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 |
|---|---|---|---|---|---|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
44,547
shares
|
$1.99 Million
0.27% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
43,978
shares
|
$1.97 Million
0.15% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
43,907
shares
|
$1.97 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
43,321
shares
|
$1.94 Million
0.02% of portfolio
|
Q2 2025
Reduced 23.33%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
40,576
shares
|
$1.82 Million
0.22% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
40,479
shares
|
$1.81 Million
0.14% of portfolio
|
Q2 2025
Added 25.82%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
40,361
shares
|
$1.81 Million
0.02% of portfolio
|
Q2 2025
Added 82.54%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
40,047
shares
|
$1.79 Million
0.03% of portfolio
|
Q1 2025
Added 56.19%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
39,230
shares
|
$1.76 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
|
$1.72 Million
1.54% of portfolio
|
Q2 2025
Reduced 65.72%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
38,202
shares
|
$1.71 Million
0.68% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
37,674
shares
|
$1.69 Million
0.13% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
37,262
shares
|
$1.67 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
36,912
shares
|
$1.65 Million
0.18% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
36,867
shares
|
$1.65 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
36,786
shares
|
$1.65 Million
0.64% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
36,341
shares
|
$1.63 Million
0.06% of portfolio
|
Q2 2025
Reduced 13.87%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
35,322
shares
|
$1.58 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
34,571
shares
|
$1.55 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
34,362
shares
|
$1.54 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
|
$1.51 Million
0.04% of portfolio
|
Q2 2025
Added 64.15%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
32,563
shares
|
$1.46 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
31,953
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
31,281
shares
|
$1.4 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
|
$1.38 Million
0.03% of portfolio
|
Q2 2025
Reduced 15.91%
|