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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
32,003
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.27%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
31,613
shares
|
$1.4 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
30,200
shares
|
$1.34 Million
0.78% of portfolio
|
Q4 2023
Added 18.9%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,529
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
28,387
shares
|
$1.26 Million
0.49% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
27,237
shares
|
$1.21 Million
0.8% of portfolio
|
Q1 2025
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
26,723
shares
|
$1.19 Million
0.21% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
26,044
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
25,995
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
25,790
shares
|
$1.15 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
25,734
shares
|
$1.14 Million
0.15% of portfolio
|
Q2 2022
Reduced 8.22%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
25,379
shares
|
$1.13 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
24,520
shares
|
$1.09 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
24,502
shares
|
$1.09 Million
0.72% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
24,479
shares
|
$1.09 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
24,346
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
23,897
shares
|
$1.06 Million
0.23% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
23,886
shares
|
$1.06 Million
0.5% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
23,438
shares
|
$1.04 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
23,436
shares
|
$1.04 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
23,310
shares
|
$1.04 Million
0.67% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
22,751
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
22,732
shares
|
$1.01 Million
0.05% of portfolio
|
Q1 2025
Reduced 72.45%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
22,427
shares
|
$995,983
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
22,111
shares
|
$981,949
0.02% of portfolio
|
Q1 2025
Added 71.88%
|