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 172 institutions that hold shares in the stock, with a total of 15.8 Million shares, which have been reported (via 13F filing form) to have a value of $651 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
113,721
shares
|
$4.69 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
107,500
shares
|
$4.44 Million
1.47% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
100,539
shares
|
$4.15 Million
0.04% of portfolio
|
Q3 2025
Reduced 27.51%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
97,097
shares
|
$4.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
90,080
shares
|
$3.72 Million
0.75% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
89,700
shares
|
$3.7 Million
2.87% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
83,924
shares
|
$3.46 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.9%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
80,828
shares
|
$3.33 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
79,963
shares
|
$3.3 Million
0.07% of portfolio
|
Q1 2024
Reduced 12.56%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
66,781
shares
|
$2.76 Million
1.5% of portfolio
|
Q3 2025
Reduced 11.78%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
63,285
shares
|
$2.61 Million
1.59% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
59,226
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
58,840
shares
|
$2.43 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
54,746
shares
|
$2.26 Million
0.01% of portfolio
|
Q2 2025
Added 46.96%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
53,928
shares
|
$2.23 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
51,065
shares
|
$2.11 Million
0.23% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
49,487
shares
|
$2.04 Million
1.0% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
48,909
shares
|
$2.02 Million
0.18% of portfolio
|
Q3 2025
Added 90.69%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
44,927
shares
|
$1.85 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
42,447
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
42,428
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2025
Added 74.62%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
40,467
shares
|
$1.67 Million
1.25% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
39,776
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
38,879
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2025
Added 48.97%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
38,727
shares
|
$1.6 Million
0.11% of portfolio
|
Q3 2025
Added 2.25%
|
|