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 170 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $571 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
2,825,371
shares
|
$104 Million
0.04% of portfolio
|
Q2 2024
Added 13.63%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
1,363,822
shares
|
$50.1 Million
0.54% of portfolio
|
Q2 2024
Added 3502.94%
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
1,016,686
shares
|
$37.3 Million
0.46% of portfolio
|
Q2 2024
Added 4.01%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
960,978
shares
|
$35.3 Million
0.64% of portfolio
|
Q2 2024
Added 411.36%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
552,030
shares
|
$20.3 Million
0.05% of portfolio
|
Q2 2024
Added 161.48%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
543,490
shares
|
$19.9 Million
0.03% of portfolio
|
Q2 2024
Added 248.23%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
489,033
shares
|
$17.9 Million
0.03% of portfolio
|
Q2 2024
Reduced 6.68%
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
353,729
shares
|
$13 Million
0.12% of portfolio
|
Q2 2024
New holding
|
|
Chris Bulman Inc
Roseville, CA |
Aug 06, 2024 Q2 2024 |
334,333
shares
|
$12.3 Million
8.14% of portfolio
|
Q2 2024
New holding
|
|
Lineweaver Wealth Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
318,754
shares
|
$11.7 Million
2.49% of portfolio
|
Q2 2024
Reduced 5.31%
|
|
Weaver Capital Management LLC
Suwanee, GA |
Aug 02, 2024 Q2 2024 |
284,730
shares
|
$10.4 Million
3.26% of portfolio
|
Q2 2024
Added 0.73%
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
231,123
shares
|
$8.48 Million
0.94% of portfolio
|
Q1 2024
Reduced 4.67%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
212,470
shares
|
$7.8 Million
0.02% of portfolio
|
Q2 2024
Added 36.86%
|
|
Mc Adam, LLC
|
Jul 24, 2024 Q2 2024 |
210,956
shares
|
$7.74 Million
0.46% of portfolio
|
Q2 2024
Reduced 10.91%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
206,425
shares
|
$7.58 Million
0.0% of portfolio
|
Q2 2024
Added 101.69%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
187,212
shares
|
$6.87 Million
0.01% of portfolio
|
Q2 2024
Added 19.18%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
180,306
shares
|
$6.62 Million
0.02% of portfolio
|
Q2 2024
Added 191.13%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
175,373
shares
|
$6.44 Million
0.07% of portfolio
|
Q2 2024
Added 100.46%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
172,714
shares
|
$6.34 Million
0.01% of portfolio
|
Q2 2024
Added 57.19%
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 08, 2024 Q2 2024 |
170,631
shares
|
$6.26 Million
1.47% of portfolio
|
Q2 2024
New holding
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
157,173
shares
|
$5.77 Million
0.03% of portfolio
|
Q2 2024
Added 34.11%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
153,285
shares
|
$5.63 Million
0.02% of portfolio
|
Q2 2024
Added 15.98%
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
152,900
shares
|
$5.61 Million
0.22% of portfolio
|
Q2 2024
Added 191.43%
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
141,176
shares
|
$5.18 Million
0.66% of portfolio
|
Q2 2024
Added 484.6%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
140,903
shares
|
$5.17 Million
0.02% of portfolio
|
Q2 2024
Added 85.68%
|