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 $771 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
36,098
shares
|
$1.51 Million
0.69% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
36,045
shares
|
$1.51 Million
0.01% of portfolio
|
Q4 2024
Reduced 76.51%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Jan 31, 2025 Q4 2024 |
35,510
shares
|
$1.48 Million
0.64% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
35,102
shares
|
$1.47 Million
0.39% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
34,968
shares
|
$1.46 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
33,976
shares
|
$1.42 Million
0.05% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
33,729
shares
|
$1.41 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Castle Rock Wealth Management, LLC
|
Mar 05, 2025 Q4 2024 |
33,002
shares
|
$1.38 Million
0.37% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
32,771
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2024
Added 59.73%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
32,013
shares
|
$1.34 Million
0.52% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
30,775
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2024
Reduced 42.51%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
30,200
shares
|
$1.26 Million
0.69% of portfolio
|
Q4 2023
Added 18.9%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
30,161
shares
|
$1.26 Million
0.42% of portfolio
|
Q4 2024
Added 78.36%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
30,131
shares
|
$1.26 Million
0.01% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
29,550
shares
|
$1.23 Million
0.25% of portfolio
|
Q1 2024
Reduced 4.83%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,529
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
27,395
shares
|
$1.14 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
26,657
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
Added 243.92%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
26,277
shares
|
$1.1 Million
0.5% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
25,734
shares
|
$1.07 Million
0.15% of portfolio
|
Q2 2022
Reduced 8.22%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
25,640
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
25,619
shares
|
$1.07 Million
0.71% of portfolio
|
Q4 2024
Reduced 40.09%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
24,904
shares
|
$1.04 Million
0.55% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
24,878
shares
|
$1.04 Million
0.54% of portfolio
|
Q1 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
24,520
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.54%
|