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 |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
60,914
shares
|
$2.52 Million
0.51% of portfolio
|
Q4 2024
Reduced 8.86%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
57,935
shares
|
$2.4 Million
0.03% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
57,099
shares
|
$2.36 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,242
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
54,293
shares
|
$2.25 Million
0.16% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
54,062
shares
|
$2.24 Million
0.35% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
53,365
shares
|
$2.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
53,227
shares
|
$2.2 Million
0.18% of portfolio
|
Q4 2024
Reduced 17.16%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
50,423
shares
|
$2.09 Million
0.14% of portfolio
|
Q4 2024
Reduced 10.97%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
50,280
shares
|
$2.08 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
50,133
shares
|
$2.07 Million
0.53% of portfolio
|
Q1 2025
Added 42.82%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
46,468
shares
|
$1.92 Million
0.15% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
45,890
shares
|
$1.9 Million
1.25% of portfolio
|
Q4 2024
Reduced 9.44%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
45,248
shares
|
$1.87 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
44,455
shares
|
$1.84 Million
0.02% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
43,907
shares
|
$1.82 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
43,004
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2024
Added 161.76%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
42,191
shares
|
$1.75 Million
0.05% of portfolio
|
Q1 2025
Added 37.1%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
41,984
shares
|
$1.74 Million
0.19% of portfolio
|
Q4 2024
Added 51.75%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
40,367
shares
|
$1.67 Million
0.04% of portfolio
|
Q4 2024
Reduced 21.16%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
39,902
shares
|
$1.65 Million
0.24% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
39,230
shares
|
$1.62 Million
0.35% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
39,195
shares
|
$1.62 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
39,087
shares
|
$1.62 Million
1.98% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
38,148
shares
|
$1.58 Million
0.67% of portfolio
|
Q4 2024
Added 2.93%
|