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 |
|---|---|---|---|---|---|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
191,142
shares
|
$8.18 Million
1.93% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
179,540
shares
|
$7.68 Million
0.06% of portfolio
|
Q1 2025
Added 145.81%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
169,610
shares
|
$7.26 Million
0.08% of portfolio
|
Q1 2025
Added 47.61%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Apr 23, 2025 Q1 2025 |
169,562
shares
|
$7.26 Million
4.66% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Range Financial Group LLC
|
Apr 14, 2025 Q1 2025 |
164,365
shares
|
$7.03 Million
3.28% of portfolio
|
Q1 2025
Reduced 64.37%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
157,065
shares
|
$6.72 Million
0.29% of portfolio
|
Q1 2025
Added 82.1%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
140,157
shares
|
$6 Million
0.03% of portfolio
|
Q1 2025
Reduced 19.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
139,678
shares
|
$5.98 Million
0.02% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
137,940
shares
|
$5.9 Million
0.01% of portfolio
|
Q1 2025
Added 12.07%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
132,275
shares
|
$5.66 Million
0.25% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
128,231
shares
|
$5.49 Million
0.09% of portfolio
|
Q2 2024
Added 1.96%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
121,122
shares
|
$5.18 Million
1.69% of portfolio
|
Q1 2025
Added 38.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
121,105
shares
|
$5.18 Million
0.05% of portfolio
|
Q1 2025
Added 874.3%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
116,643
shares
|
$4.99 Million
1.84% of portfolio
|
Q1 2025
Added 264.36%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
May 09, 2025 Q1 2025 |
112,240
shares
|
$4.8 Million
4.46% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
106,676
shares
|
$4.57 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
103,960
shares
|
$4.45 Million
2.63% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
103,394
shares
|
$4.43 Million
0.05% of portfolio
|
Q1 2025
Added 243.15%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
102,441
shares
|
$4.38 Million
0.14% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
102,074
shares
|
$4.37 Million
0.01% of portfolio
|
Q1 2025
Added 78.77%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
100,743
shares
|
$4.31 Million
0.02% of portfolio
|
Q1 2025
Added 399.77%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
89,309
shares
|
$3.82 Million
0.68% of portfolio
|
Q1 2025
Added 10.41%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
83,723
shares
|
$3.58 Million
1.57% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
81,415
shares
|
$3.48 Million
0.5% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
80,660
shares
|
$3.45 Million
0.85% of portfolio
|
Q1 2025
Added 311.32%
|