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 |
| Focus Financial Network, Inc. | 0.05% | — | 27,681 | $1.1M |
| BCS Wealth Management | 0.34% | Add +43.0% | 26,966 | $1.1M |
| Clearstead Advisors, LLC | 0.05% | New | 26,581 | $1.0M |
| Castle Wealth Management LLC | 0.54% | Add +34.3% | 26,390 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +36.9% | 25,833 | $1.0M |
| Belpointe Asset Management LLC | 0.08% | Add +11.0% | 25,663 | $1.0M |
| Kathmere Capital Management, LLC | 0.11% | Reduce -0.1% | 25,550 | $999K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +243.2% | 25,194 | $985K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +243.2% | 25,194 | $985K |
| Clay Northam Wealth Management, LLC | 0.79% | No change | 25,135 | $983K |
| Lakeridge Wealth Management LLC | 0.63% | New | 24,878 | $973K |
| Independent Financial Group, LLC | 0.04% | Add +17.3% | 23,750 | $929K |
| Keystone Wealth Services, LLC | 0.30% | Reduce -3.9% | 23,718 | $928K |
| JPMorgan Chase & Co. | 0.00% | Add +13100.5% | 23,515 | $920K |
| Global Strategic Investment Solutions, LLC | 0.11% | Add +73.5% | 23,273 | $910K |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -7.7% | 23,149 | $905K |
| Citadel Advisors | 0.00% | Add +85.2% | 22,341 | $874K |
| Bedel Financial Consulting, Inc. | 0.14% | Reduce -2.0% | 22,263 | $871K |
| Valmark Advisers, Inc. | 0.02% | Add +97.8% | 22,120 | $865K |
| Mutual Advisors, LLC | 0.03% | Add +38.5% | 21,888 | $856K |
| Financial Network Wealth Advisors LLC | 0.84% | New | 21,607 | $845K |
| Cresset Asset Management, LLC | 0.00% | New | 21,582 | $844K |
| Koshinski Asset Management, Inc. | 0.09% | Reduce -13.1% | 21,357 | $835K |
| Principal Securities, Inc. | 0.03% | Add +762.8% | 21,259 | $831K |
| Schulz Wealth, LTD. | 0.71% | Reduce -22.1% | 21,135 | $827K |
| Weaver Consulting Group | 0.30% | Add +145.2% | 21,037 | $823K |
| Valtinson Bruner Financial Planning LLC | 0.35% | No change | 20,934 | $819K |
| Sunbelt Securities, Inc. | 0.09% | Reduce -13.7% | 20,592 | $805K |
| Smith Anglin Financial, LLC | 0.08% | No change | 20,116 | $787K |
| Soltis Investment Advisors LLC | 0.09% | Reduce -20.4% | 20,062 | $785K |
| Parker Financial LLC | 0.44% | Reduce -33.9% | 19,571 | $765K |
| Retirement Income Solutions, Inc. | 0.17% | Reduce -22.1% | 19,039 | $745K |
| Firestone Capital Management | 0.21% | Add +58.9% | 18,841 | $737K |
| Summit Wealth Partners, LLC | 0.15% | Add +97.0% | 18,536 | $725K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +183.1% | 18,051 | $706K |
| My Personal CFO, LLC | 0.40% | Reduce -3.1% | 17,894 | $700K |
| Foundations Investment Advisors, LLC | 0.02% | Add +132.6% | 17,652 | $690K |
| CreativeOne Wealth, LLC | 0.03% | Add +21.0% | 17,550 | $686K |
| Pinnacle Wealth Management Group, Inc. | 0.50% | Add +2.4% | 17,186 | $672K |
| Sterling Financial Planning, Inc. | 0.26% | Reduce -0.3% | 16,661 | $652K |
| DHJJ Financial Advisors, Ltd. | 0.29% | Add +3.8% | 16,591 | $649K |
| Delta Investment Management, LLC | 0.14% | Add +22.6% | 16,122 | $631K |
| Cardinal Point Capital Management ULC | 0.12% | No change | 15,940 | $623K |
| Susquehanna International Group, LLP | 0.00% | New | 15,334 | $600K |
| Blair William & Co. | 0.00% | Add +3950.5% | 15,068 | $589K |
| Stephens Inc. | 0.01% | New | 15,030 | $588K |
| Cypress Wealth Services, LLC | 0.14% | No change | 15,014 | $587K |
| Parkside Investments, LLC | 0.09% | Reduce -2.2% | 14,700 | $575K |
| Snowden Capital Advisors LLC | 0.02% | New | 14,343 | $561K |
| Main Street Financial Solutions, LLC | 0.06% | No change | 14,100 | $551K |
| Nations Financial Group Inc, /Ia/ | 0.05% | New | 13,975 | $547K |
| MBL Wealth, LLC | 0.06% | New | 13,771 | $539K |
| Creative Financial Designs Inc. | 0.05% | New | 13,739 | $537K |
| Arax Advisory Partners | 0.06% | Reduce -0.9% | 13,412 | $525K |
| Atticus Wealth Management, LLC | 0.17% | No change | 13,348 | $522K |
| Cambridge Advisors Inc. | 0.12% | No change | 13,073 | $511K |
| WPWealth LLP | 0.13% | No change | 12,528 | $490K |
| Pillar Wealth Advisors, LLC | 0.36% | Add +7.6% | 12,168 | $476K |
| Frisch Financial Group, Inc. | 0.16% | New | 12,107 | $474K |
| Catalina Capital Group, LLC | 0.20% | No change | 12,074 | $472K |
| New Republic Capital, LLC | 0.30% | No change | 11,964 | $468K |
| City Center Advisors, LLC | 0.54% | — | 11,674 | $457K |
| Royal Bank of Canada | 0.00% | Add +923.5% | 11,085 | $433K |
| Accuvest Global Advisors | 0.18% | New | 10,657 | $417K |
| Cerity Partners LLC | 0.00% | No change | 10,231 | $400K |
| Thrivent Financial for Lutherans | 0.00% | Add +8.2% | 9,828 | $384K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -0.2% | 9,815 | $384K |
| Bullseye Investment Management, LLC | 0.22% | New | 9,370 | $366K |
| Per Stirling Capital Management, LLC. | 0.06% | No change | 9,311 | $364K |
| Evergreen Private Wealth LLC | 0.18% | Reduce -95.3% | 9,081 | $355K |
| Beacon Financial Advisory LLC | 0.17% | New | 9,017 | $353K |
| Avantax Planning Partners, Inc. | 0.01% | New | 8,880 | $347K |
| PCA Investment Advisory Services Inc. | 0.19% | New | 8,690 | $340K |
| Berkshire Money Management, Inc. | 0.04% | New | 8,204 | $321K |
| Cypress Financial Planning LLC | 0.15% | Add +35.1% | 8,120 | $318K |
| Berger Financial Group, Inc | 0.03% | New | 7,924 | $310K |
| Savant Capital, LLC | 0.00% | Reduce -20.3% | 7,710 | $302K |
| Spire Wealth Management | 0.01% | No change | 7,500 | $293K |
| Advance Capital Management, Inc. | 0.02% | New | 7,239 | $283K |
| Kingsview Wealth Management, LLC | 0.01% | Add +15.4% | 7,139 | $279K |
| Morgan Stanley | 0.00% | Reduce -4.7% | 7,035 | $275K |
| Archer Investment Corp | 0.08% | No change | 7,000 | $274K |
| Goldman Sachs Group Inc. | 0.00% | New | 6,992 | $273K |
| Cornerstone Wealth Group, LLC | 0.02% | New | 6,413 | $251K |
| Cape Investment Advisory, Inc. | 0.12% | No change | 6,400 | $250K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | New | 6,189 | $242K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +135.3% | 6,185 | $239K |
| Global Trust Asset Management, LLC | 0.10% | No change | 6,000 | $235K |
| Madison Wealth Partners, Inc | 0.08% | New | 5,915 | $231K |
| Leading Edge Financial Planning LLC | 0.10% | New | 5,716 | $224K |
| GTS Securities LLC | 0.01% | New | 5,685 | $222K |
| Bailard, Inc. | 0.01% | No change | 5,650 | $221K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -84.6% | 5,524 | $216K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -44.2% | 5,507 | $215K |
| Brown Brothers Harriman & Co. | 0.00% | New | 5,505 | $215K |
| Three Seasons Wealth, LLC | 0.15% | New | 5,398 | $210K |
| Prosperity Financial Group, Inc. | 0.13% | New | 5,367 | $210K |
| Oliver Lagore Vanvalin Investment Group | 0.05% | New | 4,184 | $164K |
| Clear Point Advisors Inc. | 0.12% | No change | 3,784 | $148K |
| Capital Analysts, LLC | 0.01% | Add +131.1% | 3,416 | $134K |
| PFS Partners, LLC | 0.08% | No change | 2,872 | $112K |
| TFO Wealth Partners, LLC | 0.02% | No change | 2,070 | $81K |
| Wagner Wealth Management, LLC | 0.02% | No change | 2,000 | $78K |
| Macroview Investment Management LLC | 0.08% | New | 1,866 | $73K |
| UBS Group AG | 0.00% | Reduce -2.2% | 1,540 | $60K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 1,400 | $55K |
| Horizon Investments, LLC | 0.00% | New | 926 | $36K |
| Assetmark, Inc. | 0.00% | New | 800 | $31K |
| NorthRock Partners, LLC | 0.00% | New | 534 | $21K |
| JDM Financial Group LLC | 0.01% | No change | 481 | $19K |
| Castleview Partners, LLC | 0.01% | No change | 401 | $16K |
| Vima LLC | 0.02% | No change | 436 | $14K |
| Anfield Capital Management, LLC | 0.01% | New | 304 | $12K |
| Caldwell Trust Co | 0.00% | No change | 158 | $6K |
| Allworth Financial LP | 0.00% | Reduce -41.9% | 136 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 40 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 16 | $626 |
"% 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.