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 221 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 $762 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
6,868
shares
|
$295,530
0.12% of portfolio
|
Q1 2023
Reduced 7.87%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
6,537
shares
|
$281,287
0.06% of portfolio
|
Q3 2024
Reduced 47.82%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
6,516
shares
|
$280,383
0.1% of portfolio
|
Q4 2024
Reduced 16.05%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
6,400
shares
|
$275,392
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
6,293
shares
|
$270,787
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
6,242
shares
|
$268,593
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
6,113
shares
|
$263,042
0.02% of portfolio
|
Q2 2024
Reduced 4.68%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,931
shares
|
$255,210
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
5,715
shares
|
$245,916
0.07% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
5,650
shares
|
$243,119
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
5,583
shares
|
$240,236
0.06% of portfolio
|
Q3 2024
Reduced 10.91%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
5,524
shares
|
$237,697
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
5,505
shares
|
$236,880
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
5,331
shares
|
$229,392
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
5,300
shares
|
$228,059
0.0% of portfolio
|
Q4 2024
Reduced 19.1%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
5,251
shares
|
$225,950
0.06% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
5,080
shares
|
$218,592
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
5,022
shares
|
$216,096
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
5,004
shares
|
$215,322
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
4,900
shares
|
$210,847
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,589
shares
|
$197,464
0.01% of portfolio
|
Q2 2024
Reduced 25.8%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
3,784
shares
|
$162,825
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,695
shares
|
$158,995
0.0% of portfolio
|
Q1 2021
Reduced 68.34%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
3,547
shares
|
$152,627
0.07% of portfolio
|
Q2 2024
Reduced 60.94%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
3,416
shares
|
$146,990
0.01% of portfolio
|
Q1 2024
Added 131.12%
|