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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Talon Private Wealth, LlcBuy+206,801206,801$10.07MQ2 2026Sep 11, 2026
Beacon Pointe Advisors, LlcBuy+20,651+105.7%40,196$1.96MQ2 2026Aug 18, 2026
Fsa Advisors, Inc.Buy+2,503+29.3%11,048$537.82KQ2 2026Aug 17, 2026
Osaic Holdings, Inc.Buy+20,983+34.6%81,705$3.98MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+7,443+23.5%39,179$1.91MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+5,231+37.4%19,221$935.68KQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+3,500+2.4%149,464$7.28MQ2 2026Aug 14, 2026
Cofg Advisors, LlcBuy+1,373+11.5%13,284$646.66KQ2 2026Aug 14, 2026
Penserra Capital Management LlcBuy+80,826+18.5%518,506$25.24MQ2 2026Aug 13, 2026
Trek Financial, LlcBuy+4,466+72.6%10,621$517.03KQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+4,065+56.3%11,279$549.06KQ2 2026Aug 13, 2026
Fidelis Capital Partners, LlcSell-2,354-23.0%7,886$383.89KQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+40,872+106.5%79,265$3.86MQ2 2026Aug 12, 2026
Wealthshield Partners, LlcSell-3,150-29.4%7,550$367.53KQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+2,000+29.5%8,779$427.36KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+1,8801,880$90.98KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+741+59.8%1,981$96.44KQ2 2026Aug 12, 2026
Tradition Wealth Management, LlcBuy+4,6064,606$224.22KQ2 2026Aug 11, 2026
Arkadios Wealth AdvisorsBuy+25,10225,102$1.22MQ2 2026Aug 10, 2026
Advisory Advocates, LlcBuy+16,02916,029$780.29KQ2 2026Aug 10, 2026
Arax Advisory PartnersSell-4,768-40.5%7,017$341.59KQ2 2026Aug 10, 2026
Ballast Rock Private Wealth LlcBuy+2,318+26.8%10,965$533.78KQ2 2026Aug 10, 2026
Lido Advisors, LlcBuy+1,336,059+5269.4%1,361,414$66.27MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+17,877+140.8%30,572$1.49MQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+16,469+80.3%36,968$1.80MQ2 2026Aug 07, 2026
Sigma Planning CorpSell-550-3.6%14,565$709.03KQ2 2026Aug 07, 2026
Silver Oak Securities, IncorporatedBuy+262+2.3%11,712$570.14KQ2 2026Aug 07, 2026
Southstate Bank CorpBuy+38,51438,514$1.87MQ2 2026Aug 06, 2026
Blue Bell Private Wealth Management, LlcSell-589-0.7%84,616$4.12MQ2 2026Aug 06, 2026
Gwn Securities Inc.Buy+4,742+25.3%23,475$1.14MQ2 2026Aug 05, 2026
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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.