Innovator U.S. Equity BufferBJULETF
13F holders, Q1 2025 (March 31)106holders −5
9new positions
12sold out
$43.19avg. 13F price*
At the end of Q1 2025, 106 institutions reported holding Innovator U.S. Equity Buffer (BJUL) in their 13F filings, down 5 from Q4 2024. 9 opened new positions and 12 sold out. The largest holders were Commonwealth Equity Services, LLC ($24.3M), Penserra Capital Management LLC ($17.3M) and Integral Investment Advisors, Inc. ($11.4M).
- Company
- Innovator U.S. Equity Buffer
- CUSIP
- 45782C789
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $26.2M |
| Exits | 12 | $5.4M |
All 13F filers, Q4 2024 → Q1 2025: 1,061,467 shares bought and 392,915 shares sold, net +668,552 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 106 holders
| Commonwealth Equity Services, LLC | 0.03% | Add +162.0% | 563,747 | $24.3M |
| Penserra Capital Management LLC | 0.31% | Add +17.2% | 400,143 | $17.3M |
| Integral Investment Advisors, Inc. | 3.64% | Add +2.2% | 263,979 | $11.4M |
| Captrust Financial Advisors | 0.03% | New | 250,315 | $10.8M |
| WealthPlan Investment Management, LLC | 0.79% | New | 186,105 | $8.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -7.0% | 179,725 | $7.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.5% | 173,955 | $7.5M |
| Cerity Partners LLC | 0.01% | Reduce -4.7% | 139,237 | $6.0M |
| Rothschild Investment LLC | 0.26% | Reduce -1.3% | 89,800 | $3.9M |
| WealthPLAN Partners, LLC | 0.54% | New | 88,140 | $3.8M |
| Cetera Investment Advisers | 0.01% | Add +32.8% | 88,028 | $3.8M |
| Bellwether Advisors, LLC | 0.68% | No change | 75,522 | $3.3M |
| My Personal CFO, LLC | 1.26% | No change | 58,020 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.8% | 56,316 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | New | 55,960 | $2.4M |
| Motiv8 Investments LLC | 1.53% | Add +14.8% | 53,445 | $2.3M |
| Blue Bell Private Wealth Management, LLC | 0.43% | Reduce -2.5% | 52,689 | $2.3M |
| Wealthquest Corp | 0.18% | Reduce -16.5% | 50,322 | $2.2M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -1.4% | 49,931 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -7.8% | 49,607 | $2.1M |
| FSA Advisors, Inc. | 1.41% | Add +2.6% | 41,051 | $1.8M |
| Lantz Financial LLC | 0.44% | Reduce -1.5% | 37,061 | $1.6M |
| Berkshire Money Management, Inc. | 0.18% | Reduce -7.7% | 36,752 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Add +0.8% | 34,873 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -33.0% | 32,888 | $1.4M |
| Spire Wealth Management | 0.04% | Add +29.2% | 32,384 | $1.4M |
| Fragasso Financial Advisors Inc | 0.10% | No change | 32,161 | $1.4M |
| LPL Financial LLC | 0.00% | Add +2.8% | 28,404 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -3.4% | 28,341 | $1.2M |
| Bison Wealth, LLC | 0.11% | Reduce -6.6% | 27,837 | $1.2M |
| Strategic Blueprint, LLC | 0.06% | Reduce -15.4% | 26,386 | $1.1M |
| Principal Securities, Inc. | 0.03% | No change | 25,158 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -14.2% | 25,153 | $1.1M |
| Cornerstone Wealth Group, LLC | 0.09% | No change | 24,847 | $1.1M |
| Marcum Wealth, LLC | 0.09% | Reduce -84.6% | 23,971 | $1.0M |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -34.4% | 22,664 | $979K |
| Susquehanna International Group, LLP | 0.00% | Add +0.5% | 22,035 | $951K |
| BCGM Wealth Management, LLC | 0.28% | No change | 21,452 | $926K |
| DHJJ Financial Advisors, Ltd. | 0.35% | Reduce -5.5% | 20,207 | $872K |
| BCS Wealth Management | 0.22% | Reduce -32.1% | 20,124 | $869K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -5.5% | 17,228 | $744K |
| Cresset Asset Management, LLC | 0.00% | No change | 16,395 | $708K |
| Sigma Planning Corp | 0.02% | Reduce -14.4% | 16,091 | $695K |
| CoreCap Advisors, LLC | 0.03% | Reduce -0.3% | 13,905 | $600K |
| Harbour Investments, Inc. | 0.02% | No change | 13,803 | $596K |
| First Commonwealth Financial Corp | 0.13% | Reduce -0.1% | 12,949 | $559K |
| Arax Advisory Partners | 0.04% | Reduce -0.2% | 12,743 | $550K |
| Secure Asset Management, LLC | 0.11% | Reduce -30.6% | 12,730 | $550K |
| Kathmere Capital Management, LLC | 0.04% | No change | 12,265 | $530K |
| City Center Advisors, LLC | 0.62% | Add +5.1% | 12,239 | $528K |
| Outlook Wealth Advisors, LLC | 0.14% | Reduce -4.2% | 11,957 | $516K |
| Farther Finance Advisors, LLC | 0.01% | New | 11,065 | $479K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 10,531 | $455K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.19% | Reduce -55.0% | 10,149 | $438K |
| Brookstone Capital Management | 0.01% | Reduce -29.9% | 8,971 | $387K |
| RFG Advisory, LLC | 0.01% | Reduce -2.4% | 8,720 | $376K |
| UBS Group AG | 0.00% | New | 8,567 | $370K |
| Truist Financial Corp. | 0.00% | Reduce -0.8% | 8,380 | $362K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -2.0% | 8,214 | $355K |
| Vantage Financial Partners, LLC | 0.08% | Reduce -2.8% | 7,792 | $336K |
| Wingate Wealth Advisors, Inc. | 0.38% | No change | 7,690 | $332K |
| Buska Wealth Management, LLC | 0.10% | Reduce -7.6% | 7,553 | $326K |
| CRA Financial Services, LLC | 0.06% | Reduce -16.6% | 7,550 | $326K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.0% | 7,519 | $325K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -4.6% | 7,497 | $324K |
| EverSource Wealth Advisors, LLC | 0.02% | No change | 7,346 | $317K |
| Acas, LLC | 0.23% | Add +1.5% | 6,940 | $299K |
| Seros Financial, LLC | 0.22% | Reduce -22.7% | 6,763 | $292K |
| Southland Equity Partners LLC | 0.07% | No change | 6,522 | $282K |
| Comprehensive Financial Planning, Inc. | 0.27% | Reduce -2.4% | 6,449 | $278K |
| PFG Advisors | 0.02% | Reduce -1.4% | 6,273 | $271K |
| Trek Financial, LLC | 0.02% | No change | 6,220 | $269K |
| Beacon Financial Advisory LLC | 0.08% | No change | 6,135 | $265K |
| Tradition Wealth Management, LLC | 0.02% | No change | 6,041 | $261K |
| Sowell Financial Services LLC | 0.01% | Reduce -55.5% | 5,957 | $257K |
| 4J Wealth Management LLC | 0.20% | No change | 5,750 | $248K |
| GWN Securities Inc. | 0.01% | New | 5,711 | $247K |
| D.B. Root & Company, LLC | 0.08% | No change | 5,695 | $246K |
| Three Seasons Wealth, LLC | 0.12% | No change | 5,420 | $234K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 5,368 | $232K |
| Schulz Wealth, LTD. | 0.17% | No change | 5,125 | $221K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -14.7% | 5,101 | $220K |
| Triad Wealth Partners, LLC | 0.06% | No change | 4,679 | $202K |
| Centaurus Financial, Inc. | 0.01% | No change | 4,049 | $175K |
| AE Wealth Management LLC | 0.00% | Reduce -3.4% | 3,998 | $173K |
| IMG Wealth Management, Inc. | 0.14% | Reduce -7.0% | 3,587 | $155K |
| IFP Advisors, Inc | 0.00% | No change | 3,236 | $140K |
| Orion Capital Management LLC | 0.05% | No change | 3,000 | $130K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 2,385 | $103K |
| Morgan Stanley | 0.00% | Add +561.4% | 2,057 | $89K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -28.4% | 2,015 | $87K |
| JPMorgan Chase & Co. | 0.00% | Add +7356.3% | 1,193 | $52K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 986 | $43K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 950 | $41K |
| Whipplewood Advisors, LLC | 0.02% | Reduce -4.5% | 893 | $40K |
| US Bancorp \de | 0.00% | No change | 875 | $38K |
| Continuum Advisory, LLC | 0.00% | No change | 726 | $31K |
| Financial Network Wealth Advisors LLC | 0.03% | No change | 563 | $24K |
| Creative Financial Designs Inc. | 0.00% | No change | 500 | $22K |
| Allworth Financial LP | 0.00% | Reduce -3.1% | 498 | $21K |
| WealthShield Partners, LLC | 0.00% | New | 478 | $21K |
| Larson Financial Group LLC | 0.00% | No change | 461 | $20K |
| Royal Bank of Canada | 0.00% | New | 420 | $18K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -22.4% | 291 | $13K |
| Archer Investment Corp | 0.00% | No change | 248 | $11K |
| Barclays PLC | 0.00% | Add +238.6% | 149 | $6K |
"% 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.