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 259 institutions that hold shares in the stock, with a total of 23 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
3,828,314
shares
|
$171 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,403,353
shares
|
$62.8 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
|
$59.7 Million
0.82% of portfolio
|
Q2 2025
Added 15.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
854,004
shares
|
$38.2 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
782,663
shares
|
$35 Million
0.52% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
700,049
shares
|
$31.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
670,791
shares
|
$30 Million
0.01% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
590,397
shares
|
$26.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
547,637
shares
|
$24.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 49.71%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
433,565
shares
|
$19.4 Million
4.19% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
401,391
shares
|
$18 Million
9.18% of portfolio
|
Q2 2025
Added 286.1%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
370,275
shares
|
$16.6 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
354,921
shares
|
$15.9 Million
0.0% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
351,885
shares
|
$15.8 Million
0.04% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
323,549
shares
|
$14.5 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
|
Aug 11, 2025 Q2 2025 |
269,012
shares
|
$12 Million
2.13% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
258,076
shares
|
$11.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 40.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
257,903
shares
|
$11.5 Million
0.02% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
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 |
Aug 12, 2025 Q2 2025 |
243,170
shares
|
$10.9 Million
1.35% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
243,042
shares
|
$10.9 Million
0.14% of portfolio
|
Q2 2025
Added 21.86%
|
|
|
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
|
$10 Million
0.03% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
197,732
shares
|
$8.85 Million
0.01% of portfolio
|
Q2 2025
Added 91.24%
|