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 |
|---|---|---|---|---|---|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
103,909
shares
|
$4.05 Million
1.31% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
98,450
shares
|
$3.84 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
94,167
shares
|
$3.67 Million
0.81% of portfolio
|
Q4 2024
Reduced 13.01%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
92,919
shares
|
$3.62 Million
3.09% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
87,291
shares
|
$3.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 31.79%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
79,963
shares
|
$3.12 Million
0.07% of portfolio
|
Q1 2024
Reduced 12.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
76,063
shares
|
$2.96 Million
0.01% of portfolio
|
Q1 2025
Reduced 44.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
75,212
shares
|
$2.93 Million
0.01% of portfolio
|
Q1 2025
Reduced 27.68%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
73,183
shares
|
$2.85 Million
1.81% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
68,088
shares
|
$2.65 Million
0.06% of portfolio
|
Q1 2025
Reduced 24.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
59,226
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
54,480
shares
|
$2.12 Million
1.69% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
50,111
shares
|
$1.95 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
47,106
shares
|
$1.84 Million
0.44% of portfolio
|
Q1 2025
Reduced 14.81%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
47,093
shares
|
$1.84 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
47,069
shares
|
$1.83 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
46,125
shares
|
$1.8 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
45,265
shares
|
$1.76 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
44,727
shares
|
$1.74 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
43,100
shares
|
$1.68 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.53%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
40,494
shares
|
$1.58 Million
0.5% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
37,306
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
37,298
shares
|
$1.45 Million
0.11% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
37,252
shares
|
$1.45 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.25%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
36,305
shares
|
$1.42 Million
0.08% of portfolio
|
Q1 2025
Reduced 12.12%
|