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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
12,959
shares
|
$505,141
0.01% of portfolio
|
Q1 2025
Reduced 33.02%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
12,881
shares
|
$502,101
0.16% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
12,817
shares
|
$499,606
0.01% of portfolio
|
Q3 2024
Reduced 74.27%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
12,803
shares
|
$499,060
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
12,629
shares
|
$492,278
0.06% of portfolio
|
Q1 2025
Added 15.17%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
12,076
shares
|
$470,722
0.03% of portfolio
|
Q1 2025
Reduced 89.9%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
12,000
shares
|
$467,759
0.26% of portfolio
|
Q1 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
11,945
shares
|
$465,616
0.0% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
11,855
shares
|
$462,107
0.14% of portfolio
|
Q4 2024
Reduced 11.17%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
11,472
shares
|
$447,178
0.09% of portfolio
|
Q1 2025
Reduced 10.53%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
11,404
shares
|
$444,527
0.08% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
11,352
shares
|
$442,500
0.11% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
11,167
shares
|
$435,289
0.0% of portfolio
|
Q1 2025
Reduced 16.14%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
11,143
shares
|
$434,354
0.33% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
10,850
shares
|
$422,932
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
10,654
shares
|
$415,292
0.1% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
9,979
shares
|
$388,981
0.12% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
9,780
shares
|
$381,224
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
9,650
shares
|
$376,156
0.01% of portfolio
|
Q1 2025
Reduced 11.77%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
9,646
shares
|
$376,001
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
9,630
shares
|
$375,377
0.01% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
9,608
shares
|
$374,519
0.01% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
9,475
shares
|
$369,335
0.28% of portfolio
|
Q4 2024
Reduced 97.33%
|
|
|
Tfo Tdc, LLC
|
May 08, 2025 Q1 2025 |
8,977
shares
|
$349,923
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
8,974
shares
|
$349,806
0.0% of portfolio
|
Q1 2025
Reduced 31.96%
|