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 258 institutions that hold shares in the stock, with a total of 22.9 Million shares, which have been reported (via 13F filing form) to have a value of $980 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
5,321
shares
|
$227,738
0.07% of portfolio
|
Q1 2025
Reduced 14.82%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
5,175
shares
|
$221,489
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
5,112
shares
|
$218,793
0.08% of portfolio
|
Q1 2025
Reduced 21.55%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
5,112
shares
|
$218,793
0.01% of portfolio
|
Q1 2025
Reduced 29.53%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
5,080
shares
|
$217,424
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
May 12, 2025 Q1 2025 |
5,047
shares
|
$216,011
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
5,022
shares
|
$214,941
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mitchell Capital Management CO
|
May 09, 2025 Q1 2025 |
4,900
shares
|
$209,720
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
4,870
shares
|
$208,436
0.02% of portfolio
|
Q1 2025
Reduced 72.71%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,589
shares
|
$196,409
0.01% of portfolio
|
Q2 2024
Reduced 25.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,695
shares
|
$158,146
0.0% of portfolio
|
Q1 2021
Reduced 68.34%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
3,547
shares
|
$151,811
0.07% of portfolio
|
Q2 2024
Reduced 60.94%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
3,421
shares
|
$146,418
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
2,962
shares
|
$126,773
0.05% of portfolio
|
Q1 2025
Reduced 62.68%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
2,872
shares
|
$122,921
0.06% of portfolio
|
Q2 2023
Reduced 9.97%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,500
shares
|
$107,000
0.0% of portfolio
|
Q3 2022
Reduced 23.08%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,500
shares
|
$107,000
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
2,027
shares
|
$86,755
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
2,000
shares
|
$85,600
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,300
shares
|
$55,639
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,178
shares
|
$50,418
0.0% of portfolio
|
Q1 2025
Added 52.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
839
shares
|
$35,909
0.05% of portfolio
|
Q1 2025
Added 182.49%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
626
shares
|
$26,792
0.03% of portfolio
|
Q2 2022
Reduced 33.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
500
shares
|
$21,400
0.0% of portfolio
|
Q1 2025
Added 39.28%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
477
shares
|
$20,415
0.0% of portfolio
|
Q1 2025
New holding
|