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 258 institutions that hold shares in the stock, with a total of 22.9 Million shares, which have been reported (via 13F filing form) to have a value of $980 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
43,907
shares
|
$1.88 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
43,728
shares
|
$1.87 Million
0.19% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
43,545
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
42,191
shares
|
$1.81 Million
0.05% of portfolio
|
Q1 2025
Added 37.1%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
40,047
shares
|
$1.71 Million
0.03% of portfolio
|
Q1 2025
Added 56.19%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
39,902
shares
|
$1.71 Million
0.24% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
39,230
shares
|
$1.68 Million
0.35% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Apr 29, 2025 Q1 2025 |
39,047
shares
|
$1.67 Million
0.68% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
37,792
shares
|
$1.62 Million
0.47% of portfolio
|
Q1 2025
Added 25.3%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
37,328
shares
|
$1.6 Million
0.14% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
37,262
shares
|
$1.59 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
36,912
shares
|
$1.58 Million
0.18% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
36,867
shares
|
$1.58 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
36,739
shares
|
$1.57 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
36,077
shares
|
$1.54 Million
0.05% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
35,348
shares
|
$1.51 Million
0.64% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
34,641
shares
|
$1.48 Million
0.2% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
34,362
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
33,531
shares
|
$1.44 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
33,466
shares
|
$1.43 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
32,563
shares
|
$1.39 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
32,171
shares
|
$1.38 Million
0.12% of portfolio
|
Q1 2025
Added 126.49%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
32,003
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.27%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
31,613
shares
|
$1.35 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
First City Capital Management, Inc.
|
Apr 11, 2025 Q1 2025 |
30,200
shares
|
$1.29 Million
0.76% of portfolio
|
Q4 2023
Added 18.9%
|