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 257 institutions that hold shares in the stock, with a total of 21.8 Million shares, which have been reported (via 13F filing form) to have a value of $995 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,326
shares
|
$243,078
0.0% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
5,111
shares
|
$233,266
0.01% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
5,080
shares
|
$231,851
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
5,022
shares
|
$229,204
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
4,886
shares
|
$222,997
0.05% of portfolio
|
Q2 2025
Reduced 8.18%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,756
shares
|
$217,063
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
4,730
shares
|
$215,877
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
4,611
shares
|
$210,446
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
4,589
shares
|
$209,441
0.01% of portfolio
|
Q2 2024
Reduced 25.8%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
4,309
shares
|
$196,662
0.18% of portfolio
|
Q3 2025
Reduced 21.98%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
4,275
shares
|
$195,111
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,695
shares
|
$168,639
0.0% of portfolio
|
Q1 2021
Reduced 68.34%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
3,555
shares
|
$162,250
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
3,547
shares
|
$161,885
0.07% of portfolio
|
Q2 2024
Reduced 60.94%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,421
shares
|
$156,134
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
3,033
shares
|
$138,426
0.16% of portfolio
|
Q2 2025
Added 261.5%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
2,872
shares
|
$131,078
0.06% of portfolio
|
Q2 2023
Reduced 9.97%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,500
shares
|
$114,100
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,500
shares
|
$114,100
0.0% of portfolio
|
Q3 2022
Reduced 23.08%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
2,000
shares
|
$91,280
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,178
shares
|
$53,763
0.0% of portfolio
|
Q1 2025
Added 52.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,032
shares
|
$47,100
0.0% of portfolio
|
Q2 2025
Added 216.56%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
1,000
shares
|
$45,640
0.01% of portfolio
|
Q2 2025
Reduced 23.08%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
626
shares
|
$28,570
0.03% of portfolio
|
Q2 2022
Reduced 33.55%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
477
shares
|
$21,770
0.0% of portfolio
|
Q1 2025
New holding
|