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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
29,592
shares
|
$1.27 Million
0.03% of portfolio
|
Q1 2025
Added 11.01%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,529
shares
|
$1.26 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
28,850
shares
|
$1.23 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
May 07, 2025 Q1 2025 |
28,708
shares
|
$1.23 Million
1.17% of portfolio
|
Q1 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
27,610
shares
|
$1.18 Million
0.36% of portfolio
|
Q1 2025
Added 102.0%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
27,237
shares
|
$1.17 Million
0.8% of portfolio
|
Q1 2025
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
26,044
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
25,995
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
25,790
shares
|
$1.1 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
25,734
shares
|
$1.1 Million
0.15% of portfolio
|
Q2 2022
Reduced 8.22%
|
|
|
Crown Wealth Group, LLC
|
Apr 25, 2025 Q1 2025 |
25,697
shares
|
$1.1 Million
0.57% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
25,379
shares
|
$1.09 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
25,151
shares
|
$1.08 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
24,947
shares
|
$1.07 Million
0.27% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
24,809
shares
|
$1.06 Million
0.65% of portfolio
|
Q1 2025
Added 71.64%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
24,520
shares
|
$1.05 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
24,346
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
23,886
shares
|
$1.02 Million
0.5% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Clay Northam Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
23,775
shares
|
$1.02 Million
0.7% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
23,620
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
23,438
shares
|
$1 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
23,436
shares
|
$1 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
22,751
shares
|
$973,742
0.01% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
22,732
shares
|
$972,929
0.05% of portfolio
|
Q1 2025
Reduced 72.45%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
22,427
shares
|
$959,875
0.01% of portfolio
|
Q1 2025
New holding
|