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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
45,718
shares
|
$2.11 Million
0.02% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
44,806
shares
|
$2.07 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
44,547
shares
|
$2.05 Million
0.27% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
44,292
shares
|
$2.04 Million
0.13% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
43,967
shares
|
$2.03 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
43,907
shares
|
$2.02 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
42,535
shares
|
$1.96 Million
0.73% of portfolio
|
Q3 2025
Reduced 8.77%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
40,176
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
40,046
shares
|
$1.85 Million
0.03% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
39,624
shares
|
$1.83 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
39,230
shares
|
$1.81 Million
0.35% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Oct 28, 2025 Q3 2025 |
38,170
shares
|
$1.76 Million
1.47% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 23, 2025 Q3 2025 |
38,046
shares
|
$1.75 Million
0.65% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
37,441
shares
|
$1.73 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
37,254
shares
|
$1.72 Million
0.03% of portfolio
|
Q3 2025
Reduced 50.81%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
36,912
shares
|
$1.7 Million
0.18% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
36,867
shares
|
$1.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
36,786
shares
|
$1.7 Million
0.61% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
34,362
shares
|
$1.58 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
34,121
shares
|
$1.57 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
33,300
shares
|
$1.54 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
33,152
shares
|
$1.53 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
31,965
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
31,949
shares
|
$1.47 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
31,885
shares
|
$1.47 Million
0.17% of portfolio
|
Q3 2025
Reduced 7.77%
|
|