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 173 institutions that hold shares in the stock, with a total of 15.1 Million shares, which have been reported (via 13F filing form) to have a value of $607 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
37,875
shares
|
$1.53 Million
0.11% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
36,668
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2025
Added 149.09%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
35,792
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
33,247
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
33,172
shares
|
$1.34 Million
0.04% of portfolio
|
Q2 2022
Reduced 12.1%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
32,845
shares
|
$1.32 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
32,215
shares
|
$1.3 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
31,131
shares
|
$1.26 Million
0.27% of portfolio
|
Q2 2025
Added 11.54%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
30,655
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2025
Added 73.08%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
30,176
shares
|
$1.22 Million
0.22% of portfolio
|
Q1 2025
Added 262.09%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
28,913
shares
|
$1.17 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
28,608
shares
|
$1.15 Million
0.14% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
27,806
shares
|
$1.12 Million
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
27,724
shares
|
$1.12 Million
0.04% of portfolio
|
Q2 2025
Reduced 17.87%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
27,250
shares
|
$1.1 Million
0.69% of portfolio
|
Q1 2025
Reduced 58.21%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
26,406
shares
|
$1.06 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
26,098
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 76.2%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
25,648
shares
|
$1.03 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
24,896
shares
|
$1 Million
0.03% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
24,770
shares
|
$998,974
0.16% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
24,297
shares
|
$979,898
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
24,261
shares
|
$978,446
0.01% of portfolio
|
Q1 2025
Reduced 62.32%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
24,229
shares
|
$977,155
0.01% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
23,912
shares
|
$964,370
0.01% of portfolio
|
Q2 2024
Added 5.4%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
23,053
shares
|
$929,727
0.05% of portfolio
|
Q2 2025
Reduced 36.5%
|