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 |
|---|---|---|---|---|---|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
6,774
shares
|
$312,349
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
6,685
shares
|
$308,245
0.03% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
6,522
shares
|
$300,729
0.01% of portfolio
|
Q3 2025
Reduced 11.95%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
6,283
shares
|
$289,709
0.0% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
6,272
shares
|
$289,201
0.02% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
6,011
shares
|
$277,167
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
5,984
shares
|
$275,922
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
5,973
shares
|
$275,415
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
5,931
shares
|
$273,478
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
5,772
shares
|
$266,146
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
5,749
shares
|
$265,086
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
5,738
shares
|
$264,579
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
5,724
shares
|
$263,933
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
5,715
shares
|
$263,518
0.06% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
5,700
shares
|
$262,827
0.05% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
5,650
shares
|
$260,521
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
5,582
shares
|
$257,386
0.01% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,537
shares
|
$255,311
0.0% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
5,505
shares
|
$253,835
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
5,398
shares
|
$248,901
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
5,339
shares
|
$246,181
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
5,111
shares
|
$235,668
0.01% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
5,080
shares
|
$234,238
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
5,022
shares
|
$231,564
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
4,886
shares
|
$225,293
0.05% of portfolio
|
Q2 2025
Reduced 8.18%
|
|