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Innovator U.S. Equity Buffer (BJAN)

CUSIP: 45782C409 | NYSE | 252 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Integral Investment Advisors, Inc.269,874
3.5% of portfolio›$16.3M
Commonwealth Equity Services, LLC228,083
0.0% of portfolio›$13.8M
Maltin Wealth Management, Inc.84,977
1.7% of portfolio›$5.1M
Brookstone Capital Management84,697
0.1% of portfolio›$5.1M
Crown Wealth Group, LLC82,047
1.2% of portfolio›$5.0M
Dhjj Financial Advisors, Ltd.65,001
1.1% of portfolio›$3.9M
Truist Financial Corp46,281
0.0% of portfolio›$2.8M
Blue Bell Private Wealth Management, LLC41,994
0.3% of portfolio›$2.5M
My Personal CFO, LLC41,885
0.9% of portfolio›$2.5M
Kestra Advisory Services, LLC36,793
0.0% of portfolio›$2.2M
Wealth Enhancement Advisory Services, LLC33,224
0.0% of portfolio›$2.0M
Schulz Wealth, Ltd.32,130
0.9% of portfolio›$1.9M
CoreCap Advisors, LLC29,218
0.1% of portfolio›$1.8M
Lantz Financial LLC23,823
0.3% of portfolio›$1.4M
Berkshire Money Management, Inc.23,219
0.1% of portfolio›$1.4M
Encompass More Asset Management21,181
0.2% of portfolio›$1.3M
Concurrent Investment Advisors, LLC20,750
0.0% of portfolio›$1.3M
Atria Investments, Inc19,250
0.0% of portfolio›$1.2M
Weaver Consulting Group18,493
0.2% of portfolio›$1.1M
Spire Wealth Management18,441
0.0% of portfolio›$1.1M
Foronjy Financial LLC18,388
0.4% of portfolio›$1.1M
City Center Advisors, LLC14,776
0.7% of portfolio›$894.3K
Cambridge Investment Research Advisors, Inc.14,585
0.0% of portfolio›$883.0K
Focus Financial Network, Inc.13,789
0.0% of portfolio›$834.6K
Valtinson Bruner Financial Planning LLC12,396
0.2% of portfolio›$750.3K
Cliftonlarsonallen Wealth Advisors, LLC11,978
0.0% of portfolio›$725.0K
Trek Financial, LLC11,881
0.0% of portfolio›$719.1K
Davenport & Co LLC11,817
0.0% of portfolio›$715.2K
BFI Wealth Solutions, LLC11,474
0.5% of portfolio›$694.5K
PCA Investment Advisory Services Inc.11,292
0.2% of portfolio›$683.5K
Chicago Partners Investment Group LLC11,104
0.0% of portfolio›$671.6K
Ballast Rock Private Wealth LLC10,946
0.3% of portfolio›$662.5K
Strategic Blueprint, LLC9,806
0.0% of portfolio›$593.5K
AdvisorNet Financial, Inc9,775
0.0% of portfolio›$595.5K
Firestone Capital Management8,800
0.1% of portfolio›$532.6K
Lewis Asset Management, LLC8,776
0.2% of portfolio›$531.2K
Sigma Planning Corp8,769
0.0% of portfolio›$530.8K
Triad Wealth Partners, LLC8,572
0.0% of portfolio›$518.8K
Chris Bulman Inc8,526
0.2% of portfolio›$516.0K
Onyx Bridge Wealth Group LLC8,439
0.0% of portfolio›$510.8K
CRA Financial Services, LLC6,650
0.0% of portfolio›$402.5K
Sagespring Wealth Partners, LLC6,077
0.0% of portfolio›$367.8K
Diligent Investors, LLC5,905
0.1% of portfolio›$357.4K
Dominguez Wealth Management Solutions, Inc.5,892
0.2% of portfolio›$356.6K
WealthPlan Investment Management, LLC5,877
0.0% of portfolio›$355.7K
TopTier Wealth Management, LLC5,859
0.2% of portfolio›$354.6K
BCS Wealth Management5,111
0.1% of portfolio›$309.4K
Pinnacle Wealth Management Group, Inc.5,100
0.1% of portfolio›$308.7K
Beacon Financial Advisory LLC5,071
0.1% of portfolio›$306.9K
RFG Advisory, LLC4,962
0.0% of portfolio›$300.3K
IMG Wealth Management, Inc.4,734
0.1% of portfolio›$286.5K
Simplicity Wealth,LLC4,734
0.0% of portfolio›$286.5K
Parallel Advisors, LLC4,557
0.0% of portfolio›$275.8K
Dynamic Advisor Solutions LLC4,507
0.0% of portfolio›$272.8K
Outlook Wealth Advisors, LLC4,189
0.1% of portfolio›$253.5K
Kathmere Capital Management, LLC4,106
0.0% of portfolio›$248.5K
Keystone Wealth Services, LLC3,737
0.0% of portfolio›$226.1K
Global Trust Wealth Management LLC3,500
0.2% of portfolio›$211.8K
AlphaStar Capital Management, LLC3,381
0.0% of portfolio›$204.6K
IFP Advisors, Inc3,068
0.0% of portfolio›$185.7K
Ashton Thomas Private Wealth, LLC2,737
0.0% of portfolio›$165.7K
Joseph Group Capital Management2,296
0.0% of portfolio›$139.0K
Financial Network Wealth Advisors LLC921
0.1% of portfolio›$55.7K
Chapman Financial Group, LLC350
0.0% of portfolio›$21.2K
Farther Finance Advisors, LLC195
0.0% of portfolio›$11.8K
Cape Investment Advisory, Inc.100
0.0% of portfolio›$6.1K
Country Trust Bank67
0.0% of portfolio›$4.1K
StyleTurnoverLocationFiled
Integral Investment Advisors, Inc.
269,874$16.3M3.5%ETFVery LowTurlock, CA2026-11-03
Commonwealth Equity Services, LLC
228,083$13.8M0.0%ETFLowWaltham, MA2026-11-02
Maltin Wealth Management, Inc.
84,977$5.1M1.7%ETFMediumRidgewood, NJ2026-10-13
Brookstone Capital Management
84,697$5.1M0.1%ETFMediumWheaton, IL2026-10-22
Crown Wealth Group, LLC
82,047$5.0M1.2%ETFMediumCharlotte, NC2026-10-19
Dhjj Financial Advisors, Ltd.
65,001$3.9M1.1%ETFVery LowNaperville, IL2026-10-23
Truist Financial Corp
46,281$2.8M0.0%CoreLowCharlotte, NC2026-10-30
Blue Bell Private Wealth Management, LLC
41,994$2.5M0.3%YieldVery LowBlue Bell, PA2026-10-29
My Personal CFO, LLC
41,885$2.5M0.9%ETFHighVancouver, WA2026-10-14
Kestra Advisory Services, LLC
36,793$2.2M0.0%CoreLowAustin, TX2026-11-02
Wealth Enhancement Advisory Services, LLC
33,224$2.0M0.0%CoreLowPlymouth, MN2026-10-13
Schulz Wealth, Ltd.
32,130$1.9M0.9%ETFVery LowMansfield, TX2026-11-03
CoreCap Advisors, LLC
29,218$1.8M0.1%ETFMediumSouthfield, MI2026-10-08
Lantz Financial LLC
23,823$1.4M0.3%ETFLowNaperville, IL2026-10-15
Berkshire Money Management, Inc.
23,219$1.4M0.1%ETFMediumDalton, MA2026-10-21
Encompass More Asset Management
21,181$1.3M0.2%ETFHighDanville, CA2026-10-16
Concurrent Investment Advisors, LLC
20,750$1.3M0.0%GrowthMediumTampa, FL2026-10-16
Atria Investments, Inc
19,250$1.2M0.0%CoreMediumCharlotte, NC2026-10-15
Weaver Consulting Group
18,493$1.1M0.2%ETFLowHuntington Beach, CA2026-10-07
Spire Wealth Management
18,441$1.1M0.0%GrowthMediumMclean, VA2026-10-30
Foronjy Financial LLC
18,388$1.1M0.4%ETFLowLos Osos, CA2026-10-14
City Center Advisors, LLC
14,776$894.3K0.7%ETFMediumTroy, MI2026-10-08
Cambridge Investment Research Advisors, Inc.
14,585$883.0K0.0%ETFLowFairfield, IA2026-11-02
Focus Financial Network, Inc.
13,789$834.6K0.0%ETFLowMinneapolis, MN2026-10-14
Valtinson Bruner Financial Planning LLC
12,396$750.3K0.2%ETFLowNew Brighton, MN2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
11,978$725.0K0.0%ETFLowMinneapolis, MN2026-10-14
Trek Financial, LLC
11,881$719.1K0.0%ETFHighScottsdale, AZ2026-10-29
Davenport & Co LLC
11,817$715.2K0.0%CoreMediumRichmond, VA2026-10-14
BFI Wealth Solutions, LLC
11,474$694.5K0.5%ETFLowDallas, TX2026-10-16
PCA Investment Advisory Services Inc.
11,292$683.5K0.2%ETFVery LowCincinnati, OH2026-10-13
Chicago Partners Investment Group LLC
11,104$671.6K0.0%GARPLowChicago, IL2026-10-27
Ballast Rock Private Wealth LLC
10,946$662.5K0.3%ETFMediumCharleston, SC2026-10-26
Strategic Blueprint, LLC
9,806$593.5K0.0%ETFLowAtlanta, GA2026-10-22
AdvisorNet Financial, Inc
9,775$595.5K0.0%ETFLowMinnetonka, MN2026-10-15
Firestone Capital Management
8,800$532.6K0.1%ETFVery LowSouth Miami, FL2026-11-03
Lewis Asset Management, LLC
8,776$531.2K0.2%GrowthLowLafayette, CA2026-10-14
Sigma Planning Corp
8,769$530.8K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Triad Wealth Partners, LLC
8,572$518.8K0.0%ETFMediumLawrence, KS2026-10-26
Chris Bulman Inc
8,526$516.0K0.2%ETFLowRoseville, CA2026-10-20
Onyx Bridge Wealth Group LLC
8,439$510.8K0.0%ETFMediumTarrytown, NY2026-10-16
CRA Financial Services, LLC
6,650$402.5K0.0%ETFVery LowNorthfield, NJ2026-10-16
Sagespring Wealth Partners, LLC
6,077$367.8K0.0%ETFLowFranklin, TN2026-10-22
Diligent Investors, LLC
5,905$357.4K0.1%CoreLowRedlands, CA2026-10-21
Dominguez Wealth Management Solutions, Inc.
5,892$356.6K0.2%CoreVery LowWilliamsburg, VA2026-10-07
WealthPlan Investment Management, LLC
5,877$355.7K0.0%GrowthMediumOmaha, NE2026-10-15
TopTier Wealth Management, LLC
5,859$354.6K0.2%ETFVery LowMuskego, WI2026-10-16
BCS Wealth Management
5,111$309.4K0.1%ETFVery LowJohnson City, TN2026-11-03
Pinnacle Wealth Management Group, Inc.
5,100$308.7K0.1%ETFMediumPlymouth, MI2026-10-15
Beacon Financial Advisory LLC
5,071$306.9K0.1%ETFLowCleveland, OH2026-10-16
RFG Advisory, LLC
4,962$300.3K0.0%ETFMediumBirmingham, AL2026-11-03
IMG Wealth Management, Inc.
4,734$286.5K0.1%ETFMediumJacksonville, FL2026-10-27
Simplicity Wealth,LLC
4,734$286.5K0.0%ETFLowSummit, NJ2026-10-23
Parallel Advisors, LLC
4,557$275.8K0.0%IndexLowSan Francisco, CA2026-11-03
Dynamic Advisor Solutions LLC
4,507$272.8K0.0%ETFLowPhoenix, AZ2026-10-13
Outlook Wealth Advisors, LLC
4,189$253.5K0.1%ETFMediumShenandoah, TX2026-10-28
Kathmere Capital Management, LLC
4,106$248.5K0.0%ETFLowWayne, PA2026-10-20
Keystone Wealth Services, LLC
3,737$226.1K0.0%ETFHighPalm Desert, CA2026-11-03
Global Trust Wealth Management LLC
3,500$211.8K0.2%ETFMediumWest Palm Beach, FL2026-10-14
AlphaStar Capital Management, LLC
3,381$204.6K0.0%ETFMediumCornelius, NC2026-10-16
IFP Advisors, Inc
3,068$185.7K0.0%GrowthLowTampa, FL2026-10-16
Ashton Thomas Private Wealth, LLC
2,737$165.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Joseph Group Capital Management
2,296$139.0K0.0%ETFLowColumbus, OH2026-11-04
Financial Network Wealth Advisors LLC
921$55.7K0.1%ETFLowMurray, UT2026-10-28
Chapman Financial Group, LLC
350$21.2K0.0%CoreVery LowHonolulu, HI2026-10-26
Farther Finance Advisors, LLC
195$11.8K0.0%IndexLowSan Francisco, CA2026-10-08
Cape Investment Advisory, Inc.
100$6.1K0.0%ETFLowMcdonough, GA2026-10-13
Country Trust Bank
67$4.1K0.0%GrowthLowBloomington, IL2026-10-30