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 |
|---|---|---|---|---|---|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
4,889
shares
|
$201,720
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
4,795
shares
|
$197,841
0.01% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
3,100
shares
|
$127,906
0.09% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,566
shares
|
$105,873
0.0% of portfolio
|
Q3 2025
Added 31.59%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,101
shares
|
$86,687
0.0% of portfolio
|
Q3 2025
Reduced 46.8%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
1,990
shares
|
$82,107
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,883
shares
|
$77,692
0.0% of portfolio
|
Q3 2025
Reduced 88.65%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,848
shares
|
$76,248
0.0% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
1,722
shares
|
$71,049
0.02% of portfolio
|
Q4 2025
Reduced 5.23%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
1,450
shares
|
$59,827
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,000
shares
|
$41,260
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
911
shares
|
$37,587
0.02% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
879
shares
|
$36,267
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
842
shares
|
$34,740
0.0% of portfolio
|
Q2 2025
Added 155.15%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
574
shares
|
$23,683
0.0% of portfolio
|
Q2 2025
Added 28.7%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
495
shares
|
$20,423
0.02% of portfolio
|
Q3 2025
Reduced 83.8%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
490
shares
|
$20,217
0.01% of portfolio
|
Q2 2023
Added 35.73%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
430
shares
|
$17,741
0.0% of portfolio
|
Q2 2024
Reduced 71.33%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
350
shares
|
$14,441
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
327
shares
|
$13,492
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
272
shares
|
$11,222
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|