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 172 institutions that hold shares in the stock, with a total of 15.8 Million shares, which have been reported (via 13F filing form) to have a value of $651 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,923,432
shares
|
$121 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,577,772
shares
|
$65.1 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
1,518,311
shares
|
$62.6 Million
0.82% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
939,195
shares
|
$38.8 Million
0.54% of portfolio
|
Q3 2025
Added 360.75%
|
|
|
Berkshire Money Management, Inc.
|
Oct 14, 2025 Q3 2025 |
635,721
shares
|
$26.2 Million
3.09% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
621,425
shares
|
$25.6 Million
0.04% of portfolio
|
Q3 2025
Added 25.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
433,354
shares
|
$17.9 Million
0.02% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
410,285
shares
|
$16.9 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
355,386
shares
|
$14.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
302,532
shares
|
$12.5 Million
2.12% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
255,655
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 22.89%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
255,055
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
254,502
shares
|
$10.5 Million
0.01% of portfolio
|
Q3 2025
Added 19.51%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
231,123
shares
|
$9.54 Million
0.94% of portfolio
|
Q1 2024
Reduced 4.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
205,272
shares
|
$8.47 Million
0.32% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
201,929
shares
|
$8.33 Million
0.0% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
201,542
shares
|
$8.32 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
170,776
shares
|
$7.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
156,494
shares
|
$6.46 Million
3.22% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
147,840
shares
|
$6.1 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
141,628
shares
|
$5.84 Million
0.01% of portfolio
|
Q3 2025
Reduced 20.59%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
139,693
shares
|
$5.76 Million
0.03% of portfolio
|
Q3 2025
Reduced 18.67%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
136,576
shares
|
$5.64 Million
1.22% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
127,397
shares
|
$5.26 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
117,670
shares
|
$4.86 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.39%
|
|