INNOVATOR U.S. EQUITY BUFFER (BJAN) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $313.79M 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 $52.04M in its June 30, 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 $53.37M, representing an estimated gain of +2.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed BJAN value among the investors covered in this analysis. Major shareholders include Brookstone Capital Management, Penserra Capital Management Llc, Cofg Advisors, Llc, 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
129
Total Reported Value
$313.79M
Largest Holder
Brookstone Capital Management
Largest Position
$52.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
143
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 0.52% | 883,904 | $52,035,428 | $53,365,616 | +$1,330,188 | +2.56% | |
| Penserra Capital Management Llc | 0.20% | 446,940 | $26,311,000 | $26,983,958 | +$672,958 | +2.56% | |
| Cofg Advisors, Llc | 4.00% | 393,947 | $23,191,660 | $23,784,511 | +$592,851 | +2.56% | |
| Arax Advisory Partners | 0.11% | 284,327 | $16,738,369 | $17,166,214 | +$427,845 | +2.56% | |
| Integral Investment Advisors, Inc. | 3.52% | 271,186 | $15,964,736 | $16,372,828 | +$408,092 | +2.56% | |
| Commonwealth Equity Services, Llc | 0.02% | 248,556 | $14,632,480 | $15,006,544 | +$374,064 | +2.56% | |
| Talon Private Wealth, Llc | 1.18% | 171,740 | $10,110,334 | $10,368,785 | +$258,451 | +2.56% | |
| Osaic Holdings, Inc. | 0.01% | 132,057 | $7,774,069 | $7,972,928 | +$198,859 | +2.56% | |
| Cetera Investment Advisers | 0.01% | 129,078 | $7,598,847 | $7,793,071 | +$194,224 | +2.56% | |
| U.S. Capital Wealth Advisors, Llc | 0.19% | 137,995 | $7,359,255 | $8,331,434 | +$972,179 | +13.21% | |
| Lido Advisors, Llc | 0.02% | 107,920 | $6,353,250 | $6,515,659 | +$162,409 | +2.56% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 101,641 | $5,983,606 | $6,136,565 | +$152,959 | +2.56% | |
| Envestnet Asset Management Inc | 0.00% | 97,189 | $5,721,536 | $5,867,776 | +$146,240 | +2.56% | |
| Lpl Financial Llc | 0.00% | 93,659 | $5,513,705 | $5,654,653 | +$140,948 | +2.56% | |
| Raymond James Financial Inc | 0.00% | 89,063 | $5,243,139 | $5,377,170 | +$134,031 | +2.56% | |
| Janney Montgomery Scott Llc | 0.01% | 87,459 | $5,149,000 | $5,280,328 | +$131,328 | +2.55% | |
| Maltin Wealth Management, Inc. | 1.67% | 84,977 | $5,002,601 | $5,130,478 | +$127,877 | +2.56% | |
| Crown Wealth Group, Llc | 1.25% | 83,622 | $4,922,827 | $5,048,670 | +$125,843 | +2.56% | |
| Cerity Partners Llc | 0.01% | 73,252 | $4,312,346 | $4,422,582 | +$110,236 | +2.56% | |
| Dhjj Financial Advisors, Ltd. | 1.11% | 65,282 | $3,843,152 | $3,941,394 | +$98,242 | +2.56% | |
| Ep Wealth Advisors, Llc | 0.01% | 57,913 | $3,409,338 | $3,496,492 | +$87,154 | +2.56% | |
| Opes Wealth Management Llc | 0.54% | 58,788 | $3,135,164 | $3,549,320 | +$414,156 | +13.21% | |
| Gwn Securities Inc. | 0.51% | 51,950 | $3,058,297 | $3,136,476 | +$78,179 | +2.56% | |
| Susquehanna International Group, Llp | 0.00% | 45,919 | $2,703,252 | $2,772,355 | +$69,103 | +2.56% | |
| Truist Financial Corp | 0.00% | 44,617 | $2,626,603 | $2,693,747 | +$67,144 | +2.56% | |
| First Commonwealth Financial Corp | 0.36% | 44,173 | $2,600,465 | $2,666,940 | +$66,475 | +2.56% | |
| Blue Bell Private Wealth Management, Llc | 0.31% | 42,614 | $2,508,686 | $2,572,816 | +$64,130 | +2.56% | |
| My Personal Cfo, Llc | 0.96% | 41,894 | $2,466,300 | $2,529,346 | +$63,046 | +2.56% | |
| Bellwether Advisors, Llc | 0.34% | 38,480 | $2,265,318 | $2,323,226 | +$57,908 | +2.56% | |
| Fsa Advisors, Inc. | 1.02% | 37,704 | $2,219,634 | $2,276,375 | +$56,741 | +2.56% | |
| Kestra Advisory Services, Llc | 0.01% | 37,389 | $2,201,103 | $2,257,357 | +$56,254 | +2.56% | |
| Mml Investors Services, Llc | 0.00% | 32,892 | $1,936,352 | $1,985,851 | +$49,499 | +2.56% | |
| Orion Porfolio Solutions, Llc | 0.01% | 31,024 | $1,826,383 | $1,873,071 | +$46,688 | +2.56% | |
| Corecap Advisors, Llc | 0.05% | 29,234 | $1,721,006 | $1,765,000 | +$43,994 | +2.56% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 27,886 | $1,654,058 | $1,683,614 | +$29,556 | +1.79% | |
| Arkadios Wealth Advisors | 0.02% | 26,485 | $1,559,172 | $1,599,029 | +$39,857 | +2.56% | |
| Lantz Financial Llc | 0.27% | 25,161 | $1,481,228 | $1,519,093 | +$37,865 | +2.56% | |
| Berkshire Money Management, Inc. | 0.12% | 23,219 | $1,366,903 | $1,401,845 | +$34,942 | +2.56% | |
| Beacon Pointe Advisors, Llc | 0.01% | 20,774 | $1,222,966 | $1,254,228 | +$31,262 | +2.56% | |
| World Investment Advisors | 0.02% | 19,848 | $1,161,270 | $1,198,321 | +$37,051 | +3.19% | |
| Spire Wealth Management | 0.03% | 18,732 | $1,102,770 | $1,130,943 | +$28,173 | +2.55% | |
| Atria Investments, Inc | 0.01% | 18,685 | $1,099,986 | $1,128,105 | +$28,119 | +2.56% | |
| Weaver Consulting Group | 0.22% | 18,493 | $1,088,697 | $1,116,513 | +$27,816 | +2.55% | |
| Snowden Capital Advisors Llc | 0.02% | 17,479 | $1,028,989 | $1,055,293 | +$26,304 | +2.56% | |
| Foronjy Financial Llc | 0.38% | 17,465 | $1,028,165 | $1,054,448 | +$26,283 | +2.56% | |
| Advisory Services Network, Llc | 0.01% | 15,955 | $939,271 | $963,282 | +$24,011 | +2.56% | |
| Cwm, Llc | 0.00% | 16,920 | $902,344 | $1,021,543 | +$119,199 | +13.21% | |
| City Center Advisors, Llc | 0.69% | 14,380 | $846,551 | $868,191 | +$21,640 | +2.56% | |
| Chris Bulman Inc | 0.30% | 14,037 | $826,359 | $847,482 | +$21,123 | +2.56% | |
| Focus Financial Network, Inc. | 0.03% | 13,796 | $812,171 | $832,932 | +$20,761 | +2.56% |
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.