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 259 institutions that hold shares in the stock, with a total of 21 Million shares, which have been reported (via 13F filing form) to have a value of $970 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
4,872
shares
|
$224,647
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,756
shares
|
$219,299
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
4,730
shares
|
$218,100
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
4,619
shares
|
$212,982
0.01% of portfolio
|
Q3 2025
Reduced 71.04%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
4,611
shares
|
$212,613
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,589
shares
|
$211,598
0.01% of portfolio
|
Q2 2024
Reduced 25.8%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
4,309
shares
|
$198,687
0.18% of portfolio
|
Q3 2025
Reduced 21.98%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
3,943
shares
|
$181,811
0.2% of portfolio
|
Q3 2025
Added 30.0%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
3,810
shares
|
$175,679
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,695
shares
|
$170,376
0.0% of portfolio
|
Q1 2021
Reduced 68.34%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
3,547
shares
|
$163,552
0.07% of portfolio
|
Q2 2024
Reduced 60.94%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,421
shares
|
$157,742
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
2,872
shares
|
$132,427
0.06% of portfolio
|
Q2 2023
Reduced 9.97%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,500
shares
|
$115,275
0.0% of portfolio
|
Q3 2022
Reduced 23.08%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
2,500
shares
|
$115,275
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
2,390
shares
|
$110,202
0.03% of portfolio
|
Q4 2025
Reduced 32.77%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,004
shares
|
$92,404
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
2,000
shares
|
$92,220
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,932
shares
|
$89,084
0.0% of portfolio
|
Q3 2025
Reduced 82.59%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,640
shares
|
$75,620
0.01% of portfolio
|
Q3 2025
Reduced 90.81%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,178
shares
|
$54,317
0.0% of portfolio
|
Q1 2025
Added 52.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
1,000
shares
|
$46,110
0.01% of portfolio
|
Q2 2025
Reduced 23.08%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
941
shares
|
$43,389
0.0% of portfolio
|
Q3 2025
Reduced 91.01%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
626
shares
|
$28,864
0.03% of portfolio
|
Q2 2022
Reduced 33.55%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
593
shares
|
$27,343
0.0% of portfolio
|
Q3 2025
New holding
|
|