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 |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
9,276
shares
|
$427,716
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
9,162
shares
|
$422,459
0.0% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
9,144
shares
|
$421,629
0.02% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
8,838
shares
|
$407,520
0.07% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
8,783
shares
|
$404,984
0.34% of portfolio
|
Q3 2025
Reduced 54.8%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
8,500
shares
|
$391,935
0.03% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,497
shares
|
$391,796
0.01% of portfolio
|
Q3 2024
Reduced 40.76%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
8,497
shares
|
$391,796
0.09% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
8,467
shares
|
$390,413
0.12% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
8,432
shares
|
$388,799
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
8,381
shares
|
$386,447
0.15% of portfolio
|
Q3 2025
Added 14.31%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
8,202
shares
|
$378,194
0.01% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
8,159
shares
|
$376,211
0.12% of portfolio
|
Q4 2021
Reduced 49.89%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
8,124
shares
|
$374,597
0.02% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
7,924
shares
|
$365,375
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
7,879
shares
|
$363,300
0.03% of portfolio
|
Q1 2025
Added 28.89%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
7,782
shares
|
$358,828
0.08% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
7,776
shares
|
$358,551
0.02% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
7,541
shares
|
$347,715
0.09% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,389
shares
|
$340,706
0.02% of portfolio
|
Q3 2025
Added 12.02%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
7,299
shares
|
$336,556
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
7,257
shares
|
$334,620
0.06% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
7,000
shares
|
$322,770
0.07% of portfolio
|
Q1 2022
Added 250.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
6,868
shares
|
$316,683
0.12% of portfolio
|
Q1 2023
Reduced 7.87%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
6,819
shares
|
$314,424
0.01% of portfolio
|
Q2 2025
Added 22.86%
|
|