BJUN institutional holders

Innovator U.S. Equity Buffer ETF - June · 90 reporting institutions · $202.8M reported value

Funds that can replace BJUN · BJUN return decomposition

Institutional holdings

Institutions reporting BJUN, largest first
InstitutionReported positionAdvisors at firmReport period
Lido Advisors, LLC$66.3M3202026-06-30
Brookstone Capital Management$48M3372026-06-30
Cerity Partners LLC$7.3M7772026-06-30
Strategic Blueprint, LLC$7M552026-06-30
Commonwealth Equity Services, LLC$5.8M2,8632026-06-30
Hightower Advisors, LLC$4.2M1,0462026-06-30
Blue Bell Private Wealth Management, LLC$4.1M112026-06-30
Osaic Holdings, Inc.$4M02026-06-30
Cetera Investment Advisers$3.9M10,3702026-06-30
Envestnet Pmc$3.1M602026-06-30
Beacon Pointe Advisors, LLC$2M4662026-06-30
Susquehanna International Group, LLP$1.9M02026-06-30
Southstate Bank Corp$1.9M02026-06-30
Lpl Financial LLC$1.8M23,4582026-06-30
Integral Wealth Management$1.6M52026-06-30
Principal Securities, Inc.$1.6M1,4632026-06-30
MML Investors Services, LLC$1.5M5,1202026-06-30
Maltin Wealth Management, Inc.$1.5M42026-06-30
First Commonwealth Financial Corp /PA$1.4M02026-06-30
Outlook Wealth Advisors, LLC$1.4M62026-06-30
Fragasso Financial Advisors Inc$1.3M252026-06-30
Arkadios Wealth Advisors$1.2M2262026-06-30
Hb Wealth Management, LLC$1.2M1692026-06-30
Corrado Advisors, LLC$1.2M52026-06-30
Gwn Securities Inc.$1.1M4492026-06-30
Bcs Wealth Management, LLC$1.1M82026-06-30
Dhjj Financial Advisors, Ltd.$1M72026-06-30
Corecap Advisors, LLC$1M1182026-06-30
Captrust Financial Advisors$1M9622026-06-30
Kestra Advisory Services, LLC$936.7K1,4792026-06-30
Raymond James Financial Inc$935.7K02026-06-30
Nations Financial Group Inc, /ia/ /adv$929.4K02026-06-30
My Personal Cfo, LLC$928.8K22026-06-30
Beacon Financial Advisory LLC$925.7K132026-06-30
Toptier Wealth Management, LLC$897.2K22026-06-30
Spire Wealth Management$860.3K32026-06-30
Stratos Wealth Advisors, LLC$813.6K712026-06-30
Advisory Advocates, LLC$780.3K72026-06-30
Chris Bulman Inc$755.3K72026-06-30
Rothschild Wealth LLC$720.5K312026-06-30
Sigma Planning Corp$709K4742026-06-30
Wpwealth LLP$688.2K152026-06-30
Focus Financial$658.4K1212026-06-30
Retirement Income Solutions, Inc$652.3K162026-06-30
Chicago Oakbrook Financial Group$646.7K102026-06-30
Silver Oak Securities, Incorporated$570.1K1172026-06-30
Creativeone Wealth, LLC$549.1K2212026-06-30
Fsa Advisors, Inc.$537.8K02026-06-30
Ballast Rock Private Wealth LLC$533.8K102026-06-30
Ae Wealth Management LLC$524.8K4712026-06-30
Trek Financial, LLC$517K632026-06-30
Snowden Capital Advisors LLC$510.9K1222026-06-30
Advisory Services Network$427.4K2532026-06-30
Lantz Financial LLC$410.9K72026-06-30
Fidelis Capital Partners, LLC$383.9K142026-06-30
Wealthshield Partners, LLC$367.5K02026-06-30
Arax Advisory Partners$341.6K2322026-06-30
Advisornet Wealth Partners$321.8K582026-06-30
Global Assets Advisory, LLC$319.4K302026-06-30
The Ascent Group, LLC$319.1K202026-06-30
Cra Financial Services, LLC$293.3K122026-06-30
J.W. Cole Advisors, Inc.$290.9K4992026-06-30
Onedigital Investment Advisors LLC$248.5K3862026-06-30
Main Street Financial Solutions, LLC$238.8K412026-06-30
Tradition Wealth Management, LLC$224.2K232026-06-30
Weaver Consulting Group, LLC$218.1K42026-06-30
Mgo One Seven LLC$211.8K1182026-06-30
Pinnacle Wealth Management Group, Inc.$202K32026-06-30
Orion Capital Management LLC$146K42026-06-30
Steward Partners Investment Advisory, LLC$105.2K4812026-06-30
Global Retirement Partners LLC$99.8K4912026-06-30
Harbour Investments, Inc.$96.4K2472026-06-30
Jpmorgan Chase & Co$91K02026-06-30
Sunbelt Securities, Inc.$90.5K632026-03-31
Barnes Dennig Private Wealth Management LLC$80.6K32026-06-30
Ifp Advisors, Inc$77.1K3182026-06-30
Rockefeller Capital Management LP$60.9K3462026-06-30
Keating Financial Advisory Services, Inc.$41.5K252026-06-30
Penserra Capital Management LLC$25.2K92026-06-30
Wells Fargo & Company/mn$24.4K02026-06-30
Archer Investment Corp$24.3K782026-06-30
Ashton Thomas Private Wealth, LLC$17.9K962026-06-30
Highland Investment Advisors LLC$16.3K102026-06-30
Country Trust Bank$3.4K02026-06-30
Morgan Stanley$3.3K23,1852026-06-30
Northwestern Mutual Wealth Management Co$3.3K02026-06-30
Integrity Financial Corp /wa$3.1K142026-06-30
Capital Investment Advisory Services, LLC$2.9K1032026-06-30
Cambridge Investment Research Advisors, Inc.$7423,9402026-03-31
Janney Montgomery Scott LLC$5631,3422026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-03-31 to 2026-06-30