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 |
| RPS Advisory Solutions LLC | 0.80% | New | 27,237 | $1.1M |
| PTM Wealth Management, LLC | 1.17% | — | 28,708 | $1.1M |
| SCS Capital Management LLC | 0.01% | New | 26,044 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +9.0% | 25,995 | $1.1M |
| Phoenix Financial Ltd. | 0.02% | New | 25,790 | $1.1M |
| Crown Wealth Group, LLC | 0.55% | Reduce -2.2% | 25,697 | $1.1M |
| Yarger Wealth Strategies, LLC | 0.61% | Reduce -0.9% | 25,379 | $1.1M |
| Silver Oak Securities, Incorporated | 0.10% | New | 25,151 | $1.0M |
| BCS Wealth Management | 0.27% | Add +2.0% | 24,947 | $1.0M |
| Chris Bulman Inc | 0.65% | Add +71.6% | 24,809 | $1.0M |
| Koshinski Asset Management, Inc. | 0.09% | No change | 24,520 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | New | 24,346 | $1.0M |
| Lakeridge Wealth Management LLC | 0.50% | Reduce -4.0% | 23,886 | $991K |
| Clay Northam Wealth Management, LLC | 0.69% | No change | 23,775 | $986K |
| Focus Financial Network, Inc. | 0.04% | Reduce -0.7% | 23,620 | $980K |
| Midwest Financial Network, LLC | 0.97% | Reduce -3.8% | 23,490 | $974K |
| Bernard Wealth Management Corp. | 0.47% | Reduce -2.4% | 23,438 | $972K |
| Firestone Capital Management | 0.25% | Reduce -2.0% | 23,436 | $972K |
| Valmark Advisers, Inc. | 0.01% | Add +2.9% | 22,751 | $943K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -72.5% | 22,732 | $943K |
| Sequoia Financial Advisors, LLC | 0.01% | New | 22,427 | $930K |
| Horizon Investments, LLC | 0.03% | Add +71.9% | 22,111 | $917K |
| Weaver Consulting Group | 0.27% | Add +8.6% | 21,786 | $903K |
| Retirement Income Solutions, Inc. | 0.19% | Add +12.4% | 21,400 | $887K |
| Schulz Wealth, LTD. | 0.67% | No change | 21,125 | $876K |
| Integrity Alliance, Llc. | 0.03% | New | 21,049 | $873K |
| Bedel Financial Consulting, Inc. | 0.13% | Reduce -2.5% | 20,993 | $872K |
| Tradition Wealth Management, LLC | 0.08% | Add +13.9% | 20,923 | $868K |
| CreativeOne Wealth, LLC | 0.03% | Add +28.6% | 20,558 | $853K |
| Arkadios Wealth Advisors | 0.03% | New | 20,437 | $848K |
| Valtinson Bruner Financial Planning LLC | 0.29% | No change | 20,426 | $847K |
| Smith Anglin Financial, LLC | 0.09% | No change | 20,116 | $834K |
| Goldstein Advisors, LLC | 0.12% | New | 19,597 | $813K |
| Helium Advisors LLC | 0.59% | No change | 19,433 | $806K |
| Soltis Investment Advisors LLC | 0.07% | Reduce -7.7% | 18,095 | $750K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +26.4% | 17,659 | $732K |
| Keystone Wealth Services, LLC | 0.19% | No change | 17,063 | $708K |
| Ameritas Advisory Services, LLC | 0.03% | Add +45.8% | 16,974 | $704K |
| Sterling Financial Planning, Inc. | 0.25% | Reduce -1.7% | 16,323 | $677K |
| DHJJ Financial Advisors, Ltd. | 0.27% | Add +7.7% | 16,265 | $675K |
| ARS Wealth Advisors Group, LLC | 0.09% | Reduce -41.0% | 16,173 | $671K |
| Stephens Inc. | 0.01% | Add +5.3% | 15,830 | $656K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -16.1% | 15,577 | $648K |
| Global Strategic Investment Solutions, LLC | 0.07% | No change | 14,736 | $611K |
| Pinnacle Wealth Management Group, Inc. | 0.42% | No change | 14,686 | $609K |
| Main Street Financial Solutions, LLC | 0.05% | No change | 14,100 | $585K |
| Marshall Financial Group, LLC | 0.13% | New | 14,041 | $582K |
| Certified Advisory Corp | 0.07% | Reduce -13.3% | 13,897 | $576K |
| Faithward Advisors, LLC | 0.10% | New | 13,658 | $566K |
| Atticus Wealth Management, LLC | 0.18% | No change | 13,348 | $554K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +6.1% | 12,931 | $536K |
| Core Wealth Advisors, Inc. | 0.16% | New | 12,475 | $517K |
| Per Stirling Capital Management, LLC. | 0.07% | Add +13.4% | 12,439 | $516K |
| Delta Investment Management, LLC | 0.10% | No change | 12,128 | $503K |
| Parkside Investments, LLC | 0.07% | Reduce -6.4% | 12,125 | $503K |
| Sigma Planning Corp | 0.02% | Reduce -17.5% | 11,965 | $496K |
| New Republic Capital, LLC | 0.22% | No change | 11,964 | $496K |
| Kathmere Capital Management, LLC | 0.04% | No change | 11,906 | $494K |
| City Center Advisors, LLC | 0.57% | Add +3.7% | 11,861 | $492K |
| Beacon Financial Advisory LLC | 0.15% | Add +14.6% | 11,758 | $488K |
| Catalina Capital Group, LLC | 0.29% | No change | 10,572 | $438K |
| My Personal CFO, LLC | 0.21% | Reduce -0.4% | 10,205 | $423K |
| Cambridge Advisors Inc. | 0.09% | No change | 9,903 | $411K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +62.9% | 9,896 | $410K |
| GWN Securities Inc. | 0.02% | Add +70.3% | 9,419 | $391K |
| Mariner, LLC | 0.00% | Reduce -0.3% | 9,382 | $389K |
| Diversify Wealth Management, LLC | 0.03% | Add +0.0% | 9,276 | $383K |
| Creative Financial Designs Inc. | 0.03% | Add +0.4% | 9,210 | $382K |
| Jane Street Group, LLC | 0.00% | New | 9,018 | $374K |
| Outlook Wealth Advisors, LLC | 0.10% | No change | 9,005 | $373K |
| WealthPLAN Partners, LLC | 0.05% | Reduce -3.2% | 8,838 | $367K |
| AssuredPartners Investment Advisors, LLC | 0.07% | Reduce -3.8% | 8,805 | $365K |
| Snowden Capital Advisors LLC | 0.01% | No change | 8,497 | $352K |
| Allegiance Financial Group Advisory Services LLC | 0.11% | Add +42.4% | 8,420 | $349K |
| Arax Advisory Partners | 0.02% | Reduce -41.3% | 8,219 | $341K |
| Berkshire Money Management, Inc. | 0.04% | No change | 8,204 | $340K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 8,202 | $340K |
| Fiduciary Financial Group, LLC | 0.07% | No change | 8,432 | $337K |
| Maia Wealth LLC | 0.08% | Add +1.4% | 8,327 | $337K |
| Strategic Blueprint, LLC | 0.02% | Reduce -84.2% | 7,987 | $331K |
| Cardinal Point Capital Management ULC | 0.03% | Reduce -50.1% | 7,960 | $330K |
| Berger Financial Group, Inc | 0.02% | No change | 7,924 | $329K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +28.9% | 7,879 | $327K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 7,834 | $325K |
| Belpointe Asset Management LLC | 0.02% | Reduce -49.2% | 7,764 | $322K |
| Cape Investment Advisory, Inc. | 0.12% | Add +18.0% | 7,550 | $313K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 7,299 | $303K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -5.9% | 7,022 | $291K |
| Archer Investment Corp | 0.08% | No change | 7,000 | $290K |
| Quest 10 Wealth Builders, Inc. | 0.31% | Reduce -26.7% | 6,953 | $288K |
| MBL Wealth, LLC | 0.03% | Reduce -18.7% | 6,760 | $280K |
| Arete Wealth Advisors, LLC | 0.02% | Add +5.7% | 6,596 | $274K |
| Coldstream Capital Management Inc. | 0.01% | Add +19.5% | 6,369 | $264K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -0.1% | 6,282 | $261K |
| Virtue Capital Management, LLC | 0.03% | New | 6,231 | $259K |
| Morgan Stanley | 0.00% | No change | 6,114 | $254K |
| Straight Path Wealth Management | 0.10% | New | 6,081 | $252K |
| Sovereign Financial Group, Inc. | 0.06% | Reduce -53.8% | 5,997 | $249K |
| UBS Group AG | 0.00% | New | 5,932 | $246K |
| Compass Ion Advisors, LLC | 0.03% | No change | 5,931 | $246K |
| Kingsview Wealth Management, LLC | 0.00% | Add +10.4% | 5,850 | $243K |
| Axxcess Wealth Management, LLC | 0.01% | New | 5,818 | $241K |
| Runnymede Capital Advisors, Inc. | 0.23% | Reduce -4.0% | 5,798 | $240K |
| Money Concepts Capital Corp. | 0.02% | New | 5,724 | $237K |
| Madison Wealth Partners, Inc | 0.06% | No change | 5,715 | $237K |
| Bailard, Inc. | 0.01% | No change | 5,650 | $234K |
| Betterment LLC | 0.00% | Add +14.1% | 5,587 | $232K |
| WPWealth LLP | 0.05% | Reduce -74.9% | 5,552 | $230K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 5,550 | $230K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 5,505 | $228K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 5,402 | $224K |
| Three Seasons Wealth, LLC | 0.11% | No change | 5,398 | $224K |
| Mma Asset Management LLC | 0.09% | New | 5,393 | $224K |
| Garden State Investment Advisory Services LLC | 0.07% | Reduce -14.8% | 5,321 | $221K |
| Foundations Investment Advisors, LLC | 0.00% | New | 5,175 | $215K |
| Cypress Financial Planning LLC | 0.08% | Reduce -21.6% | 5,112 | $212K |
| Spire Wealth Management | 0.01% | Reduce -29.5% | 5,112 | $212K |
| Integral Investment Advisors, Inc. | 0.07% | No change | 5,080 | $211K |
| Northeast Financial Group, Inc. | 0.08% | New | 5,047 | $209K |
| Fragasso Financial Advisors Inc | 0.02% | No change | 5,022 | $208K |
| Mitchell Capital Management Co. | 0.04% | New | 4,900 | $203K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -72.7% | 4,870 | $202K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 4,589 | $190K |
| Evergreen Private Wealth LLC | 0.07% | No change | 3,547 | $147K |
| Lanark Financial, Inc. | 0.01% | — | 3,421 | $141K |
| Wood Tarver Financial Group, LLC | 0.04% | Reduce -62.7% | 2,962 | $123K |
| PFS Partners, LLC | 0.06% | No change | 2,872 | $119K |
| Comerica Bank | 0.00% | New | 2,500 | $104K |
| Stonebridge Financial Group, LLC | 0.01% | No change | 2,027 | $84K |
| Wagner Wealth Management, LLC | 0.02% | No change | 2,000 | $83K |
| ORG Partners LLC | 0.01% | No change | 1,300 | $54K |
| Capital Analysts, LLC | 0.00% | Add +52.0% | 1,178 | $49K |
| Financial Network Wealth Advisors LLC | 0.05% | Add +182.5% | 839 | $35K |
| Wells Fargo & Company | 0.00% | Add +39.3% | 500 | $21K |
| Allworth Financial LP | 0.00% | New | 477 | $20K |
| Ameriflex Group, Inc. | 0.01% | Reduce -28.7% | 345 | $14K |
| Clearstead Advisors, LLC | 0.00% | New | 326 | $14K |
| Caldwell Trust Co | 0.00% | No change | 158 | $7K |
| Kiker Wealth Management, LLC | 0.00% | New | 104 | $4K |
| Assetmark, Inc. | 0.00% | Reduce -1.5% | 64 | $3K |
| Keystone Financial Group, Inc. | 0.00% | Reduce -99.8% | 19 | $789 |
| Rothschild Investment LLC | 0.00% | No change | 16 | $664 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 3 | $124 |
"% 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.