Innovator U.S. Equity PowerPJANETF
13F holders, Q4 2024 (December 31)223holders +8
14new positions
20sold out
1famous investor
$42.25avg. 13F price*
At the end of Q4 2024, 223 institutions reported holding Innovator U.S. Equity Power (PJAN) in their 13F filings, up 8 from Q3 2024. 14 opened new positions and 20 sold out. The largest holders were Alliancebernstein L.P. ($163.1M), Osaic Holdings, Inc. ($48.3M) and Penserra Capital Management LLC ($47.2M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Innovator U.S. Equity Power
- CUSIP
- 45782C508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $10.2M |
| Exits | 20 | $12.0M |
All 13F filers, Q3 2024 → Q4 2024: 1,086,382 shares bought and 1,437,754 shares sold, net −351,372 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 223 holders
| Alliancebernstein L.P. | 0.06% | Add +7.4% | 3,860,443 | $163.1M |
| Osaic Holdings, Inc. | 0.11% | Reduce -4.1% | 1,142,289 | $48.3M |
| Penserra Capital Management LLC | 0.86% | Add +16.2% | 1,116,205 | $47.2M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -17.4% | 811,587 | $34.3M |
| MML Investors Services, LLC | 0.09% | Add +4.4% | 647,360 | $27.4M |
| Raymond James Financial Inc. | 0.01% | — | 531,107 | $22.4M |
| Range Financial Group LLC | 8.99% | Reduce -2.5% | 461,278 | $19.5M |
| Cetera Investment Advisers | 0.04% | Add +3.1% | 451,323 | $19.1M |
| Southland Equity Partners LLC | 4.27% | Reduce -4.3% | 434,655 | $18.4M |
| NorthCoast Asset Management LLC | 0.08% | Add +23.8% | 371,922 | $15.7M |
| Bellwether Advisors, LLC | 2.09% | Add +0.5% | 276,293 | $11.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.7% | 265,410 | $11.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.24% | Reduce -8.6% | 247,548 | $10.5M |
| AA Financial Advisors, LLC | 2.15% | Add +8.5% | 191,209 | $8.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +6.9% | 189,185 | $8.0M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -45.0% | 173,981 | $7.4M |
| Motiv8 Investments LLC | 5.05% | Reduce -26.1% | 170,199 | $7.2M |
| Benjamin Edwards Inc. | 0.09% | Add +19.6% | 154,395 | $6.5M |
| LPL Financial LLC | 0.00% | Reduce -0.6% | 142,400 | $6.0M |
| Cwm, LLC | 0.02% | Add +32.4% | 138,665 | $5.9M |
| CoreCap Advisors, LLC | 0.24% | Add +7.4% | 125,977 | $5.3M |
| HighTower Advisors, LLC | 0.01% | Add +1.6% | 123,080 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -22.7% | 122,637 | $5.2M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -0.1% | 114,907 | $4.9M |
| Red Crane Wealth Management, LLC | 4.55% | — | 113,672 | $4.8M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -2.7% | 109,490 | $4.6M |
| IFP Advisors, Inc | 0.14% | Add +28.1% | 101,176 | $4.3M |
| Long Island Wealth Management, Inc. | 2.57% | Reduce -0.1% | 97,095 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +6.5% | 92,926 | $3.9M |
| World Investment Advisors | 0.10% | New | 90,196 | $3.8M |
| BCGM Wealth Management, LLC | 1.17% | No change | 87,599 | $3.7M |
| Elmwood Wealth Management, Inc. | 1.49% | Reduce -2.0% | 87,308 | $3.7M |
| City Holding Co. | 0.52% | Reduce -32.5% | 86,705 | $3.7M |
| Pallas Capital Advisors LLC | 0.16% | Reduce -1.0% | 86,252 | $3.6M |
| Gladstone Institutional Advisory LLC | 0.16% | Reduce -11.1% | 82,511 | $3.5M |
| CRA Financial Services, LLC | 0.59% | Reduce -1.9% | 80,888 | $3.4M |
| MAI Capital Management | 0.02% | Reduce -2.1% | 73,040 | $3.1M |
| Evermay Wealth Management LLC | 0.46% | Reduce -1.1% | 71,499 | $3.0M |
| Brookstone Capital Management | 0.04% | Reduce -26.5% | 69,653 | $2.9M |
| Townsquare Capital LLC | 0.03% | Reduce -6.6% | 68,237 | $2.9M |
| Weaver Capital Management LLC | 0.81% | Reduce -0.3% | 68,236 | $2.9M |
| Wealth Alliance, LLC | 0.34% | Reduce -0.3% | 66,781 | $2.8M |
| MTM Financial Group, LLC | 1.68% | Reduce -0.6% | 66,434 | $2.8M |
| Capasso Planning Partners LLC | 1.11% | New | 65,692 | $2.8M |
| Diligent Investors, LLC | 0.63% | Add +8.5% | 64,648 | $2.7M |
| Compass Advisory Group LLC | 0.96% | No change | 63,167 | $2.7M |
| Principal Securities, Inc. | 0.06% | Add +195.6% | 62,103 | $2.6M |
| Blue Bell Private Wealth Management, LLC | 0.49% | Reduce -8.9% | 60,914 | $2.6M |
| OneDigital Investment Advisors LLC | 0.03% | Add +7.6% | 57,935 | $2.4M |
| Truist Financial Corp. | 0.00% | Reduce -3.8% | 57,099 | $2.4M |
| Centaurus Financial, Inc. | 0.14% | Reduce -10.0% | 54,293 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.2% | 53,365 | $2.3M |
| HBW Advisory Services LLC | 0.23% | Add +0.5% | 53,347 | $2.3M |
| Trek Financial, LLC | 0.17% | Reduce -17.2% | 53,227 | $2.2M |
| Strategic Blueprint, LLC | 0.13% | Reduce -11.0% | 50,423 | $2.1M |
| Nikulski Financial, Inc. | 0.62% | Reduce -0.4% | 50,280 | $2.1M |
| Focus Partners Wealth | 0.01% | Reduce -77.5% | 48,977 | $2.1M |
| Stuart Chaussee & Associates, Inc. | 0.48% | Reduce -9.4% | 45,890 | $1.9M |
| AdvisorNet Financial, Inc | 0.16% | Add +1.7% | 45,687 | $1.9M |
| Captrust Financial Advisors | 0.01% | No change | 45,248 | $1.9M |
| AE Wealth Management LLC | 0.02% | Add +0.5% | 44,455 | $1.9M |
| AQR Capital Management | 0.00% | Add +161.8% | 43,004 | $1.8M |
| WealthPlan Investment Management, LLC | 0.18% | Add +51.8% | 41,984 | $1.8M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -21.2% | 40,367 | $1.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.22% | Reduce -0.3% | 39,593 | $1.7M |
| Sugarloaf Wealth Management, LLC | 0.31% | Reduce -4.8% | 39,230 | $1.7M |
| Corrado Advisors, LLC | 1.08% | New | 39,195 | $1.7M |
| FSA Advisors, Inc. | 1.98% | Reduce -11.7% | 39,087 | $1.6M |
| WorthPointe, LLC | 0.67% | Add +2.9% | 38,148 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +1.9% | 37,949 | $1.6M |
| Bison Wealth, LLC | 0.19% | — | 36,270 | $1.5M |
| Orion Capital Management LLC | 0.67% | Reduce -3.2% | 36,098 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -76.5% | 36,045 | $1.5M |
| Jessup Wealth Management, Inc | 0.64% | Reduce -4.5% | 35,510 | $1.5M |
| KFG Wealth Management, LLC | 0.28% | Reduce -11.6% | 35,102 | $1.5M |
| Harbour Investments, Inc. | 0.04% | Reduce -4.3% | 34,968 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +5.8% | 33,976 | $1.4M |
| Continuum Advisory, LLC | 0.18% | Reduce -0.3% | 33,729 | $1.4M |
| Castle Rock Wealth Management, LLC | 0.34% | Reduce -9.6% | 33,002 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Add +59.7% | 32,771 | $1.4M |
| Gill Capital Partners, LLC | 0.48% | Reduce -9.8% | 32,013 | $1.4M |
| RFG Advisory, LLC | 0.04% | Reduce -42.5% | 30,775 | $1.3M |
| First City Capital Management, Inc. | 0.68% | No change | 30,200 | $1.3M |
| Encompass More Asset Management | 0.42% | Add +78.4% | 30,161 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +7.9% | 30,131 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +7.9% | 30,131 | $1.3M |
| Lineweaver Wealth Advisors, LLC | 0.23% | No change | 29,550 | $1.2M |
| ARS Wealth Advisors Group, LLC | 0.16% | Reduce -0.6% | 27,395 | $1.2M |
| Farther Finance Advisors, LLC | 0.04% | Add +243.9% | 26,657 | $1.1M |
| Crown Wealth Group, LLC | 0.45% | Add +0.2% | 26,277 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -4.4% | 25,640 | $1.1M |
| Yarger Wealth Strategies, LLC | 0.62% | Reduce -40.1% | 25,619 | $1.1M |
| Lakeridge Wealth Management LLC | 0.54% | No change | 24,878 | $1.1M |
| Koshinski Asset Management, Inc. | 0.09% | No change | 24,520 | $1.0M |
| BCS Wealth Management | 0.26% | Reduce -8.6% | 24,459 | $1.0M |
| Midwest Financial Network, LLC | 1.07% | — | 24,427 | $1.0M |
| Bernard Wealth Management Corp. | 0.48% | — | 24,002 | $1.0M |
| Firestone Capital Management | 0.25% | Reduce -1.0% | 23,912 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +9.8% | 23,846 | $1.0M |
| Focus Financial Network, Inc. | 0.04% | Reduce -2.9% | 23,780 | $1.0M |
| Clay Northam Wealth Management, LLC | 0.65% | Reduce -3.4% | 23,775 | $1.0M |
| Valmark Advisers, Inc. | 0.01% | No change | 22,120 | $935K |
| WPWealth LLP | 0.19% | Add +238.0% | 22,094 | $933K |
| Independent Financial Group, LLC | 0.03% | Reduce -0.2% | 22,054 | $932K |
| Bedel Financial Consulting, Inc. | 0.13% | Reduce -1.0% | 21,520 | $925K |
| Schulz Wealth, LTD. | 0.69% | Reduce -0.1% | 21,125 | $893K |
| Valtinson Bruner Financial Planning LLC | 0.30% | Reduce -2.4% | 20,426 | $863K |
| Cresset Asset Management, LLC | 0.00% | No change | 20,158 | $852K |
| Smith Anglin Financial, LLC | 0.08% | No change | 20,116 | $850K |
| Weaver Consulting Group | 0.26% | Reduce -4.6% | 20,065 | $848K |
| First Commonwealth Financial Corp | 0.20% | Reduce -45.1% | 19,610 | $829K |
| Soltis Investment Advisors LLC | 0.08% | No change | 19,595 | $828K |
| Helium Advisors LLC | 0.65% | — | 19,433 | $821K |
| Retirement Income Solutions, Inc. | 0.16% | No change | 19,039 | $804K |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -5.8% | 18,556 | $786K |
| Tradition Wealth Management, LLC | 0.07% | Reduce -4.2% | 18,375 | $776K |
| Sunbelt Securities, Inc. | 0.07% | Reduce -11.0% | 17,845 | $753K |
| Keystone Wealth Services, LLC | 0.19% | Reduce -28.1% | 17,063 | $721K |
| Sterling Financial Planning, Inc. | 0.26% | Reduce -0.4% | 16,600 | $701K |
| Certified Advisory Corp | 0.07% | Reduce -67.3% | 16,029 | $677K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -0.6% | 15,984 | $675K |
| Cardinal Point Capital Management ULC | 0.11% | No change | 15,940 | $673K |
| DHJJ Financial Advisors, Ltd. | 0.25% | Reduce -8.3% | 15,099 | $638K |
| Blair William & Co. | 0.00% | No change | 15,068 | $637K |
| Stephens Inc. | 0.01% | No change | 15,030 | $635K |
| Belpointe Asset Management LLC | 0.04% | Add +1.9% | 15,296 | $627K |
| Global Strategic Investment Solutions, LLC | 0.07% | Reduce -1.5% | 14,736 | $623K |
| Pinnacle Wealth Management Group, Inc. | 0.39% | Add +14.0% | 14,686 | $620K |
| Sigma Planning Corp | 0.02% | Reduce -49.7% | 14,503 | $613K |
| Chris Bulman Inc | 0.39% | Add +0.2% | 14,454 | $611K |
| Founders Financial Securities LLC | 0.05% | Add +32.2% | 14,204 | $600K |
| Main Street Financial Solutions, LLC | 0.06% | No change | 14,100 | $596K |
| Arax Advisory Partners | 0.04% | Add +4.9% | 13,997 | $591K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -39.7% | 13,968 | $590K |
| Triad Wealth Partners, LLC | 0.21% | New | 13,668 | $577K |
| Atticus Wealth Management, LLC | 0.18% | No change | 13,348 | $564K |
| Sovereign Financial Group, Inc. | 0.13% | Reduce -19.0% | 12,966 | $548K |
| Parkside Investments, LLC | 0.08% | Reduce -11.9% | 12,950 | $547K |
| Horizon Investments, LLC | 0.02% | Add +32.4% | 12,864 | $544K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 12,430 | $525K |
| B. Riley Wealth Advisors, Inc. | 0.02% | No change | 12,183 | $515K |
| Delta Investment Management, LLC | 0.10% | Reduce -1.7% | 12,128 | $512K |
| New Republic Capital, LLC | 0.33% | No change | 11,964 | $505K |
| Kathmere Capital Management, LLC | 0.05% | Add +0.0% | 11,906 | $503K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -10.6% | 11,643 | $492K |
| City Center Advisors, LLC | 0.54% | Add +0.6% | 11,438 | $483K |
| Per Stirling Capital Management, LLC. | 0.07% | No change | 10,973 | $464K |
| Catalina Capital Group, LLC | 0.15% | Reduce -10.6% | 10,572 | $447K |
| Beacon Financial Advisory LLC | 0.14% | Add +17.4% | 10,258 | $433K |
| My Personal CFO, LLC | 0.22% | Reduce -0.2% | 10,245 | $433K |
| Cambridge Advisors Inc. | 0.09% | Reduce -16.2% | 9,903 | $418K |
| Quest 10 Wealth Builders, Inc. | 0.40% | — | 9,489 | $401K |
| Mariner, LLC | 0.00% | Add +0.0% | 9,410 | $398K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -5.3% | 9,275 | $390K |
| Creative Financial Designs Inc. | 0.03% | No change | 9,175 | $388K |
| AssuredPartners Investment Advisors, LLC | 0.08% | — | 9,153 | $387K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -40.3% | 9,131 | $386K |
| Outlook Wealth Advisors, LLC | 0.11% | Reduce -3.6% | 9,005 | $380K |
| PCA Investment Advisory Services Inc. | 0.17% | No change | 8,690 | $367K |
| Snowden Capital Advisors LLC | 0.01% | No change | 8,497 | $359K |
| Fiduciary Financial Group, LLC | 0.08% | No change | 8,432 | $354K |
| MBL Wealth, LLC | 0.04% | Reduce -9.8% | 8,311 | $351K |
| Maia Wealth LLC | 0.08% | Add +47.1% | 8,213 | $351K |
| Berkshire Money Management, Inc. | 0.04% | New | 8,204 | $347K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -0.7% | 8,202 | $347K |
| Wood Tarver Financial Group, LLC | 0.11% | — | 7,937 | $335K |
| Berger Financial Group, Inc | 0.02% | No change | 7,924 | $335K |
| Keystone Financial Group, Inc. | 0.27% | — | 7,878 | $333K |
| Savant Capital, LLC | 0.00% | No change | 7,710 | $326K |
| PNC Financial Services Group, Inc. | 0.00% | Add +275.6% | 7,496 | $317K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 7,459 | $315K |
| Spire Wealth Management | 0.01% | Reduce -1.6% | 7,254 | $306K |
| Archer Investment Corp | 0.08% | No change | 7,000 | $296K |
| Cypress Financial Planning LLC | 0.10% | Reduce -16.1% | 6,516 | $275K |
| Cape Investment Advisory, Inc. | 0.11% | No change | 6,400 | $270K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -0.1% | 6,287 | $266K |
| Arete Wealth Advisors, LLC | 0.02% | No change | 6,242 | $264K |
| Garden State Investment Advisory Services LLC | 0.08% | New | 6,247 | $264K |
| Morgan Stanley | 0.00% | Reduce -13.1% | 6,114 | $258K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 6,113 | $258K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +10.0% | 6,074 | $257K |
| Runnymede Capital Advisors, Inc. | 0.22% | — | 6,038 | $255K |
| Compass Ion Advisors, LLC | 0.03% | No change | 5,931 | $251K |
| Allegiance Financial Group Advisory Services LLC | 0.08% | New | 5,915 | $250K |
| Riggs Capital Management LLC | 0.24% | — | 5,749 | $243K |
| Madison Wealth Partners, Inc | 0.07% | No change | 5,715 | $241K |
| Bailard, Inc. | 0.01% | No change | 5,650 | $239K |
| GWN Securities Inc. | 0.06% | — | 5,531 | $234K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 5,505 | $233K |
| Three Seasons Wealth, LLC | 0.11% | No change | 5,398 | $228K |
| Oliver Lagore Vanvalin Investment Group | 0.06% | Add +2.6% | 5,386 | $228K |
| Coldstream Capital Management Inc. | 0.00% | No change | 5,331 | $225K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -19.1% | 5,300 | $224K |
| Integral Investment Advisors, Inc. | 0.07% | No change | 5,080 | $215K |
| Fragasso Financial Advisors Inc | 0.02% | No change | 5,022 | $212K |
| Jacobi Capital Management LLC | 0.02% | No change | 5,004 | $211K |
| Betterment LLC | 0.00% | New | 4,898 | $207K |
| IHT Wealth Management, LLC | 0.01% | New | 4,756 | $201K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 4,589 | $194K |
| Evergreen Private Wealth LLC | 0.07% | No change | 3,547 | $150K |
| PFS Partners, LLC | 0.07% | No change | 2,872 | $121K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +18.9% | 2,481 | $107K |
| Kestra Investment Management, LLC | 0.00% | New | 2,100 | $89K |
| Stonebridge Financial Group, LLC | 0.01% | — | 2,027 | $86K |
| Wagner Wealth Management, LLC | 0.02% | No change | 2,000 | $85K |
| Bank of America Corp. | 0.00% | Reduce -19.4% | 1,994 | $84K |
| ORG Partners LLC | 0.01% | No change | 1,300 | $55K |
| Sugar Maple Asset Management, LLC | 0.04% | New | 1,175 | $50K |
| Capital Analysts, LLC | 0.00% | Reduce -77.3% | 775 | $33K |
| Ameriflex Group, Inc. | 0.01% | — | 484 | $21K |
| JDM Financial Group LLC | 0.01% | No change | 481 | $20K |
| Wells Fargo & Company | 0.00% | Reduce -68.1% | 359 | $15K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 338 | $14K |
| Measured Risk Portfolios, Inc. | 0.02% | — | 334 | $14K |
| Anfield Capital Management, LLC | 0.00% | No change | 304 | $13K |
| Financial Network Wealth Advisors LLC | 0.02% | Reduce -98.4% | 297 | $13K |
| Royal Bank of Canada | 0.00% | New | 204 | $9K |
| Caldwell Trust Co | 0.00% | No change | 158 | $7K |
| Synergy Asset Management, LLC | 0.00% | New | 109 | $5K |
| Assetmark, Inc. | 0.00% | New | 65 | $3K |
| Winnacle Wealth LLC | 0.00% | — | 46 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 40 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 16 | $676 |
"% 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.