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 220 institutions that hold shares in the stock, with a total of 17.7 Million shares, which have been reported (via 13F filing form) to have a value of $760 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
121,090
shares
|
$5.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 25.77%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
117,278
shares
|
$5.03 Million
0.23% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
114,976
shares
|
$4.93 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
113,672
shares
|
$4.87 Million
4.55% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
112,572
shares
|
$4.82 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
101,176
shares
|
$4.34 Million
0.15% of portfolio
|
Q4 2024
Added 28.15%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
97,157
shares
|
$4.16 Million
2.64% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
87,599
shares
|
$3.75 Million
1.28% of portfolio
|
Q1 2024
Reduced 0.61%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
87,308
shares
|
$3.74 Million
1.62% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
87,275
shares
|
$3.74 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.93%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
86,705
shares
|
$3.72 Million
0.54% of portfolio
|
Q4 2024
Reduced 32.5%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
86,252
shares
|
$3.7 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
82,511
shares
|
$3.54 Million
0.17% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
80,888
shares
|
$3.47 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
74,579
shares
|
$3.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
73,070
shares
|
$3.13 Million
0.04% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
71,499
shares
|
$3.06 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
69,653
shares
|
$2.98 Million
0.05% of portfolio
|
Q4 2024
Reduced 26.51%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
68,236
shares
|
$2.92 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
66,839
shares
|
$2.86 Million
0.55% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
66,781
shares
|
$2.86 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
64,254
shares
|
$2.75 Million
0.21% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
63,167
shares
|
$2.71 Million
1.27% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
62,103
shares
|
$2.66 Million
0.06% of portfolio
|
Q4 2024
Added 195.56%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
60,309
shares
|
$2.58 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.81%
|