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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
75,607
shares
|
$3.49 Million
0.02% of portfolio
|
Q3 2025
Reduced 57.89%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
73,903
shares
|
$3.41 Million
0.5% of portfolio
|
Q3 2025
Reduced 15.4%
|
|
|
Compass Advisory Group LLC
|
Nov 06, 2025 Q3 2025 |
72,939
shares
|
$3.36 Million
1.07% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
71,619
shares
|
$3.3 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
69,330
shares
|
$3.2 Million
0.13% of portfolio
|
Q3 2025
Reduced 47.48%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
64,037
shares
|
$2.95 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
63,655
shares
|
$2.94 Million
0.38% of portfolio
|
Q3 2025
Reduced 14.84%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
62,981
shares
|
$2.9 Million
0.05% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
59,179
shares
|
$2.73 Million
0.15% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
58,478
shares
|
$2.7 Million
0.79% of portfolio
|
Q3 2025
Reduced 15.83%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
58,077
shares
|
$2.68 Million
0.42% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
58,000
shares
|
$2.67 Million
1.11% of portfolio
|
Q1 2025
Added 11958.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,242
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
54,943
shares
|
$2.53 Million
0.32% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
52,123
shares
|
$2.4 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
51,744
shares
|
$2.39 Million
0.07% of portfolio
|
Q3 2025
Added 53.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
51,184
shares
|
$2.36 Million
0.06% of portfolio
|
Q3 2025
Added 10.39%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
50,743
shares
|
$2.34 Million
0.17% of portfolio
|
Q3 2025
Added 25.36%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
50,625
shares
|
$2.33 Million
0.02% of portfolio
|
Q3 2025
Added 25.43%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
49,122
shares
|
$2.27 Million
0.14% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
48,441
shares
|
$2.23 Million
1.67% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
48,280
shares
|
$2.23 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
47,274
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.93%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
46,242
shares
|
$2.13 Million
0.45% of portfolio
|
Q3 2025
Reduced 7.74%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
45,961
shares
|
$2.12 Million
1.67% of portfolio
|
Q3 2025
Reduced 3.03%
|
|