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 257 institutions that hold shares in the stock, with a total of 21.8 Million shares, which have been reported (via 13F filing form) to have a value of $995 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
7,299
shares
|
$333,126
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
7,000
shares
|
$319,480
0.07% of portfolio
|
Q1 2022
Added 250.0%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
6,934
shares
|
$316,467
0.12% of portfolio
|
Q2 2025
Added 14.03%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
6,868
shares
|
$313,455
0.12% of portfolio
|
Q1 2023
Reduced 7.87%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
6,819
shares
|
$311,219
0.01% of portfolio
|
Q2 2025
Added 22.86%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
6,747
shares
|
$307,933
0.17% of portfolio
|
Q2 2025
Reduced 89.57%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
6,685
shares
|
$305,103
0.03% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,596
shares
|
$301,041
0.02% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
6,369
shares
|
$290,681
0.0% of portfolio
|
Q1 2025
Added 19.47%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
6,283
shares
|
$286,756
0.0% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
6,277
shares
|
$286,482
0.02% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
5,973
shares
|
$272,607
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
5,931
shares
|
$270,690
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
5,850
shares
|
$266,994
0.0% of portfolio
|
Q1 2025
Added 10.38%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
5,818
shares
|
$265,533
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
5,772
shares
|
$263,434
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
5,749
shares
|
$262,384
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
5,724
shares
|
$261,243
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
5,715
shares
|
$260,832
0.06% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
5,700
shares
|
$260,148
0.05% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
5,650
shares
|
$257,866
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
5,505
shares
|
$251,248
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,469
shares
|
$249,605
0.0% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
5,398
shares
|
$246,364
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
5,393
shares
|
$246,136
0.09% of portfolio
|
Q1 2025
New holding
|