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 |
|---|---|---|---|---|---|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
14,302
shares
|
$526,599
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
13,577
shares
|
$499,905
0.2% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
13,317
shares
|
$490,331
0.0% of portfolio
|
Q3 2024
Added 20.03%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
13,210
shares
|
$486,392
0.15% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
13,190
shares
|
$485,655
0.0% of portfolio
|
Q3 2024
Added 46.98%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
13,019
shares
|
$479,359
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
12,822
shares
|
$472,106
0.1% of portfolio
|
Q3 2024
Reduced 40.48%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
12,817
shares
|
$471,921
0.01% of portfolio
|
Q3 2024
Reduced 74.27%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
12,169
shares
|
$448,062
0.0% of portfolio
|
Q4 2024
Added 13.58%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
12,000
shares
|
$441,840
0.26% of portfolio
|
Q1 2023
New holding
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
11,855
shares
|
$436,501
0.13% of portfolio
|
Q4 2024
Reduced 11.17%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
11,665
shares
|
$429,505
0.09% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
11,549
shares
|
$425,234
0.52% of portfolio
|
Q4 2024
Reduced 34.25%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
11,352
shares
|
$417,980
0.11% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
11,265
shares
|
$414,777
0.17% of portfolio
|
Q1 2024
Reduced 2.3%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
10,966
shares
|
$403,768
0.05% of portfolio
|
Q4 2024
Reduced 17.11%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
10,937
shares
|
$402,700
0.01% of portfolio
|
Q4 2024
Reduced 16.64%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
10,850
shares
|
$399,497
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
10,654
shares
|
$392,280
0.09% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
9,979
shares
|
$367,426
0.13% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
9,790
shares
|
$360,467
0.23% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
9,444
shares
|
$347,728
0.22% of portfolio
|
Q2 2024
Added 7.39%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
9,409
shares
|
$346,439
0.01% of portfolio
|
Q4 2024
Reduced 34.91%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
9,300
shares
|
$342,426
0.15% of portfolio
|
Q3 2024
Added 12.05%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
9,200
shares
|
$338,744
0.01% of portfolio
|
Q3 2024
New holding
|