Institutional Ownership Innovator U.S. Equity Power Bu (PJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJAN). We have compiled data on the 260 institutions that hold shares in the stock, with a total of 21 Million shares, which have been reported (via 13F filing form) to have a value of $971 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,779,654
shares
|
$174 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
1,356,731
shares
|
$62.6 Million
0.81% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
965,016
shares
|
$44.5 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
707,372
shares
|
$32.6 Million
0.01% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
590,397
shares
|
$27.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.16%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
545,277
shares
|
$25.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 61.14%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
479,365
shares
|
$22.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 31.52%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
432,054
shares
|
$19.9 Million
0.47% of portfolio
|
Q3 2025
Added 1281.2%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
424,220
shares
|
$19.6 Million
3.93% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 06, 2025 Q3 2025 |
394,393
shares
|
$18.2 Million
8.79% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
380,135
shares
|
$17.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 55.49%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
362,975
shares
|
$16.7 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
350,588
shares
|
$16.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
343,136
shares
|
$15.8 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
322,311
shares
|
$14.9 Million
1.48% of portfolio
|
Q1 2024
Added 2.1%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
314,970
shares
|
$14.5 Million
3.12% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
268,965
shares
|
$12.4 Million
2.15% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
264,301
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
251,256
shares
|
$11.6 Million
0.03% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
244,938
shares
|
$11.3 Million
0.13% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
242,404
shares
|
$11.2 Million
1.31% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
234,339
shares
|
$10.8 Million
0.23% of portfolio
|
Q1 2024
Added 1218.66%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
223,915
shares
|
$10.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
199,545
shares
|
$9.2 Million
0.08% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
191,768
shares
|
$8.84 Million
1.73% of portfolio
|
Q3 2025
Added 0.42%
|
|