Institutional Ownership Innovator U.S. Equity Power Bu (PJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUN). We have compiled data on the 170 institutions that hold shares in the stock, with a total of 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $465 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
2,729,176
shares
|
$100 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
1,294,331
shares
|
$47.5 Million
0.85% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
440,339
shares
|
$16.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
430,156
shares
|
$15.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
423,640
shares
|
$15.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
375,242
shares
|
$13.8 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
355,496
shares
|
$13.1 Million
0.31% of portfolio
|
Q4 2024
Reduced 97.33%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
322,874
shares
|
$11.9 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
316,136
shares
|
$11.6 Million
2.35% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
287,148
shares
|
$10.5 Million
6.71% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
231,123
shares
|
$8.49 Million
0.94% of portfolio
|
Q1 2024
Reduced 4.67%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
205,620
shares
|
$7.55 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
201,353
shares
|
$7.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
201,171
shares
|
$7.39 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
170,776
shares
|
$6.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
170,002
shares
|
$6.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
159,935
shares
|
$5.87 Million
0.03% of portfolio
|
Q4 2024
Added 21.02%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
153,260
shares
|
$5.63 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
153,235
shares
|
$5.63 Million
0.35% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
138,146
shares
|
$5.07 Million
1.35% of portfolio
|
Q1 2025
Reduced 49.2%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
130,175
shares
|
$4.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.54%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
128,020
shares
|
$4.7 Million
0.89% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
127,974
shares
|
$4.7 Million
0.05% of portfolio
|
Q4 2024
Reduced 22.1%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
109,832
shares
|
$4.03 Million
0.59% of portfolio
|
Q1 2025
Reduced 20.02%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
109,264
shares
|
$4.01 Million
0.84% of portfolio
|
Q4 2024
Reduced 34.62%
|