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 172 institutions that hold shares in the stock, with a total of 15.8 Million shares, which have been reported (via 13F filing form) to have a value of $651 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
8,974
shares
|
$370,267
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
8,552
shares
|
$352,855
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
8,288
shares
|
$341,962
0.01% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
7,978
shares
|
$329,172
0.02% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Oct 22, 2025 Q3 2025 |
7,925
shares
|
$326,985
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
7,500
shares
|
$309,450
0.0% of portfolio
|
Q2 2025
Reduced 63.99%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
7,331
shares
|
$302,477
0.02% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
7,192
shares
|
$296,741
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
6,960
shares
|
$287,169
0.17% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
6,950
shares
|
$286,757
0.0% of portfolio
|
Q2 2025
Reduced 21.02%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
6,950
shares
|
$286,757
0.1% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,723
shares
|
$277,390
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mitchell Capital Management CO
|
Nov 06, 2025 Q3 2025 |
6,375
shares
|
$263,032
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,325
shares
|
$260,969
0.0% of portfolio
|
Q3 2025
Reduced 80.98%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
6,273
shares
|
$258,823
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
6,115
shares
|
$252,304
0.01% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
6,005
shares
|
$247,766
0.06% of portfolio
|
Q1 2024
Reduced 44.34%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
5,677
shares
|
$234,233
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
5,614
shares
|
$231,633
0.02% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
5,444
shares
|
$224,619
0.02% of portfolio
|
Q1 2025
Reduced 18.96%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
5,430
shares
|
$224,041
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
5,354
shares
|
$220,906
0.06% of portfolio
|
Q2 2025
Reduced 16.3%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
5,284
shares
|
$218,017
0.12% of portfolio
|
Q2 2025
Reduced 17.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
5,045
shares
|
$208,156
0.0% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,012
shares
|
$206,795
0.0% of portfolio
|
Q3 2025
Reduced 19.51%
|
|