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 $779 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
7,710
shares
|
$322,663
0.0% of portfolio
|
Q1 2024
Reduced 20.31%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
7,496
shares
|
$313,707
0.0% of portfolio
|
Q4 2024
Added 275.55%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
7,459
shares
|
$312,159
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
7,254
shares
|
$303,579
0.01% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
7,000
shares
|
$292,950
0.08% of portfolio
|
Q1 2022
Added 250.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
6,868
shares
|
$287,425
0.12% of portfolio
|
Q1 2023
Reduced 7.87%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
6,516
shares
|
$272,694
0.1% of portfolio
|
Q4 2024
Reduced 16.05%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
6,400
shares
|
$267,840
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
6,287
shares
|
$263,110
0.03% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
6,247
shares
|
$261,436
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
6,242
shares
|
$261,227
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
6,114
shares
|
$255,870
0.0% of portfolio
|
Q4 2024
Reduced 13.09%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
6,113
shares
|
$255,829
0.02% of portfolio
|
Q2 2024
Reduced 4.68%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
6,074
shares
|
$254,196
0.01% of portfolio
|
Q4 2024
Added 9.96%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
6,038
shares
|
$252,690
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
5,931
shares
|
$248,212
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
5,915
shares
|
$247,542
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
5,749
shares
|
$240,595
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
5,715
shares
|
$239,172
0.07% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
5,650
shares
|
$236,452
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
5,531
shares
|
$231,472
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,505
shares
|
$230,384
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
5,398
shares
|
$225,906
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
5,331
shares
|
$223,102
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
5,300
shares
|
$221,805
0.0% of portfolio
|
Q4 2024
Reduced 19.1%
|