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 259 institutions that hold shares in the stock, with a total of 23 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
80,660
shares
|
$3.61 Million
0.82% of portfolio
|
Q1 2025
Added 311.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
75,735
shares
|
$3.39 Million
0.07% of portfolio
|
Q2 2025
Added 155.93%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
74,750
shares
|
$3.35 Million
0.45% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
72,939
shares
|
$3.26 Million
1.37% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
71,641
shares
|
$3.21 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
69,478
shares
|
$3.11 Million
0.82% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
64,392
shares
|
$2.88 Million
0.35% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
62,955
shares
|
$2.82 Million
0.05% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
62,509
shares
|
$2.8 Million
0.18% of portfolio
|
Q1 2025
Added 15.13%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
60,813
shares
|
$2.72 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
58,000
shares
|
$2.6 Million
1.21% of portfolio
|
Q1 2025
Added 11958.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
56,906
shares
|
$2.55 Million
0.0% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,242
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
54,678
shares
|
$2.45 Million
0.33% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
52,823
shares
|
$2.36 Million
0.47% of portfolio
|
Q2 2025
Added 91.32%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
52,613
shares
|
$2.35 Million
1.0% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
50,122
shares
|
$2.24 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
49,122
shares
|
$2.2 Million
0.15% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
48,566
shares
|
$2.17 Million
1.75% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
48,430
shares
|
$2.17 Million
0.6% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
47,776
shares
|
$2.14 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
47,396
shares
|
$2.12 Million
1.7% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
46,625
shares
|
$2.09 Million
0.68% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
46,365
shares
|
$2.08 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
45,255
shares
|
$2.03 Million
0.59% of portfolio
|
Q2 2025
Added 19.75%
|