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 222 institutions that hold shares in the stock, with a total of 17.9 Million shares, which have been reported (via 13F filing form) to have a value of $756 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
15,940
shares
|
$671,392
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
15,940
shares
|
$671,392
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
15,291
shares
|
$644,056
0.08% of portfolio
|
Q3 2024
Reduced 28.43%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
15,068
shares
|
$634,664
0.0% of portfolio
|
Q1 2024
Added 3950.54%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
15,030
shares
|
$633,063
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
15,015
shares
|
$632,431
0.04% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
14,965
shares
|
$630,325
0.08% of portfolio
|
Q3 2024
Reduced 22.75%
|
|
|
Parkside Investments, LLC
|
Oct 15, 2024 Q3 2024 |
14,700
shares
|
$619,164
0.09% of portfolio
|
Q1 2024
Reduced 2.16%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
14,429
shares
|
$607,749
0.41% of portfolio
|
Q3 2024
Added 27.66%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
14,100
shares
|
$593,892
0.05% of portfolio
|
Q4 2023
Reduced 3.42%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,535
shares
|
$570,094
0.0% of portfolio
|
Q3 2024
Reduced 66.83%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
13,427
shares
|
$565,545
0.12% of portfolio
|
Q3 2024
Reduced 10.57%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
13,367
shares
|
$563,018
0.0% of portfolio
|
Q3 2024
Reduced 40.54%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
13,348
shares
|
$562,217
0.19% of portfolio
|
Q4 2023
Added 35.22%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
13,338
shares
|
$561,796
0.05% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
13,023
shares
|
$548,528
0.02% of portfolio
|
Q3 2024
Reduced 82.57%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
12,886
shares
|
$542,758
0.39% of portfolio
|
Q3 2024
Reduced 25.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
12,430
shares
|
$523,551
0.0% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
12,340
shares
|
$519,760
0.12% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
12,183
shares
|
$513,147
0.01% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
11,964
shares
|
$503,923
0.28% of portfolio
|
Q4 2023
Reduced 0.26%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
11,903
shares
|
$501,354
0.05% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
11,823
shares
|
$497,984
0.11% of portfolio
|
Q3 2024
Reduced 9.56%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
11,822
shares
|
$497,942
0.16% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
11,785
shares
|
$496,384
0.04% of portfolio
|
Q3 2024
Added 10.04%
|