Innovator U.S. Equity PowerPJANETF
13F holders, Q1 2024 (March 31)217holders
1famous investor
$39.11avg. 13F price*
At the end of Q1 2024, 217 institutions reported holding Innovator U.S. Equity Power (PJAN) in their 13F filings. The largest holders were Alliancebernstein L.P. ($146.8M), Brookstone Capital Management ($46.4M) and Commonwealth Equity Services, LLC ($42.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Innovator U.S. Equity Power
- CUSIP
- 45782C508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $52.4M |
| Exits | 6 | $938K |
Ownership 217 holders
| Alliancebernstein L.P. | 0.05% | Add +4.1% | 3,753,067 | $146.8M |
| Brookstone Capital Management | 0.83% | Add +1088.9% | 1,186,831 | $46.4M |
| Commonwealth Equity Services, LLC | 0.07% | Add +77.0% | 1,090,442 | $42.6M |
| Osaic Holdings, Inc. | 0.08% | Add +267.1% | 970,358 | $38.0M |
| Penserra Capital Management LLC | 0.43% | Add +8.3% | 876,966 | $34.3M |
| Lincoln National Corp. | 0.46% | Reduce -3.1% | 760,263 | $29.7M |
| MML Investors Services, LLC | 0.12% | Add +564.1% | 750,312 | $29.3M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +220.5% | 702,839 | $27.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +317.8% | 689,710 | $27.0M |
| Cetera Investment Advisers | 0.05% | Add +2624.2% | 535,905 | $21.0M |
| Range Financial Group LLC | 10.20% | Add +6258.6% | 501,948 | $19.6M |
| Janney Montgomery Scott LLC | 0.06% | Add +18.2% | 475,575 | $18.6M |
| Southland Equity Partners LLC | 5.14% | Add +0.8% | 468,143 | $18.3M |
| Transform Wealth, LLC | 1.61% | Add +74.5% | 432,186 | $16.9M |
| Legacy CG, LLC | 5.20% | New | 366,965 | $14.4M |
| Strategic Wealth Partners Group, LLC | 1.39% | Add +2.1% | 322,311 | $12.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.32% | Add +23.7% | 318,011 | $12.4M |
| Bellwether Advisors, LLC | 2.38% | Add +25.8% | 277,380 | $10.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +2.7% | 275,891 | $10.8M |
| Mariner, LLC | 0.02% | Add +0.2% | 240,260 | $9.4M |
| NewEdge Advisors, LLC | 0.08% | Add +7.7% | 239,206 | $9.4M |
| InterOcean Capital Group, LLC | 0.22% | Add +1218.7% | 234,339 | $9.2M |
| Atria Investments, Inc | 0.12% | Reduce -4.4% | 231,996 | $9.1M |
| Motiv8 Investments LLC | 6.35% | Add +41.5% | 208,714 | $8.2M |
| HighTower Advisors, LLC | 0.01% | Add +33.2% | 191,001 | $7.5M |
| City Holding Co. | 1.00% | Reduce -2.8% | 171,100 | $6.7M |
| Townsquare Capital LLC | 0.10% | Add +41.0% | 170,594 | $6.7M |
| AA Financial Advisors, LLC | 2.68% | Add +0.8% | 169,860 | $6.6M |
| Kestra Advisory Services, LLC | 0.04% | Add +68.6% | 168,619 | $6.6M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +50.6% | 151,006 | $5.9M |
| LPL Financial LLC | 0.00% | Add +93.2% | 133,570 | $5.2M |
| Benjamin F. Edwards & Company, Inc. | 0.09% | Add +213.2% | 125,771 | $4.9M |
| CoreCap Advisors, LLC | 0.26% | Add +28.0% | 124,515 | $4.9M |
| IFP Advisors, Inc | 0.20% | Add +51.8% | 118,106 | $4.6M |
| Ameritas Advisory Services, LLC | 0.18% | Add +229.3% | 113,487 | $4.4M |
| Integrated Wealth Concepts LLC | 0.06% | Add +81.5% | 112,767 | $4.4M |
| Elmwood Wealth Management, Inc. | 1.85% | Add +634.0% | 110,235 | $4.3M |
| Axxcess Wealth Management, LLC | 0.12% | Add +214.0% | 108,621 | $4.2M |
| Evermay Wealth Management LLC | 0.61% | Add +78.2% | 102,816 | $4.0M |
| Pathstone Holdings, LLC | 0.02% | Reduce -0.0% | 102,267 | $4.0M |
| MAI Capital Management | 0.04% | Add +382.2% | 102,006 | $4.0M |
| Brown Wealth Management, LLC | 1.65% | New | 101,719 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -29.3% | 94,667 | $3.7M |
| CRA Financial Services, LLC | 0.75% | Add +60.0% | 88,048 | $3.4M |
| Long Island Wealth Management, Inc. | 2.43% | Add +0.4% | 87,941 | $3.4M |
| BCGM Wealth Management, LLC | 1.23% | Reduce -0.6% | 87,599 | $3.4M |
| Sigma Planning Corp | 0.10% | Add +785.0% | 80,991 | $3.2M |
| Pallas Capital Advisors LLC | 0.13% | New | 80,387 | $3.1M |
| Raymond James & Associates | 0.00% | Add +100.6% | 77,828 | $3.0M |
| Outlook Wealth Advisors, LLC | 0.94% | New | 77,733 | $3.0M |
| Weaver Capital Management LLC | 0.82% | Add +59.1% | 73,645 | $2.9M |
| Blue Bell Private Wealth Management, LLC | 0.61% | Reduce -1.5% | 72,688 | $2.8M |
| MTM Financial Group, LLC | 1.84% | Add +12.9% | 70,964 | $2.8M |
| Wealth Alliance, LLC | 0.34% | Add +26.4% | 66,998 | $2.6M |
| Compass Advisory Group LLC | 1.14% | Reduce -5.9% | 65,930 | $2.6M |
| Trek Financial, LLC | 0.20% | Add +231.7% | 65,286 | $2.6M |
| Alera Investment Advisors, LLC | 0.33% | Reduce -5.1% | 63,256 | $2.5M |
| Centaurus Financial, Inc. | 0.17% | Add +39.3% | 62,995 | $2.5M |
| Nikulski Financial, Inc. | 0.81% | Add +2.8% | 62,835 | $2.5M |
| Truist Financial Corp. | 0.00% | Add +87.0% | 59,739 | $2.3M |
| Diligent Investors, LLC | 0.59% | Add +13.7% | 59,725 | $2.3M |
| Apollon Wealth Management, LLC | 0.07% | No change | 56,200 | $2.2M |
| Private Client Services, LLC | 1.48% | New | 56,181 | $2.2M |
| 3EDGE Asset Management, LP | 0.17% | Add +138.0% | 56,094 | $2.2M |
| OneDigital Investment Advisors LLC | 0.03% | Add +1.2% | 55,864 | $2.2M |
| Strategic Blueprint, LLC | 0.15% | Add +53.0% | 55,829 | $2.2M |
| Corrado Advisors, LLC | 1.42% | New | 55,134 | $2.2M |
| Stuart Chaussee & Associates, Inc. | 0.61% | Reduce -75.9% | 54,390 | $2.1M |
| Cwm, LLC | 0.01% | Add +9.5% | 51,650 | $2.0M |
| Certified Advisory Corp | 0.27% | New | 49,761 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +471.5% | 48,803 | $1.9M |
| Jane Street Group, LLC | 0.00% | New | 48,701 | $1.9M |
| Captrust Financial Advisors | 0.01% | Reduce -35.3% | 45,618 | $1.8M |
| WealthPLAN Partners, LLC | 0.18% | Add +153.2% | 45,016 | $1.8M |
| AdvisorNet Financial, Inc | 0.17% | No change | 44,937 | $1.8M |
| FSA Advisors, Inc. | 1.88% | Reduce -2.3% | 44,791 | $1.8M |
| RFG Advisory, LLC | 0.06% | Add +385.3% | 43,664 | $1.7M |
| Yarger Wealth Strategies, LLC | 1.12% | New | 42,040 | $1.6M |
| Sugarloaf Wealth Management, LLC | 0.33% | Reduce -4.9% | 41,230 | $1.6M |
| KFG Wealth Management, LLC | 0.65% | Add +80.0% | 40,151 | $1.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.25% | Add +25.9% | 39,599 | $1.5M |
| AE Wealth Management LLC | 0.02% | Reduce -40.0% | 39,488 | $1.5M |
| Jessup Wealth Management, Inc | 0.64% | New | 38,218 | $1.5M |
| Castle Rock Wealth Management, LLC | 0.40% | Add +87.6% | 38,129 | $1.5M |
| Orion Capital Management LLC | 0.77% | Add +0.4% | 37,182 | $1.5M |
| Harbour Investments, Inc. | 0.05% | Add +3.9% | 36,989 | $1.4M |
| WorthPointe, LLC | 0.73% | Add +45.6% | 36,817 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +233.4% | 36,732 | $1.4M |
| Gill Capital Partners, LLC | 0.58% | Add +131.5% | 36,982 | $1.4M |
| First Commonwealth Financial Corp | 0.37% | New | 35,735 | $1.4M |
| Continuum Advisory, LLC | 0.20% | Reduce -7.9% | 33,871 | $1.3M |
| O'Connor Financial Group LLC | 0.75% | New | 32,300 | $1.3M |
| Crown Wealth Group, LLC | 0.65% | Add +1.9% | 32,222 | $1.3M |
| WealthPlan Investment Management, LLC | 0.19% | Reduce -46.9% | 31,889 | $1.2M |
| Tradition Wealth Management, LLC | 0.12% | New | 30,488 | $1.2M |
| First City Capital Management, Inc. | 0.65% | No change | 30,200 | $1.2M |
| Lineweaver Wealth Advisors, LLC | 0.27% | Reduce -4.8% | 29,550 | $1.2M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -4.2% | 29,406 | $1.1M |
| ARS Wealth Advisors Group, LLC | 0.15% | No change | 27,706 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +14.7% | 27,518 | $1.1M |
"% of holder's portfolio" is PJAN's weight in each manager's 13F, not the share of Innovator U.S. Equity Power the manager owns.