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 |
|---|---|---|---|---|---|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
43,978
shares
|
$2.01 Million
0.15% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
43,907
shares
|
$2 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
43,321
shares
|
$1.98 Million
0.02% of portfolio
|
Q2 2025
Reduced 23.33%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
42,535
shares
|
$1.94 Million
0.73% of portfolio
|
Q3 2025
Reduced 8.77%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
40,361
shares
|
$1.84 Million
0.02% of portfolio
|
Q2 2025
Added 82.54%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
40,046
shares
|
$1.83 Million
0.03% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
39,624
shares
|
$1.81 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
39,230
shares
|
$1.79 Million
0.35% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Jul 30, 2025 Q2 2025 |
38,477
shares
|
$1.76 Million
1.54% of portfolio
|
Q2 2025
Reduced 65.72%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 23, 2025 Q3 2025 |
38,046
shares
|
$1.74 Million
0.65% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
37,674
shares
|
$1.72 Million
0.13% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
37,262
shares
|
$1.7 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
37,254
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 50.81%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
36,912
shares
|
$1.68 Million
0.18% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
36,867
shares
|
$1.68 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
36,786
shares
|
$1.68 Million
0.64% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
36,341
shares
|
$1.66 Million
0.06% of portfolio
|
Q2 2025
Reduced 13.87%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
34,362
shares
|
$1.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
33,745
shares
|
$1.54 Million
0.04% of portfolio
|
Q2 2025
Added 64.15%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
33,152
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
31,953
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
31,949
shares
|
$1.46 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
31,885
shares
|
$1.46 Million
0.17% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
31,281
shares
|
$1.43 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
30,894
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2025
Reduced 15.91%
|