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 |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
60,914
shares
|
$2.55 Million
0.51% of portfolio
|
Q4 2024
Reduced 8.86%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
57,935
shares
|
$2.42 Million
0.03% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
57,099
shares
|
$2.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,242
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
54,293
shares
|
$2.27 Million
0.16% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
53,365
shares
|
$2.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
53,347
shares
|
$2.23 Million
0.35% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
53,227
shares
|
$2.23 Million
0.18% of portfolio
|
Q4 2024
Reduced 17.16%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
50,423
shares
|
$2.11 Million
0.14% of portfolio
|
Q4 2024
Reduced 10.97%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
50,280
shares
|
$2.1 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
45,890
shares
|
$1.92 Million
1.25% of portfolio
|
Q4 2024
Reduced 9.44%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
45,687
shares
|
$1.91 Million
0.17% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
45,248
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
44,455
shares
|
$1.86 Million
0.02% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
43,004
shares
|
$1.8 Million
0.0% of portfolio
|
Q4 2024
Added 161.76%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
41,984
shares
|
$1.76 Million
0.19% of portfolio
|
Q4 2024
Added 51.75%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
40,367
shares
|
$1.69 Million
0.04% of portfolio
|
Q4 2024
Reduced 21.16%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
39,593
shares
|
$1.66 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
39,230
shares
|
$1.64 Million
0.35% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
39,195
shares
|
$1.64 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
39,087
shares
|
$1.64 Million
1.98% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
38,148
shares
|
$1.6 Million
0.67% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
37,949
shares
|
$1.59 Million
0.02% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
36,912
shares
|
$1.54 Million
0.18% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
36,270
shares
|
$1.52 Million
0.19% of portfolio
|
Q4 2024
New holding
|