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 152 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $372 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
May 14, 2024 Q1 2024 |
2,486,570
shares
|
$88.6 Million
0.03% of portfolio
|
Q1 2024
Reduced 4.51%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
May 15, 2024 Q1 2024 |
977,468
shares
|
$34.8 Million
0.42% of portfolio
|
Q1 2024
Added 8.29%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
524,027
shares
|
$18.7 Million
0.03% of portfolio
|
Q1 2024
Reduced 9.87%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
May 14, 2024 Q1 2024 |
360,689
shares
|
$12.8 Million
3.33% of portfolio
|
Q1 2024
Reduced 2.11%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
336,640
shares
|
$12 Million
2.77% of portfolio
|
Q1 2024
Reduced 2.0%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
May 15, 2024 Q1 2024 |
282,659
shares
|
$10.1 Million
3.33% of portfolio
|
Q1 2024
Reduced 2.43%
|
|
|
Mc Adam, LLC
|
Apr 23, 2024 Q1 2024 |
236,803
shares
|
$8.43 Million
0.53% of portfolio
|
Q3 2023
Reduced 0.06%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
231,123
shares
|
$8.23 Million
0.94% of portfolio
|
Q1 2024
Reduced 4.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
211,118
shares
|
$7.52 Million
0.02% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Accuvest Global Advisors
Provo, UT |
May 14, 2024 Q1 2024 |
206,605
shares
|
$7.36 Million
3.8% of portfolio
|
Q1 2024
New holding
|
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
187,927
shares
|
$6.69 Million
0.13% of portfolio
|
Q1 2024
Reduced 23.42%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
157,078
shares
|
$5.6 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.8%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
156,074
shares
|
$5.56 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
155,245
shares
|
$5.53 Million
0.01% of portfolio
|
Q1 2024
Added 397.82%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
132,163
shares
|
$4.71 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.13%
|
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
119,354
shares
|
$4.25 Million
0.07% of portfolio
|
Q1 2024
Reduced 2.81%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
117,201
shares
|
$4.17 Million
0.03% of portfolio
|
Q1 2024
Added 21.53%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Apr 15, 2024 Q1 2024 |
113,825
shares
|
$4.05 Million
3.07% of portfolio
|
Q1 2024
Reduced 7.13%
|
|
|
Forvis Wealth Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
112,274
shares
|
$4 Million
0.1% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
109,879
shares
|
$3.91 Million
0.01% of portfolio
|
Q1 2024
Reduced 5.41%
|
|
|
Bellwether Advisors, LLC
|
May 06, 2024 Q1 2024 |
108,445
shares
|
$3.86 Million
0.85% of portfolio
|
Q1 2024
Reduced 9.68%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 12, 2024 Q1 2024 |
102,390
shares
|
$3.65 Million
0.99% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
102,349
shares
|
$3.65 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.6%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
May 15, 2024 Q1 2024 |
102,095
shares
|
$3.64 Million
2.9% of portfolio
|
Q4 2023
New holding
|
|
|
Weaver Consulting Group
|
Apr 16, 2024 Q1 2024 |
99,362
shares
|
$3.54 Million
1.35% of portfolio
|
Q1 2024
Reduced 0.76%
|
|