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 173 institutions that hold shares in the stock, with a total of 15.8 Million shares, which have been reported (via 13F filing form) to have a value of $653 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
15,432
shares
|
$636,724
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
15,335
shares
|
$632,722
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
15,320
shares
|
$632,103
0.16% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
14,895
shares
|
$614,567
0.06% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
13,720
shares
|
$566,087
0.2% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
13,585
shares
|
$560,517
0.12% of portfolio
|
Q1 2025
Reduced 12.83%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
13,049
shares
|
$538,401
0.01% of portfolio
|
Q3 2025
Reduced 20.43%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
13,019
shares
|
$537,163
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
12,817
shares
|
$528,829
0.01% of portfolio
|
Q3 2024
Reduced 74.27%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
12,770
shares
|
$526,890
0.04% of portfolio
|
Q3 2025
Reduced 21.32%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
12,000
shares
|
$495,120
0.26% of portfolio
|
Q1 2023
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
11,941
shares
|
$492,685
0.0% of portfolio
|
Q2 2025
Reduced 28.71%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
11,886
shares
|
$490,416
0.39% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
11,696
shares
|
$482,576
0.14% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
11,548
shares
|
$476,470
0.08% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
11,439
shares
|
$471,973
0.01% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
10,850
shares
|
$447,671
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
10,320
shares
|
$425,803
0.0% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
9,979
shares
|
$411,733
0.12% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
9,920
shares
|
$409,299
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
9,783
shares
|
$403,646
0.02% of portfolio
|
Q3 2025
Reduced 9.32%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
9,684
shares
|
$399,561
0.07% of portfolio
|
Q2 2025
Reduced 15.59%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
9,665
shares
|
$398,777
0.01% of portfolio
|
Q2 2025
Reduced 28.88%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
9,600
shares
|
$396,096
0.11% of portfolio
|
Q2 2025
Added 23.87%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
9,431
shares
|
$389,123
0.02% of portfolio
|
Q3 2025
Reduced 20.58%
|
|