Innovator U.S. Equity BufferBJUNETF
13F holders, Q4 2024 (December 31)79holders +2
8new positions
9sold out
$41.52avg. 13F price*
At the end of Q4 2024, 79 institutions reported holding Innovator U.S. Equity Buffer (BJUN) in their 13F filings, up 2 from Q3 2024. 8 opened new positions and 9 sold out. The largest holders were Penserra Capital Management LLC ($15.2M), Lantz Financial LLC ($10.6M) and Cerity Partners LLC ($6.7M).
- Company
- Innovator U.S. Equity Buffer
- CUSIP
- 45782C755
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.2M |
| Exits | 9 | $2.7M |
All 13F filers, Q3 2024 → Q4 2024: 112,875 shares bought and 577,427 shares sold, net −464,552 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| Penserra Capital Management LLC | 0.28% | Add +14.6% | 366,955 | $15.2M |
| Lantz Financial LLC | 2.82% | Reduce -1.6% | 255,191 | $10.6M |
| Cerity Partners LLC | 0.01% | Reduce -1.4% | 161,367 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -10.8% | 113,384 | $4.7M |
| Strategic Blueprint, LLC | 0.25% | Add +3.0% | 100,803 | $4.2M |
| Blue Bell Private Wealth Management, LLC | 0.73% | Reduce -0.6% | 92,769 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -15.5% | 82,005 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.0% | 77,212 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.4% | 75,153 | $3.1M |
| WPWealth LLP | 0.29% | No change | 33,918 | $1.4M |
| Consolidated Portfolio Review Corp | 0.21% | Add +3.5% | 32,600 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.10% | No change | 32,310 | $1.3M |
| Maltin Wealth Management, Inc. | 0.65% | Reduce -0.0% | 31,767 | $1.3M |
| First Commonwealth Financial Corp | 0.30% | Reduce -1.6% | 30,187 | $1.3M |
| Fragasso Financial Advisors Inc | 0.09% | Reduce -32.3% | 28,571 | $1.2M |
| Whipplewood Advisors, LLC | 0.65% | — | 27,544 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +20.1% | 26,554 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -11.1% | 24,976 | $1.0M |
| Outlook Wealth Advisors, LLC | 0.29% | Reduce -5.4% | 24,158 | $1.0M |
| Integral Investment Advisors, Inc. | 0.32% | No change | 23,810 | $989K |
| BCS Wealth Management | 0.24% | Reduce -15.6% | 23,630 | $981K |
| DHJJ Financial Advisors, Ltd. | 0.34% | Reduce -0.2% | 21,249 | $882K |
| Principal Securities, Inc. | 0.02% | No change | 21,020 | $873K |
| Captrust Financial Advisors | 0.00% | No change | 20,929 | $869K |
| Susquehanna International Group, LLP | 0.00% | New | 20,871 | $867K |
| My Personal CFO, LLC | 0.43% | No change | 20,400 | $847K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.36% | — | 20,377 | $846K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +8.7% | 19,899 | $826K |
| Snowden Capital Advisors LLC | 0.02% | No change | 18,954 | $787K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -0.9% | 17,225 | $715K |
| Raymond James Financial Inc. | 0.00% | — | 16,403 | $681K |
| Brookstone Capital Management | 0.01% | Reduce -96.1% | 15,979 | $663K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.3% | 15,968 | $663K |
| Sigma Planning Corp | 0.02% | Reduce -3.2% | 15,273 | $634K |
| Retirement Income Solutions, Inc. | 0.13% | No change | 15,080 | $626K |
| Focus Financial Network, Inc. | 0.02% | Reduce -1.3% | 13,711 | $569K |
| Arax Advisory Partners | 0.04% | No change | 13,656 | $567K |
| LPL Financial LLC | 0.00% | No change | 13,414 | $557K |
| RFG Advisory, LLC | 0.02% | Reduce -51.3% | 13,271 | $551K |
| CoreCap Advisors, LLC | 0.03% | Reduce -46.8% | 13,236 | $550K |
| MML Investors Services, LLC | 0.00% | Add +6.9% | 12,610 | $524K |
| Silver Oak Securities, Incorporated | 0.05% | Reduce -11.2% | 12,256 | $510K |
| Secure Asset Management, LLC | 0.08% | Reduce -13.2% | 11,990 | $498K |
| Beacon Financial Advisory LLC | 0.15% | No change | 11,405 | $474K |
| AE Wealth Management LLC | 0.00% | Reduce -13.8% | 11,377 | $472K |
| Jane Street Group, LLC | 0.00% | Reduce -8.4% | 9,891 | $411K |
| AdvisorNet Financial, Inc | 0.03% | No change | 9,721 | $404K |
| Spire Wealth Management | 0.01% | No change | 9,352 | $388K |
| McAdam, LLC | 0.02% | No change | 8,672 | $360K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -66.8% | 8,265 | $343K |
| FSA Advisors, Inc. | 0.42% | No change | 8,337 | $339K |
| CreativeOne Wealth, LLC | 0.01% | New | 8,126 | $337K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.3% | 8,052 | $334K |
| Arkadios Wealth Advisors | 0.02% | Reduce -17.4% | 7,887 | $327K |
| Advisory Services Network, LLC | 0.01% | No change | 6,779 | $281K |
| Berkshire Money Management, Inc. | 0.03% | New | 6,329 | $263K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,039 | $251K |
| CRA Financial Services, LLC | 0.04% | No change | 6,025 | $250K |
| Goldman Sachs Group Inc. | 0.00% | New | 5,926 | $246K |
| Clear Point Advisors Inc. | 0.20% | Reduce -4.9% | 5,770 | $240K |
| Mercer Global Advisors Inc. | 0.00% | No change | 5,240 | $218K |
| Trek Financial, LLC | 0.02% | No change | 5,215 | $217K |
| Cypress Wealth Services, LLC | 0.04% | No change | 5,125 | $213K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -6.8% | 4,818 | $200K |
| Harbour Investments, Inc. | 0.01% | No change | 4,773 | $198K |
| Barclays PLC | 0.00% | Reduce -0.2% | 3,786 | $157K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,641 | $151K |
| WealthShield Partners, LLC | 0.02% | Reduce -62.0% | 3,150 | $131K |
| Bellwether Advisors, LLC | 0.02% | New | 3,076 | $128K |
| Orion Capital Management LLC | 0.05% | New | 3,000 | $125K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,100 | $87K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -0.6% | 1,640 | $68K |
| Chapman Financial Group, LLC | 0.03% | — | 850 | $35K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 625 | $26K |
| JPMorgan Chase & Co. | 0.00% | New | 432 | $18K |
| IFP Advisors, Inc | 0.00% | Reduce -49.0% | 312 | $13K |
| Archer Investment Corp | 0.00% | No change | 250 | $10K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 201 | $8K |
| Integrity Financial Corp | 0.00% | No change | 63 | $3K |
"% of holder's portfolio" is BJUN's weight in each manager's 13F, not the share of Innovator U.S. Equity Buffer the manager owns.