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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
121,090
shares
|
$5.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 25.77%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
117,278
shares
|
$4.92 Million
0.23% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
114,976
shares
|
$4.82 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
112,572
shares
|
$4.72 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
104,728
shares
|
$4.39 Million
0.02% of portfolio
|
Q3 2024
Added 92.18%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
97,157
shares
|
$4.07 Million
2.64% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
94,785
shares
|
$3.97 Million
0.07% of portfolio
|
Q3 2024
Reduced 80.82%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
92,780
shares
|
$3.89 Million
0.19% of portfolio
|
Q3 2024
Added 1595.85%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
91,316
shares
|
$3.83 Million
0.15% of portfolio
|
Q2 2024
Reduced 22.68%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
89,053
shares
|
$3.73 Million
1.65% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
87,599
shares
|
$3.67 Million
1.26% of portfolio
|
Q1 2024
Reduced 0.61%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
87,275
shares
|
$3.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.93%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
87,116
shares
|
$3.65 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
82,449
shares
|
$3.46 Million
0.66% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
74,579
shares
|
$3.13 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
73,070
shares
|
$3.06 Million
0.04% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
72,268
shares
|
$3.03 Million
0.48% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
68,412
shares
|
$2.87 Million
0.84% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
66,954
shares
|
$2.81 Million
0.34% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
66,839
shares
|
$2.8 Million
0.55% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
64,254
shares
|
$2.69 Million
0.21% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
63,167
shares
|
$2.65 Million
1.45% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
60,309
shares
|
$2.53 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
59,563
shares
|
$2.5 Million
0.63% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
59,333
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.87%
|