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 |
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
30,396
shares
|
$1.36 Million
0.73% of portfolio
|
Q2 2025
Added 11.6%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
30,200
shares
|
$1.35 Million
0.78% of portfolio
|
Q4 2023
Added 18.9%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,529
shares
|
$1.32 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
28,387
shares
|
$1.27 Million
0.49% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
28,300
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 35.01%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
26,723
shares
|
$1.2 Million
0.21% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
26,044
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
25,880
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
25,790
shares
|
$1.15 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
25,734
shares
|
$1.15 Million
0.15% of portfolio
|
Q2 2022
Reduced 8.22%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
24,502
shares
|
$1.1 Million
0.72% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
24,479
shares
|
$1.1 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
24,195
shares
|
$1.08 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
23,897
shares
|
$1.07 Million
0.23% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
23,865
shares
|
$1.07 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
23,310
shares
|
$1.04 Million
0.67% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
22,955
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Added 12.32%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
22,935
shares
|
$1.03 Million
0.47% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
22,751
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
22,732
shares
|
$1.02 Million
0.05% of portfolio
|
Q1 2025
Reduced 72.45%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
22,015
shares
|
$985,391
0.04% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
21,889
shares
|
$979,751
0.08% of portfolio
|
Q2 2025
Reduced 12.97%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
21,857
shares
|
$978,319
0.58% of portfolio
|
Q2 2025
Reduced 13.88%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
21,786
shares
|
$975,141
0.31% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
21,486
shares
|
$961,713
0.18% of portfolio
|
Q2 2025
Added 0.4%
|