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 |
|---|---|---|---|---|---|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
7,878
shares
|
$325,834
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
7,710
shares
|
$318,885
0.0% of portfolio
|
Q1 2024
Reduced 20.31%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
7,496
shares
|
$310,034
0.0% of portfolio
|
Q4 2024
Added 275.55%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
7,254
shares
|
$300,025
0.01% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
7,022
shares
|
$290,429
0.01% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
7,000
shares
|
$289,520
0.08% of portfolio
|
Q1 2022
Added 250.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
6,868
shares
|
$284,060
0.12% of portfolio
|
Q1 2023
Reduced 7.87%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
6,400
shares
|
$264,704
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
6,282
shares
|
$259,823
0.03% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
6,247
shares
|
$258,375
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
6,242
shares
|
$258,169
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
6,114
shares
|
$252,875
0.0% of portfolio
|
Q4 2024
Reduced 13.09%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
6,113
shares
|
$252,833
0.02% of portfolio
|
Q2 2024
Reduced 4.68%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
6,074
shares
|
$251,220
0.01% of portfolio
|
Q4 2024
Added 9.96%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
6,038
shares
|
$249,731
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
5,997
shares
|
$248,035
0.06% of portfolio
|
Q1 2025
Reduced 53.75%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
5,931
shares
|
$245,306
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
5,915
shares
|
$244,644
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
5,749
shares
|
$237,778
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
5,715
shares
|
$236,372
0.07% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
5,650
shares
|
$233,684
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
5,531
shares
|
$228,762
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,505
shares
|
$227,686
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
5,398
shares
|
$223,261
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
5,386
shares
|
$222,764
0.06% of portfolio
|
Q4 2024
Added 2.57%
|