BJUN Institutional Ownership & Shareholders
INNOVATOR U.S. EQUITY BUFFER (BJUN) is currently held by 93 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $243.23M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lido Advisors, Llc is currently the largest disclosed institutional shareholder of BJUN tracked by InsiderSet, reporting ownership valued at approximately $66.27M 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 $67.21M, representing an estimated gain of +1.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed BJUN value among the investors covered in this analysis. Major shareholders include Lido Advisors, Llc, Brookstone Capital Management, Penserra Capital Management 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
93
Total Reported Value
$243.23M
Largest Holder
Lido Advisors, Llc
Largest Position
$66.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
106
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lido Advisors, Llc | 0.24% | 1,361,414 | $66,273,634 | $67,213,009 | +$939,375 | +1.42% | |
| Brookstone Capital Management | 0.54% | 1,104,343 | $54,863,760 | $54,521,414 | -$342,346 | -0.62% | |
| Penserra Capital Management Llc | 0.19% | 518,506 | $25,240,000 | $25,598,641 | +$358,641 | +1.42% | |
| Talon Private Wealth, Llc | 1.18% | 206,801 | $10,067,073 | $10,209,765 | +$142,692 | +1.42% | |
| Strategic Blueprint, Llc | 0.37% | 150,284 | $7,466,112 | $7,419,521 | -$46,591 | -0.62% | |
| Cerity Partners Llc | 0.01% | 149,464 | $7,275,885 | $7,379,038 | +$103,153 | +1.42% | |
| Commonwealth Equity Services, Llc | 0.01% | 102,092 | $5,071,930 | $5,040,282 | -$31,648 | -0.62% | |
| Blue Bell Private Wealth Management, Llc | 0.50% | 84,313 | $4,188,670 | $4,162,533 | -$26,137 | -0.62% | |
| Osaic Holdings, Inc. | 0.00% | 81,705 | $3,977,337 | $4,033,776 | +$56,439 | +1.42% | |
| Cetera Investment Advisers | 0.00% | 79,265 | $3,858,620 | $3,913,313 | +$54,693 | +1.42% | |
| Envestnet Asset Management Inc | 0.00% | 63,084 | $3,070,929 | $3,114,457 | +$43,528 | +1.42% | |
| Beacon Pointe Advisors, Llc | 0.01% | 40,196 | $1,956,742 | $1,984,477 | +$27,735 | +1.42% | |
| Susquehanna International Group, Llp | 0.00% | 39,179 | $1,907,234 | $1,934,267 | +$27,033 | +1.42% | |
| Southstate Bank Corp | 0.08% | 38,514 | $1,874,862 | $1,901,436 | +$26,574 | +1.42% | |
| Lpl Financial Llc | 0.00% | 36,968 | $1,799,602 | $1,825,110 | +$25,508 | +1.42% | |
| Integral Investment Advisors, Inc. | 0.36% | 33,710 | $1,641,003 | $1,664,263 | +$23,260 | +1.42% | |
| Principal Securities, Inc. | 0.02% | 33,317 | $1,621,872 | $1,644,860 | +$22,988 | +1.42% | |
| Maltin Wealth Management, Inc. | 0.51% | 30,920 | $1,536,106 | $1,526,520 | -$9,586 | -0.62% | |
| Mml Investors Services, Llc | 0.00% | 30,572 | $1,488,245 | $1,509,340 | +$21,095 | +1.42% | |
| Outlook Wealth Advisors, Llc | 0.31% | 29,674 | $1,474,204 | $1,465,005 | -$9,199 | -0.62% | |
| First Commonwealth Financial Corp | 0.20% | 29,454 | $1,433,821 | $1,454,144 | +$20,323 | +1.42% | |
| Fragasso Financial Advisors Inc | 0.07% | 26,552 | $1,337,931 | $1,310,872 | -$27,059 | -2.02% | |
| Hb Wealth Management, Llc | 0.01% | 24,600 | $1,222,128 | $1,214,502 | -$7,626 | -0.62% | |
| Arkadios Wealth Advisors | 0.02% | 25,102 | $1,221,965 | $1,239,286 | +$17,321 | +1.42% | |
| Corrado Advisors, Llc | 0.60% | 24,414 | $1,212,888 | $1,205,319 | -$7,569 | -0.62% | |
| Gwn Securities Inc. | 0.19% | 23,475 | $1,142,763 | $1,158,961 | +$16,198 | +1.42% | |
| Kestra Advisory Services, Llc | 0.00% | 22,343 | $1,110,000 | $1,103,074 | -$6,926 | -0.62% | |
| Bcs Wealth Management | 0.19% | 22,188 | $1,080,113 | $1,095,422 | +$15,309 | +1.42% | |
| Dhjj Financial Advisors, Ltd. | 0.31% | 21,510 | $1,068,617 | $1,061,949 | -$6,668 | -0.62% | |
| Captrust Financial Advisors | 0.00% | 20,929 | $1,018,824 | $1,033,265 | +$14,441 | +1.42% | |
| My Personal Cfo, Llc | 0.34% | 19,080 | $947,894 | $941,980 | -$5,914 | -0.62% | |
| Beacon Financial Advisory Llc | 0.18% | 19,014 | $944,616 | $938,721 | -$5,895 | -0.62% | |
| Raymond James Financial Inc | 0.00% | 19,221 | $935,678 | $948,941 | +$13,263 | +1.42% | |
| Nations Financial Group Inc | 0.04% | 19,093 | $929,447 | $942,621 | +$13,174 | +1.42% | |
| Toptier Wealth Management, Llc | 0.51% | 17,599 | $874,318 | $868,863 | -$5,455 | -0.62% | |
| Spire Wealth Management | 0.03% | 17,398 | $864,325 | $858,939 | -$5,386 | -0.62% | |
| Stratos Wealth Advisors, Llc | 0.04% | 16,714 | $813,646 | $825,170 | +$11,524 | +1.42% | |
| Concurrent Investment Advisors, Llc | 0.01% | 16,008 | $795,269 | $790,315 | -$4,954 | -0.62% | |
| Advisory Advocates, Llc | 0.67% | 16,029 | $780,292 | $791,352 | +$11,060 | +1.42% | |
| Chris Bulman Inc | 0.26% | 14,864 | $738,444 | $733,836 | -$4,608 | -0.62% | |
| Rothschild Wealth Llc | 0.06% | 14,801 | $720,513 | $730,725 | +$10,212 | +1.42% | |
| Sigma Planning Corp | 0.02% | 14,636 | $703,474 | $722,579 | +$19,105 | +2.72% | |
| Wpwealth Llp | 0.10% | 14,137 | $688,189 | $697,944 | +$9,755 | +1.42% | |
| Focus Financial Network, Inc. | 0.02% | 13,526 | $671,972 | $667,779 | -$4,193 | -0.62% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 13,389 | $671,590 | $661,015 | -$10,575 | -1.57% | |
| Retirement Income Solutions, Inc | 0.11% | 14,103 | $652,306 | $696,265 | +$43,959 | +6.74% | |
| Cofg Advisors, Llc | 0.11% | 13,284 | $646,665 | $655,831 | +$9,166 | +1.42% | |
| Corecap Advisors, Llc | 0.02% | 12,748 | $633,321 | $629,369 | -$3,952 | -0.62% | |
| Silver Oak Securities, Incorporated | 0.03% | 11,712 | $570,140 | $578,221 | +$8,081 | +1.42% | |
| Janney Montgomery Scott Llc | 0.00% | 11,564 | $563,000 | $570,915 | +$7,915 | +1.41% |
Frequently asked questions about BJUN
Who are the largest institutional holders of BJUN?
The largest institutional holders of BJUN reported in the latest SEC Form 13F filings include Lido Advisors, Llc, Brookstone Capital Management, Penserra Capital Management Llc, Talon Private Wealth, Llc, and Strategic Blueprint, Llc. InsiderSet ranks institutional holders by their latest reported BJUN position.
What is BJUN institutional ownership?
This page tracks BJUN positions reported by institutional investment managers through SEC Form 13F. INNOVATOR U.S. EQUITY BUFFER (BJUN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BJUN?
InsiderSet currently tracks 93 institutional managers reporting BJUN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BJUN shareholders.
How much BJUN stock do institutions own?
Institutional investment managers disclosed approximately $243.23M in BJUN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BJUN institutional ownership last updated?
The latest BJUN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BJUN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BJUN position after the reporting date.
Are institutions buying or selling BJUN?
Institutional buying and selling can be analyzed by comparing BJUN positions across consecutive 13F reporting periods. InsiderSet's BJUN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BJUN ownership changes.
How has BJUN institutional ownership changed over time?
InsiderSet tracks BJUN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.