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 |
|---|---|---|---|---|---|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
15,940
shares
|
$665,813
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
15,296
shares
|
$638,913
0.04% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
15,099
shares
|
$630,685
0.28% of portfolio
|
Q4 2024
Reduced 8.3%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
15,068
shares
|
$629,390
0.0% of portfolio
|
Q1 2024
Added 3950.54%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
15,030
shares
|
$627,803
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
14,736
shares
|
$615,522
0.07% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
14,686
shares
|
$613,434
0.46% of portfolio
|
Q4 2024
Added 13.97%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
14,503
shares
|
$605,790
0.02% of portfolio
|
Q4 2024
Reduced 49.71%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
14,454
shares
|
$603,743
0.39% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
14,204
shares
|
$593,301
0.06% of portfolio
|
Q4 2024
Added 32.24%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
14,100
shares
|
$588,957
0.06% of portfolio
|
Q4 2023
Reduced 3.42%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
13,997
shares
|
$584,654
0.04% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
13,968
shares
|
$583,443
0.03% of portfolio
|
Q4 2024
Reduced 39.66%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
13,668
shares
|
$570,912
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
13,348
shares
|
$557,545
0.19% of portfolio
|
Q4 2023
Added 35.22%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
12,966
shares
|
$541,589
0.13% of portfolio
|
Q4 2024
Reduced 18.96%
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
12,950
shares
|
$540,921
0.09% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
12,864
shares
|
$537,329
0.01% of portfolio
|
Q4 2024
Added 32.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
12,430
shares
|
$519,201
0.0% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
12,183
shares
|
$508,883
0.02% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
12,128
shares
|
$506,586
0.11% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
11,964
shares
|
$499,736
0.33% of portfolio
|
Q4 2023
Reduced 0.26%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
11,906
shares
|
$497,313
0.05% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
11,643
shares
|
$486,328
0.02% of portfolio
|
Q4 2024
Reduced 10.6%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
11,438
shares
|
$477,765
0.54% of portfolio
|
Q4 2024
Added 0.58%
|