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 |
|---|---|---|---|---|---|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
6,868
shares
|
$293,950
0.12% of portfolio
|
Q1 2023
Reduced 7.87%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
6,760
shares
|
$289,328
0.03% of portfolio
|
Q1 2025
Reduced 18.66%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,596
shares
|
$282,308
0.02% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
6,369
shares
|
$272,593
0.01% of portfolio
|
Q1 2025
Added 19.47%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
6,282
shares
|
$268,869
0.03% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
6,231
shares
|
$266,686
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
6,114
shares
|
$261,679
0.0% of portfolio
|
Q2 2024
Added 15.06%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
6,081
shares
|
$260,266
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
5,997
shares
|
$256,671
0.06% of portfolio
|
Q1 2025
Reduced 53.75%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
5,932
shares
|
$253,889
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
5,931
shares
|
$253,846
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
5,850
shares
|
$250,379
0.01% of portfolio
|
Q1 2025
Added 10.38%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
5,818
shares
|
$249,010
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
5,798
shares
|
$248,154
0.23% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
5,749
shares
|
$246,057
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
5,724
shares
|
$244,987
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
5,715
shares
|
$244,601
0.07% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
5,650
shares
|
$241,819
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,587
shares
|
$239,123
0.0% of portfolio
|
Q1 2025
Added 14.07%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
5,550
shares
|
$237,539
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
5,505
shares
|
$235,613
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
5,402
shares
|
$231,205
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
May 09, 2025 Q1 2025 |
5,398
shares
|
$231,034
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
5,393
shares
|
$230,820
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
5,386
shares
|
$230,520
0.06% of portfolio
|
Q4 2024
Added 2.57%
|