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 |
|---|---|---|---|---|---|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
30,396
shares
|
$1.39 Million
0.73% of portfolio
|
Q2 2025
Added 11.6%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
30,321
shares
|
$1.38 Million
0.06% of portfolio
|
Q3 2025
Added 33.38%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,529
shares
|
$1.35 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
28,387
shares
|
$1.3 Million
0.44% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
28,300
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 35.01%
|
|
|
First City Capital Management, Inc.
|
Oct 21, 2025 Q3 2025 |
27,030
shares
|
$1.23 Million
0.68% of portfolio
|
Q3 2025
Reduced 10.5%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
26,723
shares
|
$1.22 Million
0.21% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
26,044
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
25,880
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
25,790
shares
|
$1.18 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
25,734
shares
|
$1.17 Million
0.15% of portfolio
|
Q2 2022
Reduced 8.22%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
24,502
shares
|
$1.12 Million
0.72% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
24,195
shares
|
$1.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
23,897
shares
|
$1.09 Million
0.27% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
23,865
shares
|
$1.09 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
23,310
shares
|
$1.06 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
22,955
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2025
Added 12.32%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
22,751
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
22,281
shares
|
$1.02 Million
0.43% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
22,015
shares
|
$1 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
21,857
shares
|
$997,553
0.58% of portfolio
|
Q2 2025
Reduced 13.88%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
21,786
shares
|
$994,313
0.31% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
21,486
shares
|
$980,621
0.17% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
21,291
shares
|
$971,721
0.08% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
20,926
shares
|
$955,062
0.13% of portfolio
|
Q2 2025
Reduced 0.32%
|