Innovator U.S. Equity BufferBJULETF
13F holders, Q4 2025 (December 31)127holders +15
11new positions
2sold out
$50.77avg. 13F price*
At the end of Q4 2025, 127 institutions reported holding Innovator U.S. Equity Buffer (BJUL) in their 13F filings, up 15 from Q3 2025. 11 opened new positions and 2 sold out. The largest holders were COFG Advisors, LLC ($18.7M), Penserra Capital Management LLC ($18.5M) and Integral Investment Advisors, Inc. ($14.3M).
- Company
- Innovator U.S. Equity Buffer
- CUSIP
- 45782C789
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $7.8M |
| Exits | 2 | $1.8M |
All 13F filers, Q3 2025 → Q4 2025: 206,708 shares bought and 716,188 shares sold, net −509,480 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 127 holders
| COFG Advisors, LLC | 4.62% | — | 368,433 | $18.7M |
| Penserra Capital Management LLC | 0.22% | Reduce -4.0% | 363,896 | $18.5M |
| Integral Investment Advisors, Inc. | 3.55% | Add +4.9% | 282,004 | $14.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -9.7% | 204,499 | $10.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -9.1% | 204,365 | $10.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.7% | 167,710 | $8.5M |
| Cerity Partners LLC | 0.01% | Reduce -5.4% | 164,201 | $8.3M |
| Cetera Investment Advisers | 0.01% | Add +1.2% | 121,813 | $6.2M |
| Rothschild Investment LLC | 0.26% | Reduce -1.9% | 92,550 | $4.7M |
| Bellwether Advisors, LLC | 0.61% | No change | 75,522 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.7% | 74,499 | $3.8M |
| My Personal CFO, LLC | 1.14% | New | 53,755 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.3% | 53,452 | $2.7M |
| Raymond James Financial Inc. | 0.00% | Add +6.2% | 52,401 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.0% | 52,142 | $2.6M |
| LPL Financial LLC | 0.00% | Reduce -8.6% | 51,432 | $2.6M |
| Blue Bell Private Wealth Management, LLC | 0.37% | Reduce -3.8% | 50,324 | $2.6M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -0.4% | 43,224 | $2.2M |
| Signaturefd, LLC | 0.03% | No change | 42,034 | $2.1M |
| Wealthquest Corp | 0.16% | Reduce -2.7% | 41,750 | $2.1M |
| Spire Wealth Management | 0.07% | Reduce -3.1% | 40,675 | $2.1M |
| Lantz Financial LLC | 0.41% | No change | 38,351 | $1.9M |
| Motiv8 Investments LLC | 1.05% | Reduce -29.0% | 38,104 | $1.9M |
| Stratos Wealth Advisors, LLC | 0.09% | Reduce -5.0% | 37,946 | $1.9M |
| FSA Advisors, Inc. | 1.32% | Reduce -0.2% | 37,510 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +9.8% | 36,128 | $1.8M |
| Berkshire Money Management, Inc. | 0.17% | Reduce -1.9% | 35,230 | $1.8M |
| BCS Wealth Management | 0.18% | Add +92.2% | 34,598 | $1.8M |
| Fragasso Financial Advisors Inc | 0.10% | No change | 32,161 | $1.6M |
| Blair William & Co. | 0.00% | No change | 28,530 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce 0.0% | 27,476 | $1.4M |
| MML Investors Services, LLC | 0.00% | Reduce -0.7% | 26,755 | $1.4M |
| Brookstone Capital Management | 0.01% | Reduce -95.4% | 25,421 | $1.3M |
| Principal Securities, Inc. | 0.02% | Reduce -0.4% | 25,105 | $1.3M |
| World Investment Advisors | 0.02% | New | 24,936 | $1.3M |
| Cornerstone Wealth Group, LLC | 0.09% | No change | 24,847 | $1.3M |
| Global Trust Wealth Management LLC | 0.92% | — | 24,450 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +54.9% | 23,749 | $1.2M |
| Strategic Blueprint, LLC | 0.07% | Reduce -5.2% | 22,851 | $1.2M |
| DHJJ Financial Advisors, Ltd. | 0.38% | Reduce -0.8% | 22,658 | $1.2M |
| BCGM Wealth Management, LLC | 0.28% | No change | 21,452 | $1.1M |
| Chapman Financial Group, LLC | 0.69% | Reduce -3.1% | 19,854 | $1.0M |
| Merit Financial Group, LLC | 0.01% | New | 17,227 | $874K |
| Cresset Asset Management, LLC | 0.00% | No change | 16,395 | $832K |
| Old Mission Capital LLC | 0.03% | Add +3.4% | 16,315 | $828K |
| City Center Advisors, LLC | 0.73% | Add +5.7% | 15,672 | $796K |
| IMG Wealth Management, Inc. | 0.51% | No change | 15,667 | $795K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.0% | 14,736 | $748K |
| AlphaStar Capital Management, LLC | 0.05% | New | 14,380 | $730K |
| Sigma Planning Corp | 0.02% | Reduce -2.4% | 13,262 | $673K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -11.3% | 13,207 | $670K |
| CoreCap Advisors, LLC | 0.02% | Add +0.1% | 12,737 | $647K |
| Outlook Wealth Advisors, LLC | 0.15% | Reduce -0.0% | 12,666 | $643K |
| First Commonwealth Financial Corp | 0.11% | No change | 12,662 | $643K |
| Advisory Services Network, LLC | 0.01% | No change | 12,417 | $630K |
| Kathmere Capital Management, LLC | 0.04% | Reduce -0.3% | 12,159 | $617K |
| Secure Asset Management, LLC | 0.10% | Reduce -5.0% | 12,027 | $611K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -0.4% | 11,860 | $602K |
| Foronjy Financial LLC | 0.25% | Add +66.5% | 11,602 | $589K |
| Arax Advisory Partners | 0.02% | New | 11,304 | $574K |
| Farther Finance Advisors, LLC | 0.01% | No change | 11,065 | $562K |
| Rothschild Wealth LLC | 0.05% | New | 10,149 | $515K |
| CRA Financial Services, LLC | 0.07% | Reduce -1.0% | 10,115 | $513K |
| TopTier Wealth Management, LLC | 0.34% | — | 9,929 | $504K |
| Wingate Wealth Advisors, Inc. | 0.26% | Add +19.5% | 9,189 | $466K |
| Captrust Financial Advisors | 0.00% | No change | 8,815 | $447K |
| Integrity Alliance, Llc. | 0.02% | New | 8,694 | $441K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -12.8% | 8,289 | $421K |
| Wood Tarver Financial Group, LLC | 0.11% | Reduce -12.2% | 7,943 | $403K |
| Corrado Advisors, LLC | 0.19% | Reduce -0.3% | 7,643 | $388K |
| Vantage Financial Partners, LLC | 0.08% | No change | 7,489 | $380K |
| Weaver Consulting Group | 0.09% | No change | 7,374 | $374K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.5% | 7,249 | $368K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 7,225 | $367K |
| Trek Financial, LLC | 0.02% | No change | 7,163 | $364K |
| Ballast Rock Private Wealth LLC | 0.22% | — | 6,796 | $345K |
| AE Wealth Management LLC | 0.00% | Reduce -5.6% | 6,581 | $334K |
| Southland Equity Partners LLC | 0.07% | No change | 6,522 | $331K |
| HRT Financial LP | 0.00% | New | 6,422 | $325K |
| Seros Financial, LLC | 0.18% | No change | 6,211 | $315K |
| Soltis Investment Advisors LLC | 0.02% | No change | 5,824 | $296K |
| 4J Wealth Management LLC | 0.17% | No change | 5,750 | $292K |
| Harbour Investments, Inc. | 0.01% | Reduce -65.9% | 5,661 | $287K |
| Foundations Investment Advisors, LLC | 0.00% | Add +2.4% | 5,532 | $281K |
| D.B. Root & Company, LLC | 0.07% | Reduce -8.3% | 5,529 | $281K |
| GWN Securities Inc. | 0.06% | Add +0.3% | 5,458 | $277K |
| Three Seasons Wealth, LLC | 0.03% | No change | 5,420 | $275K |
| Retirement Income Solutions, Inc. | 0.05% | No change | 5,368 | $272K |
| GTS Securities LLC | 0.01% | New | 5,204 | $264K |
| JPMorgan Chase & Co. | 0.00% | Reduce -39.6% | 5,147 | $261K |
| Schulz Wealth, LTD. | 0.17% | No change | 5,125 | $260K |
| Buska Wealth Management, LLC | 0.09% | Reduce -6.4% | 5,008 | $254K |
| Chris Bulman Inc | 0.11% | Reduce -53.7% | 4,687 | $238K |
| Triad Wealth Partners, LLC | 0.02% | No change | 4,679 | $238K |
| Valtinson Bruner Financial Planning LLC | 0.06% | Add +0.5% | 4,403 | $224K |
| Beacon Financial Advisory LLC | 0.05% | No change | 4,377 | $222K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 4,209 | $214K |
| Benjamin Edwards Inc. | 0.00% | No change | 4,187 | $213K |
| Focus Financial Network, Inc. | 0.01% | Reduce -8.2% | 4,068 | $207K |
| PFG Advisors | 0.01% | Reduce -3.7% | 4,027 | $204K |
| Centaurus Financial, Inc. | 0.01% | No change | 3,837 | $195K |
| Orion Capital Management LLC | 0.05% | No change | 3,000 | $152K |
| Morgan Stanley | 0.00% | No change | 2,021 | $103K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,985 | $101K |
| IFP Advisors, Inc | 0.00% | Add +0.4% | 1,684 | $85K |
| Evolution Wealth Management Inc. | 0.06% | Reduce -51.1% | 1,434 | $73K |
| SageView Advisory Group, LLC | 0.00% | Reduce -92.9% | 1,000 | $51K |
| Whipplewood Advisors, LLC | 0.03% | No change | 935 | $47K |
| US Bancorp \de | 0.00% | No change | 875 | $44K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -8.4% | 870 | $44K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 847 | $43K |
| Bullseye Investment Management, LLC | 0.02% | New | 685 | $35K |
| Red Reef Advisors LLC | 0.03% | — | 585 | $30K |
| Financial Network Wealth Advisors LLC | 0.03% | No change | 563 | $29K |
| Noble Wealth Management PBC | 0.01% | No change | 500 | $25K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -75.2% | 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 |
| Barclays PLC | 0.00% | Add +184.7% | 447 | $23K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 291 | $15K |
| Archer Investment Corp | 0.00% | No change | 248 | $13K |
| Larson Financial Group LLC | 0.00% | No change | 219 | $11K |
| Comprehensive Financial Planning, Inc. | 0.01% | Reduce -2.3% | 217 | $11K |
| AdvisorNet Financial, Inc | 0.00% | No change | 160 | $8K |
| UBS Group AG | 0.00% | Reduce -91.2% | 15 | $761 |
| Jessup Wealth Management, Inc | 0.00% | New | 7 | $368 |
"% 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.