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 $233.54M in BJUN holdings during the latest filing period.
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 $67.50M, representing an estimated gain of +1.85% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% 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
85
Total Reported Value
$233.54M
Largest Holder
Lido Advisors, Llc
Largest Position
$66.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
99
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 | $67,497,272 | +$1,223,638 | +1.85% | |
| Brookstone Capital Management | 0.48% | 985,884 | $47,992,833 | $48,878,946 | +$886,113 | +1.85% | |
| Penserra Capital Management Llc | 0.19% | 518,506 | $25,240,000 | $25,706,905 | +$466,905 | +1.85% | |
| Talon Private Wealth, Llc | 1.18% | 206,801 | $10,067,073 | $10,252,945 | +$185,872 | +1.85% | |
| Cerity Partners Llc | 0.01% | 149,464 | $7,275,885 | $7,410,246 | +$134,361 | +1.85% | |
| Strategic Blueprint, Llc | 0.35% | 142,881 | $6,955,447 | $7,083,869 | +$128,422 | +1.85% | |
| Commonwealth Equity Services, Llc | 0.01% | 119,832 | $5,833,420 | $5,941,127 | +$107,707 | +1.85% | |
| Blue Bell Private Wealth Management, Llc | 0.51% | 84,616 | $4,119,107 | $4,195,160 | +$76,053 | +1.85% | |
| Osaic Holdings, Inc. | 0.00% | 81,705 | $3,977,337 | $4,050,836 | +$73,499 | +1.85% | |
| Cetera Investment Advisers | 0.00% | 79,265 | $3,858,620 | $3,929,864 | +$71,244 | +1.85% | |
| Envestnet Asset Management Inc | 0.00% | 63,084 | $3,070,929 | $3,127,629 | +$56,700 | +1.85% | |
| Beacon Pointe Advisors, Llc | 0.01% | 40,196 | $1,956,742 | $1,992,869 | +$36,127 | +1.85% | |
| Susquehanna International Group, Llp | 0.00% | 39,179 | $1,907,234 | $1,942,448 | +$35,214 | +1.85% | |
| Southstate Bank Corp | 0.08% | 38,514 | $1,874,862 | $1,909,478 | +$34,616 | +1.85% | |
| Lpl Financial Llc | 0.00% | 36,968 | $1,799,602 | $1,832,829 | +$33,227 | +1.85% | |
| Integral Investment Advisors, Inc. | 0.36% | 33,710 | $1,641,003 | $1,671,301 | +$30,298 | +1.85% | |
| Principal Securities, Inc. | 0.02% | 33,317 | $1,621,872 | $1,651,817 | +$29,945 | +1.85% | |
| Mml Investors Services, Llc | 0.00% | 30,572 | $1,488,245 | $1,515,723 | +$27,478 | +1.85% | |
| Maltin Wealth Management, Inc. | 0.50% | 30,417 | $1,480,700 | $1,508,038 | +$27,338 | +1.85% | |
| First Commonwealth Financial Corp | 0.20% | 29,454 | $1,433,821 | $1,460,294 | +$26,473 | +1.85% | |
| Outlook Wealth Advisors, Llc | 0.30% | 28,247 | $1,375,065 | $1,400,452 | +$25,387 | +1.85% | |
| Fragasso Financial Advisors Inc | 0.07% | 26,552 | $1,292,551 | $1,316,416 | +$23,865 | +1.85% | |
| Arkadios Wealth Advisors | 0.02% | 25,102 | $1,221,965 | $1,244,527 | +$22,562 | +1.85% | |
| Hb Wealth Management, Llc | 0.01% | 24,600 | $1,197,528 | $1,219,638 | +$22,110 | +1.85% | |
| Corrado Advisors, Llc | 0.55% | 24,555 | $1,195,338 | $1,217,407 | +$22,069 | +1.85% | |
| Gwn Securities Inc. | 0.19% | 23,475 | $1,142,763 | $1,163,862 | +$21,099 | +1.85% | |
| Bcs Wealth Management | 0.19% | 22,188 | $1,080,113 | $1,100,054 | +$19,941 | +1.85% | |
| Dhjj Financial Advisors, Ltd. | 0.30% | 21,440 | $1,043,700 | $1,062,969 | +$19,269 | +1.85% | |
| Corecap Advisors, Llc | 0.03% | 21,396 | $1,041,557 | $1,060,788 | +$19,231 | +1.85% | |
| Captrust Financial Advisors | 0.00% | 20,929 | $1,018,824 | $1,037,635 | +$18,811 | +1.85% | |
| Kestra Advisory Services, Llc | 0.00% | 19,241 | $936,652 | $953,946 | +$17,294 | +1.85% | |
| Raymond James Financial Inc | 0.00% | 19,221 | $935,678 | $952,954 | +$17,276 | +1.85% | |
| Nations Financial Group Inc | 0.04% | 19,093 | $929,447 | $946,608 | +$17,161 | +1.85% | |
| My Personal Cfo, Llc | 0.36% | 19,080 | $928,814 | $945,964 | +$17,150 | +1.85% | |
| Beacon Financial Advisory Llc | 0.18% | 19,015 | $925,650 | $942,741 | +$17,091 | +1.85% | |
| Toptier Wealth Management, Llc | 0.54% | 18,430 | $897,172 | $913,737 | +$16,565 | +1.85% | |
| Spire Wealth Management | 0.03% | 17,674 | $860,346 | $876,256 | +$15,910 | +1.85% | |
| Stratos Wealth Advisors, Llc | 0.04% | 16,714 | $813,646 | $828,660 | +$15,014 | +1.85% | |
| Advisory Advocates, Llc | 0.67% | 16,029 | $780,292 | $794,699 | +$14,407 | +1.85% | |
| Chris Bulman Inc | 0.28% | 15,515 | $755,271 | $769,215 | +$13,944 | +1.85% | |
| Rothschild Wealth Llc | 0.06% | 14,801 | $720,513 | $733,816 | +$13,303 | +1.85% | |
| Sigma Planning Corp | 0.02% | 14,565 | $709,033 | $722,115 | +$13,082 | +1.85% | |
| Wpwealth Llp | 0.10% | 14,137 | $688,189 | $700,895 | +$12,706 | +1.85% | |
| Focus Financial Network, Inc. | 0.02% | 13,526 | $658,446 | $670,603 | +$12,157 | +1.85% | |
| Retirement Income Solutions, Inc | 0.11% | 14,103 | $652,306 | $699,210 | +$46,904 | +7.19% | |
| Cofg Advisors, Llc | 0.11% | 13,284 | $646,665 | $658,605 | +$11,940 | +1.85% | |
| Silver Oak Securities, Incorporated | 0.03% | 11,712 | $570,140 | $580,667 | +$10,527 | +1.85% | |
| Janney Montgomery Scott Llc | 0.00% | 11,564 | $563,000 | $573,329 | +$10,329 | +1.83% | |
| Creativeone Wealth, Llc | 0.01% | 11,279 | $549,062 | $559,199 | +$10,137 | +1.85% | |
| Fsa Advisors, Inc. | 0.25% | 11,048 | $537,817 | $547,747 | +$9,930 | +1.85% |
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.