Innovator U.S. Equity BufferBJULETF

13F holders, Q2 2025 (June 30)
102holders −4
7new positions
12sold out
1famous investor
$47.14avg. 13F price*

At the end of Q2 2025, 102 institutions reported holding Innovator U.S. Equity Buffer (BJUL) in their 13F filings, down 4 from Q1 2025. 7 opened new positions and 12 sold out. The largest holders were Commonwealth Equity Services, LLC ($27.7M), Penserra Capital Management LLC ($17.6M) and Integral Investment Advisors, Inc. ($12.4M). 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

050100150 Q1 2024: 108Q1 2024Q2 2024: 103Q2 2024Q3 2024: 113Q3 2024Q4 2024: 111Q4 2024Q1 2025: 106Q1 2025Q2 2025: 102Q2 2025Q3 2025: 112Q3 2025Q4 2025: 127Q4 2025Q1 2026: 123Q1 2026Q2 2026: 124Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions7$7.8M
Exits12$17.7M

All 13F filers, Q1 2025 → Q2 2025: 285,042 shares bought and 645,175 shares sold, net −360,133 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 102 holders

Commonwealth Equity Services, LLC 0.04% Add +4.2% 587,144 $27.7M
Penserra Capital Management LLC 0.25% Reduce -6.4% 374,394 $17.6M
Integral Investment Advisors, Inc. 3.53% Reduce -0.6% 262,318 $12.4M
Osaic Holdings, Inc. 0.02% Add +8.6% 195,209 $9.2M
HighTower Advisors, LLC 0.01% Reduce -0.1% 173,845 $8.2M
Cerity Partners LLC 0.01% Add +7.6% 149,856 $7.1M
Rothschild Investment LLC 0.28% Add +5.3% 94,600 $4.5M
Cetera Investment Advisers 0.01% Reduce -6.7% 82,097 $3.9M
Jane Street Group, LLC 0.01% New 77,324 $3.6M
Bellwether Advisors, LLC 0.61% No change 75,522 $3.6M
My Personal CFO, LLC 1.29% Add +4.1% 60,420 $2.8M
Janney Montgomery Scott LLC 0.01% Add +5.3% 58,927 $2.8M
Motiv8 Investments LLC 1.59% Add +3.4% 55,276 $2.6M
Kestra Advisory Services, LLC 0.01% Add +62.3% 53,379 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +6.3% 52,719 $2.5M
Blue Bell Private Wealth Management, LLC 0.41% Reduce -0.4% 52,472 $2.5M
Envestnet Asset Management Inc. 0.00% Reduce -15.6% 47,514 $2.2M
Snowden Capital Advisors LLC 0.06% Reduce -9.4% 45,250 $2.1M
Wealthquest Corp 0.16% Reduce -12.3% 44,157 $2.1M
Raymond James Financial Inc. 0.00% Add +21.5% 42,375 $2.0M
LPL Financial LLC 0.00% Add +39.6% 39,654 $1.9M
FSA Advisors, Inc. 1.50% Reduce -4.5% 39,212 $1.8M
Berkshire Money Management, Inc. 0.19% Add +1.7% 37,381 $1.8M
Lantz Financial LLC 0.44% Add +0.2% 37,134 $1.8M
Spire Wealth Management 0.05% Add +0.0% 32,387 $1.5M
Fragasso Financial Advisors Inc 0.10% No change 32,161 $1.5M
WealthPlan Investment Management, LLC 0.10% Reduce -84.6% 28,636 $1.3M
Bison Wealth, LLC 0.11% Add +1.7% 28,302 $1.3M
Blair William & Co. 0.00% Reduce -1.5% 27,916 $1.3M
Wealth Enhancement Advisory Services, LLC 0.00% New 26,604 $1.3M
Principal Securities, Inc. 0.02% Reduce -0.4% 25,062 $1.2M
Cornerstone Wealth Group, LLC 0.09% No change 24,847 $1.2M
Strategic Blueprint, LLC 0.06% Reduce -6.5% 24,671 $1.2M
MML Investors Services, LLC 0.00% Reduce -4.4% 24,048 $1.1M
Stratos Wealth Advisors, LLC 0.06% No change 22,664 $1.1M
BCGM Wealth Management, LLC 0.29% No change 21,452 $1.0M
DHJJ Financial Advisors, Ltd. 0.36% Add +5.8% 21,368 $1.0M
Citadel Advisors 0.00% New 20,598 $971K
Chapman Financial Group, LLC 0.82% — 20,495 $966K
Old Mission Capital LLC 0.02% New 19,081 $899K
Beacon Pointe Advisors, LLC 0.01% Add +8.5% 18,688 $881K
BCS Wealth Management 0.18% Reduce -10.6% 18,001 $848K
Cresset Asset Management, LLC 0.00% No change 16,395 $773K
SageView Advisory Group, LLC 0.03% New 14,147 $680K
Sigma Planning Corp 0.02% Reduce -15.2% 13,644 $643K
CoreCap Advisors, LLC 0.03% Reduce -5.2% 13,184 $621K
Harbour Investments, Inc. 0.02% Reduce -7.5% 12,762 $601K
Secure Asset Management, LLC 0.11% Reduce -0.5% 12,665 $597K
Advisory Services Network, LLC 0.01% Add +65.1% 12,417 $595K
Kathmere Capital Management, LLC 0.04% Reduce -0.6% 12,193 $575K
Outlook Wealth Advisors, LLC 0.14% No change 11,957 $564K
Arax Advisory Partners 0.02% Reduce -9.7% 11,503 $542K
City Center Advisors, LLC 0.58% Reduce -6.4% 11,456 $540K
Farther Finance Advisors, LLC 0.01% No change 11,065 $521K
Siligmueller & Norvid Wealth Advisors LLC 0.19% No change 10,149 $482K
CRA Financial Services, LLC 0.07% Add +35.3% 10,215 $481K
First Commonwealth Financial Corp 0.10% Reduce -25.6% 9,633 $454K
UBS Group AG 0.00% Reduce -2.3% 8,371 $395K
Wingate Wealth Advisors, Inc. 0.32% No change 7,690 $362K
Corrado Advisors, LLC 0.22% New 7,670 $361K
Brookstone Capital Management 0.00% Reduce -15.2% 7,608 $359K
Vantage Financial Partners, LLC 0.08% Reduce -3.9% 7,489 $353K
CreativeOne Wealth, LLC 0.01% Reduce -0.5% 7,459 $352K
Acas, LLC 0.23% Add +1.4% 7,040 $342K
EverSource Wealth Advisors, LLC 0.02% Reduce -1.6% 7,225 $341K
OneDigital Investment Advisors LLC 0.00% Reduce -17.3% 6,795 $320K
Seros Financial, LLC 0.20% No change 6,763 $319K
Comprehensive Financial Planning, Inc. 0.25% Add +4.3% 6,724 $317K
Southland Equity Partners LLC 0.07% No change 6,522 $307K
GWN Securities Inc. 0.05% Add +9.3% 6,240 $294K
Trek Financial, LLC 0.02% Reduce -2.6% 6,061 $286K
Buska Wealth Management, LLC 0.08% Reduce -20.1% 6,039 $285K
D.B. Root & Company, LLC 0.08% Add +3.5% 5,892 $278K
4J Wealth Management LLC 0.18% No change 5,750 $271K
Tradition Wealth Management, LLC 0.02% Reduce -5.8% 5,690 $268K
Three Seasons Wealth, LLC 0.03% No change 5,420 $255K
Retirement Income Solutions, Inc. 0.05% No change 5,368 $253K
Schulz Wealth, LTD. 0.18% No change 5,125 $242K
Steward Partners Investment Advisory, LLC 0.00% No change 5,101 $240K
Triad Wealth Partners, LLC 0.04% No change 4,679 $221K
PFG Advisors 0.01% Reduce -25.8% 4,658 $220K
AE Wealth Management LLC 0.00% Reduce -6.0% 3,759 $177K
IFP Advisors, Inc 0.00% Reduce -6.4% 3,028 $143K
Orion Capital Management LLC 0.05% No change 3,000 $141K
Evolution Wealth Management Inc. 0.17% — 2,930 $138K
Sunbelt Securities, Inc. 0.01% Add +39.7% 2,815 $125K
Barclays PLC 0.00% Add +1549.0% 2,457 $116K
Glen Eagle Advisors, LLC 0.02% No change 2,385 $112K
Morgan Stanley 0.00% No change 2,057 $97K
Capital Investment Advisory Services, LLC 0.00% No change 950 $45K
Whipplewood Advisors, LLC 0.02% Add +4.7% 935 $44K
US Bancorp \de 0.00% No change 875 $41K
Wood Tarver Financial Group, LLC 0.01% Reduce -10.9% 878 $41K
Financial Network Wealth Advisors LLC 0.03% No change 563 $27K
Creative Financial Designs Inc. 0.00% No change 500 $24K
Allworth Financial LP 0.00% No change 498 $23K
WealthShield Partners, LLC 0.00% No change 478 $23K
Larson Financial Group LLC 0.00% No change 461 $22K
Royal Bank of Canada 0.00% No change 420 $20K
O'shaughnessy Asset Management, LLC 0.00% No change 291 $14K

"% 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.

Show all 102 holders