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 174 institutions that hold shares in the stock, with a total of 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $577 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
|
$107 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,670,634
shares
|
$67.4 Million
0.09% of portfolio
|
Q2 2025
Added 274.26%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
1,493,506
shares
|
$60.2 Million
0.83% of portfolio
|
Q2 2025
Added 15.39%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
623,576
shares
|
$25.1 Million
2.95% of portfolio
|
Q2 2025
Added 2852.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
439,151
shares
|
$17.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
394,177
shares
|
$15.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.6%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
368,519
shares
|
$14.9 Million
0.03% of portfolio
|
Q2 2025
Added 389.97%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
310,594
shares
|
$12.5 Million
2.21% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
309,813
shares
|
$12.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
251,711
shares
|
$10.2 Million
0.0% of portfolio
|
Q2 2025
Added 93.36%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
231,123
shares
|
$9.32 Million
0.94% of portfolio
|
Q1 2024
Reduced 4.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
212,948
shares
|
$8.59 Million
0.02% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
203,841
shares
|
$8.22 Million
0.12% of portfolio
|
Q2 2025
Reduced 45.68%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
201,951
shares
|
$8.14 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
187,340
shares
|
$7.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
178,359
shares
|
$7.19 Million
0.01% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
178,233
shares
|
$7.19 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
|
$6.89 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
155,187
shares
|
$6.26 Million
3.52% of portfolio
|
Q2 2025
Reduced 45.96%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
149,897
shares
|
$6.05 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
138,697
shares
|
$5.59 Million
1.35% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
125,914
shares
|
$5.08 Million
0.02% of portfolio
|
Q1 2025
Reduced 21.27%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
114,802
shares
|
$4.63 Million
0.54% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
109,638
shares
|
$4.42 Million
0.0% of portfolio
|
Q1 2025
Added 125.58%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
109,264
shares
|
$4.41 Million
0.84% of portfolio
|
Q4 2024
Reduced 34.62%
|