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Innovator U.S. Equity Buffer (BJUL)

CUSIP: 45782C789 | NYSE | 245 institutional holders

Quarters

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

Brookstone Capital Management1,012,350
0.6% of portfolio›$56.1M
Integral Investment Advisors, Inc.292,844
3.5% of portfolio›$16.2M
Commonwealth Equity Services, LLC193,445
0.0% of portfolio›$10.7M
Wealth Enhancement Advisory Services, LLC84,900
0.0% of portfolio›$4.8M
Blue Bell Private Wealth Management, LLC54,525
0.4% of portfolio›$3.0M
Kestra Advisory Services, LLC49,241
0.0% of portfolio›$2.7M
Cambridge Investment Research Advisors, Inc.43,636
0.0% of portfolio›$2.4M
Concurrent Investment Advisors, LLC42,715
0.0% of portfolio›$2.4M
Signaturefd, LLC42,034
0.0% of portfolio›$2.3M
Spire Wealth Management41,610
0.1% of portfolio›$2.3M
Lantz Financial LLC40,418
0.4% of portfolio›$2.2M
My Personal CFO, LLC39,450
0.8% of portfolio›$2.2M
Berkshire Money Management, Inc.33,214
0.2% of portfolio›$1.8M
Fragasso Financial Advisors Inc31,761
0.1% of portfolio›$1.8M
Dhjj Financial Advisors, Ltd.23,936
0.4% of portfolio›$1.3M
Corrado Advisors, LLC23,384
0.6% of portfolio›$1.3M
Encompass More Asset Management22,970
0.2% of portfolio›$1.3M
Cornerstone Wealth Group, LLC21,702
0.1% of portfolio›$1.2M
Atria Investments, Inc20,770
0.0% of portfolio›$1.2M
D.B. Root & Company, LLC20,721
0.2% of portfolio›$1.1M
Foronjy Financial LLC19,967
0.4% of portfolio›$1.1M
Chris Bulman Inc18,003
0.3% of portfolio›$997.7K
Commerce Advisors, LLC17,413
0.5% of portfolio›$965.0K
City Center Advisors, LLC16,112
0.7% of portfolio›$892.9K
BCS Wealth Management15,882
0.2% of portfolio›$880.2K
Triad Wealth Partners, LLC13,929
0.0% of portfolio›$771.9K
CoreCap Advisors, LLC13,753
0.0% of portfolio›$762.2K
Global Trust Wealth Management LLC13,675
0.5% of portfolio›$757.9K
Oppenheimer & Co Inc12,949
0.0% of portfolio›$717.6K
Sigma Planning Corp12,795
0.0% of portfolio›$709.1K
Weaver Consulting Group12,326
0.1% of portfolio›$683.1K
IMG Wealth Management, Inc.12,221
0.3% of portfolio›$677.3K
Kathmere Capital Management, LLC12,050
0.0% of portfolio›$667.8K
Trilogy Capital Inc.11,585
0.0% of portfolio›$642.0K
TopTier Wealth Management, LLC11,291
0.4% of portfolio›$625.7K
Farther Finance Advisors, LLC11,059
0.0% of portfolio›$612.9K
Outlook Wealth Advisors, LLC10,354
0.1% of portfolio›$573.8K
Wingate Wealth Advisors, Inc.9,864
0.2% of portfolio›$546.7K
CRA Financial Services, LLC8,915
0.1% of portfolio›$494.1K
Chapman Financial Group, LLC8,857
0.3% of portfolio›$490.9K
Integrity Alliance, Llc.8,405
0.0% of portfolio›$465.8K
Ballast Rock Private Wealth LLC7,209
0.2% of portfolio›$399.5K
Strategic Blueprint, LLC6,898
0.0% of portfolio›$382.3K
Simplicity Wealth,LLC6,662
0.0% of portfolio›$369.2K
Southland Equity Partners LLC6,522
0.1% of portfolio›$361.4K
Lewis Asset Management, LLC6,440
0.1% of portfolio›$356.9K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors6,410
0.0% of portfolio›$355.2K
Soltis Investment Advisors LLC5,824
0.0% of portfolio›$322.8K
4J Wealth Management LLC5,750
0.1% of portfolio›$318.7K
Seros Financial, LLC5,677
0.2% of portfolio›$314.6K
EverSource Wealth Advisors, LLC5,352
0.0% of portfolio›$296.6K
Blue Sky Capital Consultants Group, Inc.5,218
0.1% of portfolio›$289.2K
Schulz Wealth, Ltd.5,125
0.1% of portfolio›$284.0K
Trek Financial, LLC5,106
0.0% of portfolio›$283.0K
Three Seasons Wealth, LLC5,065
0.0% of portfolio›$280.7K
Ashton Thomas Private Wealth, LLC4,508
0.0% of portfolio›$249.8K
Valtinson Bruner Financial Planning LLC4,401
0.1% of portfolio›$243.9K
Beacon Financial Advisory LLC4,256
0.0% of portfolio›$235.9K
Truist Financial Corp4,226
0.0% of portfolio›$234.2K
Focus Financial Network, Inc.3,635
0.0% of portfolio›$201.5K
IFP Advisors, Inc1,619
0.0% of portfolio›$89.7K
Financial Network Wealth Advisors LLC1,564
0.1% of portfolio›$86.7K
Capital Investment Advisory Services, LLC790
0.0% of portfolio›$43.8K
Creative Financial Designs Inc500
0.0% of portfolio›$27.7K
Noble Wealth Management PBC500
0.0% of portfolio›$27.7K
William Mack & Associates, Inc.331
0.0% of portfolio›$18.3K
Archer Investment Corp248
0.0% of portfolio›$13.7K
Comprehensive Financial Planning, Inc.217
0.0% of portfolio›$12.0K
Larson Financial Group LLC191
0.0% of portfolio›$10.6K
Country Trust Bank77
0.0% of portfolio›$4.3K
StyleTurnoverLocationFiled
Brookstone Capital Management
1,012,350$56.1M0.6%ETFMediumWheaton, IL2026-10-22
Integral Investment Advisors, Inc.
292,844$16.2M3.5%ETFVery LowTurlock, CA2026-11-03
Commonwealth Equity Services, LLC
193,445$10.7M0.0%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
84,900$4.8M0.0%CoreLowPlymouth, MN2026-10-13
Blue Bell Private Wealth Management, LLC
54,525$3.0M0.4%YieldVery LowBlue Bell, PA2026-10-29
Kestra Advisory Services, LLC
49,241$2.7M0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
43,636$2.4M0.0%ETFLowFairfield, IA2026-11-02
Concurrent Investment Advisors, LLC
42,715$2.4M0.0%GrowthMediumTampa, FL2026-10-16
Signaturefd, LLC
42,034$2.3M0.0%IndexLowAtlanta, GA2026-10-23
Spire Wealth Management
41,610$2.3M0.1%GrowthMediumMclean, VA2026-10-30
Lantz Financial LLC
40,418$2.2M0.4%ETFLowNaperville, IL2026-10-15
My Personal CFO, LLC
39,450$2.2M0.8%ETFHighVancouver, WA2026-10-14
Berkshire Money Management, Inc.
33,214$1.8M0.2%ETFMediumDalton, MA2026-10-21
Fragasso Financial Advisors Inc
31,761$1.8M0.1%ETFLowSewickley, PA2026-10-13
Dhjj Financial Advisors, Ltd.
23,936$1.3M0.4%ETFVery LowNaperville, IL2026-10-23
Corrado Advisors, LLC
23,384$1.3M0.6%CoreMediumRamsey, NJ2026-10-27
Encompass More Asset Management
22,970$1.3M0.2%ETFHighDanville, CA2026-10-16
Cornerstone Wealth Group, LLC
21,702$1.2M0.1%CoreMediumHuntersville, NC2026-11-02
Atria Investments, Inc
20,770$1.2M0.0%CoreMediumCharlotte, NC2026-10-15
D.B. Root & Company, LLC
20,721$1.1M0.2%ETFLowPittsburgh, PA2026-11-04
Foronjy Financial LLC
19,967$1.1M0.4%ETFLowLos Osos, CA2026-10-14
Chris Bulman Inc
18,003$997.7K0.3%ETFLowRoseville, CA2026-10-20
Commerce Advisors, LLC
17,413$965.0K0.5%ETFLowMemphis, TN2026-10-19
City Center Advisors, LLC
16,112$892.9K0.7%ETFMediumTroy, MI2026-10-08
BCS Wealth Management
15,882$880.2K0.2%ETFVery LowJohnson City, TN2026-11-03
Triad Wealth Partners, LLC
13,929$771.9K0.0%ETFMediumLawrence, KS2026-10-26
CoreCap Advisors, LLC
13,753$762.2K0.0%ETFMediumSouthfield, MI2026-10-08
Global Trust Wealth Management LLC
13,675$757.9K0.5%ETFMediumWest Palm Beach, FL2026-10-14
Oppenheimer & Co Inc
12,949$717.6K0.0%CoreLowNew York, NY2026-10-26
Sigma Planning Corp
12,795$709.1K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Weaver Consulting Group
12,326$683.1K0.1%ETFLowHuntington Beach, CA2026-10-07
IMG Wealth Management, Inc.
12,221$677.3K0.3%ETFMediumJacksonville, FL2026-10-27
Kathmere Capital Management, LLC
12,050$667.8K0.0%ETFLowWayne, PA2026-10-20
Trilogy Capital Inc.
11,585$642.0K0.0%ETFMediumIrvine, CA2026-10-20
TopTier Wealth Management, LLC
11,291$625.7K0.4%ETFVery LowMuskego, WI2026-10-16
Farther Finance Advisors, LLC
11,059$612.9K0.0%IndexLowSan Francisco, CA2026-10-08
Outlook Wealth Advisors, LLC
10,354$573.8K0.1%ETFMediumShenandoah, TX2026-10-28
Wingate Wealth Advisors, Inc.
9,864$546.7K0.2%ETFVery LowLexington, MA2026-10-26
CRA Financial Services, LLC
8,915$494.1K0.1%ETFVery LowNorthfield, NJ2026-10-16
Chapman Financial Group, LLC
8,857$490.9K0.3%CoreVery LowHonolulu, HI2026-10-26
Integrity Alliance, Llc.
8,405$465.8K0.0%ETFMediumUrbandale, IA2026-10-29
Ballast Rock Private Wealth LLC
7,209$399.5K0.2%ETFMediumCharleston, SC2026-10-26
Strategic Blueprint, LLC
6,898$382.3K0.0%ETFLowAtlanta, GA2026-10-22
Simplicity Wealth,LLC
6,662$369.2K0.0%ETFLowSummit, NJ2026-10-23
Southland Equity Partners LLC
6,522$361.4K0.1%ETFLowWildwood, MO2026-10-14
Lewis Asset Management, LLC
6,440$356.9K0.1%GrowthLowLafayette, CA2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
6,410$355.2K0.0%ETFMediumWestlake, OH2026-10-14
Soltis Investment Advisors LLC
5,824$322.8K0.0%CoreMediumSt. George, UT2026-10-28
4J Wealth Management LLC
5,750$318.7K0.1%ETFMediumMclean, VA2026-11-02
Seros Financial, LLC
5,677$314.6K0.2%ETFMediumGilbert, AZ2026-10-21
EverSource Wealth Advisors, LLC
5,352$296.6K0.0%CoreMediumBirmingham, AL2026-11-04
Blue Sky Capital Consultants Group, Inc.
5,218$289.2K0.1%GrowthMediumPoway, CA2026-10-13
Schulz Wealth, Ltd.
5,125$284.0K0.1%ETFVery LowMansfield, TX2026-11-03
Trek Financial, LLC
5,106$283.0K0.0%ETFHighScottsdale, AZ2026-10-29
Three Seasons Wealth, LLC
5,065$280.7K0.0%GrowthMediumSalt Lake City, UT2026-11-03
Ashton Thomas Private Wealth, LLC
4,508$249.8K0.0%CoreMediumScottsdale, AZ2026-11-03
Valtinson Bruner Financial Planning LLC
4,401$243.9K0.1%ETFLowNew Brighton, MN2026-11-02
Beacon Financial Advisory LLC
4,256$235.9K0.0%ETFLowCleveland, OH2026-10-16
Truist Financial Corp
4,226$234.2K0.0%CoreLowCharlotte, NC2026-10-30
Focus Financial Network, Inc.
3,635$201.5K0.0%ETFLowMinneapolis, MN2026-10-14
IFP Advisors, Inc
1,619$89.7K0.0%GrowthLowTampa, FL2026-10-16
Financial Network Wealth Advisors LLC
1,564$86.7K0.1%ETFLowMurray, UT2026-10-28
Capital Investment Advisory Services, LLC
790$43.8K0.0%CoreMediumRaleigh, NC2026-10-30
Creative Financial Designs Inc
500$27.7K0.0%ETFMediumKokomo, IN2026-11-04
Noble Wealth Management PBC
500$27.7K0.0%YieldMediumGreenwood Village, CO2026-10-01
William Mack & Associates, Inc.
331$18.3K0.0%ETFLowTroy, MI2026-10-27
Archer Investment Corp
248$13.7K0.0%CoreMediumCarmel, IN2026-11-05
Comprehensive Financial Planning, Inc.
217$12.0K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Larson Financial Group LLC
191$10.6K0.0%GrowthLowSt Louis, MO2026-11-05
Country Trust Bank
77$4.3K0.0%GrowthLowBloomington, IL2026-10-30