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 235 institutions that hold shares in the stock, with a total of 18.8 Million shares, which have been reported (via 13F filing form) to have a value of $778 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,860,443
shares
|
$160 Million
0.06% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,195,649
shares
|
$49.5 Million
0.13% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
1,116,205
shares
|
$46.2 Million
0.86% of portfolio
|
Q4 2024
Added 16.19%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
811,587
shares
|
$33.6 Million
0.05% of portfolio
|
Q4 2024
Reduced 17.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
647,360
shares
|
$26.8 Million
0.09% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
590,397
shares
|
$24.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
531,107
shares
|
$22 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
451,323
shares
|
$18.7 Million
0.04% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
435,198
shares
|
$18 Million
0.04% of portfolio
|
Q1 2025
Added 368.33%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
434,874
shares
|
$18 Million
4.2% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
371,922
shares
|
$15.4 Million
0.05% of portfolio
|
Q4 2024
Added 23.77%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
322,311
shares
|
$13.3 Million
1.48% of portfolio
|
Q1 2024
Added 2.1%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
276,293
shares
|
$11.4 Million
2.15% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
265,410
shares
|
$11 Million
0.0% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
247,548
shares
|
$10.2 Million
0.25% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
234,339
shares
|
$9.69 Million
0.23% of portfolio
|
Q1 2024
Added 1218.66%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
208,068
shares
|
$8.61 Million
0.02% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
191,142
shares
|
$7.91 Million
1.93% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
173,981
shares
|
$7.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 45.05%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
170,199
shares
|
$7.04 Million
5.05% of portfolio
|
Q4 2024
Reduced 26.15%
|
|
|
Range Financial Group LLC
|
Apr 14, 2025 Q1 2025 |
164,365
shares
|
$6.8 Million
3.28% of portfolio
|
Q1 2025
Reduced 64.37%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
157,065
shares
|
$6.5 Million
0.29% of portfolio
|
Q1 2025
Added 82.1%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
154,395
shares
|
$6.39 Million
0.1% of portfolio
|
Q4 2024
Added 19.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
142,400
shares
|
$5.89 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
138,665
shares
|
$5.74 Million
0.02% of portfolio
|
Q4 2024
Added 32.4%
|