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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
9,210
shares
|
$394,188
0.03% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
9,018
shares
|
$385,970
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
9,005
shares
|
$385,414
0.13% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
8,838
shares
|
$378,266
0.05% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
8,805
shares
|
$376,854
0.07% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,497
shares
|
$363,671
0.01% of portfolio
|
Q3 2024
Reduced 40.76%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
8,432
shares
|
$360,889
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
8,420
shares
|
$360,376
0.11% of portfolio
|
Q1 2025
Added 42.35%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
8,327
shares
|
$356,395
0.08% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
8,219
shares
|
$351,773
0.02% of portfolio
|
Q1 2025
Reduced 41.28%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
8,204
shares
|
$351,131
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
8,202
shares
|
$351,045
0.01% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
8,159
shares
|
$349,205
0.12% of portfolio
|
Q4 2021
Reduced 49.89%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
7,987
shares
|
$341,843
0.02% of portfolio
|
Q1 2025
Reduced 84.16%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
7,960
shares
|
$340,688
0.03% of portfolio
|
Q1 2025
Reduced 50.06%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
7,924
shares
|
$339,147
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
7,879
shares
|
$337,221
0.03% of portfolio
|
Q1 2025
Added 28.89%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
7,834
shares
|
$335,295
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
7,764
shares
|
$332,299
0.02% of portfolio
|
Q1 2025
Reduced 49.24%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
7,710
shares
|
$329,988
0.0% of portfolio
|
Q1 2024
Reduced 20.31%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
7,550
shares
|
$323,140
0.12% of portfolio
|
Q1 2025
Added 17.97%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
7,299
shares
|
$312,397
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
7,022
shares
|
$300,541
0.01% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
7,000
shares
|
$299,600
0.08% of portfolio
|
Q1 2022
Added 250.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
6,953
shares
|
$297,588
0.31% of portfolio
|
Q1 2025
Reduced 26.73%
|