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 |
|---|---|---|---|---|---|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
14,932
shares
|
$602,207
0.07% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
13,967
shares
|
$563,289
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
13,720
shares
|
$553,327
0.21% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
13,585
shares
|
$547,883
0.14% of portfolio
|
Q1 2025
Reduced 12.83%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
13,019
shares
|
$525,056
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
12,882
shares
|
$519,531
0.15% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
12,817
shares
|
$516,909
0.01% of portfolio
|
Q3 2024
Reduced 74.27%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
12,803
shares
|
$516,344
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
12,760
shares
|
$514,610
0.01% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
12,457
shares
|
$502,390
0.02% of portfolio
|
Q2 2025
Added 29.36%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
12,413
shares
|
$500,616
0.01% of portfolio
|
Q2 2025
Added 29.19%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
12,067
shares
|
$486,662
0.39% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
12,000
shares
|
$483,960
0.26% of portfolio
|
Q1 2023
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
11,941
shares
|
$481,580
0.0% of portfolio
|
Q2 2025
Reduced 28.71%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
11,875
shares
|
$478,918
0.03% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
11,603
shares
|
$467,948
0.08% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
10,850
shares
|
$437,580
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
10,789
shares
|
$435,120
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
10,720
shares
|
$432,337
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
10,525
shares
|
$424,473
0.28% of portfolio
|
Q2 2025
Added 11.08%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
9,979
shares
|
$402,453
0.12% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
9,920
shares
|
$400,073
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
9,684
shares
|
$390,555
0.07% of portfolio
|
Q2 2025
Reduced 15.59%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
9,665
shares
|
$389,789
0.01% of portfolio
|
Q2 2025
Reduced 28.88%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
9,650
shares
|
$389,184
0.01% of portfolio
|
Q1 2025
Reduced 11.77%
|