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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
58,770
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2024
Added 75.94%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
56,634
shares
|
$2.37 Million
0.16% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,242
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
54,569
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2024
Added 7.78%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
53,857
shares
|
$2.26 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
53,528
shares
|
$2.24 Million
0.07% of portfolio
|
Q3 2024
Added 13.17%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
53,078
shares
|
$2.22 Million
0.35% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
51,200
shares
|
$2.15 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
50,675
shares
|
$2.12 Million
0.85% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
50,465
shares
|
$2.11 Million
0.63% of portfolio
|
Q3 2024
Reduced 14.34%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
48,994
shares
|
$2.05 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
45,248
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
44,937
shares
|
$1.88 Million
0.15% of portfolio
|
Q4 2023
Added 56.55%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
44,253
shares
|
$1.85 Million
1.82% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
44,236
shares
|
$1.85 Million
0.02% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
42,763
shares
|
$1.79 Million
1.11% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
41,230
shares
|
$1.73 Million
0.35% of portfolio
|
Q1 2024
Reduced 4.92%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
39,725
shares
|
$1.66 Million
0.23% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
39,713
shares
|
$1.66 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
37,287
shares
|
$1.56 Million
0.77% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
37,234
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 22.74%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 09, 2024 Q3 2024 |
37,204
shares
|
$1.56 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
37,061
shares
|
$1.55 Million
0.65% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
36,922
shares
|
$1.55 Million
0.04% of portfolio
|
Q3 2024
Added 67.55%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
36,912
shares
|
$1.55 Million
0.18% of portfolio
|
Q3 2024
Reduced 9.09%
|