Institutional Ownership Innovator U.S. Equity Power Bu (PJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJAN). We have compiled data on the 232 institutions that hold shares in the stock, with a total of 18.6 Million shares, which have been reported (via 13F filing form) to have a value of $793 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,860,443
shares
|
$163 Million
0.06% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,195,649
shares
|
$50.5 Million
0.13% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
1,116,205
shares
|
$47.2 Million
0.86% of portfolio
|
Q4 2024
Added 16.19%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
811,587
shares
|
$34.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 17.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
647,360
shares
|
$27.4 Million
0.09% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
590,397
shares
|
$24.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
531,107
shares
|
$22.4 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
461,278
shares
|
$19.5 Million
9.08% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
451,323
shares
|
$19.1 Million
0.04% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
434,655
shares
|
$18.4 Million
4.27% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
371,922
shares
|
$15.7 Million
0.05% of portfolio
|
Q4 2024
Added 23.77%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
322,311
shares
|
$13.6 Million
1.48% of portfolio
|
Q1 2024
Added 2.1%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
276,293
shares
|
$11.7 Million
2.15% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
265,410
shares
|
$11.2 Million
0.0% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
247,548
shares
|
$10.5 Million
0.25% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
234,339
shares
|
$9.9 Million
0.23% of portfolio
|
Q1 2024
Added 1218.66%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
191,209
shares
|
$8.08 Million
2.15% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
189,185
shares
|
$7.99 Million
0.02% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
173,981
shares
|
$7.35 Million
0.04% of portfolio
|
Q4 2024
Reduced 45.05%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
170,199
shares
|
$7.19 Million
5.05% of portfolio
|
Q4 2024
Reduced 26.15%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
154,395
shares
|
$6.52 Million
0.1% of portfolio
|
Q4 2024
Added 19.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
142,400
shares
|
$6.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
138,665
shares
|
$5.86 Million
0.02% of portfolio
|
Q4 2024
Added 32.4%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
128,231
shares
|
$5.42 Million
0.09% of portfolio
|
Q2 2024
Added 1.96%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
125,977
shares
|
$5.32 Million
0.25% of portfolio
|
Q4 2024
Added 7.42%
|