Institutional Ownership Innovator U.S. Equity Power Bu (PJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUN). We have compiled data on the 169 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $468 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
2,662,868
shares
|
$104 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
1,294,331
shares
|
$50.5 Million
0.85% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
446,386
shares
|
$17.4 Million
0.02% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
439,151
shares
|
$17.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
394,177
shares
|
$15.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.6%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
375,242
shares
|
$14.6 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
313,591
shares
|
$12.2 Million
2.19% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
309,813
shares
|
$12.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
287,148
shares
|
$11.2 Million
6.71% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
231,123
shares
|
$9.01 Million
0.94% of portfolio
|
Q1 2024
Reduced 4.67%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
204,395
shares
|
$7.97 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
199,568
shares
|
$7.78 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
187,340
shares
|
$7.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
178,233
shares
|
$6.95 Million
0.0% of portfolio
|
Q1 2025
Added 131.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
170,776
shares
|
$6.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
170,002
shares
|
$6.63 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
157,799
shares
|
$6.15 Million
0.02% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
153,235
shares
|
$5.97 Million
0.19% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
138,146
shares
|
$5.38 Million
1.35% of portfolio
|
Q1 2025
Reduced 49.2%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
130,175
shares
|
$5.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.54%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
125,914
shares
|
$4.91 Million
0.02% of portfolio
|
Q1 2025
Reduced 21.27%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
109,832
shares
|
$4.28 Million
0.59% of portfolio
|
Q1 2025
Reduced 20.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
109,638
shares
|
$4.27 Million
0.0% of portfolio
|
Q1 2025
Added 125.58%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
109,264
shares
|
$4.26 Million
0.84% of portfolio
|
Q4 2024
Reduced 34.62%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
108,077
shares
|
$4.21 Million
0.87% of portfolio
|
Q1 2025
Reduced 15.58%
|