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 15.9 Million shares, which have been reported (via 13F filing form) to have a value of $650 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
23,000
shares
|
$942,310
0.02% of portfolio
|
Q2 2025
Added 138.34%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
22,820
shares
|
$934,935
0.05% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
21,770
shares
|
$891,916
0.03% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
21,471
shares
|
$879,666
0.34% of portfolio
|
Q2 2025
Added 27.45%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
21,447
shares
|
$878,683
0.37% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
21,114
shares
|
$865,040
0.0% of portfolio
|
Q2 2025
Added 89.07%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
20,875
shares
|
$855,248
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
20,174
shares
|
$826,528
0.07% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,982
shares
|
$818,662
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
19,407
shares
|
$795,104
0.27% of portfolio
|
Q2 2025
Added 42.94%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
18,351
shares
|
$751,840
0.7% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
18,196
shares
|
$745,490
0.28% of portfolio
|
Q3 2023
Reduced 1.72%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
18,003
shares
|
$737,582
0.03% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
17,908
shares
|
$733,690
0.16% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
17,652
shares
|
$723,202
0.19% of portfolio
|
Q2 2025
Added 55.5%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
17,335
shares
|
$710,214
0.06% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
16,587
shares
|
$679,569
0.0% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
16,376
shares
|
$670,924
0.02% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
16,335
shares
|
$669,244
0.11% of portfolio
|
Q2 2025
Added 11.62%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
16,288
shares
|
$667,319
0.26% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
16,230
shares
|
$664,943
0.05% of portfolio
|
Q1 2025
Reduced 53.94%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
16,071
shares
|
$658,428
0.02% of portfolio
|
Q3 2025
Added 29.01%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
15,838
shares
|
$648,882
0.18% of portfolio
|
Q2 2025
Added 77.78%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
15,420
shares
|
$631,757
0.17% of portfolio
|
Q2 2025
Added 30.07%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
15,335
shares
|
$628,274
0.04% of portfolio
|
Q2 2022
New holding
|