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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
14,686
shares
|
$628,560
0.51% of portfolio
|
Q4 2024
Added 13.97%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
14,100
shares
|
$603,480
0.05% of portfolio
|
Q4 2023
Reduced 3.42%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
14,041
shares
|
$600,954
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
13,897
shares
|
$594,791
0.07% of portfolio
|
Q1 2025
Reduced 13.3%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
13,658
shares
|
$584,562
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
13,348
shares
|
$571,294
0.2% of portfolio
|
Q4 2023
Added 35.22%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
12,475
shares
|
$533,930
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
12,439
shares
|
$532,389
0.07% of portfolio
|
Q1 2025
Added 13.36%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
12,183
shares
|
$521,432
0.02% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
12,128
shares
|
$519,078
0.13% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Parkside Investments, LLC
|
Apr 16, 2025 Q1 2025 |
12,125
shares
|
$518,949
0.08% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
11,965
shares
|
$512,101
0.02% of portfolio
|
Q1 2025
Reduced 17.5%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
11,964
shares
|
$512,059
0.22% of portfolio
|
Q4 2023
Reduced 0.26%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
11,906
shares
|
$509,576
0.04% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
11,861
shares
|
$507,650
0.57% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
11,758
shares
|
$503,242
0.16% of portfolio
|
Q1 2025
Added 14.62%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10,790
shares
|
$461,811
0.03% of portfolio
|
Q4 2022
Added 1253.83%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
10,572
shares
|
$452,481
0.29% of portfolio
|
Q4 2024
Reduced 10.57%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
10,205
shares
|
$436,774
0.23% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
9,924
shares
|
$424,747
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
9,903
shares
|
$423,848
0.09% of portfolio
|
Q4 2024
Reduced 16.24%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
9,896
shares
|
$423,548
0.02% of portfolio
|
Q1 2025
Added 62.92%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
9,419
shares
|
$403,133
0.02% of portfolio
|
Q1 2025
Added 70.29%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
9,382
shares
|
$401,549
0.0% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
9,276
shares
|
$397,012
0.03% of portfolio
|
Q1 2025
Added 0.01%
|