Institutional Ownership Innovator U.S. Equity Power Bu (PJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJAN). We have compiled data on the 258 institutions that hold shares in the stock, with a total of 22.9 Million shares, which have been reported (via 13F filing form) to have a value of $980 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
3,897,489
shares
|
$167 Million
0.06% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
1,156,228
shares
|
$49.5 Million
0.85% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,099,362
shares
|
$47.1 Million
0.06% of portfolio
|
Q1 2025
Added 35.46%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,089,023
shares
|
$46.6 Million
0.11% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
935,525
shares
|
$40 Million
0.13% of portfolio
|
Q1 2025
Added 44.51%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
826,246
shares
|
$35.4 Million
0.56% of portfolio
|
Q1 2025
Added 1086.23%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
734,306
shares
|
$31.4 Million
0.01% of portfolio
|
Q1 2025
Added 38.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
658,097
shares
|
$28.2 Million
0.01% of portfolio
|
Q1 2025
Added 362.15%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
590,397
shares
|
$25.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
435,198
shares
|
$18.6 Million
0.04% of portfolio
|
Q1 2025
Added 368.33%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
434,874
shares
|
$18.6 Million
4.2% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
374,277
shares
|
$16 Million
0.09% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
351,083
shares
|
$15 Million
0.05% of portfolio
|
Q1 2025
Added 2229.99%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
339,589
shares
|
$14.5 Million
3.73% of portfolio
|
Q1 2025
Added 397.67%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
322,311
shares
|
$13.8 Million
1.48% of portfolio
|
Q1 2024
Added 2.1%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
321,468
shares
|
$13.8 Million
0.0% of portfolio
|
Q1 2025
Added 21.12%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
269,059
shares
|
$11.5 Million
2.44% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
248,951
shares
|
$10.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 44.84%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
244,875
shares
|
$10.5 Million
1.38% of portfolio
|
Q1 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
234,339
shares
|
$10 Million
0.23% of portfolio
|
Q1 2024
Added 1218.66%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
209,982
shares
|
$8.99 Million
0.22% of portfolio
|
Q1 2025
Reduced 15.18%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
208,068
shares
|
$8.91 Million
0.02% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
199,669
shares
|
$8.55 Million
0.22% of portfolio
|
Q1 2025
Added 121.37%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
199,469
shares
|
$8.54 Million
0.03% of portfolio
|
Q1 2025
Added 43.85%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
199,436
shares
|
$8.54 Million
0.12% of portfolio
|
Q1 2025
Added 29.17%
|