INNOVATOR U.S. EQUITY BUFFER (BJAN) Top Institutional Shareholders
INNOVATOR U.S. EQUITY BUFFER (BJAN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $241.24M in BJAN holdings during the latest filing period.
Brookstone Capital Management is currently the largest disclosed institutional shareholder of BJAN tracked by InsiderSet, reporting ownership valued at approximately $33.73M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $36.97M, representing an estimated gain of +9.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed BJAN value among the investors covered in this analysis. Major shareholders include Brookstone Capital Management, Cofg Advisors, Llc, Integral Investment Advisors, Inc., and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY BUFFER (BJAN).
This page ranks the largest institutional BJAN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
124
Total Reported Value
$241.24M
Largest Holder
Brookstone Capital Management
Largest Position
$33.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
133
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 0.39% | 632,517 | $33,732,132 | $36,970,113 | +$3,237,981 | +9.60% | |
| Cofg Advisors, Llc | 5.22% | 395,548 | $21,094,575 | $23,119,464 | +$2,024,889 | +9.60% | |
| Integral Investment Advisors, Inc. | 3.53% | 265,894 | $14,180,142 | $15,541,292 | +$1,361,150 | +9.60% | |
| Commonwealth Equity Services, Llc | 0.02% | 262,262 | $13,986,420 | $15,329,004 | +$1,342,584 | +9.60% | |
| Personal Cfo Solutions, Llc | 1.76% | 234,460 | $12,503,752 | $13,703,999 | +$1,200,247 | +9.60% | |
| Hightower Advisors, Llc | 0.01% | 159,458 | $8,503,895 | $9,320,193 | +$816,298 | +9.60% | |
| Cetera Investment Advisers | 0.01% | 142,534 | $7,601,361 | $8,330,998 | +$729,637 | +9.60% | |
| U.S. Capital Wealth Advisors, Llc | 0.19% | 137,995 | $7,359,255 | $8,065,697 | +$706,442 | +9.60% | |
| Osaic Holdings, Inc. | 0.01% | 128,839 | $6,870,783 | $7,530,536 | +$659,753 | +9.60% | |
| Lido Advisors, Llc | 0.02% | 107,920 | $5,755,374 | $6,307,838 | +$552,464 | +9.60% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 101,980 | $5,438,593 | $5,960,649 | +$522,056 | +9.60% | |
| Lpl Financial Llc | 0.00% | 96,370 | $5,139,412 | $5,632,749 | +$493,337 | +9.60% | |
| Crown Wealth Group, Llc | 1.40% | 89,474 | $4,771,648 | $5,229,684 | +$458,036 | +9.60% | |
| Envestnet Asset Management Inc | 0.00% | 88,296 | $4,708,826 | $5,160,831 | +$452,005 | +9.60% | |
| Raymond James Financial Inc | 0.00% | 87,330 | $4,657,309 | $5,104,369 | +$447,060 | +9.60% | |
| Maltin Wealth Management, Inc. | 1.73% | 84,977 | $4,531,828 | $4,966,838 | +$435,010 | +9.60% | |
| Cerity Partners Llc | 0.01% | 72,477 | $3,865,198 | $4,236,223 | +$371,025 | +9.60% | |
| Susquehanna International Group, Llp | 0.00% | 70,881 | $3,780,084 | $4,142,938 | +$362,854 | +9.60% | |
| Dhjj Financial Advisors, Ltd. | 1.16% | 65,916 | $3,515,301 | $3,852,737 | +$337,436 | +9.60% | |
| Gwn Securities Inc. | 0.61% | 60,148 | $3,207,693 | $3,515,602 | +$307,909 | +9.60% | |
| Opes Wealth Management Llc | 0.54% | 58,788 | $3,135,164 | $3,436,112 | +$300,948 | +9.60% | |
| Truist Financial Corp | 0.00% | 44,667 | $2,382,091 | $2,610,750 | +$228,659 | +9.60% | |
| First Commonwealth Financial Corp | 0.38% | 44,380 | $2,366,785 | $2,593,975 | +$227,190 | +9.60% | |
| Kestra Advisory Services, Llc | 0.01% | 42,451 | $2,263,934 | $2,481,227 | +$217,293 | +9.60% | |
| Blue Bell Private Wealth Management, Llc | 0.33% | 42,446 | $2,263,645 | $2,480,935 | +$217,290 | +9.60% | |
| My Personal Cfo, Llc | 0.98% | 42,035 | $2,241,727 | $2,456,912 | +$215,185 | +9.60% | |
| Fsa Advisors, Inc. | 1.35% | 38,514 | $2,053,952 | $2,251,112 | +$197,160 | +9.60% | |
| Bellwether Advisors, Llc | 0.35% | 38,480 | $2,052,138 | $2,249,125 | +$196,987 | +9.60% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 33,414 | $1,798,007 | $1,953,022 | +$155,015 | +8.62% | |
| Orion Porfolio Solutions, Llc | 0.01% | 29,621 | $1,579,688 | $1,731,324 | +$151,636 | +9.60% | |
| Corecap Advisors, Llc | 0.05% | 29,329 | $1,564,116 | $1,714,257 | +$150,141 | +9.60% | |
| Lantz Financial Llc | 0.28% | 25,346 | $1,351,702 | $1,481,453 | +$129,751 | +9.60% | |
| Mml Investors Services, Llc | 0.00% | 24,866 | $1,326,104 | $1,453,398 | +$127,294 | +9.60% | |
| Arkadios Wealth Advisors | 0.02% | 23,919 | $1,275,600 | $1,398,046 | +$122,446 | +9.60% | |
| Berkshire Money Management, Inc. | 0.13% | 23,219 | $1,238,270 | $1,357,132 | +$118,862 | +9.60% | |
| Beacon Pointe Advisors, Llc | 0.01% | 21,415 | $1,142,062 | $1,251,690 | +$109,628 | +9.60% | |
| World Investment Advisors | 0.02% | 20,915 | $1,115,396 | $1,222,465 | +$107,069 | +9.60% | |
| Atria Investments, Inc | 0.01% | 19,833 | $1,057,694 | $1,159,223 | +$101,529 | +9.60% | |
| Old Mission Capital Llc | 0.02% | 19,747 | $1,053,107 | $1,154,196 | +$101,089 | +9.60% | |
| Spire Wealth Management | 0.03% | 18,841 | $1,004,812 | $1,101,241 | +$96,429 | +9.60% | |
| Weaver Consulting Group | 0.24% | 18,493 | $986,244 | $1,080,901 | +$94,657 | +9.60% | |
| Snowden Capital Advisors Llc | 0.02% | 17,506 | $933,595 | $1,023,212 | +$89,617 | +9.60% | |
| Cwm, Llc | 0.00% | 16,920 | $902,344 | $988,960 | +$86,616 | +9.60% | |
| Advisory Services Network, Llc | 0.01% | 15,955 | $850,880 | $932,557 | +$81,677 | +9.60% | |
| Chicago Partners Investment Group Llc | 0.02% | 13,814 | $786,202 | $807,417 | +$21,215 | +2.70% | |
| City Center Advisors, Llc | 0.72% | 14,604 | $778,831 | $853,592 | +$74,761 | +9.60% | |
| Chris Bulman Inc | 0.34% | 14,477 | $772,057 | $846,169 | +$74,112 | +9.60% | |
| Focus Financial Network, Inc. | 0.03% | 13,929 | $742,834 | $814,139 | +$71,305 | +9.60% | |
| Stratos Wealth Advisors, Llc | 0.04% | 13,256 | $706,946 | $774,803 | +$67,857 | +9.60% | |
| Valtinson Bruner Financial Planning Llc | 0.19% | 13,126 | $700,010 | $767,204 | +$67,194 | +9.60% |
Frequently asked questions about BJAN
Who owns the most BJAN stock?
The largest holders of BJAN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR U.S. EQUITY BUFFER (BJAN).
Is BJAN widely held by superinvestors?
Many widely followed stocks like BJAN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BJAN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.