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 261 institutions that hold shares in the stock, with a total of 23.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.04 Billion.
| 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
|
$174 Million
0.06% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,403,353
shares
|
$62.6 Million
0.08% of portfolio
|
Q2 2025
Added 27.65%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
1,334,566
shares
|
$59.5 Million
0.82% of portfolio
|
Q2 2025
Added 15.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,089,023
shares
|
$48.6 Million
0.11% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
935,525
shares
|
$41.7 Million
0.13% of portfolio
|
Q1 2025
Added 44.51%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
782,663
shares
|
$34.9 Million
0.52% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
734,306
shares
|
$32.8 Million
0.01% of portfolio
|
Q1 2025
Added 38.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
658,097
shares
|
$29.4 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
|
$26.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.16%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
433,565
shares
|
$19.3 Million
4.19% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
374,277
shares
|
$16.7 Million
0.09% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
354,921
shares
|
$15.8 Million
0.0% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
351,885
shares
|
$15.7 Million
0.04% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
323,549
shares
|
$14.4 Million
3.48% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
322,311
shares
|
$14.4 Million
1.48% of portfolio
|
Q1 2024
Added 2.1%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
269,059
shares
|
$12 Million
2.44% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
258,076
shares
|
$11.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 40.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
248,951
shares
|
$11.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 44.84%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
246,556
shares
|
$11 Million
0.04% of portfolio
|
Q2 2025
Added 23.61%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
244,875
shares
|
$10.9 Million
1.38% of portfolio
|
Q1 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
234,339
shares
|
$10.5 Million
0.23% of portfolio
|
Q1 2024
Added 1218.66%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
223,936
shares
|
$9.99 Million
0.03% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
199,436
shares
|
$8.9 Million
0.12% of portfolio
|
Q1 2025
Added 29.17%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
196,559
shares
|
$8.77 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
193,837
shares
|
$8.65 Million
0.19% of portfolio
|
Q2 2025
Reduced 7.69%
|