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 |
|---|---|---|---|---|---|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
73,903
shares
|
$3.37 Million
0.5% of portfolio
|
Q3 2025
Reduced 15.4%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
72,939
shares
|
$3.33 Million
1.37% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
71,641
shares
|
$3.27 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
69,478
shares
|
$3.17 Million
0.82% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
64,392
shares
|
$2.94 Million
0.35% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
63,655
shares
|
$2.91 Million
0.38% of portfolio
|
Q3 2025
Reduced 14.84%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
62,955
shares
|
$2.87 Million
0.05% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
62,021
shares
|
$2.83 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
58,077
shares
|
$2.65 Million
0.42% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
58,000
shares
|
$2.65 Million
1.11% of portfolio
|
Q1 2025
Added 11958.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
56,906
shares
|
$2.6 Million
0.0% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,242
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
54,943
shares
|
$2.51 Million
0.32% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
52,823
shares
|
$2.41 Million
0.47% of portfolio
|
Q2 2025
Added 91.32%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
52,123
shares
|
$2.38 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
50,743
shares
|
$2.32 Million
0.17% of portfolio
|
Q3 2025
Added 25.36%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
49,122
shares
|
$2.24 Million
0.14% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
48,566
shares
|
$2.22 Million
1.75% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
48,430
shares
|
$2.21 Million
0.6% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
47,776
shares
|
$2.18 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
47,396
shares
|
$2.16 Million
1.7% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
46,365
shares
|
$2.12 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
46,242
shares
|
$2.11 Million
0.45% of portfolio
|
Q3 2025
Reduced 7.74%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
44,806
shares
|
$2.04 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
44,547
shares
|
$2.03 Million
0.27% of portfolio
|
Q2 2025
Reduced 7.28%
|