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 172 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $483 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
22,310
shares
|
$821,454
0.03% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
21,447
shares
|
$789,678
0.42% of portfolio
|
Q2 2024
New holding
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
21,123
shares
|
$777,748
0.09% of portfolio
|
Q4 2024
Reduced 30.45%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
20,848
shares
|
$767,623
0.07% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
20,830
shares
|
$766,960
0.03% of portfolio
|
Q2 2024
Added 16.65%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
20,722
shares
|
$762,984
0.48% of portfolio
|
Q2 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
20,716
shares
|
$762,763
0.01% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,982
shares
|
$735,737
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
19,559
shares
|
$720,162
0.0% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
19,348
shares
|
$712,393
0.02% of portfolio
|
Q4 2024
Reduced 29.11%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
19,110
shares
|
$703,630
0.06% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
19,090
shares
|
$702,893
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
18,196
shares
|
$669,976
0.28% of portfolio
|
Q3 2023
Reduced 1.72%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
17,437
shares
|
$642,030
0.29% of portfolio
|
Q2 2024
Added 15.03%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
17,152
shares
|
$631,536
0.02% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
16,587
shares
|
$610,733
0.0% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
16,515
shares
|
$608,082
0.15% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
16,077
shares
|
$591,955
0.01% of portfolio
|
Q4 2024
Reduced 23.72%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
15,936
shares
|
$586,763
0.25% of portfolio
|
Q2 2024
Added 63.88%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
15,585
shares
|
$573,839
0.17% of portfolio
|
Q2 2024
Reduced 13.66%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
15,357
shares
|
$565,444
0.1% of portfolio
|
Q4 2024
Added 23.06%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
15,335
shares
|
$564,634
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
15,131
shares
|
$557,123
0.04% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
14,944
shares
|
$550,238
0.07% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
14,600
shares
|
$537,572
0.25% of portfolio
|
Q3 2024
Added 7.35%
|