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 233 institutions that hold shares in the stock, with a total of 18.6 Million shares, which have been reported (via 13F filing form) to have a value of $779 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
123,080
shares
|
$5.15 Million
0.01% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
122,637
shares
|
$5.13 Million
0.02% of portfolio
|
Q4 2024
Reduced 22.74%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
114,907
shares
|
$4.81 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
113,672
shares
|
$4.76 Million
4.55% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
109,490
shares
|
$4.58 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
101,176
shares
|
$4.23 Million
0.15% of portfolio
|
Q4 2024
Added 28.15%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
97,095
shares
|
$4.06 Million
2.57% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
92,926
shares
|
$3.89 Million
0.01% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
90,196
shares
|
$3.77 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
87,599
shares
|
$3.67 Million
1.28% of portfolio
|
Q1 2024
Reduced 0.61%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
87,308
shares
|
$3.65 Million
1.62% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
86,705
shares
|
$3.63 Million
0.54% of portfolio
|
Q4 2024
Reduced 32.5%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
86,252
shares
|
$3.61 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
82,511
shares
|
$3.45 Million
0.17% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
80,888
shares
|
$3.39 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
73,040
shares
|
$3.06 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
71,499
shares
|
$2.99 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
69,653
shares
|
$2.91 Million
0.05% of portfolio
|
Q4 2024
Reduced 26.51%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
68,237
shares
|
$2.86 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
68,236
shares
|
$2.86 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
66,781
shares
|
$2.79 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
65,692
shares
|
$2.75 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
64,648
shares
|
$2.71 Million
0.7% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
63,167
shares
|
$2.64 Million
1.27% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
62,103
shares
|
$2.6 Million
0.06% of portfolio
|
Q4 2024
Added 195.56%
|