Institutional Ownership Innovator U.S. Equity Power Bu (PJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUN). We have compiled data on the 167 institutions that hold shares in the stock, with a total of 12.8 Million shares, which have been reported (via 13F filing form) to have a value of $489 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,752,624
shares
|
$105 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
1,076,247
shares
|
$41.1 Million
0.86% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
486,959
shares
|
$18.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
460,533
shares
|
$17.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 16.57%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
440,765
shares
|
$16.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 18.9%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
388,528
shares
|
$14.8 Million
0.24% of portfolio
|
Q4 2024
Reduced 61.66%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
331,172
shares
|
$12.6 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
318,565
shares
|
$12.2 Million
8.0% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
317,852
shares
|
$12.1 Million
2.37% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
275,890
shares
|
$10.5 Million
3.03% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
231,123
shares
|
$8.82 Million
0.94% of portfolio
|
Q1 2024
Reduced 4.67%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
226,189
shares
|
$8.63 Million
0.0% of portfolio
|
Q3 2024
Added 9.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
215,391
shares
|
$8.22 Million
0.02% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
205,620
shares
|
$7.84 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
179,986
shares
|
$6.87 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
174,072
shares
|
$6.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
170,776
shares
|
$6.52 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
167,111
shares
|
$6.38 Million
1.28% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
164,272
shares
|
$6.27 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
153,285
shares
|
$5.85 Million
0.02% of portfolio
|
Q2 2024
Added 15.98%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
150,492
shares
|
$5.74 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
138,690
shares
|
$5.29 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
137,322
shares
|
$5.24 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
132,159
shares
|
$5.04 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.91%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
128,050
shares
|
$4.89 Million
0.93% of portfolio
|
Q3 2024
Reduced 0.03%
|