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 226 institutions that hold shares in the stock, with a total of 20.4 Million shares, which have been reported (via 13F filing form) to have a value of $844 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
3,688,129
shares
|
$152 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,235,825
shares
|
$51 Million
0.12% of portfolio
|
Q2 2024
Added 27.36%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
1,062,066
shares
|
$43.9 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
907,329
shares
|
$37.5 Million
0.46% of portfolio
|
Q2 2024
Added 3.46%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
712,684
shares
|
$29.4 Million
0.04% of portfolio
|
Q2 2024
Added 1.4%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
678,607
shares
|
$28 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
603,905
shares
|
$24.9 Million
0.1% of portfolio
|
Q2 2024
Reduced 19.51%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
520,044
shares
|
$21.5 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
494,186
shares
|
$20.4 Million
0.37% of portfolio
|
Q2 2024
Reduced 58.36%
|
|
Range Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
482,948
shares
|
$19.9 Million
9.98% of portfolio
|
Q2 2024
Reduced 3.79%
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 12, 2024 Q2 2024 |
470,003
shares
|
$19.4 Million
5.4% of portfolio
|
Q2 2024
Added 0.4%
|
|
Transform Wealth, LLC
|
Jul 15, 2024 Q2 2024 |
390,844
shares
|
$16.1 Million
1.2% of portfolio
|
Q2 2024
Reduced 9.57%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
362,954
shares
|
$15 Million
0.08% of portfolio
|
Q2 2024
Added 115.25%
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
322,311
shares
|
$13.3 Million
1.48% of portfolio
|
Q1 2024
Added 2.1%
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
314,110
shares
|
$13 Million
0.12% of portfolio
|
Q2 2024
New holding
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
290,027
shares
|
$12 Million
0.29% of portfolio
|
Q2 2024
Reduced 8.8%
|
|
Bellwether Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
277,614
shares
|
$11.5 Million
2.44% of portfolio
|
Q2 2024
Added 0.08%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
234,719
shares
|
$9.69 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.31%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
234,339
shares
|
$9.68 Million
0.23% of portfolio
|
Q1 2024
Added 1218.66%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
230,553
shares
|
$9.52 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
229,799
shares
|
$9.49 Million
0.03% of portfolio
|
Q2 2024
Reduced 16.71%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
227,974
shares
|
$9.42 Million
0.07% of portfolio
|
Q2 2024
Reduced 4.7%
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Aug 06, 2024 Q2 2024 |
216,626
shares
|
$8.95 Million
6.48% of portfolio
|
Q2 2024
Added 3.79%
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 16, 2024 Q2 2024 |
169,975
shares
|
$7.02 Million
2.41% of portfolio
|
Q2 2024
Added 0.07%
|
|
City Holding CO
|
Jul 12, 2024 Q2 2024 |
163,570
shares
|
$6.76 Million
1.01% of portfolio
|
Q2 2024
Reduced 4.4%
|