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 |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,469
shares
|
$244,792
0.0% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
5,398
shares
|
$241,614
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
5,393
shares
|
$241,390
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,326
shares
|
$238,391
0.0% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
5,112
shares
|
$228,813
0.01% of portfolio
|
Q1 2025
Reduced 29.53%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
5,080
shares
|
$227,380
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
5,022
shares
|
$224,784
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
|
$218,697
0.05% of portfolio
|
Q2 2025
Reduced 8.18%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,756
shares
|
$212,878
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
4,730
shares
|
$211,714
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
4,611
shares
|
$206,388
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
4,589
shares
|
$205,403
0.01% of portfolio
|
Q2 2024
Reduced 25.8%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
4,275
shares
|
$191,349
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,695
shares
|
$165,388
0.0% of portfolio
|
Q1 2021
Reduced 68.34%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
3,547
shares
|
$158,763
0.07% of portfolio
|
Q2 2024
Reduced 60.94%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,421
shares
|
$153,123
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
3,033
shares
|
$135,757
0.16% of portfolio
|
Q2 2025
Added 261.5%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
2,872
shares
|
$128,550
0.06% of portfolio
|
Q2 2023
Reduced 9.97%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,500
shares
|
$111,900
0.0% of portfolio
|
Q3 2022
Reduced 23.08%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2,500
shares
|
$111,900
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
2,000
shares
|
$89,520
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,178
shares
|
$52,727
0.0% of portfolio
|
Q1 2025
Added 52.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,032
shares
|
$46,192
0.0% of portfolio
|
Q2 2025
Added 216.56%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,000
shares
|
$44,760
0.01% of portfolio
|
Q2 2025
Reduced 23.08%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
626
shares
|
$28,019
0.03% of portfolio
|
Q2 2022
Reduced 33.55%
|