Innovator U.S. Equity BufferBJUNETF
13F holders, Q1 2025 (March 31)76holders −3
7new positions
8sold out
1famous investor
$41.00avg. 13F price*
At the end of Q1 2025, 76 institutions reported holding Innovator U.S. Equity Buffer (BJUN) in their 13F filings, down 3 from Q4 2024. 7 opened new positions and 8 sold out. The largest holders were Penserra Capital Management LLC ($17.4M), Lantz Financial LLC ($10.3M) and Cerity Partners LLC ($6.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Innovator U.S. Equity Buffer
- CUSIP
- 45782C755
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.0M |
| Exits | 8 | $2.9M |
All 13F filers, Q4 2024 → Q1 2025: 152,828 shares bought and 193,104 shares sold, net −40,276 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| Penserra Capital Management LLC | 0.31% | Add +17.2% | 429,979 | $17.4M |
| Lantz Financial LLC | 2.81% | Reduce -0.6% | 253,585 | $10.3M |
| Cerity Partners LLC | 0.01% | Reduce -5.7% | 152,125 | $6.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.1% | 119,171 | $4.8M |
| Strategic Blueprint, LLC | 0.23% | Add +1.9% | 102,732 | $4.2M |
| Blue Bell Private Wealth Management, LLC | 0.71% | Reduce -0.7% | 92,082 | $3.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.8% | 71,560 | $2.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -25.6% | 61,028 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -45.3% | 42,244 | $1.7M |
| WPWealth LLP | 0.27% | No change | 33,918 | $1.4M |
| Consolidated Portfolio Review Corp | 0.21% | Reduce -0.7% | 32,365 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Reduce -0.5% | 32,155 | $1.3M |
| Maltin Wealth Management, Inc. | 0.60% | Reduce -0.2% | 31,717 | $1.3M |
| First Commonwealth Financial Corp | 0.29% | Reduce -0.3% | 30,113 | $1.2M |
| Fragasso Financial Advisors Inc | 0.09% | No change | 28,571 | $1.2M |
| Old Mission Capital LLC | 0.02% | New | 27,656 | $1.1M |
| Whipplewood Advisors, LLC | 0.65% | Reduce -96.6% | 935 | $1.1M |
| Outlook Wealth Advisors, LLC | 0.29% | Add +8.3% | 26,156 | $1.1M |
| Integral Investment Advisors, Inc. | 0.31% | Reduce -0.3% | 23,735 | $961K |
| BCS Wealth Management | 0.24% | Reduce -0.5% | 23,509 | $952K |
| Cetera Investment Advisers | 0.00% | Reduce -6.0% | 23,480 | $951K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -12.6% | 23,207 | $940K |
| Principal Securities, Inc. | 0.02% | No change | 21,020 | $873K |
| Captrust Financial Advisors | 0.00% | No change | 20,929 | $848K |
| DHJJ Financial Advisors, Ltd. | 0.33% | Reduce -3.8% | 20,436 | $828K |
| My Personal CFO, LLC | 0.42% | No change | 20,400 | $826K |
| Snowden Capital Advisors LLC | 0.02% | No change | 18,954 | $768K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -7.7% | 18,366 | $744K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.28% | Reduce -20.6% | 16,177 | $655K |
| JPMorgan Chase & Co. | 0.00% | Add +3583.8% | 15,914 | $645K |
| Brookstone Capital Management | 0.01% | Reduce -0.4% | 15,910 | $644K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -9.3% | 15,630 | $633K |
| Retirement Income Solutions, Inc. | 0.13% | No change | 15,080 | $611K |
| Spire Wealth Management | 0.02% | Add +61.0% | 15,053 | $610K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.1% | 14,988 | $607K |
| Sigma Planning Corp | 0.02% | Reduce -3.2% | 14,783 | $599K |
| Focus Financial Network, Inc. | 0.02% | No change | 13,711 | $555K |
| Arax Advisory Partners | 0.04% | No change | 13,656 | $553K |
| LPL Financial LLC | 0.00% | Add +0.0% | 13,417 | $543K |
| Raymond James Financial Inc. | 0.00% | Reduce -19.3% | 13,238 | $536K |
| CoreCap Advisors, LLC | 0.02% | Reduce -1.9% | 12,979 | $526K |
| Silver Oak Securities, Incorporated | 0.05% | No change | 12,256 | $494K |
| Secure Asset Management, LLC | 0.10% | No change | 11,990 | $486K |
| MML Investors Services, LLC | 0.00% | Reduce -7.7% | 11,644 | $472K |
| WealthShield Partners, LLC | 0.06% | Add +263.5% | 11,450 | $464K |
| Beacon Financial Advisory LLC | 0.14% | No change | 11,405 | $462K |
| AE Wealth Management LLC | 0.00% | No change | 11,377 | $461K |
| RFG Advisory, LLC | 0.01% | Reduce -23.1% | 10,205 | $413K |
| AdvisorNet Financial, Inc | 0.03% | No change | 9,721 | $394K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 8,265 | $335K |
| FSA Advisors, Inc. | 0.26% | Reduce -1.0% | 8,250 | $332K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -2.5% | 7,925 | $321K |
| Citadel Advisors | 0.00% | New | 7,075 | $287K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -14.7% | 6,866 | $278K |
| Advisory Services Network, LLC | 0.01% | No change | 6,779 | $275K |
| Ascent Group, LLC | 0.01% | New | 6,555 | $265K |
| Berkshire Money Management, Inc. | 0.03% | No change | 6,329 | $256K |
| CRA Financial Services, LLC | 0.04% | No change | 6,025 | $244K |
| Clear Point Advisors Inc. | 0.21% | No change | 5,770 | $234K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 5,563 | $225K |
| Trek Financial, LLC | 0.02% | No change | 5,215 | $211K |
| Cypress Wealth Services, LLC | 0.04% | No change | 5,125 | $208K |
| Barclays PLC | 0.00% | Add +17.6% | 4,453 | $180K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,641 | $147K |
| Harbour Investments, Inc. | 0.00% | Reduce -31.5% | 3,271 | $132K |
| Bellwether Advisors, LLC | 0.03% | No change | 3,076 | $125K |
| UBS Group AG | 0.00% | New | 3,012 | $122K |
| Orion Capital Management LLC | 0.05% | No change | 3,000 | $122K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,100 | $85K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -25.3% | 1,225 | $50K |
| IFP Advisors, Inc | 0.00% | No change | 312 | $13K |
| Archer Investment Corp | 0.00% | No change | 250 | $10K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 201 | $8K |
| Morgan Stanley | 0.00% | New | 68 | $3K |
| Integrity Financial Corp | 0.00% | No change | 63 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 8 | $324 |
"% 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.