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 227 institutions that hold shares in the stock, with a total of 19.4 Million shares, which have been reported (via 13F filing form) to have a value of $804 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
3,688,129
shares
|
$153 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,235,825
shares
|
$51.3 Million
0.12% of portfolio
|
Q2 2024
Added 27.36%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
982,931
shares
|
$40.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
907,329
shares
|
$37.7 Million
0.46% of portfolio
|
Q2 2024
Added 3.46%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
678,607
shares
|
$28.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
603,905
shares
|
$25.1 Million
0.1% of portfolio
|
Q2 2024
Reduced 19.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
590,397
shares
|
$24.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
520,044
shares
|
$21.6 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
|
Range Financial Group LLC
|
Oct 18, 2024 Q3 2024 |
473,254
shares
|
$19.7 Million
27.03% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
454,007
shares
|
$18.9 Million
4.56% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
362,954
shares
|
$15.1 Million
0.08% of portfolio
|
Q2 2024
Added 115.25%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
322,311
shares
|
$13.4 Million
1.48% of portfolio
|
Q1 2024
Added 2.1%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
314,110
shares
|
$13 Million
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
290,027
shares
|
$12 Million
0.29% of portfolio
|
Q2 2024
Reduced 8.8%
|
|
|
Bellwether Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
277,614
shares
|
$11.5 Million
2.44% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
234,719
shares
|
$9.75 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.31%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
234,339
shares
|
$9.73 Million
0.23% of portfolio
|
Q1 2024
Added 1218.66%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
230,553
shares
|
$9.58 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
230,456
shares
|
$9.57 Million
6.41% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
227,974
shares
|
$9.47 Million
0.07% of portfolio
|
Q2 2024
Reduced 4.7%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
176,981
shares
|
$7.35 Million
0.02% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
176,175
shares
|
$7.32 Million
2.11% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
163,119
shares
|
$6.78 Million
0.01% of portfolio
|
Q2 2024
Reduced 14.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
158,729
shares
|
$6.59 Million
0.02% of portfolio
|
Q3 2024
Reduced 30.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
152,859
shares
|
$6.35 Million
0.0% of portfolio
|
Q2 2024
Added 14.44%
|