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 |
|---|---|---|---|---|---|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
7,332
shares
|
$328,180
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
7,299
shares
|
$326,703
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
7,000
shares
|
$313,320
0.07% of portfolio
|
Q1 2022
Added 250.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
6,953
shares
|
$311,216
0.31% of portfolio
|
Q1 2025
Reduced 26.73%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
6,934
shares
|
$310,365
0.12% of portfolio
|
Q2 2025
Added 14.03%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
6,868
shares
|
$307,411
0.12% of portfolio
|
Q1 2023
Reduced 7.87%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
6,832
shares
|
$305,800
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
6,819
shares
|
$305,218
0.01% of portfolio
|
Q2 2025
Added 22.86%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
6,760
shares
|
$302,577
0.03% of portfolio
|
Q1 2025
Reduced 18.66%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
6,747
shares
|
$301,995
0.17% of portfolio
|
Q2 2025
Reduced 89.57%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
6,605
shares
|
$295,639
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,596
shares
|
$295,236
0.02% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
6,369
shares
|
$285,076
0.0% of portfolio
|
Q1 2025
Added 19.47%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
6,277
shares
|
$280,958
0.02% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
5,973
shares
|
$267,351
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
5,931
shares
|
$265,471
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
5,850
shares
|
$261,846
0.0% of portfolio
|
Q1 2025
Added 10.38%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
5,818
shares
|
$260,413
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
5,772
shares
|
$258,354
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
5,749
shares
|
$257,325
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
5,724
shares
|
$256,206
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
5,715
shares
|
$255,803
0.06% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
5,700
shares
|
$255,132
0.05% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
5,650
shares
|
$252,894
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
5,505
shares
|
$246,403
0.0% of portfolio
|
Q1 2024
New holding
|