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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
35,553
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
33,758
shares
|
$1.32 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
33,172
shares
|
$1.29 Million
0.04% of portfolio
|
Q2 2022
Reduced 12.1%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
32,835
shares
|
$1.28 Million
0.42% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
32,574
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
30,614
shares
|
$1.19 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
28,403
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
27,910
shares
|
$1.09 Million
0.27% of portfolio
|
Q1 2025
Reduced 12.15%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
27,838
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
27,806
shares
|
$1.08 Million
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
27,258
shares
|
$1.06 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
27,250
shares
|
$1.06 Million
0.71% of portfolio
|
Q1 2025
Reduced 58.21%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
26,170
shares
|
$1.02 Million
0.18% of portfolio
|
Q1 2025
Reduced 14.35%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
24,261
shares
|
$945,693
0.01% of portfolio
|
Q1 2025
Reduced 62.32%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
24,235
shares
|
$944,680
0.03% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
23,912
shares
|
$932,089
0.01% of portfolio
|
Q2 2024
Added 5.4%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
22,940
shares
|
$894,201
0.01% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
21,447
shares
|
$836,004
0.4% of portfolio
|
Q2 2024
New holding
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
21,123
shares
|
$823,374
0.1% of portfolio
|
Q4 2024
Reduced 30.45%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
20,882
shares
|
$813,980
0.03% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
20,848
shares
|
$812,655
0.07% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
20,830
shares
|
$811,953
0.03% of portfolio
|
Q2 2024
Added 16.65%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
20,722
shares
|
$807,743
0.54% of portfolio
|
Q2 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,982
shares
|
$778,898
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
19,110
shares
|
$744,907
0.06% of portfolio
|
Q4 2024
Reduced 0.44%
|