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 259 institutions that hold shares in the stock, with a total of 23 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
196,559
shares
|
$8.8 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
193,837
shares
|
$8.68 Million
0.19% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
190,959
shares
|
$8.55 Million
1.81% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
182,762
shares
|
$8.18 Million
0.04% of portfolio
|
Q2 2025
Added 30.4%
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
179,540
shares
|
$8.04 Million
0.06% of portfolio
|
Q1 2025
Added 145.81%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
176,457
shares
|
$7.9 Million
0.08% of portfolio
|
Q2 2025
Added 4.04%
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Jul 22, 2025 Q2 2025 |
166,707
shares
|
$7.46 Million
4.49% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
160,171
shares
|
$7.17 Million
3.02% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
139,596
shares
|
$6.25 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
134,446
shares
|
$6.02 Million
0.25% of portfolio
|
Q2 2025
Added 1.64%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
133,496
shares
|
$5.98 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
132,013
shares
|
$5.91 Million
0.24% of portfolio
|
Q2 2025
Reduced 15.95%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
128,231
shares
|
$5.74 Million
0.09% of portfolio
|
Q2 2024
Added 1.96%
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
126,543
shares
|
$5.66 Million
3.69% of portfolio
|
Q2 2025
Added 1096.96%
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
122,471
shares
|
$5.48 Million
1.67% of portfolio
|
Q2 2025
Added 1.11%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
122,013
shares
|
$5.46 Million
0.04% of portfolio
|
Q2 2025
Added 0.75%
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
112,619
shares
|
$5.04 Million
1.76% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
105,676
shares
|
$4.73 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
103,394
shares
|
$4.63 Million
0.05% of portfolio
|
Q1 2025
Added 243.15%
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
103,236
shares
|
$4.62 Million
0.14% of portfolio
|
Q2 2025
Added 0.78%
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
103,065
shares
|
$4.61 Million
0.01% of portfolio
|
Q2 2025
Added 0.97%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
102,529
shares
|
$4.59 Million
0.02% of portfolio
|
Q2 2025
Added 1.77%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
100,557
shares
|
$4.5 Million
0.05% of portfolio
|
Q2 2025
Added 63.96%
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
87,359
shares
|
$3.91 Million
0.63% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
86,191
shares
|
$3.86 Million
1.66% of portfolio
|
Q2 2025
Added 2.95%
|