Innovator U.S. Equity PowerPJANETF
13F holders, Q1 2025 (March 31)243holders +20
36new positions
16sold out
1famous investor
$41.47avg. 13F price*
At the end of Q1 2025, 243 institutions reported holding Innovator U.S. Equity Power (PJAN) in their 13F filings, up 20 from Q4 2024. 36 opened new positions and 16 sold out. The largest holders were Alliancebernstein L.P. ($161.6M), Penserra Capital Management LLC ($47.9M) and Commonwealth Equity Services, LLC ($45.6M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $31.0M |
| Exits | 16 | $1.7M |
All 13F filers, Q4 2024 → Q1 2025: 5,315,140 shares bought and 937,353 shares sold, net +4,377,787 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 243 holders
| Alliancebernstein L.P. | 0.06% | Add +1.0% | 3,897,489 | $161.6M |
| Penserra Capital Management LLC | 0.86% | Add +3.6% | 1,156,228 | $47.9M |
| Commonwealth Equity Services, LLC | 0.06% | Add +35.5% | 1,099,362 | $45.6M |
| Osaic Holdings, Inc. | 0.10% | Reduce -4.7% | 1,089,023 | $45.2M |
| MML Investors Services, LLC | 0.13% | Add +44.5% | 935,525 | $38.8M |
| Brookstone Capital Management | 0.49% | Add +1086.2% | 826,246 | $34.3M |
| Raymond James Financial Inc. | 0.01% | Add +38.3% | 734,306 | $30.5M |
| LPL Financial LLC | 0.01% | Add +362.1% | 658,097 | $27.3M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +368.3% | 435,198 | $18.0M |
| Southland Equity Partners LLC | 4.20% | Add +0.1% | 434,874 | $18.0M |
| NorthCoast Asset Management LLC | 0.08% | Add +0.6% | 374,277 | $15.5M |
| Blair William & Co. | 0.04% | Add +2230.0% | 351,083 | $14.6M |
| Weaver Capital Management LLC | 3.75% | Add +397.7% | 339,589 | $14.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +21.1% | 321,468 | $13.3M |
| Bellwether Advisors, LLC | 2.33% | Reduce -2.6% | 269,059 | $11.2M |
| Cetera Investment Advisers | 0.02% | Reduce -44.8% | 248,951 | $10.3M |
| Ascent Wealth Partners, LLC | 1.36% | New | 244,875 | $10.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.21% | Reduce -15.2% | 209,982 | $8.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +10.0% | 208,068 | $8.6M |
| World Investment Advisors | 0.22% | Add +121.4% | 199,669 | $8.3M |
| Cwm, LLC | 0.03% | Add +43.9% | 199,469 | $8.3M |
| Benjamin Edwards Inc. | 0.12% | Add +29.2% | 199,436 | $8.3M |
| AA Financial Advisors, LLC | 1.93% | Reduce -0.0% | 191,142 | $7.9M |
| MAI Capital Management | 0.06% | Add +145.8% | 179,540 | $7.4M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +47.6% | 169,610 | $7.0M |
| Motiv8 Investments LLC | 4.66% | Reduce -0.4% | 169,562 | $7.0M |
| Range Financial Group LLC | 3.02% | Reduce -64.4% | 164,365 | $6.8M |
| Pallas Capital Advisors LLC | 0.27% | Add +82.1% | 157,065 | $6.5M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -19.4% | 140,157 | $5.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +13.9% | 139,678 | $5.8M |
| HighTower Advisors, LLC | 0.01% | Add +12.1% | 137,940 | $5.7M |
| CoreCap Advisors, LLC | 0.24% | Add +5.0% | 132,275 | $5.5M |
| BCGM Wealth Management, LLC | 1.54% | Add +38.3% | 121,122 | $5.0M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +874.3% | 121,105 | $5.0M |
| Gill Capital Partners, LLC | 1.68% | Add +264.4% | 116,643 | $4.8M |
| Red Crane Wealth Management, LLC | 4.46% | Reduce -1.3% | 112,240 | $4.7M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -2.6% | 106,676 | $4.4M |
| Long Island Wealth Management, Inc. | 2.63% | Add +7.1% | 103,960 | $4.3M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +243.2% | 103,394 | $4.3M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +243.2% | 103,394 | $4.3M |
| IFP Advisors, Inc | 0.13% | Add +1.3% | 102,441 | $4.2M |
| Truist Financial Corp. | 0.01% | Add +78.8% | 102,074 | $4.2M |
| Cresset Asset Management, LLC | 0.02% | Add +399.8% | 100,743 | $4.2M |
| CRA Financial Services, LLC | 0.63% | Add +10.4% | 89,309 | $3.7M |
| Elmwood Wealth Management, Inc. | 1.42% | Reduce -4.1% | 83,723 | $3.5M |
| City Holding Co. | 0.48% | Reduce -6.1% | 81,415 | $3.4M |
| First Commonwealth Financial Corp | 0.79% | Add +311.3% | 80,660 | $3.3M |
| Townsquare Capital LLC | 0.03% | Add +14.9% | 78,432 | $3.3M |
| MTM Financial Group, LLC | 1.89% | Add +17.2% | 77,856 | $3.2M |
| Wealth Alliance, LLC | 0.36% | Add +7.4% | 71,723 | $3.0M |
| Diligent Investors, LLC | 0.70% | Add +7.5% | 69,478 | $2.9M |
| Compass Advisory Group LLC | 0.95% | Add +3.7% | 65,522 | $2.7M |
| Capasso Planning Partners LLC | 1.12% | Reduce -1.5% | 64,682 | $2.7M |
| Evermay Wealth Management LLC | 0.35% | Reduce -9.9% | 64,392 | $2.7M |
| Principal Securities, Inc. | 0.06% | No change | 62,103 | $2.6M |
| Centaurus Financial, Inc. | 0.16% | Add +15.1% | 62,509 | $2.6M |
| OneDigital Investment Advisors LLC | 0.03% | Add +5.9% | 61,329 | $2.5M |
| Blue Bell Private Wealth Management, LLC | 0.48% | Reduce -0.1% | 60,857 | $2.5M |
| JDM Financial Group LLC | 1.22% | Add +11958.2% | 58,000 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Add +6.6% | 56,906 | $2.4M |
| AE Wealth Management LLC | 0.02% | Add +27.1% | 56,506 | $2.3M |
| HBW Advisory Services LLC | 0.32% | Add +1.3% | 54,062 | $2.2M |
| WorthPointe, LLC | 0.99% | Add +37.1% | 52,307 | $2.2M |
| Nikulski Financial, Inc. | 0.63% | Add +0.5% | 50,530 | $2.1M |
| Stuart Chaussee & Associates, Inc. | 0.52% | Add +9.9% | 50,420 | $2.1M |
| KFG Wealth Management, LLC | 0.38% | Add +42.8% | 50,133 | $2.1M |
| Trek Financial, LLC | 0.15% | Reduce -7.7% | 49,152 | $2.0M |
| Corrado Advisors, LLC | 1.35% | Add +24.5% | 48,783 | $2.0M |
| Talon Private Wealth, LLC | 0.27% | New | 48,044 | $2.0M |
| FSA Advisors, Inc. | 1.56% | Add +21.4% | 47,469 | $2.0M |
| Harbour Investments, Inc. | 0.06% | Add +35.0% | 47,189 | $2.0M |
| AdvisorNet Financial, Inc | 0.14% | Add +1.7% | 46,468 | $1.9M |
| KMG Fiduciary Partners, LLC | 0.15% | New | 43,907 | $1.8M |
| WealthPlan Investment Management, LLC | 0.18% | Add +4.2% | 43,728 | $1.8M |
| AQR Capital Management | 0.00% | Add +1.3% | 43,545 | $1.8M |
| RFG Advisory, LLC | 0.05% | Add +37.1% | 42,191 | $1.7M |
| Independent Financial Group, LLC | 0.06% | Add +90.7% | 42,054 | $1.7M |
| Focus Partners Wealth | 0.00% | Reduce -16.9% | 40,722 | $1.7M |
| Advisory Services Network, LLC | 0.03% | Add +56.2% | 40,047 | $1.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.22% | Add +0.8% | 39,902 | $1.7M |
| Jessup Wealth Management, Inc | 0.68% | Add +10.0% | 39,047 | $1.6M |
| Encompass More Asset Management | 0.47% | Add +25.3% | 37,792 | $1.6M |
| Bison Wealth, LLC | 0.14% | Add +2.9% | 37,328 | $1.5M |
| Dakota Wealth Management | 0.04% | New | 37,262 | $1.5M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -8.7% | 36,867 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -3.2% | 36,739 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +6.2% | 36,077 | $1.5M |
| Orion Capital Management LLC | 0.62% | Reduce -2.1% | 35,348 | $1.5M |
| Continuum Advisory, LLC | 0.18% | Add +2.7% | 34,641 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -4.7% | 34,362 | $1.4M |
| VestGen Advisors, LLC | 0.06% | — | 33,531 | $1.4M |
| GTS Securities LLC | 0.06% | New | 33,466 | $1.4M |
| Castle Rock Wealth Management, LLC | 0.36% | Reduce -1.3% | 32,563 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -29.3% | 32,003 | $1.3M |
| Founders Financial Securities LLC | 0.11% | Add +126.5% | 32,171 | $1.3M |
| Mutual Advisors, LLC | 0.04% | Reduce -3.5% | 31,613 | $1.3M |
| First City Capital Management, Inc. | 0.75% | No change | 30,200 | $1.3M |
| Farther Finance Advisors, LLC | 0.03% | Add +11.0% | 29,592 | $1.2M |
| Lineweaver Wealth Advisors, LLC | 0.20% | Reduce -2.4% | 28,850 | $1.2M |
| Triad Wealth Partners, LLC | 0.36% | Add +102.0% | 27,610 | $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.