INNOVATOR U.S. EQUITY BUFFER (BJUN) Institutional Ownership Changes & 13F Activity
INNOVATOR U.S. EQUITY BUFFER (BJUN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lido Advisors, Llc, Talon Private Wealth, Llc, Penserra Capital Management Llc, Cetera Investment Advisers, and Southstate Bank Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Talon Private Wealth, Llc | Buy | +206,801 | — | 206,801 | $10.07M | Q2 2026 | Sep 11, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +20,651 | +105.7% | 40,196 | $1.96M | Q2 2026 | Aug 18, 2026 |
| Fsa Advisors, Inc. | Buy | +2,503 | +29.3% | 11,048 | $537.82K | Q2 2026 | Aug 17, 2026 |
| Osaic Holdings, Inc. | Buy | +20,983 | +34.6% | 81,705 | $3.98M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +7,443 | +23.5% | 39,179 | $1.91M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +5,231 | +37.4% | 19,221 | $935.68K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +3,500 | +2.4% | 149,464 | $7.28M | Q2 2026 | Aug 14, 2026 |
| Cofg Advisors, Llc | Buy | +1,373 | +11.5% | 13,284 | $646.66K | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management Llc | Buy | +80,826 | +18.5% | 518,506 | $25.24M | Q2 2026 | Aug 13, 2026 |
| Trek Financial, Llc | Buy | +4,466 | +72.6% | 10,621 | $517.03K | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Buy | +4,065 | +56.3% | 11,279 | $549.06K | Q2 2026 | Aug 13, 2026 |
| Fidelis Capital Partners, Llc | Sell | -2,354 | -23.0% | 7,886 | $383.89K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +40,872 | +106.5% | 79,265 | $3.86M | Q2 2026 | Aug 12, 2026 |
| Wealthshield Partners, Llc | Sell | -3,150 | -29.4% | 7,550 | $367.53K | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +2,000 | +29.5% | 8,779 | $427.36K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +1,880 | — | 1,880 | $90.98K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +741 | +59.8% | 1,981 | $96.44K | Q2 2026 | Aug 12, 2026 |
| Tradition Wealth Management, Llc | Buy | +4,606 | — | 4,606 | $224.22K | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | Buy | +25,102 | — | 25,102 | $1.22M | Q2 2026 | Aug 10, 2026 |
| Advisory Advocates, Llc | Buy | +16,029 | — | 16,029 | $780.29K | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | Sell | -4,768 | -40.5% | 7,017 | $341.59K | Q2 2026 | Aug 10, 2026 |
| Ballast Rock Private Wealth Llc | Buy | +2,318 | +26.8% | 10,965 | $533.78K | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, Llc | Buy | +1,336,059 | +5269.4% | 1,361,414 | $66.27M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +17,877 | +140.8% | 30,572 | $1.49M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +16,469 | +80.3% | 36,968 | $1.80M | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | Sell | -550 | -3.6% | 14,565 | $709.03K | Q2 2026 | Aug 07, 2026 |
| Silver Oak Securities, Incorporated | Buy | +262 | +2.3% | 11,712 | $570.14K | Q2 2026 | Aug 07, 2026 |
| Southstate Bank Corp | Buy | +38,514 | — | 38,514 | $1.87M | Q2 2026 | Aug 06, 2026 |
| Blue Bell Private Wealth Management, Llc | Sell | -589 | -0.7% | 84,616 | $4.12M | Q2 2026 | Aug 06, 2026 |
| Gwn Securities Inc. | Buy | +4,742 | +25.3% | 23,475 | $1.14M | Q2 2026 | Aug 05, 2026 |
Frequently asked questions about BJUN activity
Which institutional owners are buying BJUN?
Institutional owners buying BJUN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BJUN activity?
"Buy" means an investor increased their reported position in BJUN compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY BUFFER (BJUN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BJUN increasing?
Institutional interest in BJUN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.