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 |
---|---|---|---|---|---|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
59,563
shares
|
$2.55 Million
0.63% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
58,770
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2024
Added 75.94%
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
57,099
shares
|
$2.45 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,242
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
54,569
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2024
Added 7.78%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
53,857
shares
|
$2.31 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
53,347
shares
|
$2.29 Million
0.35% of portfolio
|
Q4 2024
Added 0.51%
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
50,675
shares
|
$2.17 Million
0.85% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
50,423
shares
|
$2.16 Million
0.14% of portfolio
|
Q4 2024
Reduced 10.97%
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
50,280
shares
|
$2.15 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
45,687
shares
|
$1.96 Million
0.17% of portfolio
|
Q4 2024
Added 1.67%
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
45,248
shares
|
$1.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
44,236
shares
|
$1.9 Million
0.02% of portfolio
|
Q3 2024
Added 0.42%
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
41,984
shares
|
$1.8 Million
0.19% of portfolio
|
Q4 2024
Added 51.75%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
40,367
shares
|
$1.73 Million
0.04% of portfolio
|
Q4 2024
Reduced 21.16%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
39,593
shares
|
$1.7 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
39,230
shares
|
$1.68 Million
0.35% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
39,195
shares
|
$1.68 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
39,087
shares
|
$1.67 Million
1.98% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
37,949
shares
|
$1.63 Million
0.02% of portfolio
|
Q4 2024
Added 1.92%
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
37,287
shares
|
$1.6 Million
0.77% of portfolio
|
Q2 2024
Added 0.28%
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
37,061
shares
|
$1.59 Million
0.65% of portfolio
|
Q3 2024
Added 0.16%
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
36,922
shares
|
$1.58 Million
0.04% of portfolio
|
Q3 2024
Added 67.55%
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
36,912
shares
|
$1.58 Million
0.18% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
36,526
shares
|
$1.57 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.09%
|