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 171 institutions that hold shares in the stock, with a total of 14.8 Million shares, which have been reported (via 13F filing form) to have a value of $597 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
120,549
shares
|
$4.86 Million
0.01% of portfolio
|
Q2 2025
Added 179.7%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
114,802
shares
|
$4.63 Million
0.54% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
103,909
shares
|
$4.19 Million
1.31% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
99,564
shares
|
$4.02 Million
0.01% of portfolio
|
Q2 2025
Added 622.0%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
97,837
shares
|
$3.95 Million
0.01% of portfolio
|
Q2 2025
Reduced 38.0%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
94,166
shares
|
$3.8 Million
0.82% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
91,125
shares
|
$3.68 Million
0.01% of portfolio
|
Q2 2025
Added 19.8%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
89,850
shares
|
$3.62 Million
3.01% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
82,206
shares
|
$3.32 Million
0.04% of portfolio
|
Q2 2025
Added 74.56%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
79,963
shares
|
$3.22 Million
0.07% of portfolio
|
Q1 2024
Reduced 12.56%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
75,696
shares
|
$3.05 Million
1.83% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
63,535
shares
|
$2.56 Million
1.71% of portfolio
|
Q2 2025
Added 16.62%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
59,227
shares
|
$2.39 Million
0.54% of portfolio
|
Q2 2025
Added 25.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
59,226
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
56,829
shares
|
$2.29 Million
0.05% of portfolio
|
Q2 2025
Reduced 16.54%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
54,746
shares
|
$2.21 Million
0.01% of portfolio
|
Q2 2025
Added 46.96%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
51,065
shares
|
$2.06 Million
0.24% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
49,591
shares
|
$2 Million
1.08% of portfolio
|
Q2 2025
Added 139.32%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
46,125
shares
|
$1.86 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
45,035
shares
|
$1.82 Million
0.46% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
43,662
shares
|
$1.76 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
43,123
shares
|
$1.74 Million
0.05% of portfolio
|
Q2 2025
Added 32.38%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
41,353
shares
|
$1.67 Million
1.35% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
39,846
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Added 43.14%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
38,994
shares
|
$1.57 Million
0.48% of portfolio
|
Q2 2025
Reduced 3.7%
|