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 258 institutions that hold shares in the stock, with a total of 22.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
78,432
shares
|
$3.48 Million
0.04% of portfolio
|
Q1 2025
Added 14.94%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
75,735
shares
|
$3.36 Million
0.07% of portfolio
|
Q2 2025
Added 155.93%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
74,750
shares
|
$3.32 Million
0.45% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
71,723
shares
|
$3.19 Million
0.37% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
69,478
shares
|
$3.09 Million
0.82% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
65,522
shares
|
$2.91 Million
1.29% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
64,682
shares
|
$2.87 Million
1.19% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
64,392
shares
|
$2.86 Million
0.35% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
62,509
shares
|
$2.78 Million
0.18% of portfolio
|
Q1 2025
Added 15.13%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
62,103
shares
|
$2.76 Million
0.06% of portfolio
|
Q4 2024
Added 195.56%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
61,329
shares
|
$2.72 Million
0.03% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
60,857
shares
|
$2.7 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
58,000
shares
|
$2.58 Million
1.22% of portfolio
|
Q1 2025
Added 11958.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
56,906
shares
|
$2.53 Million
0.0% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
56,506
shares
|
$2.51 Million
0.02% of portfolio
|
Q1 2025
Added 27.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,242
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
54,678
shares
|
$2.43 Million
0.33% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
52,823
shares
|
$2.35 Million
0.47% of portfolio
|
Q2 2025
Added 91.32%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
52,307
shares
|
$2.32 Million
0.99% of portfolio
|
Q1 2025
Added 37.12%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
50,530
shares
|
$2.24 Million
0.65% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
50,420
shares
|
$2.24 Million
0.9% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
50,122
shares
|
$2.23 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
49,152
shares
|
$2.18 Million
0.16% of portfolio
|
Q1 2025
Reduced 7.66%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
49,122
shares
|
$2.18 Million
0.15% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
May 01, 2025 Q1 2025 |
48,783
shares
|
$2.17 Million
1.84% of portfolio
|
Q1 2025
Added 24.46%
|