INNOVATOR ETFS TRUST BJAN
US EQTY BUFR JAN · ETP · CUSIP 45782C409
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $31.10.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: Brookstone Capital Management (1.5%, 2026-08-06)
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio | 374.4k $11.6m | — |
| INTEGRAL INVESTMENT ADVISORS, INC. 4.53% of their portfolio | 178.5k $5.5m | — |
| Marcum Wealth, LLC 0.76% of their portfolio | 161.2k $5.0m | — |
| Brookstone Capital Management 0.11% of their portfolio | 159.4k $4.9m | — |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 156.6k $4.9m | — |
| Wealthquest Corp 0.66% of their portfolio | 152.5k $4.7m | — |
| Berkshire Money Management, Inc. 0.80% of their portfolio | 150.6k $4.7m | — |
| OLD MISSION CAPITAL LLC 0.15% of their portfolio | 113.6k $3.5m | — |
| Strategic Blueprint, LLC 0.43% of their portfolio | 110.3k $3.4m | — |
| DHJJ Financial Advisors, Ltd. 1.58% of their portfolio | 87.3k $2.7m | — |
| Round Table Services, LLC 0.53% of their portfolio | 87.0k $2.7m | — |
| Maltin Wealth Management, Inc. 1.87% of their portfolio | 76.3k $2.4m | — |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 55.8k $1.7m | — |
| BECK CAPITAL MANAGEMENT, LLC 0.68% of their portfolio | 51.3k $1.6m | — |
| Penserra Capital Management LLC 0.04% of their portfolio | 50.5k $1.6m | — |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 49.2k $1.5m | — |
| Cetera Advisor Networks LLC 0.02% of their portfolio | 49.0k $1.5m | — |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 45.9k $1.4m | — |
| Bellwether Advisors, LLC 0.42% of their portfolio | 40.7k $1.3m | — |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 36.0k $1.1m | — |
| Orion Capital Management LLC 0.77% of their portfolio | 30.5k $947.0k | — |
| Kathmere Capital Management, LLC 0.18% of their portfolio | 29.1k $902.0k | — |
| CoreCap Advisors, LLC 0.07% of their portfolio | 25.7k $797.0k | — |
| IFP Advisors, Inc 0.02% of their portfolio | 25.2k $637.0k | — |
| Sunbelt Securities, Inc. 0.16% of their portfolio | 23.7k $736.0k | — |
| ROVIN CAPITAL /UT/ /ADV 0.41% of their portfolio | 23.1k $717.0k | — |
| Cetera Advisors LLC 0.02% of their portfolio | 22.0k $682.0k | — |
| Collaborative Wealth Managment Inc. 0.48% of their portfolio | 21.9k $680.0k | — |
| CRA Financial Services, LLC 0.24% of their portfolio | 21.8k $676.0k | — |
| Atria Wealth Solutions, Inc. 0.01% of their portfolio | 17.2k $534.5k | — |
| Beacon Pointe Advisors, LLC 0.01% of their portfolio | 16.7k $521.0k | — |
| OneDigital Investment Advisors LLC 0.02% of their portfolio | 16.4k $509.0k | — |
| Chicago Partners Investment Group LLC 0.04% of their portfolio | 16.2k $530.0k | — |
| Parkside Investments, LLC 0.11% of their portfolio | 16.0k $496.0k | — |
| HighTower Advisors, LLC 0.00% of their portfolio | 14.6k $454.0k | — |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 14.3k $445.0k | — |
| Advisory Alpha, LLC 0.03% of their portfolio | 14.2k $439.0k | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 12.9k $401.0k | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 12.9k $400.0k | — |
| Pinnacle Wealth Management Group, Inc. 0.35% of their portfolio | 12.8k $398.0k | — |
| Arax Advisory Partners 0.06% of their portfolio | 12.1k $374.0k | — |
| Lantz Financial LLC 0.19% of their portfolio | 11.9k $370.0k | — |
| CreativeOne Wealth, LLC 0.02% of their portfolio | 11.8k $365.0k | — |
| First Commonwealth Financial Corp /PA/ 0.15% of their portfolio | 11.3k $350.0k | — |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.05% of their portfolio | 10.9k $337.0k | — |
| Visionary Wealth Advisors 0.03% of their portfolio | 10.5k $325.0k | — |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.12% of their portfolio | 10.4k $323.0k | — |
| Cetera Investment Advisers 0.00% of their portfolio | 9.4k $293.0k | — |
| LINCOLN NATIONAL CORP 0.01% of their portfolio | 9.4k $290.0k | — |
| Sigma Planning Corp 0.01% of their portfolio | 8.5k $265.0k | — |
| Outlook Wealth Advisors, LLC 0.12% of their portfolio | 8.4k $260.0k | — |
| Bedel Financial Consulting, Inc. 0.07% of their portfolio | 8.4k $273.0k | — |
| Marshall Financial Group, LLC 0.11% of their portfolio | 8.2k $254.0k | — |
| Focus Financial Network, Inc. 0.02% of their portfolio | 7.7k $239.7k | — |
| Ameritas Advisory Services, LLC 0.01% of their portfolio | 7.4k $229.0k | — |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.01% of their portfolio | 7.4k $229.0k | — |
| MAS Advisors LLC 0.22% of their portfolio | 7.3k $228.0k | — |
| BCGM Wealth Management, LLC 0.12% of their portfolio | 7.2k $233.0k | — |
| RETIREMENT INCOME SOLUTIONS, INC 0.08% of their portfolio | 6.8k $212.0k | — |
| Valtinson Bruner Financial Planning LLC 0.13% of their portfolio | 6.6k $205.0k | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 6.5k $202.0k | — |
| HARBOUR INVESTMENTS, INC. 0.01% of their portfolio | 5.2k $168.0k | — |
| UBS Group AG 0.00% of their portfolio | 5.2k $160.0k | — |
| My Personal CFO, LLC 0.76% of their portfolio | 4.9k $498.0k | — |
| MORGAN STANLEY 0.00% of their portfolio | 3.6k $113.0k | — |
| Global Trust Asset Management, LLC 0.06% of their portfolio | 3.5k $109.0k | — |
| Joseph Group Capital Management 0.08% of their portfolio | 2.3k $72.0k | — |
| Spire Wealth Management 0.00% of their portfolio | 1.9k $57.0k | — |
| AdvisorNet Financial, Inc 0.00% of their portfolio | 1.4k $44.0k | — |
| American Portfolios Advisors 0.00% of their portfolio | 1.1k $33.8k | — |
| Strategic Asset Management, LLC 0.05% of their portfolio | 1.0k $31.0k | — |
| Archer Investment Corp 0.01% of their portfolio | 526 $16.3k | — |
| US BANCORP \DE\ 0.00% of their portfolio | 506 $16.0k | — |
| Covington Capital Management 0.00% of their portfolio | 400 $12.0k | — |
| Sutton Wealth Advisors Inc. 0.00% of their portfolio | 234 $7.3k | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | — |