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 |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
9,276
shares
|
$415,193
0.03% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
9,152
shares
|
$409,643
0.02% of portfolio
|
Q2 2025
Added 17.88%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
9,005
shares
|
$403,063
0.12% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
8,838
shares
|
$395,588
0.07% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
8,500
shares
|
$380,460
0.03% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,497
shares
|
$380,325
0.01% of portfolio
|
Q3 2024
Reduced 40.76%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
8,432
shares
|
$377,416
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
8,346
shares
|
$373,566
0.02% of portfolio
|
Q2 2025
Reduced 50.83%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
8,228
shares
|
$368,285
0.07% of portfolio
|
Q2 2025
Reduced 12.64%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
8,216
shares
|
$367,748
0.02% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
8,204
shares
|
$367,211
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
8,202
shares
|
$367,121
0.01% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
8,159
shares
|
$365,196
0.12% of portfolio
|
Q4 2021
Reduced 49.89%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
7,960
shares
|
$356,289
0.03% of portfolio
|
Q1 2025
Reduced 50.06%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
7,924
shares
|
$354,678
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
7,922
shares
|
$354,588
0.02% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
7,879
shares
|
$352,664
0.03% of portfolio
|
Q1 2025
Added 28.89%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
7,829
shares
|
$350,426
0.03% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
7,710
shares
|
$345,099
0.0% of portfolio
|
Q1 2024
Reduced 20.31%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
7,585
shares
|
$339,504
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
7,585
shares
|
$339,504
0.09% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Commons Capital, LLC
Needham, MA |
Jul 29, 2025 Q2 2025 |
7,582
shares
|
$339,370
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
7,550
shares
|
$337,938
0.12% of portfolio
|
Q1 2025
Added 17.97%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
7,408
shares
|
$331,582
0.06% of portfolio
|
Q2 2025
Reduced 11.04%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
7,407
shares
|
$331,537
0.01% of portfolio
|
Q2 2025
Added 5.48%
|