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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
22,588
shares
|
$910,974
0.02% of portfolio
|
Q2 2025
Added 31.69%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
21,770
shares
|
$877,984
0.03% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
21,471
shares
|
$865,925
0.35% of portfolio
|
Q2 2025
Added 27.45%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
21,447
shares
|
$864,957
0.4% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
21,114
shares
|
$851,527
0.0% of portfolio
|
Q2 2025
Added 89.07%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
20,875
shares
|
$841,888
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
20,830
shares
|
$840,073
0.03% of portfolio
|
Q2 2024
Added 16.65%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
20,174
shares
|
$813,617
0.07% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,982
shares
|
$805,874
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
19,609
shares
|
$790,830
0.03% of portfolio
|
Q2 2025
Added 9.41%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
19,407
shares
|
$782,684
0.27% of portfolio
|
Q2 2025
Added 42.94%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
19,090
shares
|
$769,899
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
18,268
shares
|
$736,748
0.06% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
18,196
shares
|
$733,844
0.28% of portfolio
|
Q3 2023
Reduced 1.72%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
17,908
shares
|
$722,229
0.16% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
17,652
shares
|
$711,905
0.19% of portfolio
|
Q2 2025
Added 55.5%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
16,587
shares
|
$668,953
0.0% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
16,451
shares
|
$663,468
0.28% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
16,399
shares
|
$661,371
0.01% of portfolio
|
Q2 2025
Added 24.08%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
16,335
shares
|
$658,790
0.11% of portfolio
|
Q2 2025
Added 11.62%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
16,230
shares
|
$654,555
0.05% of portfolio
|
Q1 2025
Reduced 53.94%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
15,838
shares
|
$638,746
0.18% of portfolio
|
Q2 2025
Added 77.78%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
15,420
shares
|
$621,888
0.17% of portfolio
|
Q2 2025
Added 30.07%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
15,335
shares
|
$618,460
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
15,276
shares
|
$616,081
0.02% of portfolio
|
Q2 2025
New holding
|