Innovator U.S. Equity BufferBJUNETF
13F holders, Q2 2025 (June 30)89holders +13
14new positions
2sold out
1famous investor
$43.72avg. 13F price*
At the end of Q2 2025, 89 institutions reported holding Innovator U.S. Equity Buffer (BJUN) in their 13F filings, up 13 from Q1 2025. 14 opened new positions and 2 sold out. The largest holders were Penserra Capital Management LLC ($17.5M), Lantz Financial LLC ($11.1M) and 3EDGE Asset Management, LP ($9.7M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $16.4M |
| Exits | 2 | $1.2M |
All 13F filers, Q1 2025 → Q2 2025: 519,246 shares bought and 110,228 shares sold, net +409,018 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| Penserra Capital Management LLC | 0.24% | Reduce -7.1% | 399,432 | $17.5M |
| Lantz Financial LLC | 2.78% | Add +0.5% | 254,782 | $11.1M |
| 3EDGE Asset Management, LP | 0.60% | New | 222,264 | $9.7M |
| Cerity Partners LLC | 0.01% | Reduce -1.8% | 149,451 | $6.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.6% | 128,185 | $5.6M |
| Strategic Blueprint, LLC | 0.23% | Add +3.9% | 106,693 | $4.7M |
| Blue Bell Private Wealth Management, LLC | 0.66% | Reduce -2.2% | 90,040 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Add +42.5% | 86,934 | $3.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.7% | 71,067 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +49.7% | 63,251 | $2.8M |
| Consolidated Portfolio Review Corp | 0.20% | Add +4.3% | 33,748 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 33,564 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +42.0% | 33,347 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Add +0.3% | 32,258 | $1.4M |
| Maltin Wealth Management, Inc. | 0.62% | No change | 31,717 | $1.4M |
| Integral Investment Advisors, Inc. | 0.39% | Add +32.6% | 31,485 | $1.4M |
| First Commonwealth Financial Corp | 0.28% | No change | 30,113 | $1.3M |
| Fragasso Financial Advisors Inc | 0.08% | Reduce -2.7% | 27,802 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +11.5% | 25,869 | $1.1M |
| Outlook Wealth Advisors, LLC | 0.29% | Reduce -1.3% | 25,805 | $1.1M |
| Stuart Chaussee & Associates, Inc. | 0.25% | New | 25,355 | $1.1M |
| Principal Securities, Inc. | 0.02% | Add +17.9% | 24,782 | $1.1M |
| BCS Wealth Management | 0.23% | Add +2.3% | 24,040 | $1.1M |
| DHJJ Financial Advisors, Ltd. | 0.37% | Add +16.1% | 23,727 | $1.0M |
| Captrust Financial Advisors | 0.00% | No change | 20,929 | $916K |
| My Personal CFO, LLC | 0.41% | Add +0.9% | 20,580 | $901K |
| GWN Securities Inc. | 0.16% | New | 20,231 | $885K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +6.3% | 19,518 | $854K |
| Beacon Financial Advisory LLC | 0.22% | Add +66.7% | 19,015 | $832K |
| Snowden Capital Advisors LLC | 0.02% | No change | 18,954 | $829K |
| MML Investors Services, LLC | 0.00% | Add +48.0% | 17,232 | $754K |
| Brookstone Capital Management | 0.01% | Add +6.5% | 16,952 | $742K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +7.9% | 16,870 | $738K |
| Spire Wealth Management | 0.03% | Add +22.8% | 18,481 | $735K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +142.9% | 16,680 | $730K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.28% | No change | 16,177 | $711K |
| Corrado Advisors, LLC | 0.43% | New | 16,218 | $710K |
| LPL Financial LLC | 0.00% | Add +16.2% | 15,593 | $682K |
| Jane Street Group, LLC | 0.00% | New | 15,576 | $682K |
| Sigma Planning Corp | 0.02% | Add +3.4% | 15,292 | $669K |
| Retirement Income Solutions, Inc. | 0.12% | No change | 15,080 | $660K |
| Citadel Advisors | 0.00% | Add +108.7% | 14,768 | $646K |
| Secure Asset Management, LLC | 0.12% | Add +19.5% | 14,332 | $627K |
| WPWealth LLP | 0.11% | Reduce -58.3% | 14,137 | $619K |
| Focus Financial Network, Inc. | 0.02% | No change | 13,711 | $600K |
| CoreCap Advisors, LLC | 0.02% | Add +3.3% | 13,410 | $587K |
| Raymond James Financial Inc. | 0.00% | Reduce -1.4% | 13,051 | $571K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -16.5% | 12,521 | $548K |
| Silver Oak Securities, Incorporated | 0.04% | Add +0.9% | 12,372 | $541K |
| Arax Advisory Partners | 0.02% | Reduce -10.2% | 12,269 | $537K |
| AdvisorNet Financial, Inc | 0.03% | Add +18.1% | 11,485 | $503K |
| AE Wealth Management LLC | 0.00% | Add +0.7% | 11,458 | $501K |
| WealthShield Partners, LLC | 0.06% | Reduce -6.5% | 10,700 | $468K |
| Fidelis Capital Partners, LLC | 0.04% | New | 10,240 | $455K |
| FSA Advisors, Inc. | 0.31% | Add +6.5% | 8,790 | $385K |
| CreativeOne Wealth, LLC | 0.01% | Add +5.0% | 8,318 | $364K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 8,265 | $362K |
| Goldman Sachs Group Inc. | 0.00% | New | 7,750 | $339K |
| Clear Point Advisors Inc. | 0.27% | Add +26.1% | 7,276 | $318K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 7,249 | $318K |
| CRA Financial Services, LLC | 0.05% | Add +15.6% | 6,965 | $305K |
| Advisory Services Network, LLC | 0.00% | No change | 6,779 | $301K |
| Ascent Group, LLC | 0.01% | No change | 6,555 | $287K |
| Berkshire Money Management, Inc. | 0.03% | No change | 6,329 | $277K |
| Trek Financial, LLC | 0.02% | Add +18.0% | 6,155 | $269K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,039 | $266K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 5,563 | $243K |
| SageView Advisory Group, LLC | 0.01% | New | 5,060 | $225K |
| Cypress Wealth Services, LLC | 0.04% | No change | 5,125 | $224K |
| Avantax Advisory Services, Inc. | 0.00% | New | 4,818 | $211K |
| RFG Advisory, LLC | 0.00% | Reduce -53.6% | 4,730 | $207K |
| JPMorgan Chase & Co. | 0.00% | Reduce -70.4% | 4,714 | $206K |
| Harbour Investments, Inc. | 0.00% | Add +20.4% | 3,940 | $172K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,641 | $159K |
| Barclays PLC | 0.00% | Reduce -28.4% | 3,186 | $139K |
| Bellwether Advisors, LLC | 0.02% | No change | 3,076 | $135K |
| Orion Capital Management LLC | 0.05% | No change | 3,000 | $131K |
| Whipplewood Advisors, LLC | 0.07% | Add +216.0% | 2,955 | $129K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,100 | $87K |
| Barnes Dennig Private Wealth Management LLC | 0.09% | New | 1,684 | $74K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -13.9% | 1,055 | $46K |
| IFP Advisors, Inc | 0.00% | Add +113.8% | 667 | $29K |
| Chapman Financial Group, LLC | 0.02% | — | 450 | $20K |
| Archer Investment Corp | 0.00% | No change | 250 | $11K |
| SouthState Bank Corp | 0.00% | New | 235 | $10K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 201 | $8K |
| Morgan Stanley | 0.00% | No change | 68 | $3K |
| Integrity Financial Corp | 0.00% | No change | 63 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 8 | $350 |
"% 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.