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 |
|---|---|---|---|---|---|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
191,768
shares
|
$8.75 Million
1.73% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
182,762
shares
|
$8.34 Million
0.04% of portfolio
|
Q2 2025
Added 30.4%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
179,540
shares
|
$8.19 Million
0.06% of portfolio
|
Q1 2025
Added 145.81%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
176,457
shares
|
$8.05 Million
0.08% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Element Squared LLC
Minneapolis, MN |
Oct 07, 2025 Q2 2025 |
174,846
shares
|
$7.98 Million
4.8% of portfolio
|
Q2 2025
New holding
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
163,454
shares
|
$7.46 Million
3.98% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
155,731
shares
|
$7.11 Million
2.85% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
139,596
shares
|
$6.37 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
133,496
shares
|
$6.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
133,349
shares
|
$6.09 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
132,013
shares
|
$6.03 Million
0.24% of portfolio
|
Q2 2025
Reduced 15.95%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
128,231
shares
|
$5.85 Million
0.09% of portfolio
|
Q2 2024
Added 1.96%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
123,963
shares
|
$5.66 Million
0.08% of portfolio
|
Q3 2025
Reduced 84.16%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
122,471
shares
|
$5.59 Million
1.67% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
122,013
shares
|
$5.57 Million
0.04% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
105,676
shares
|
$4.82 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
103,394
shares
|
$4.72 Million
0.05% of portfolio
|
Q1 2025
Added 243.15%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
103,236
shares
|
$4.71 Million
0.14% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
103,065
shares
|
$4.7 Million
0.01% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
102,529
shares
|
$4.68 Million
0.02% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
101,999
shares
|
$4.66 Million
1.58% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
100,557
shares
|
$4.59 Million
0.05% of portfolio
|
Q2 2025
Added 63.96%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
94,325
shares
|
$4.3 Million
2.64% of portfolio
|
Q3 2025
Reduced 25.46%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
86,191
shares
|
$3.93 Million
1.66% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
80,660
shares
|
$3.68 Million
0.82% of portfolio
|
Q1 2025
Added 311.32%
|