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 |
|---|---|---|---|---|---|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
13,348
shares
|
$615,476
0.17% of portfolio
|
Q4 2023
Added 35.22%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
13,173
shares
|
$607,407
0.1% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
13,100
shares
|
$604,041
0.06% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
12,746
shares
|
$587,718
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
12,533
shares
|
$577,896
0.07% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
12,513
shares
|
$576,974
0.31% of portfolio
|
Q3 2025
Reduced 42.75%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
12,475
shares
|
$575,222
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
12,431
shares
|
$573,193
0.01% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
11,964
shares
|
$551,660
0.17% of portfolio
|
Q4 2023
Reduced 0.26%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
11,906
shares
|
$548,985
0.04% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
11,894
shares
|
$548,432
0.16% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Parkside Investments, LLC
|
Nov 10, 2025 Q3 2025 |
11,875
shares
|
$547,556
0.07% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
11,447
shares
|
$527,821
0.01% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
11,217
shares
|
$517,215
0.01% of portfolio
|
Q3 2025
Reduced 94.29%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10,790
shares
|
$497,526
0.03% of portfolio
|
Q4 2022
Added 1253.83%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
10,786
shares
|
$497,342
0.17% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
10,758
shares
|
$496,051
0.13% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
10,741
shares
|
$495,267
0.05% of portfolio
|
Q3 2025
Reduced 22.07%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
10,372
shares
|
$478,252
0.01% of portfolio
|
Q2 2025
Reduced 13.31%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
10,208
shares
|
$470,690
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
9,987
shares
|
$460,500
0.11% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
9,924
shares
|
$457,595
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
9,879
shares
|
$455,520
0.09% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
9,530
shares
|
$439,428
0.16% of portfolio
|
Q2 2025
Added 76.94%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
9,365
shares
|
$431,820
0.01% of portfolio
|
Q3 2025
Added 75.84%
|
|