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 233 institutions that hold shares in the stock, with a total of 18.6 Million shares, which have been reported (via 13F filing form) to have a value of $779 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
5,251
shares
|
$219,754
0.06% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
5,080
shares
|
$212,598
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
5,022
shares
|
$210,170
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
5,004
shares
|
$209,417
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,898
shares
|
$204,981
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,756
shares
|
$199,038
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,589
shares
|
$192,049
0.01% of portfolio
|
Q2 2024
Reduced 25.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,695
shares
|
$154,635
0.0% of portfolio
|
Q1 2021
Reduced 68.34%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
3,547
shares
|
$148,441
0.07% of portfolio
|
Q2 2024
Reduced 60.94%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
2,872
shares
|
$120,193
0.06% of portfolio
|
Q2 2023
Reduced 9.97%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,500
shares
|
$104,625
0.0% of portfolio
|
Q3 2022
Reduced 23.08%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,481
shares
|
$103,829
0.01% of portfolio
|
Q4 2024
Added 18.88%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,100
shares
|
$87,885
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
2,027
shares
|
$84,829
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
2,000
shares
|
$83,700
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,994
shares
|
$83,448
0.0% of portfolio
|
Q4 2024
Reduced 19.4%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,300
shares
|
$54,405
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
1,175
shares
|
$49,173
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
775
shares
|
$32,433
0.0% of portfolio
|
Q4 2024
Reduced 77.31%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
626
shares
|
$26,198
0.03% of portfolio
|
Q2 2022
Reduced 33.55%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
484
shares
|
$20,255
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
481
shares
|
$20,129
0.01% of portfolio
|
Q3 2023
Added 1.26%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
359
shares
|
$15,024
0.0% of portfolio
|
Q4 2024
Reduced 68.09%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
338
shares
|
$14,145
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
334
shares
|
$13,977
0.01% of portfolio
|
Q4 2024
New holding
|