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 260 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 $971 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
21,291
shares
|
$981,728
0.08% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
20,906
shares
|
$963,975
0.08% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
20,713
shares
|
$955,076
0.15% of portfolio
|
Q2 2025
Reduced 73.59%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
20,451
shares
|
$942,995
0.12% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
20,123
shares
|
$927,871
0.34% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
20,116
shares
|
$927,548
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
19,755
shares
|
$910,903
0.6% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
19,717
shares
|
$909,150
0.0% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
18,770
shares
|
$865,484
0.19% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
18,197
shares
|
$839,063
0.42% of portfolio
|
Q3 2025
Reduced 25.66%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
17,933
shares
|
$826,890
0.06% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
17,659
shares
|
$814,256
0.04% of portfolio
|
Q1 2025
Added 26.42%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
17,134
shares
|
$790,048
0.19% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
16,195
shares
|
$746,751
0.29% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
15,940
shares
|
$734,993
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
15,830
shares
|
$729,921
0.01% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
15,757
shares
|
$726,555
0.24% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
15,564
shares
|
$717,656
0.01% of portfolio
|
Q3 2025
Added 105.19%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
15,020
shares
|
$692,572
0.67% of portfolio
|
Q3 2025
Added 35.65%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
14,915
shares
|
$687,730
0.02% of portfolio
|
Q3 2025
Reduced 35.03%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
14,636
shares
|
$674,865
0.41% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
14,453
shares
|
$666,427
0.07% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
14,224
shares
|
$655,868
0.02% of portfolio
|
Q3 2025
Reduced 8.69%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
14,100
shares
|
$650,151
0.04% of portfolio
|
Q4 2023
Reduced 3.42%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
14,041
shares
|
$647,430
0.14% of portfolio
|
Q1 2025
New holding
|
|