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 |
|---|---|---|---|---|---|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
20,926
shares
|
$936,647
0.13% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
20,906
shares
|
$935,752
0.08% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
20,713
shares
|
$927,113
0.09% of portfolio
|
Q2 2025
Reduced 73.59%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
20,535
shares
|
$919,146
0.22% of portfolio
|
Q2 2025
Reduced 12.38%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
20,123
shares
|
$900,705
0.34% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
20,116
shares
|
$900,392
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
19,755
shares
|
$884,233
0.65% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
19,433
shares
|
$869,821
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
19,113
shares
|
$855,497
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
18,932
shares
|
$847,396
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
17,933
shares
|
$802,681
0.06% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
17,845
shares
|
$798,742
0.07% of portfolio
|
Q2 2025
Added 266.43%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
17,659
shares
|
$790,416
0.04% of portfolio
|
Q1 2025
Added 26.42%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
17,063
shares
|
$763,739
0.2% of portfolio
|
Q4 2024
Reduced 28.06%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
16,260
shares
|
$727,797
0.25% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
16,230
shares
|
$726,454
0.29% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
15,952
shares
|
$714,011
0.04% of portfolio
|
Q2 2025
Reduced 24.21%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
15,940
shares
|
$713,474
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
15,830
shares
|
$708,550
0.01% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
15,577
shares
|
$697,226
0.02% of portfolio
|
Q1 2025
Reduced 16.05%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
14,736
shares
|
$659,583
0.07% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
14,636
shares
|
$655,107
0.44% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
14,100
shares
|
$631,116
0.05% of portfolio
|
Q4 2023
Reduced 3.42%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
14,041
shares
|
$628,475
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
13,782
shares
|
$616,882
0.06% of portfolio
|
Q2 2025
Reduced 0.83%
|