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 222 institutions that hold shares in the stock, with a total of 17.9 Million shares, which have been reported (via 13F filing form) to have a value of $752 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,595,314
shares
|
$151 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,191,582
shares
|
$49.9 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
982,931
shares
|
$41.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
960,693
shares
|
$40.3 Million
0.86% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
619,983
shares
|
$26 Million
0.09% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
590,397
shares
|
$24.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.16%
|
|
|
Range Financial Group LLC
|
Oct 18, 2024 Q3 2024 |
473,254
shares
|
$19.8 Million
27.03% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
454,007
shares
|
$19 Million
4.56% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
437,886
shares
|
$18.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 15.8%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
322,311
shares
|
$13.5 Million
1.48% of portfolio
|
Q1 2024
Added 2.1%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
316,639
shares
|
$13.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.76%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
300,502
shares
|
$12.6 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
274,847
shares
|
$11.5 Million
2.24% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
270,723
shares
|
$11.3 Million
0.26% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
263,586
shares
|
$11 Million
0.0% of portfolio
|
Q3 2024
Reduced 61.16%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
234,339
shares
|
$9.82 Million
0.23% of portfolio
|
Q1 2024
Added 1218.66%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
230,456
shares
|
$9.66 Million
6.41% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
176,981
shares
|
$7.42 Million
0.02% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
176,175
shares
|
$7.38 Million
2.11% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
158,729
shares
|
$6.65 Million
0.02% of portfolio
|
Q3 2024
Reduced 30.93%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
153,462
shares
|
$6.43 Million
0.04% of portfolio
|
Q3 2024
Reduced 32.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
143,250
shares
|
$6 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
129,079
shares
|
$5.41 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
128,455
shares
|
$5.38 Million
0.77% of portfolio
|
Q3 2024
Reduced 21.47%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
128,231
shares
|
$5.37 Million
0.09% of portfolio
|
Q2 2024
Added 1.96%
|