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 259 institutions that hold shares in the stock, with a total of 21 Million shares, which have been reported (via 13F filing form) to have a value of $970 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
163,454
shares
|
$7.54 Million
3.98% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
160,919
shares
|
$7.42 Million
0.16% of portfolio
|
Q3 2025
Reduced 16.98%
|
|
|
Element Squared LLC
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
160,565
shares
|
$7.4 Million
4.19% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
159,522
shares
|
$7.36 Million
0.06% of portfolio
|
Q3 2025
Reduced 9.6%
|
|
|
Range Financial Group LLC
|
Oct 17, 2025 Q3 2025 |
155,731
shares
|
$7.18 Million
2.85% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
137,902
shares
|
$6.36 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
133,711
shares
|
$6.17 Million
0.03% of portfolio
|
Q3 2025
Reduced 26.84%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
133,349
shares
|
$6.15 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
133,022
shares
|
$6.13 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
128,231
shares
|
$5.91 Million
0.09% of portfolio
|
Q2 2024
Added 1.96%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
123,963
shares
|
$5.72 Million
0.08% of portfolio
|
Q3 2025
Reduced 84.16%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
122,471
shares
|
$5.65 Million
1.61% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
121,527
shares
|
$5.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
111,446
shares
|
$5.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 56.82%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
105,480
shares
|
$4.86 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
103,394
shares
|
$4.77 Million
0.05% of portfolio
|
Q1 2025
Added 243.15%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
101,999
shares
|
$4.7 Million
1.58% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
100,196
shares
|
$4.62 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
99,861
shares
|
$4.6 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
98,756
shares
|
$4.55 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
94,325
shares
|
$4.35 Million
2.64% of portfolio
|
Q3 2025
Reduced 25.46%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
89,731
shares
|
$4.14 Million
0.53% of portfolio
|
Q3 2025
Added 69.87%
|
|
|
Elmwood Wealth Management, Inc.
|
Nov 06, 2025 Q3 2025 |
86,296
shares
|
$3.98 Million
1.56% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
85,555
shares
|
$3.94 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.92%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
80,660
shares
|
$3.72 Million
1.06% of portfolio
|
Q3 2025
New holding
|
|