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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
30,894
shares
|
$1.42 Million
0.03% of portfolio
|
Q2 2025
Reduced 15.91%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
30,396
shares
|
$1.4 Million
0.68% of portfolio
|
Q2 2025
Added 11.6%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
30,321
shares
|
$1.4 Million
0.06% of portfolio
|
Q3 2025
Added 33.38%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
29,720
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,529
shares
|
$1.36 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
28,387
shares
|
$1.31 Million
0.44% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
28,131
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
First City Capital Management, Inc.
|
Oct 21, 2025 Q3 2025 |
27,030
shares
|
$1.25 Million
0.68% of portfolio
|
Q3 2025
Reduced 10.5%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
26,723
shares
|
$1.23 Million
0.21% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
25,880
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
25,734
shares
|
$1.19 Million
0.15% of portfolio
|
Q2 2022
Reduced 8.22%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
25,469
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
25,163
shares
|
$1.16 Million
0.38% of portfolio
|
Q3 2025
Added 15.5%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Oct 27, 2025 Q3 2025 |
24,502
shares
|
$1.13 Million
0.67% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
23,897
shares
|
$1.1 Million
0.27% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
23,865
shares
|
$1.1 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
23,686
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
23,310
shares
|
$1.07 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
22,751
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
22,427
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
22,281
shares
|
$1.03 Million
0.43% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
22,015
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.8%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
21,951
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2025
Reduced 9.27%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
21,600
shares
|
$995,976
0.01% of portfolio
|
Q3 2025
Reduced 16.25%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
21,486
shares
|
$990,719
0.17% of portfolio
|
Q2 2025
Added 0.4%
|
|