Innovator U.S. Equity PowerPJANETF
13F holders, Q2 2024 (June 30)220holders +3
18new positions
16sold out
1famous investor
$40.32avg. 13F price*
At the end of Q2 2024, 220 institutions reported holding Innovator U.S. Equity Power (PJAN) in their 13F filings, up 3 from Q1 2024. 18 opened new positions and 16 sold out. The largest holders were Alliancebernstein L.P. ($148.4M), Osaic Holdings, Inc. ($49.7M) and Commonwealth Equity Services, LLC ($42.7M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $27.9M |
| Exits | 16 | $55.4M |
All 13F filers, Q1 2024 → Q2 2024: 1,350,051 shares bought and 3,494,508 shares sold, net −2,144,457 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 220 holders
| Alliancebernstein L.P. | 0.05% | Reduce -1.7% | 3,688,129 | $148.4M |
| Osaic Holdings, Inc. | 0.12% | Add +27.4% | 1,235,825 | $49.7M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -2.6% | 1,062,066 | $42.7M |
| Penserra Capital Management LLC | 0.46% | Add +3.5% | 907,329 | $36.5M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +1.4% | 712,684 | $28.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.6% | 678,607 | $27.3M |
| MML Investors Services, LLC | 0.10% | Reduce -19.5% | 603,905 | $24.3M |
| Cetera Investment Advisers | 0.05% | Reduce -3.0% | 520,044 | $20.9M |
| Brookstone Capital Management | 0.33% | Reduce -58.4% | 494,186 | $20.0M |
| Range Financial Group LLC | 9.93% | Reduce -3.8% | 482,948 | $19.4M |
| Southland Equity Partners LLC | 5.40% | Add +0.4% | 470,003 | $18.9M |
| Transform Wealth, LLC | 1.18% | Reduce -9.6% | 390,844 | $15.7M |
| Kestra Advisory Services, LLC | 0.08% | Add +115.3% | 362,954 | $14.6M |
| NorthCoast Asset Management LLC | 0.11% | New | 314,110 | $12.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.29% | Reduce -8.8% | 290,027 | $11.7M |
| Bellwether Advisors, LLC | 2.34% | Add +0.1% | 277,614 | $11.2M |
| Mariner, LLC | 0.02% | Reduce -2.3% | 234,719 | $9.4M |
| Atria Investments, Inc | 0.12% | Reduce -0.6% | 230,553 | $9.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -16.7% | 229,799 | $9.2M |
| NewEdge Advisors, LLC | 0.07% | Reduce -4.7% | 227,974 | $9.2M |
| Focus Partners Wealth | 0.03% | New | 216,766 | $8.7M |
| Motiv8 Investments LLC | 6.48% | Add +3.8% | 216,626 | $8.7M |
| AA Financial Advisors, LLC | 2.41% | Add +0.1% | 169,975 | $6.8M |
| City Holding Co. | 0.97% | Reduce -4.4% | 163,570 | $6.6M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -65.7% | 163,319 | $6.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -14.6% | 163,119 | $6.6M |
| LPL Financial LLC | 0.00% | Add +14.4% | 152,859 | $6.1M |
| Benjamin F. Edwards & Company, Inc. | 0.09% | Add +2.0% | 128,231 | $5.2M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -18.4% | 123,154 | $5.0M |
| CoreCap Advisors, LLC | 0.49% | Reduce -5.8% | 117,230 | $4.7M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -0.2% | 112,572 | $4.5M |
| Pathstone Holdings, LLC | 0.02% | Reduce -0.0% | 102,227 | $4.1M |
| Long Island Wealth Management, Inc. | 2.76% | Add +10.5% | 97,169 | $3.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.4% | 96,900 | $3.9M |
| Elmwood Wealth Management, Inc. | 1.67% | Reduce -15.2% | 93,472 | $3.8M |
| IFP Advisors, Inc | 0.15% | Reduce -22.7% | 91,316 | $3.7M |
| Pallas Capital Advisors LLC | 0.17% | Add +12.5% | 90,416 | $3.7M |
| BCGM Wealth Management, LLC | 1.22% | No change | 87,599 | $3.5M |
| CRA Financial Services, LLC | 0.69% | Reduce -3.2% | 85,204 | $3.4M |
| MAI Capital Management | 0.03% | Reduce -20.1% | 81,480 | $3.3M |
| Evermay Wealth Management LLC | 0.49% | Reduce -26.0% | 76,112 | $3.1M |
| Ameritas Advisory Services, LLC | 0.11% | Reduce -34.1% | 74,735 | $3.0M |
| Townsquare Capital LLC | 0.04% | Reduce -58.3% | 71,110 | $2.9M |
| Blue Bell Private Wealth Management, LLC | 0.59% | Reduce -2.3% | 71,002 | $2.9M |
| Weaver Capital Management LLC | 0.91% | Reduce -5.0% | 69,970 | $2.8M |
| MTM Financial Group, LLC | 1.75% | Reduce -4.2% | 67,954 | $2.7M |
| Wealth Alliance, LLC | 0.35% | Reduce -0.1% | 66,933 | $2.7M |
| Compass Advisory Group LLC | 1.15% | Reduce -2.0% | 64,600 | $2.6M |
| Trek Financial, LLC | 0.20% | Reduce -2.1% | 63,891 | $2.6M |
| Centaurus Financial, Inc. | 0.16% | Reduce -2.5% | 61,422 | $2.5M |
| Truist Financial Corp. | 0.00% | Add +0.2% | 59,852 | $2.4M |
| Diligent Investors, LLC | 0.59% | Reduce -0.3% | 59,565 | $2.4M |
| Nikulski Financial, Inc. | 0.75% | Reduce -6.3% | 58,910 | $2.4M |
| Raymond James & Associates | 0.00% | Reduce -25.4% | 58,068 | $2.3M |
| Apollon Wealth Management, LLC | 0.07% | No change | 56,200 | $2.3M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -0.1% | 55,802 | $2.2M |
| Axxcess Wealth Management, LLC | 0.06% | Reduce -49.5% | 54,908 | $2.2M |
| Cwm, LLC | 0.01% | Add +5.5% | 54,496 | $2.2M |
| Corrado Advisors, LLC | 1.42% | Reduce -1.2% | 54,468 | $2.2M |
| Strategic Blueprint, LLC | 0.15% | Reduce -2.8% | 54,265 | $2.2M |
| Sigma Planning Corp | 0.07% | Reduce -34.5% | 53,037 | $2.1M |
| HBW Advisory Services LLC | 0.35% | New | 52,212 | $2.1M |
| Stuart Chaussee & Associates, Inc. | 0.58% | Reduce -4.5% | 51,940 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +115.3% | 50,632 | $2.0M |
| Certified Advisory Corp | 0.25% | Reduce -1.0% | 49,254 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -1.3% | 48,194 | $1.9M |
| Outlook Wealth Advisors, LLC | 0.60% | Reduce -86.8% | 10,260 | $1.9M |
| RFG Advisory, LLC | 0.06% | Add +8.3% | 47,297 | $1.9M |
| Captrust Financial Advisors | 0.01% | Reduce -0.6% | 45,369 | $1.8M |
| AdvisorNet Financial, Inc | 0.16% | No change | 44,937 | $1.8M |
| FSA Advisors, Inc. | 1.86% | Reduce -0.7% | 44,474 | $1.8M |
| AE Wealth Management LLC | 0.02% | Add +11.6% | 44,049 | $1.8M |
| Yarger Wealth Strategies, LLC | 1.02% | Reduce -0.1% | 41,990 | $1.7M |
| Sugarloaf Wealth Management, LLC | 0.30% | No change | 41,230 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -16.2% | 40,799 | $1.6M |
| Alera Investment Advisors, LLC | 0.20% | Reduce -35.8% | 40,605 | $1.6M |
| KFG Wealth Management, LLC | 0.64% | No change | 40,151 | $1.6M |
| Patriot Financial Group Insurance Agency, LLC | 0.23% | Reduce -0.3% | 39,488 | $1.6M |
| Jessup Wealth Management, Inc | 0.64% | Reduce -1.8% | 37,535 | $1.5M |
| Castle Rock Wealth Management, LLC | 0.38% | Reduce -2.2% | 37,298 | $1.5M |
| Orion Capital Management LLC | 0.79% | Add +0.3% | 37,287 | $1.5M |
| WorthPointe, LLC | 0.68% | Add +0.5% | 37,000 | $1.5M |
| Harbour Investments, Inc. | 0.05% | Reduce -1.2% | 36,559 | $1.5M |
| First Commonwealth Financial Corp | 0.37% | No change | 35,735 | $1.4M |
| Gill Capital Partners, LLC | 0.56% | Reduce -3.5% | 35,686 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -4.7% | 34,996 | $1.4M |
| Continuum Advisory, LLC | 0.20% | Reduce -0.1% | 33,841 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +117.8% | 33,403 | $1.3M |
| O'Connor Financial Group LLC | 0.76% | Add +0.1% | 32,317 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +27.2% | 32,054 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +27.2% | 32,054 | $1.3M |
| First City Capital Management, Inc. | 0.68% | No change | 30,200 | $1.2M |
| Lineweaver Wealth Advisors, LLC | 0.25% | No change | 29,550 | $1.2M |
| Crown Wealth Group, LLC | 0.58% | Reduce -10.2% | 28,930 | $1.2M |
| Tradition Wealth Management, LLC | 0.11% | Reduce -7.3% | 28,248 | $1.1M |
| ARS Wealth Advisors Group, LLC | 0.14% | Reduce -0.5% | 27,566 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -2.5% | 26,828 | $1.1M |
| BCS Wealth Management | 0.52% | Reduce -0.7% | 26,771 | $1.1M |
| Clearstead Advisors, LLC | 0.02% | No change | 26,581 | $1.1M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -10.2% | 26,403 | $1.1M |
| Focus Financial Network, Inc. | 0.05% | Reduce -5.8% | 26,081 | $1.1M |
| WealthPlan Investment Management, LLC | 0.16% | Reduce -17.6% | 26,284 | $1.1M |
| Koshinski Asset Management, Inc. | 0.10% | Add +19.0% | 25,420 | $1.0M |
| Lakeridge Wealth Management LLC | 0.60% | No change | 24,878 | $1.0M |
| Clay Northam Wealth Management, LLC | 0.75% | Reduce -2.1% | 24,610 | $990K |
| Firestone Capital Management | 0.27% | Add +28.2% | 24,150 | $972K |
| Keystone Wealth Services, LLC | 0.30% | No change | 23,718 | $954K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -9.6% | 23,357 | $940K |
| Stratos Wealth Advisors, LLC | 0.05% | No change | 23,149 | $931K |
| Citadel Advisors | 0.00% | Add +0.6% | 22,479 | $904K |
| Valmark Advisers, Inc. | 0.02% | No change | 22,120 | $890K |
| Independent Financial Group, LLC | 0.04% | Reduce -7.1% | 22,062 | $888K |
| Old Mission Capital LLC | 0.02% | New | 22,037 | $887K |
| Bedel Financial Consulting, Inc. | 0.13% | Reduce -2.4% | 21,733 | $874K |
| Financial Network Wealth Advisors LLC | 0.65% | Add +0.3% | 21,672 | $872K |
| Cresset Asset Management, LLC | 0.00% | No change | 21,582 | $868K |
| WealthPLAN Partners, LLC | 0.09% | Reduce -52.5% | 21,364 | $859K |
| Schulz Wealth, LTD. | 0.72% | No change | 21,135 | $850K |
| Principal Securities, Inc. | 0.02% | Reduce -0.8% | 21,078 | $848K |
| Weaver Consulting Group | 0.30% | No change | 21,037 | $846K |
| Valtinson Bruner Financial Planning LLC | 0.33% | No change | 20,934 | $842K |
| Mutual Advisors, LLC | 0.03% | Reduce -5.9% | 20,591 | $831K |
| Sunbelt Securities, Inc. | 0.08% | No change | 20,592 | $828K |
| Ascent Group, LLC | 0.07% | New | 20,513 | $825K |
| Smith Anglin Financial, LLC | 0.08% | No change | 20,116 | $809K |
| Soltis Investment Advisors LLC | 0.08% | Reduce -2.3% | 19,595 | $788K |
| Global Strategic Investment Solutions, LLC | 0.09% | Reduce -16.8% | 19,371 | $779K |
| Retirement Income Solutions, Inc. | 0.18% | No change | 19,039 | $766K |
| Foundations Investment Advisors, LLC | 0.02% | Add +5.1% | 18,554 | $746K |
| Parker Financial LLC | 0.39% | Reduce -8.3% | 17,949 | $722K |
| My Personal CFO, LLC | 0.38% | Reduce -1.8% | 17,564 | $707K |
| Pinnacle Wealth Management Group, Inc. | 0.47% | No change | 17,186 | $691K |
| Sterling Financial Planning, Inc. | 0.27% | No change | 16,661 | $670K |
| DHJJ Financial Advisors, Ltd. | 0.28% | Reduce -0.8% | 16,466 | $662K |
| Cardinal Point Capital Management ULC | 0.11% | No change | 15,940 | $641K |
| Summit Wealth Partners, LLC | 0.13% | Reduce -14.3% | 15,881 | $639K |
| GTS Securities LLC | 0.01% | Add +170.6% | 15,381 | $619K |
| Belpointe Asset Management LLC | 0.04% | Reduce -40.4% | 15,296 | $615K |
| Blair William & Co. | 0.00% | No change | 15,068 | $606K |
| Stephens Inc. | 0.01% | No change | 15,030 | $605K |
| Cypress Wealth Services, LLC | 0.13% | No change | 15,014 | $604K |
| Wolverine Trading, LLC | 0.01% | New | 14,822 | $596K |
| Parkside Investments, LLC | 0.09% | No change | 14,700 | $591K |
| Snowden Capital Advisors LLC | 0.02% | No change | 14,343 | $577K |
| Main Street Financial Solutions, LLC | 0.05% | No change | 14,100 | $567K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -23.2% | 13,482 | $542K |
| Arax Advisory Partners | 0.05% | No change | 13,412 | $540K |
| Atticus Wealth Management, LLC | 0.18% | No change | 13,348 | $537K |
| Cambridge Advisors Inc. | 0.12% | No change | 13,073 | $526K |
| WPWealth LLP | 0.12% | No change | 12,528 | $504K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 12,498 | $503K |
| Creative Financial Designs Inc. | 0.04% | Reduce -9.2% | 12,481 | $502K |
| Delta Investment Management, LLC | 0.11% | Reduce -23.4% | 12,341 | $496K |
| New Republic Capital, LLC | 0.24% | No change | 11,964 | $481K |
| Kathmere Capital Management, LLC | 0.05% | Reduce -53.3% | 11,930 | $480K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -34.2% | 11,872 | $478K |
| Frisch Financial Group, Inc. | 0.14% | Reduce -2.2% | 11,838 | $476K |
| Catalina Capital Group, LLC | 0.18% | Reduce -2.1% | 11,822 | $476K |
| Beacon Financial Advisory LLC | 0.17% | Add +27.7% | 11,517 | $463K |
| City Center Advisors, LLC | 0.54% | No change | 11,674 | $457K |
| Chris Bulman Inc | 0.31% | — | 11,303 | $455K |
| MBL Wealth, LLC | 0.05% | Reduce -21.2% | 10,856 | $437K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -23.4% | 10,710 | $431K |
| Per Stirling Capital Management, LLC. | 0.07% | Add +11.3% | 10,360 | $417K |
| Cerity Partners LLC | 0.00% | No change | 10,231 | $412K |
| Mitchell Capital Management Co. | 0.07% | New | 10,043 | $404K |
| Thrivent Financial for Lutherans | 0.00% | No change | 9,828 | $395K |
| Avantax Planning Partners, Inc. | 0.01% | Add +8.8% | 9,660 | $389K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +43.6% | 8,887 | $358K |
| PCA Investment Advisory Services Inc. | 0.18% | No change | 8,690 | $350K |
| Fiduciary Financial Group, LLC | 0.08% | — | 8,432 | $343K |
| Bullseye Investment Management, LLC | 0.24% | Reduce -9.7% | 8,460 | $342K |
| Cypress Financial Planning LLC | 0.14% | Reduce -0.6% | 8,068 | $325K |
| Berger Financial Group, Inc | 0.03% | No change | 7,924 | $319K |
| Savant Capital, LLC | 0.00% | No change | 7,710 | $310K |
| Pillar Wealth Advisors, LLC | 0.37% | Reduce -37.5% | 7,600 | $306K |
| Spire Wealth Management | 0.01% | Reduce -1.7% | 7,373 | $297K |
| Advance Capital Management, Inc. | 0.01% | No change | 7,239 | $291K |
| Morgan Stanley | 0.00% | No change | 7,035 | $283K |
| Archer Investment Corp | 0.08% | No change | 7,000 | $282K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -5.9% | 6,718 | $270K |
| Cape Investment Advisory, Inc. | 0.12% | No change | 6,400 | $257K |
| Maia Wealth LLC | 0.08% | — | 6,267 | $255K |
| Obsidian Cio, LLC | 0.06% | New | 6,256 | $252K |
| Arete Wealth Advisors, LLC | 0.02% | New | 6,242 | $251K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -4.7% | 6,113 | $246K |
| Global Trust Asset Management, LLC | 0.10% | No change | 6,000 | $241K |
| Madison Wealth Partners, Inc | 0.08% | No change | 5,915 | $238K |
| Oliver Lagore Vanvalin Investment Group | 0.07% | Add +36.7% | 5,718 | $230K |
| Leading Edge Financial Planning LLC | 0.09% | No change | 5,716 | $230K |
| Bailard, Inc. | 0.01% | No change | 5,650 | $227K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 5,524 | $222K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 5,505 | $221K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 5,471 | $220K |
| Three Seasons Wealth, LLC | 0.12% | No change | 5,398 | $217K |
| Integral Investment Advisors, Inc. | 0.08% | New | 5,080 | $204K |
| Fragasso Financial Advisors Inc | 0.02% | New | 5,022 | $202K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -25.8% | 4,589 | $186K |
| Royal Bank of Canada | 0.00% | Reduce -58.5% | 4,599 | $185K |
| Horizon Investments, LLC | 0.00% | Add +315.8% | 3,850 | $155K |
| Clear Point Advisors Inc. | 0.13% | No change | 3,784 | $152K |
| Evergreen Private Wealth LLC | 0.07% | Reduce -60.9% | 3,547 | $143K |
| Capital Analysts, LLC | 0.01% | No change | 3,416 | $138K |
| PFS Partners, LLC | 0.07% | No change | 2,872 | $116K |
| UBS Group AG | 0.00% | Add +63.2% | 2,513 | $101K |
| Triad Wealth Partners, LLC | 0.05% | New | 2,202 | $89K |
| Wagner Wealth Management, LLC | 0.02% | No change | 2,000 | $80K |
| Macroview Investment Management LLC | 0.08% | No change | 1,866 | $75K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,400 | $56K |
| Assetmark, Inc. | 0.00% | No change | 800 | $32K |
| JDM Financial Group LLC | 0.01% | No change | 481 | $19K |
| Allworth Financial LP | 0.00% | Add +149.3% | 339 | $14K |
| Anfield Capital Management, LLC | 0.01% | No change | 304 | $12K |
| Caldwell Trust Co | 0.00% | No change | 158 | $6K |
| HM Payson & Co. | 0.00% | New | 94 | $4K |
| Mascoma Wealth Management LLC | 0.00% | New | 56 | $2K |
| Wells Fargo & Company | 0.00% | New | 56 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 40 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 16 | $644 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 3 | $121 |
"% 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.