INNOVATOR U.S. EQUITY BUFFER (BJUL) Top Institutional Shareholders
INNOVATOR U.S. EQUITY BUFFER (BJUL) 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 $152.32M in BJUL holdings during the latest filing period.
Cofg Advisors, Llc is currently the largest disclosed institutional shareholder of BJUL tracked by InsiderSet, reporting ownership valued at approximately $17.95M 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 $19.49M, representing an estimated gain of +8.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed BJUL value among the investors covered in this analysis. Major shareholders include Cofg Advisors, Llc, Integral Investment Advisors, Inc., Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY BUFFER (BJUL).
This page ranks the largest institutional BJUL 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
121
Total Reported Value
$152.32M
Largest Holder
Cofg Advisors, Llc
Largest Position
$17.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
134
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cofg Advisors, Llc | 4.44% | 361,324 | $17,952,383 | $19,486,023 | +$1,533,640 | +8.54% | |
| Integral Investment Advisors, Inc. | 3.54% | 285,983 | $14,209,249 | $15,422,920 | +$1,213,671 | +8.54% | |
| Commonwealth Equity Services, Llc | 0.01% | 199,450 | $9,909,810 | $10,756,239 | +$846,429 | +8.54% | |
| Hightower Advisors, Llc | 0.01% | 164,710 | $8,183,732 | $8,882,728 | +$698,996 | +8.54% | |
| Cerity Partners Llc | 0.01% | 162,034 | $8,050,793 | $8,738,413 | +$687,620 | +8.54% | |
| Osaic Holdings, Inc. | 0.01% | 133,715 | $6,644,023 | $7,211,183 | +$567,160 | +8.54% | |
| Cetera Investment Advisers | 0.01% | 99,966 | $4,966,881 | $5,391,116 | +$424,235 | +8.54% | |
| Rothschild Investment Llc | 0.24% | 92,350 | $4,588,474 | $4,980,389 | +$391,915 | +8.54% | |
| Bellwether Advisors, Llc | 0.64% | 75,522 | $3,752,363 | $4,072,864 | +$320,501 | +8.54% | |
| Envestnet Asset Management Inc | 0.00% | 55,738 | $2,769,382 | $3,005,922 | +$236,540 | +8.54% | |
| Blue Bell Private Wealth Management, Llc | 0.36% | 49,763 | $2,472,510 | $2,683,694 | +$211,184 | +8.54% | |
| My Personal Cfo, Llc | 1.02% | 46,755 | $2,323,055 | $2,521,474 | +$198,419 | +8.54% | |
| Lpl Financial Llc | 0.00% | 45,910 | $2,281,070 | $2,475,903 | +$194,833 | +8.54% | |
| Raymond James Financial Inc | 0.00% | 43,186 | $2,145,727 | $2,328,999 | +$183,272 | +8.54% | |
| Wealthquest Corp | 0.16% | 41,750 | $2,119,351 | $2,251,557 | +$132,206 | +6.24% | |
| Signaturefd, Llc | 0.03% | 42,034 | $2,088,489 | $2,266,873 | +$178,384 | +8.54% | |
| Spire Wealth Management | 0.07% | 40,887 | $2,031,683 | $2,205,015 | +$173,332 | +8.53% | |
| Snowden Capital Advisors Llc | 0.05% | 39,130 | $1,944,201 | $2,110,261 | +$166,060 | +8.54% | |
| Lantz Financial Llc | 0.39% | 38,174 | $1,896,702 | $2,058,705 | +$162,003 | +8.54% | |
| Stratos Wealth Advisors, Llc | 0.12% | 37,747 | $1,875,500 | $2,035,677 | +$160,177 | +8.54% | |
| Fsa Advisors, Inc. | 1.21% | 36,875 | $1,832,160 | $1,988,650 | +$156,490 | +8.54% | |
| Kestra Advisory Services, Llc | 0.01% | 35,331 | $1,755,421 | $1,905,383 | +$149,962 | +8.54% | |
| Berkshire Money Management, Inc. | 0.18% | 34,856 | $1,731,845 | $1,879,767 | +$147,922 | +8.54% | |
| Fragasso Financial Advisors Inc | 0.10% | 32,161 | $1,612,607 | $1,734,427 | +$121,820 | +7.55% | |
| Orion Porfolio Solutions, Llc | 0.01% | 30,759 | $1,528,282 | $1,658,817 | +$130,535 | +8.54% | |
| Cornerstone Wealth Group, Llc | 0.08% | 24,847 | $1,299,995 | $1,339,986 | +$39,991 | +3.08% | |
| Blair William & Co/Il | 0.00% | 26,048 | $1,294,213 | $1,404,756 | +$110,543 | +8.54% | |
| Eversource Wealth Advisors, Llc | 0.04% | 52,828 | $1,282,136 | $2,848,988 | +$1,566,852 | +122.21% | |
| World Investment Advisors | 0.02% | 25,381 | $1,261,070 | $1,368,785 | +$107,715 | +8.54% | |
| Principal Securities, Inc. | 0.02% | 25,105 | $1,247,359 | $1,353,900 | +$106,541 | +8.54% | |
| Brookstone Capital Management | 0.01% | 24,765 | $1,230,466 | $1,335,564 | +$105,098 | +8.54% | |
| Global Trust Wealth Management Llc | 0.92% | 24,450 | $1,214,815 | $1,318,576 | +$103,761 | +8.54% | |
| Mml Investors Services, Llc | 0.00% | 23,830 | $1,184,010 | $1,285,140 | +$101,130 | +8.54% | |
| Dhjj Financial Advisors, Ltd. | 0.37% | 22,608 | $1,123,295 | $1,219,238 | +$95,943 | +8.54% | |
| Strategic Blueprint, Llc | 0.07% | 22,497 | $1,117,779 | $1,213,252 | +$95,473 | +8.54% | |
| Atria Investments, Inc | 0.01% | 21,435 | $1,065,013 | $1,155,979 | +$90,966 | +8.54% | |
| Bcgm Wealth Management, Llc | 0.27% | 21,352 | $1,060,889 | $1,151,503 | +$90,614 | +8.54% | |
| Beacon Pointe Advisors, Llc | 0.01% | 19,830 | $985,288 | $1,069,422 | +$84,134 | +8.54% | |
| Chapman Financial Group, Llc | 0.67% | 18,892 | $938,663 | $1,018,836 | +$80,173 | +8.54% | |
| Commerce Advisors, Llc | 0.77% | 18,413 | $914,842 | $993,004 | +$78,162 | +8.54% | |
| Cwm, Llc | 0.00% | 18,314 | $909,944 | $987,665 | +$77,721 | +8.54% | |
| Bcs Wealth Management | 0.17% | 17,180 | $853,603 | $926,509 | +$72,906 | +8.54% | |
| Merit Financial Group, Llc | 0.01% | 16,577 | $823,640 | $893,989 | +$70,349 | +8.54% | |
| Triad Wealth Partners, Llc | 0.07% | 16,530 | $821,305 | $891,455 | +$70,150 | +8.54% | |
| Cresset Asset Management, Llc | 0.00% | 16,395 | $814,597 | $884,174 | +$69,577 | +8.54% | |
| City Center Advisors, Llc | 0.73% | 15,837 | $786,872 | $854,081 | +$67,209 | +8.54% | |
| Img Wealth Management, Inc. | 0.50% | 15,667 | $778,426 | $844,913 | +$66,487 | +8.54% | |
| Oppenheimer & Co Inc | 0.01% | 14,725 | $731,622 | $794,112 | +$62,490 | +8.54% | |
| Foronjy Financial Llc | 0.29% | 13,892 | $690,234 | $749,189 | +$58,955 | +8.54% | |
| Sigma Planning Corp | 0.02% | 13,240 | $657,858 | $714,027 | +$56,169 | +8.54% |
Frequently asked questions about BJUL
Who owns the most BJUL stock?
The largest holders of BJUL 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 (BJUL).
Is BJUL widely held by superinvestors?
Many widely followed stocks like BJUL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BJUL 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.