M |
| Berkshire Money Management, Inc. | 0.19% | Reduce -53.9% | 39,826 | $1.8M |
| FSA Advisors, Inc. | 2.14% | Reduce -4.6% | 40,007 | $1.7M |
| Lantz Financial LLC | 0.45% | No change | 37,616 | $1.7M |
| Raymond James Financial Inc. | 0.00% | — | 34,593 | $1.5M |
| Stratos Wealth Advisors, LLC | 0.07% | Reduce -1.2% | 34,569 | $1.5M |
| Fragasso Financial Advisors Inc | 0.11% | Reduce -2.9% | 32,161 | $1.4M |
| Strategic Blueprint, LLC | 0.08% | Reduce -5.5% | 31,205 | $1.4M |
| Bison Wealth, LLC | 0.16% | — | 29,810 | $1.3M |
| BCS Wealth Management | 0.33% | Reduce -2.8% | 29,633 | $1.3M |
| Blair William & Co. | 0.00% | No change | 29,341 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -3.7% | 29,330 | $1.3M |
| LPL Financial LLC | 0.00% | Add +1.1% | 27,636 | $1.2M |
| Principal Securities, Inc. | 0.03% | Add +1.0% | 25,158 | $1.1M |
| Spire Wealth Management | 0.03% | Reduce -13.4% | 25,067 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +78.3% | 24,890 | $1.1M |
| Cornerstone Wealth Group, LLC | 0.09% | No change | 24,847 | $1.1M |
| Global Trust Asset Management, LLC | 0.41% | No change | 24,450 | $1.1M |
| Chapman Financial Group, LLC | 0.81% | — | 22,546 | $1.0M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.43% | — | 22,528 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +67.7% | 21,916 | $977K |
| BCGM Wealth Management, LLC | 0.30% | No change | 21,452 | $956K |
| DHJJ Financial Advisors, Ltd. | 0.37% | Reduce -0.6% | 21,372 | $952K |
| Sigma Planning Corp | 0.03% | Reduce -0.1% | 18,801 | $838K |
| Secure Asset Management, LLC | 0.12% | No change | 18,340 | $817K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -32.9% | 18,237 | $813K |
| Cresset Asset Management, LLC | 0.00% | Reduce -10.4% | 16,395 | $731K |
| Valtinson Bruner Financial Planning LLC | 0.23% | Reduce -1.5% | 14,879 | $663K |
| CoreCap Advisors, LLC | 0.03% | Reduce -42.8% | 13,945 | $621K |
| Harbour Investments, Inc. | 0.02% | No change | 13,803 | $615K |
| Sowell Financial Services LLC | 0.03% | New | 13,380 | $596K |
| First Commonwealth Financial Corp | 0.14% | Reduce -1.4% | 12,962 | $578K |
| Brookstone Capital Management | 0.01% | Reduce -96.6% | 12,795 | $570K |
| Arax Advisory Partners | 0.04% | Reduce -2.1% | 12,770 | $569K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +19.1% | 12,507 | $557K |
| Outlook Wealth Advisors, LLC | 0.16% | Reduce -16.5% | 12,481 | $556K |
| Kathmere Capital Management, LLC | 0.05% | Add +0.9% | 12,265 | $546K |
| City Center Advisors, LLC | 0.58% | Reduce -1.1% | 11,643 | $519K |
| B. Riley Wealth Advisors, Inc. | 0.02% | No change | 10,531 | $469K |
| Sugarloaf Wealth Management, LLC | 0.09% | Reduce -1.5% | 10,140 | $452K |
| CRA Financial Services, LLC | 0.07% | No change | 9,050 | $403K |
| RFG Advisory, LLC | 0.01% | Reduce -74.5% | 8,934 | $398K |
| Old Mission Capital LLC | 0.01% | Reduce -3.7% | 8,641 | $385K |
| Truist Financial Corp. | 0.00% | Reduce -3.7% | 8,447 | $376K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -23.2% | 8,385 | $374K |
| Seros Financial, LLC | 0.33% | — | 8,748 | $365K |
| Buska Wealth Management, LLC | 0.12% | Reduce -24.4% | 8,176 | $364K |
| Vantage Financial Partners, LLC | 0.09% | No change | 8,014 | $357K |
| CreativeOne Wealth, LLC | 0.01% | New | 7,859 | $350K |
| Wingate Wealth Advisors, Inc. | 0.34% | — | 7,690 | $343K |
| Advisory Services Network, LLC | 0.01% | New | 7,669 | $342K |
| Delta Investment Management, LLC | 0.06% | Reduce -28.2% | 7,409 | $330K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +46.9% | 7,346 | $327K |
| Acas, LLC | 0.23% | Add +6.0% | 6,840 | $312K |
| Comprehensive Financial Planning, Inc. | 0.25% | — | 6,606 | $294K |
| Southland Equity Partners LLC | 0.07% | No change | 6,522 | $291K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -0.4% | 6,372 | $284K |
| PFG Advisors | 0.02% | Reduce -2.9% | 6,364 | $284K |
| Trek Financial, LLC | 0.02% | Reduce -11.1% | 6,220 | $277K |
| Heritage Wealth Partners, LLC | 0.34% | Reduce -91.2% | 6,164 | $275K |
| Beacon Financial Advisory LLC | 0.09% | No change | 6,135 | $273K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -6.3% | 6,041 | $269K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -12.2% | 5,979 | $266K |
| 4J Wealth Management LLC | 0.21% | No change | 5,750 | $256K |
| D.B. Root & Company, LLC | 0.08% | No change | 5,695 | $254K |
| Evolution Wealth Advisors, LLC | 0.04% | No change | 5,695 | $254K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 5,694 | $254K |
| Three Seasons Wealth, LLC | 0.12% | No change | 5,420 | $242K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 5,368 | $239K |
| Schulz Wealth, LTD. | 0.18% | No change | 5,125 | $228K |
| PCA Investment Advisory Services Inc. | 0.10% | Reduce -6.4% | 4,945 | $220K |
| Triad Wealth Partners, LLC | 0.08% | New | 4,679 | $208K |
| AE Wealth Management LLC | 0.00% | Reduce -55.4% | 4,139 | $184K |
| Centaurus Financial, Inc. | 0.01% | Reduce -6.7% | 4,049 | $180K |
| IMG Wealth Management, Inc. | 0.16% | — | 3,859 | $172K |
| IFP Advisors, Inc | 0.00% | No change | 3,236 | $144K |
| Orion Capital Management LLC | 0.06% | New | 3,000 | $134K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,815 | $126K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 2,385 | $106K |
| Wood Tarver Financial Group, LLC | 0.01% | — | 986 | $43K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 950 | $42K |
| Whipplewood Advisors, LLC | 0.02% | — | 935 | $42K |
| US Bancorp \de | 0.00% | No change | 875 | $39K |
"% 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.