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 |
|---|---|---|---|---|---|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
13,782
shares
|
$629,010
0.06% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
13,609
shares
|
$621,114
0.1% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
13,348
shares
|
$609,202
0.17% of portfolio
|
Q4 2023
Added 35.22%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
13,100
shares
|
$597,884
0.06% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
12,746
shares
|
$581,727
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
12,533
shares
|
$572,006
0.07% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
12,475
shares
|
$569,359
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
12,431
shares
|
$567,350
0.01% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
11,972
shares
|
$546,402
0.16% of portfolio
|
Q2 2025
Added 304.19%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
11,964
shares
|
$546,036
0.19% of portfolio
|
Q4 2023
Reduced 0.26%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
11,906
shares
|
$543,389
0.04% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
11,875
shares
|
$541,975
0.07% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
11,217
shares
|
$511,943
0.01% of portfolio
|
Q3 2025
Reduced 94.29%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
11,210
shares
|
$511,624
0.02% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
11,095
shares
|
$506,375
0.0% of portfolio
|
Q2 2025
Added 81.47%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10,790
shares
|
$492,455
0.03% of portfolio
|
Q4 2022
Added 1253.83%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
10,758
shares
|
$490,995
0.14% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
10,463
shares
|
$477,531
0.0% of portfolio
|
Q2 2025
Added 76.38%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
10,372
shares
|
$473,378
0.01% of portfolio
|
Q2 2025
Reduced 13.31%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
10,208
shares
|
$465,893
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
9,987
shares
|
$455,806
0.11% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
9,924
shares
|
$452,931
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
9,879
shares
|
$450,877
0.09% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
9,530
shares
|
$434,949
0.16% of portfolio
|
Q2 2025
Added 76.94%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
9,382
shares
|
$428,194
0.0% of portfolio
|
Q1 2025
Reduced 0.3%
|