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 |
|---|---|---|---|---|---|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
38,412
shares
|
$1.58 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
35,483
shares
|
$1.46 Million
0.04% of portfolio
|
Q3 2025
Reduced 17.72%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
33,363
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
33,172
shares
|
$1.37 Million
0.04% of portfolio
|
Q2 2022
Reduced 12.1%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
32,514
shares
|
$1.34 Million
0.38% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
31,900
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
31,243
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
31,241
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
31,081
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
Added 28.11%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
30,394
shares
|
$1.25 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
30,176
shares
|
$1.25 Million
0.2% of portfolio
|
Q1 2025
Added 262.09%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
28,758
shares
|
$1.19 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
27,806
shares
|
$1.15 Million
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
27,724
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2025
Reduced 17.87%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
27,715
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Reduced 72.16%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
27,545
shares
|
$1.14 Million
0.11% of portfolio
|
Q3 2025
Reduced 61.79%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
27,495
shares
|
$1.13 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
27,250
shares
|
$1.12 Million
0.64% of portfolio
|
Q1 2025
Reduced 58.21%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
26,406
shares
|
$1.09 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
24,808
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
24,209
shares
|
$998,863
0.01% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
23,912
shares
|
$986,609
0.01% of portfolio
|
Q2 2024
Added 5.4%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
23,838
shares
|
$983,555
0.02% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
23,637
shares
|
$975,262
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
23,270
shares
|
$960,120
0.14% of portfolio
|
Q3 2025
Reduced 6.06%
|
|