| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 0.62% | -93% | $829,961 | -$25,605,109 | 18,078 | -97% | Brookstone Capital Management, LLC | 30 Nov 2025 |
As of 31 Dec 2025, 73 institutional investors reported holding 1,752,742 shares of Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - June (BJUN). This represents 60% of the company’s total 2,915,806 outstanding shares.
The largest institutional shareholders of Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - June (BJUN) together control 52% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 14% | 393,913 | -2.6% | 0.22% | $18,411,000 |
| Cerity Partners LLC | 5.2% | 151,580 | +0.3% | 0.01% | $7,084,827 |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.6% | 104,023 | -5.9% | 0.01% | $4,862,037 |
| Strategic Blueprint, LLC | 3.5% | 101,974 | -4% | 0.28% | $4,766,265 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3.1% | 89,042 | -2.6% | 0.61% | $4,161,823 |
| OSAIC HOLDINGS, INC. | 2.9% | 84,490 | -3.9% | 0.01% | $3,948,997 |
| HighTower Advisors, LLC | 2.5% | 73,397 | -0.71% | 0% | $3,430,576 |
| BCS Wealth Management | 1.5% | 44,716 | +92% | 0.21% | $2,090,030 |
| Cetera Investment Advisers | 1.4% | 40,037 | +10% | 0% | $1,871,330 |
| INTEGRAL INVESTMENT ADVISORS, INC. | 1.2% | 33,710 | 0% | 0.39% | $1,575,605 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.1% | 33,207 | +77% | 0% | $1,552,095 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1.1% | 32,463 | +0.63% | 0.08% | $1,517,321 |
| Maltin Wealth Management, Inc. | 1.1% | 31,717 | 0% | 0.59% | $1,482,453 |
| ENVESTNET ASSET MANAGEMENT INC | 0.98% | 28,544 | -57% | 0% | $1,334,147 |
| Fragasso Financial Advisors Inc | 0.95% | 27,802 | 0% | 0.08% | $1,299,465 |
| LPL Financial LLC | 0.91% | 26,471 | +11% | 0% | $1,237,255 |
| Lido Advisors, LLC | 0.87% | 25,355 | 0% | $1,185,093 | |
| Outlook Wealth Advisors, LLC | 0.87% | 25,339 | -0.42% | 0.27% | $1,184,345 |
| PRINCIPAL SECURITIES, INC. | 0.83% | 24,290 | 0% | 0.02% | $1,135,315 |
| OLD MISSION CAPITAL LLC | 0.83% | 24,274 | +387% | 0.04% | $1,134,566 |
| DHJJ Financial Advisors, Ltd. | 0.81% | 23,687 | 0% | 0.37% | $1,107,131 |
| Kestra Advisory Services, LLC | 0.72% | 21,139 | -0.89% | 0% | $988,037 |
| CAPTRUST FINANCIAL ADVISORS | 0.72% | 20,929 | 0% | 0% | $978,221 |
| My Personal CFO, LLC | 0.71% | 20,580 | 0.4% | $961,909 | |
| Beacon Financial Advisory LLC | 0.65% | 19,015 | 0% | 0.21% | $888,761 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,752,742 | $81,925,880 | -$40,176,266 | $46.74 | 73 |
| 2025 Q3 | 2,855,181 | $130,573,620 | +$13,714,528 | $45.74 | 84 |
| 2025 Q2 | 2,580,918 | $112,921,677 | +$17,887,386 | $43.76 | 89 |
| 2025 Q1 | 2,173,134 | $89,088,612 | -$624,132 | $40.50 | 76 |
| 2024 Q4 | 2,214,885 | $91,955,633 | -$19,233,657 | $41.52 | 79 |
| 2024 Q3 | 2,636,771 | $107,298,652 | -$4,901,054 | $40.70 | 77 |
| 2024 Q2 | 2,750,176 | $107,672,753 | +$41,175,283 | $39.08 | 79 |
| 2024 Q1 | 1,727,713 | $64,951,220 | +$690,342 | $37.60 | 76 |
| 2023 Q4 | 1,721,142 | $61,458,870 | -$14,864,084 | $35.70 | 71 |
| 2023 Q3 | 2,147,723 | $70,476,072 | -$67,917,559 | $32.82 | 72 |
| 2023 Q2 | 3,980,531 | $133,479,545 | +$17,852,310 | $33.55 | 80 |
| 2023 Q1 | 3,417,425 | $109,371,874 | +$65,704,685 | $32.00 | 57 |
| 2022 Q4 | 1,366,101 | $41,772,117 | +$414,046 | $30.56 | 55 |
| 2022 Q3 | 1,484,851 | $42,902,526 | -$5,456,934 | $28.87 | 54 |
| 2022 Q2 | 1,673,076 | $49,940,372 | +$13,569,922 | $29.82 | 55 |
| 2022 Q1 | 1,159,247 | $39,480,857 | -$1,089,165 | $34.30 | 41 |
| 2021 Q4 | 1,198,440 | $41,349,374 | -$22,919,945 | $34.52 | 46 |
| 2021 Q3 | 1,883,434 | $62,085,370 | +$1,400,939 | $32.77 | 45 |
| 2021 Q2 | 1,841,379 | $60,183,152 | +$42,143,262 | $32.61 | 43 |
| 2021 Q1 | 548,601 | $17,545,590 | -$3,158,151 | $31.98 | 22 |
| 2020 Q4 | 640,893 | $19,989,000 | +$899,618 | $31.18 | 24 |
| 2020 Q3 | 594,300 | $17,509,000 | -$17,459,320 | $29.48 | 19 |
| 2020 Q2 | 1,208,014 | $34,040,000 | +$27,391,289 | $28.11 | 19 |
| 2020 Q1 | 245,852 | $6,136,000 | +$3,862,267 | $24.98 | 11 |
| 2019 Q4 | 70,250 | $1,984,000 | -$380,469 | $28.29 | 7 |
| 2019 Q3 | 84,597 | $2,281,000 | +$1,005,363 | $27.02 | 8 |
| 2019 Q2 | 47,213 | $1,257,000 | +$1,176,000 | $26.63 | 4 |
| 2019 Q1 | 3,092 | $81,000 | $26.20 | 1 |