Institutional Ownership Innovator U.S. Equity Power Bu (PJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUN). We have compiled data on the 170 institutions that hold shares in the stock, with a total of 13.2 Million shares, which have been reported (via 13F filing form) to have a value of $503 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
2,729,176
shares
|
$104 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
1,249,529
shares
|
$47.6 Million
0.86% of portfolio
|
Q4 2024
Added 16.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
440,339
shares
|
$16.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
430,156
shares
|
$16.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
423,640
shares
|
$16.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
388,528
shares
|
$14.8 Million
0.24% of portfolio
|
Q4 2024
Reduced 61.66%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
355,496
shares
|
$13.5 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
322,874
shares
|
$12.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
316,136
shares
|
$12 Million
2.35% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
299,673
shares
|
$11.4 Million
7.18% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
271,934
shares
|
$10.4 Million
2.85% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
231,123
shares
|
$8.81 Million
0.94% of portfolio
|
Q1 2024
Reduced 4.67%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
205,620
shares
|
$7.84 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
201,353
shares
|
$7.67 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
201,171
shares
|
$7.67 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
195,881
shares
|
$7.47 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.4%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
179,986
shares
|
$6.86 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
170,776
shares
|
$6.51 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
170,689
shares
|
$6.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
159,935
shares
|
$6.1 Million
0.03% of portfolio
|
Q4 2024
Added 21.02%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
153,260
shares
|
$5.84 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
150,492
shares
|
$5.74 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
137,322
shares
|
$5.23 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
136,558
shares
|
$5.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
128,020
shares
|
$4.88 Million
0.89% of portfolio
|
Q4 2024
Reduced 0.02%
|