INNOVATOR U.S. EQUITY BUFFER (BJUN) Institutional Shareholders

INNOVATOR U.S. EQUITY BUFFER (BJUN) 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 $122.73M in BJUN holdings during the latest filing period.

Brookstone Capital Management is currently the largest disclosed institutional shareholder of BJUN tracked by InsiderSet, reporting ownership valued at approximately $47.99M 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 $48.07M, representing an estimated gain of +0.16% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed BJUN value among the investors covered in this analysis. Major shareholders include Brookstone Capital Management, Strategic Blueprint, Llc, Cerity Partners Llc, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY BUFFER (BJUN).

This page ranks the largest institutional BJUN 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

84

Total Reported Value

$122.73M

Largest Holder

Brookstone Capital Management

Largest Position

$47.99M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

94

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Brookstone Capital Management0.48%985,884$47,992,833$48,071,704+$78,871+0.16%
Strategic Blueprint, Llc0.35%142,881$6,955,447$6,966,878+$11,431+0.16%
Cerity Partners Llc0.01%145,964$6,751,252$7,117,205+$365,953+5.42%
Commonwealth Equity Services, Llc0.01%119,832$5,833,420$5,843,008+$9,588+0.16%
Blue Bell Private Wealth Management, Llc0.57%85,205$3,940,987$4,154,596+$213,609+5.42%
Hightower Advisors, Llc0.00%73,397$3,394,831$3,578,838+$184,007+5.42%
Osaic Holdings, Inc.0.00%60,722$2,808,394$2,960,805+$152,411+5.43%
Envestnet Asset Management Inc0.00%48,843$2,259,135$2,381,585+$122,450+5.42%
Cetera Investment Advisers0.00%38,393$1,775,791$1,872,043+$96,252+5.42%
Integral Investment Advisors, Inc.0.36%33,710$1,641,003$1,643,700+$2,697+0.16%
Maltin Wealth Management, Inc.0.50%30,417$1,480,700$1,483,133+$2,433+0.16%
Susquehanna International Group, Llp0.00%31,736$1,467,885$1,547,447+$79,562+5.42%
First Commonwealth Financial Corp0.22%29,454$1,362,336$1,436,177+$73,841+5.42%
Fragasso Financial Advisors Inc0.07%26,552$1,292,551$1,294,676+$2,125+0.16%
Outlook Wealth Advisors, Llc0.30%27,038$1,250,588$1,318,373+$67,785+5.42%
Hb Wealth Management, Llc0.01%24,600$1,197,528$1,199,496+$1,968+0.16%
Corrado Advisors, Llc0.55%24,555$1,195,338$1,197,302+$1,964+0.16%
Lido Advisors, Llc0.00%25,355$1,172,745$1,236,310+$63,565+5.42%
Principal Securities, Inc.0.02%24,525$1,134,355$1,195,839+$61,484+5.42%
Bcs Wealth Management0.19%22,188$1,080,113$1,081,887+$1,774+0.16%
Dhjj Financial Advisors, Ltd.0.30%21,440$1,043,700$1,045,414+$1,714+0.16%
Corecap Advisors, Llc0.03%21,396$1,041,557$1,043,269+$1,712+0.16%
Captrust Financial Advisors0.00%20,929$968,029$1,020,498+$52,469+5.42%
Lpl Financial Llc0.00%20,499$948,140$999,531+$51,391+5.42%
Kestra Advisory Services, Llc0.00%19,241$936,652$938,191+$1,539+0.16%
Nations Financial Group Inc0.04%19,093$929,447$930,975+$1,528+0.16%
My Personal Cfo, Llc0.36%19,080$928,814$930,341+$1,527+0.16%
Beacon Pointe Advisors, Llc0.00%19,545$904,015$953,014+$48,999+5.42%
Toptier Wealth Management, Llc0.54%18,430$897,172$898,647+$1,475+0.16%
Beacon Financial Advisory Llc0.20%19,015$879,501$927,171+$47,670+5.42%
Gwn Securities Inc.0.17%18,733$866,457$913,421+$46,964+5.42%
Spire Wealth Management0.03%17,674$860,346$861,784+$1,438+0.17%
Stratos Wealth Advisors, Llc0.05%16,714$773,081$814,975+$41,894+5.42%
Chris Bulman Inc0.28%15,515$755,271$756,511+$1,240+0.16%
Sigma Planning Corp0.02%15,115$699,122$737,007+$37,885+5.42%
Rothschild Wealth Llc0.06%14,801$684,591$721,697+$37,106+5.42%
Focus Financial Network, Inc.0.02%13,526$658,446$659,528+$1,082+0.16%
Wpwealth Llp0.10%14,137$653,879$689,320+$35,441+5.42%
Retirement Income Solutions, Inc0.11%14,103$652,306$687,662+$35,356+5.42%
Raymond James Financial Inc0.00%13,990$647,079$682,152+$35,073+5.42%
Mml Investors Services, Llc0.00%12,695$587,182$619,008+$31,826+5.42%
Cofg Advisors, Llc0.14%11,911$550,919$580,780+$29,861+5.42%
Arax Advisory Partners0.02%11,785$545,092$574,637+$29,545+5.42%
Silver Oak Securities, Incorporated0.04%11,450$529,597$558,302+$28,705+5.42%
Old Mission Capital Llc0.01%11,425$528,440$557,083+$28,643+5.42%
Wealthshield Partners, Llc0.06%10,700$494,907$521,732+$26,825+5.42%
Snowden Capital Advisors Llc0.01%10,495$485,425$511,736+$26,311+5.42%
Fidelis Capital Partners, Llc0.03%10,240$473,631$499,302+$25,671+5.42%
Ae Wealth Management Llc0.00%10,174$470,578$496,084+$25,506+5.42%
Lantz Financial Llc0.08%8,441$410,908$411,583+$675+0.16%

Frequently asked questions about BJUN

  • Who owns the most BJUN stock?

    The largest holders of BJUN 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 (BJUN).

  • Is BJUN widely held by superinvestors?

    Many widely followed stocks like BJUN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BJUN 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.