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 |
|---|---|---|---|---|---|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
13,609
shares
|
$609,138
0.1% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
13,348
shares
|
$597,456
0.17% of portfolio
|
Q4 2023
Added 35.22%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
13,186
shares
|
$590,205
0.07% of portfolio
|
Q2 2025
Reduced 18.47%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
12,931
shares
|
$578,791
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
12,746
shares
|
$570,510
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
12,533
shares
|
$560,977
0.07% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
12,475
shares
|
$558,381
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
12,183
shares
|
$545,311
0.02% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
11,972
shares
|
$535,866
0.16% of portfolio
|
Q2 2025
Added 304.19%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
11,964
shares
|
$535,508
0.19% of portfolio
|
Q4 2023
Reduced 0.26%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
11,906
shares
|
$532,912
0.04% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
11,875
shares
|
$531,525
0.07% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
11,210
shares
|
$501,759
0.02% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
11,095
shares
|
$496,612
0.0% of portfolio
|
Q2 2025
Added 81.47%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
11,073
shares
|
$495,627
0.52% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10,790
shares
|
$482,960
0.03% of portfolio
|
Q4 2022
Added 1253.83%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
10,758
shares
|
$481,528
0.14% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
10,463
shares
|
$468,323
0.0% of portfolio
|
Q2 2025
Added 76.38%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
10,372
shares
|
$464,250
0.01% of portfolio
|
Q2 2025
Reduced 13.31%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
10,205
shares
|
$456,775
0.22% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
10,199
shares
|
$456,507
0.11% of portfolio
|
Q2 2025
Reduced 15.91%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
9,924
shares
|
$444,198
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
9,879
shares
|
$442,184
0.09% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
9,530
shares
|
$426,562
0.16% of portfolio
|
Q2 2025
Added 76.94%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
9,382
shares
|
$419,938
0.0% of portfolio
|
Q1 2025
Reduced 0.3%
|