Innovator U.S. Equity PowerPJANETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 215 institutions reported holding Innovator U.S. Equity Power (PJAN) in their 13F filings, down 5 from Q2 2024. 18 opened new positions and 22 sold out. The largest holders were Alliancebernstein L.P. ($148.6M), Osaic Holdings, Inc. ($49.2M) and Commonwealth Equity Services, LLC ($40.6M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $10.2M |
| Exits | 22 | $40.1M |
All 13F filers, Q2 2024 → Q3 2024: 593,880 shares bought and 3,104,982 shares sold, net −2,511,102 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 215 holders
| Alliancebernstein L.P. | 0.05% | Reduce -2.5% | 3,595,314 | $148.6M |
| Osaic Holdings, Inc. | 0.11% | Reduce -3.6% | 1,191,582 | $49.2M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -7.5% | 982,931 | $40.6M |
| Penserra Capital Management LLC | 0.86% | Add +5.9% | 960,693 | $39.7M |
| MML Investors Services, LLC | 0.09% | Add +2.7% | 619,983 | $25.6M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -17.2% | 590,397 | $24.4M |
| Range Financial Group LLC | 26.89% | Reduce -2.0% | 473,254 | $19.6M |
| Southland Equity Partners LLC | 4.56% | Reduce -3.4% | 454,007 | $18.8M |
| Cetera Investment Advisers | 0.04% | Reduce -15.8% | 437,886 | $18.1M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -12.8% | 316,639 | $13.1M |
| NorthCoast Asset Management LLC | 0.09% | Reduce -4.3% | 300,502 | $12.4M |
| Bellwether Advisors, LLC | 2.18% | Reduce -1.0% | 274,847 | $11.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.26% | Reduce -6.7% | 270,723 | $11.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -61.2% | 263,586 | $10.9M |
| Motiv8 Investments LLC | 6.41% | Add +6.4% | 230,456 | $9.5M |
| Focus Partners Wealth | 0.03% | Add +0.6% | 217,977 | $9.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +8.4% | 176,981 | $7.3M |
| AA Financial Advisors, LLC | 2.11% | Add +3.6% | 176,175 | $7.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -30.9% | 158,729 | $6.6M |
| NewEdge Advisors, LLC | 0.04% | Reduce -32.7% | 153,462 | $6.3M |
| LPL Financial LLC | 0.00% | Reduce -6.3% | 143,250 | $5.9M |
| Benjamin Edwards Inc. | 0.08% | New | 129,079 | $5.3M |
| City Holding Co. | 0.74% | Reduce -21.5% | 128,455 | $5.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -25.8% | 121,090 | $5.0M |
| CoreCap Advisors, LLC | 0.23% | Add +0.0% | 117,278 | $4.8M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -6.6% | 114,976 | $4.8M |
| Integrated Wealth Concepts LLC | 0.06% | No change | 112,572 | $4.7M |
| Cwm, LLC | 0.02% | Add +92.2% | 104,728 | $4.3M |
| Long Island Wealth Management, Inc. | 2.64% | Reduce -0.0% | 97,157 | $4.0M |
| Brookstone Capital Management | 0.06% | Reduce -80.8% | 94,785 | $3.9M |
| Gladstone Institutional Advisory LLC | 0.19% | Add +1595.8% | 92,780 | $3.8M |
| Elmwood Wealth Management, Inc. | 1.52% | Reduce -4.7% | 89,053 | $3.7M |
| BCGM Wealth Management, LLC | 1.17% | No change | 87,599 | $3.6M |
| Pallas Capital Advisors LLC | 0.15% | Reduce -3.6% | 87,116 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -9.9% | 87,275 | $3.6M |
| CRA Financial Services, LLC | 0.63% | Reduce -3.2% | 82,449 | $3.4M |
| IFP Advisors, Inc | 0.12% | Reduce -13.5% | 78,952 | $3.3M |
| MAI Capital Management | 0.03% | Reduce -8.5% | 74,579 | $3.1M |
| Townsquare Capital LLC | 0.04% | Add +2.8% | 73,070 | $3.0M |
| Evermay Wealth Management LLC | 0.48% | Reduce -5.0% | 72,268 | $3.0M |
| Weaver Capital Management LLC | 0.85% | Reduce -2.2% | 68,412 | $2.8M |
| Wealth Alliance, LLC | 0.33% | Add +0.0% | 66,954 | $2.8M |
| Blue Bell Private Wealth Management, LLC | 0.53% | Reduce -5.9% | 66,839 | $2.8M |
| MTM Financial Group, LLC | 1.69% | Reduce -1.7% | 66,829 | $2.8M |
| Trek Financial, LLC | 0.20% | Add +0.6% | 64,254 | $2.7M |
| Compass Advisory Group LLC | 1.02% | Reduce -2.2% | 63,167 | $2.6M |
| Centaurus Financial, Inc. | 0.16% | Reduce -1.8% | 60,309 | $2.5M |
| Diligent Investors, LLC | 0.57% | Reduce 0.0% | 59,563 | $2.5M |
| Truist Financial Corp. | 0.00% | Reduce -0.9% | 59,333 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +75.9% | 58,770 | $2.4M |
| Strategic Blueprint, LLC | 0.15% | Add +4.4% | 56,634 | $2.3M |
| Raymond James & Associates | 0.00% | Reduce -3.1% | 56,242 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Add +7.8% | 54,569 | $2.3M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -3.5% | 53,857 | $2.2M |
| RFG Advisory, LLC | 0.07% | Add +13.2% | 53,528 | $2.2M |
| HBW Advisory Services LLC | 0.32% | Add +1.7% | 53,078 | $2.2M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -8.9% | 51,200 | $2.1M |
| Stuart Chaussee & Associates, Inc. | 0.55% | Reduce -2.4% | 50,675 | $2.1M |
| Nikulski Financial, Inc. | 0.62% | Reduce -14.3% | 50,465 | $2.1M |
| Certified Advisory Corp | 0.22% | Reduce -0.5% | 48,994 | $2.0M |
| Captrust Financial Advisors | 0.01% | Reduce -0.3% | 45,248 | $1.9M |
| AdvisorNet Financial, Inc | 0.14% | No change | 44,937 | $1.9M |
| FSA Advisors, Inc. | 1.82% | Reduce -0.5% | 44,253 | $1.8M |
| AE Wealth Management LLC | 0.02% | Add +0.4% | 44,236 | $1.8M |
| Yarger Wealth Strategies, LLC | 0.98% | Add +1.8% | 42,763 | $1.8M |
| Sugarloaf Wealth Management, LLC | 0.29% | No change | 41,230 | $1.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.22% | Add +0.6% | 39,725 | $1.6M |
| KFG Wealth Management, LLC | 0.36% | Reduce -1.1% | 39,713 | $1.6M |
| Orion Capital Management LLC | 0.75% | No change | 37,287 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -22.7% | 37,234 | $1.5M |
| Jessup Wealth Management, Inc | 0.71% | Reduce -0.9% | 37,204 | $1.5M |
| WorthPointe, LLC | 0.64% | Add +0.2% | 37,061 | $1.5M |
| Old Mission Capital LLC | 0.03% | Add +67.5% | 36,922 | $1.5M |
| Alera Investment Advisors, LLC | 0.18% | Reduce -9.1% | 36,912 | $1.5M |
| Harbour Investments, Inc. | 0.05% | Reduce -0.1% | 36,526 | $1.5M |
| Castle Rock Wealth Management, LLC | 0.36% | Reduce -2.1% | 36,523 | $1.5M |
| First Commonwealth Financial Corp | 0.35% | No change | 35,735 | $1.5M |
| Gill Capital Partners, LLC | 0.52% | Reduce -0.6% | 35,472 | $1.5M |
| Continuum Advisory, LLC | 0.18% | Reduce -0.1% | 33,822 | $1.4M |
| O'Connor Financial Group LLC | 0.71% | Add +0.6% | 32,511 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Reduce -8.2% | 32,126 | $1.3M |
| First City Capital Management, Inc. | 0.64% | No change | 30,200 | $1.2M |
| Lineweaver Wealth Advisors, LLC | 0.23% | No change | 29,550 | $1.2M |
| UBS Group AG | 0.00% | Add +1069.6% | 29,393 | $1.2M |
| Sigma Planning Corp | 0.04% | Reduce -45.6% | 28,839 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -12.8% | 27,935 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -12.8% | 27,935 | $1.2M |
| WealthPlan Investment Management, LLC | 0.12% | Add +5.3% | 27,667 | $1.1M |
| ARS Wealth Advisors Group, LLC | 0.14% | No change | 27,566 | $1.1M |
| BCS Wealth Management | 0.47% | No change | 26,771 | $1.1M |
| Clearstead Advisors, LLC | 0.02% | No change | 26,581 | $1.1M |
| Crown Wealth Group, LLC | 0.47% | Reduce -9.3% | 26,225 | $1.1M |
| Advisory Services Network, LLC | 0.02% | No change | 26,828 | $1.1M |
| Lakeridge Wealth Management LLC | 0.56% | No change | 24,878 | $1.0M |
| Clay Northam Wealth Management, LLC | 0.70% | No change | 24,610 | $1.0M |
| Koshinski Asset Management, Inc. | 0.09% | Reduce -3.5% | 24,520 | $1.0M |
| Focus Financial Network, Inc. | 0.04% | Reduce -6.1% | 24,492 | $1.0M |
| Firestone Capital Management | 0.25% | No change | 24,150 | $998K |
| Keystone Wealth Services, LLC | 0.27% | No change | 23,718 | $980K |
| Ascent Group, LLC | 0.07% | Add +15.0% | 23,589 | $975K |
"% 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.