Innovator U.S. Equity BufferBJULETF

13F holders, Q3 2025 (September 30)
112holders +10
17new positions
7sold out
1famous investor
$49.63avg. 13F price*

At the end of Q3 2025, 112 institutions reported holding Innovator U.S. Equity Buffer (BJUL) in their 13F filings, up 10 from Q2 2025. 17 opened new positions and 7 sold out. The largest holders were Brookstone Capital Management ($27.3M), Penserra Capital Management LLC ($18.8M) and Integral Investment Advisors, Inc. ($13.3M). 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions17$9.1M
Exits7$10.2M

All 13F filers, Q2 2025 → Q3 2025: 950,073 shares bought and 646,690 shares sold, net +303,383 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 112 holders

Brookstone Capital Management 0.33% Add +7118.4% 549,177 $27.3M
Penserra Capital Management LLC 0.23% Add +1.2% 378,921 $18.8M
Integral Investment Advisors, Inc. 3.60% Add +2.5% 268,784 $13.3M
Commonwealth Equity Services, LLC 0.01% Reduce -61.7% 224,752 $11.2M
Osaic Holdings, Inc. 0.02% Add +16.0% 226,428 $11.1M
HighTower Advisors, LLC 0.01% Add +0.2% 174,160 $8.6M
Cerity Partners LLC 0.01% Add +15.8% 173,516 $8.6M
Cetera Investment Advisers 0.01% Add +46.7% 120,400 $6.0M
Rothschild Investment LLC 0.26% Reduce -0.3% 94,350 $4.7M
Janney Montgomery Scott LLC 0.01% Add +31.3% 77,372 $3.8M
Bellwether Advisors, LLC 0.62% No change 75,522 $3.8M
Envestnet Asset Management Inc. 0.00% Add +21.4% 57,665 $2.9M
LPL Financial LLC 0.00% Add +41.9% 56,277 $2.8M
Motiv8 Investments LLC 1.42% Reduce -2.9% 53,677 $2.7M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.1% 52,682 $2.6M
Blue Bell Private Wealth Management, LLC 0.39% Reduce -0.3% 52,289 $2.6M
Raymond James Financial Inc. 0.00% Add +16.5% 49,365 $2.5M
Snowden Capital Advisors LLC 0.06% Reduce -4.1% 43,379 $2.2M
Wealthquest Corp 0.17% Reduce -2.8% 42,901 $2.1M
Signaturefd, LLC 0.03% New 42,034 $2.1M
Spire Wealth Management 0.07% Add +29.6% 41,981 $2.1M
Stratos Wealth Advisors, LLC 0.10% Add +76.3% 39,946 $2.0M
Lantz Financial LLC 0.42% Add +3.3% 38,351 $1.9M
FSA Advisors, Inc. 1.48% Reduce -4.1% 37,599 $1.9M
Berkshire Money Management, Inc. 0.18% Reduce -3.9% 35,925 $1.8M
Kestra Advisory Services, LLC 0.01% Reduce -38.4% 32,899 $1.6M
Fragasso Financial Advisors Inc 0.10% No change 32,161 $1.6M
Blair William & Co. 0.00% Add +2.2% 28,530 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +3.3% 27,477 $1.4M
MML Investors Services, LLC 0.00% Add +12.1% 26,949 $1.3M
Principal Securities, Inc. 0.02% Add +0.5% 25,197 $1.3M
Cornerstone Wealth Group, LLC 0.08% No change 24,847 $1.2M
Strategic Blueprint, LLC 0.05% Reduce -2.4% 24,092 $1.2M
DHJJ Financial Advisors, Ltd. 0.38% Add +7.0% 22,853 $1.1M
Arkadios Wealth Advisors 0.03% New 21,620 $1.1M
BCGM Wealth Management, LLC 0.28% No change 21,452 $1.1M
Chapman Financial Group, LLC 0.70% No change 20,495 $1.0M
BCS Wealth Management 0.20% No change 18,001 $894K
Harbour Investments, Inc. 0.02% Add +30.1% 16,598 $824K
Cresset Asset Management, LLC 0.00% No change 16,395 $814K
Old Mission Capital LLC 0.03% Reduce -17.3% 15,784 $784K
IMG Wealth Management, Inc. 0.53% New 15,667 $778K
Susquehanna International Group, LLP 0.00% New 15,330 $761K
Citadel Advisors 0.00% Reduce -27.5% 14,926 $741K
Oppenheimer & Co. Inc. 0.01% New 14,890 $739K
Beacon Pointe Advisors, LLC 0.01% Reduce -20.4% 14,884 $739K
City Center Advisors, LLC 0.72% Add +29.4% 14,821 $736K
SageView Advisory Group, LLC 0.02% No change 14,147 $703K
Sigma Planning Corp 0.02% Reduce -0.4% 13,594 $675K
CoreCap Advisors, LLC 0.02% Reduce -3.5% 12,719 $632K
Secure Asset Management, LLC 0.10% No change 12,665 $631K
Outlook Wealth Advisors, LLC 0.16% Add +5.9% 12,667 $629K
First Commonwealth Financial Corp 0.11% Add +31.4% 12,662 $629K
Advisory Services Network, LLC 0.01% No change 12,417 $617K
Kathmere Capital Management, LLC 0.04% No change 12,193 $606K
CreativeOne Wealth, LLC 0.01% Add +59.7% 11,909 $591K
Farther Finance Advisors, LLC 0.01% No change 11,065 $549K
CRA Financial Services, LLC 0.07% No change 10,215 $507K
Chris Bulman Inc 0.25% New 10,117 $502K
Tradition Wealth Management, LLC 0.03% Add +67.0% 9,501 $472K
Wood Tarver Financial Group, LLC 0.13% Add +930.0% 9,043 $449K
Captrust Financial Advisors 0.00% New 8,815 $438K
JPMorgan Chase & Co. 0.00% New 8,518 $423K
Wingate Wealth Advisors, Inc. 0.26% No change 7,690 $382K
Corrado Advisors, LLC 0.20% No change 7,670 $381K
Vantage Financial Partners, LLC 0.08% No change 7,489 $372K
Weaver Consulting Group 0.09% New 7,374 $366K
EverSource Wealth Advisors, LLC 0.01% No change 7,225 $359K
Steward Partners Investment Advisory, LLC 0.00% Add +41.4% 7,212 $358K
Trek Financial, LLC 0.02% Add +18.2% 7,163 $356K
AE Wealth Management LLC 0.00% Add +85.5% 6,974 $346K
Foronjy Financial LLC 0.15% New 6,968 $346K
Southland Equity Partners LLC 0.07% No change 6,522 $324K
Seros Financial, LLC 0.19% Reduce -8.2% 6,211 $308K
D.B. Root & Company, LLC 0.08% Add +2.3% 6,030 $299K
Soltis Investment Advisors LLC 0.02% New 5,824 $289K
4J Wealth Management LLC 0.17% No change 5,750 $286K
GWN Securities Inc. 0.06% Reduce -12.8% 5,443 $271K
Three Seasons Wealth, LLC 0.03% No change 5,420 $269K
Foundations Investment Advisors, LLC 0.00% New 5,404 $268K
Retirement Income Solutions, Inc. 0.05% No change 5,368 $267K
Buska Wealth Management, LLC 0.08% Reduce -11.4% 5,349 $266K
Schulz Wealth, LTD. 0.17% No change 5,125 $255K
Triad Wealth Partners, LLC 0.03% No change 4,679 $232K
Focus Financial Network, Inc. 0.01% New 4,429 $220K
Valtinson Bruner Financial Planning LLC 0.06% New 4,381 $218K
Beacon Financial Advisory LLC 0.05% New 4,377 $217K
OneDigital Investment Advisors LLC 0.00% Reduce -38.1% 4,209 $209K
Benjamin Edwards Inc. 0.00% New 4,187 $208K
PFG Advisors 0.01% Reduce -10.2% 4,181 $208K
Centaurus Financial, Inc. 0.01% New 3,837 $191K
Orion Capital Management LLC 0.05% No change 3,000 $149K
Evolution Wealth Management Inc. 0.15% No change 2,930 $146K
Morgan Stanley 0.00% Reduce -1.8% 2,021 $100K
Sunbelt Securities, Inc. 0.01% Reduce -28.4% 2,015 $100K
Glen Eagle Advisors, LLC 0.01% Reduce -16.8% 1,985 $99K
IFP Advisors, Inc 0.00% Reduce -44.6% 1,678 $83K
Capital Investment Advisory Services, LLC 0.00% No change 950 $47K
Whipplewood Advisors, LLC 0.03% No change 935 $46K
US Bancorp \de 0.00% No change 875 $43K
Financial Network Wealth Advisors LLC 0.03% No change 563 $28K
Noble Wealth Management PBC 0.01% — 500 $25K
Creative Financial Designs Inc. 0.00% No change 500 $25K
Allworth Financial LP 0.00% No change 498 $25K
WealthShield Partners, LLC 0.00% No change 478 $24K
O'shaughnessy Asset Management, LLC 0.00% No change 291 $14K
Archer Investment Corp 0.00% No change 248 $12K
Comprehensive Financial Planning, Inc. 0.01% Reduce -96.7% 222 $11K
Larson Financial Group LLC 0.00% Reduce -52.5% 219 $11K
UBS Group AG 0.00% Reduce -98.0% 171 $8K
AdvisorNet Financial, Inc 0.00% No change 160 $8K
Barclays PLC 0.00% Reduce -93.6% 157 $8K

"% 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.