Innovator U.S. Equity PowerPJANETF

13F holders, Q4 2025 (December 31)
254holders +16
26new positions
25sold out
1famous investor
$47.02avg. 13F price*

At the end of Q4 2025, 254 institutions reported holding Innovator U.S. Equity Power (PJAN) in their 13F filings, up 16 from Q3 2025. 26 opened new positions and 25 sold out. The largest holders were Alliancebernstein L.P. ($182.1M), Steward Partners Investment Advisory, LLC ($76.3M) and Penserra Capital Management LLC ($62.5M). 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

0100200300 Q1 2024: 217Q1 2024Q2 2024: 220Q2 2024Q3 2024: 215Q3 2024Q4 2024: 223Q4 2024Q1 2025: 243Q1 2025Q2 2025: 246Q2 2025Q3 2025: 238Q3 2025Q4 2025: 254Q4 2025Q1 2026: 283Q1 2026Q2 2026: 292Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions26$17.3M
Exits25$29.2M

All 13F filers, Q3 2025 → Q4 2025: 3,073,104 shares bought and 1,707,750 shares sold, net +1,365,354 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 254 holders

Alliancebernstein L.P. 0.06% Add +2.5% 3,873,710 $182.1M
Steward Partners Investment Advisory, LLC 0.42% Add +1235.6% 1,623,085 $76.3M
Penserra Capital Management LLC 0.74% Reduce -2.0% 1,329,811 $62.5M
Osaic Holdings, Inc. 0.06% Reduce -8.3% 885,169 $41.6M
LPL Financial LLC 0.01% Add +18.0% 834,395 $39.2M
Commonwealth Equity Services, LLC 0.03% Add +0.2% 546,428 $25.7M
Focus Partners Wealth 0.03% Add +1350.9% 499,828 $23.5M
Raymond James Financial Inc. 0.01% Reduce -8.6% 438,305 $20.6M
Mutual Advisors, LLC 0.42% Reduce -2.9% 419,512 $19.7M
Southland Equity Partners LLC 3.77% Reduce -4.4% 405,719 $19.1M
Blair William & Co. 0.05% Add +15.8% 397,178 $18.7M
MML Investors Services, LLC 0.05% Add +3.9% 394,834 $18.6M
Long Island Wealth Management, Inc. 8.77% Reduce -0.0% 394,307 $18.5M
Envestnet Asset Management Inc. 0.00% Reduce -3.9% 336,779 $15.8M
Bellwether Advisors, LLC 2.20% Add +8.8% 292,617 $13.8M
Cetera Investment Advisers 0.01% Add +4.1% 275,053 $12.9M
Cwm, LLC 0.03% Add +9.2% 274,247 $12.9M
Ascent Wealth Partners, LLC 1.27% Reduce -3.0% 235,174 $11.1M
Janney Montgomery Scott LLC 0.02% Add +1.9% 228,188 $10.7M
Orion Porfolio Solutions, LLC 0.07% Add +6.9% 213,225 $10.0M
AA Financial Advisors, LLC 1.58% Reduce -5.4% 181,391 $8.5M
Beacon Pointe Advisors, LLC 0.05% Add +0.8% 160,745 $7.6M
COFG Advisors, LLC 1.71% — 146,891 $6.9M
Range Financial Group LLC 2.38% Reduce -6.0% 146,440 $6.9M
CoreCap Advisors, LLC 0.24% Add +7.8% 143,801 $6.8M
Forvis Mazars Wealth Advisors, LLC 0.13% Reduce -11.1% 143,013 $6.7M
Forty-three Eighteen Advisors, LLC 5.05% — 138,248 $6.5M
Cambridge Investment Research Advisors, Inc. 0.02% Add +0.0% 137,939 $6.5M
Benjamin Edwards Inc. 0.07% Reduce -44.6% 135,612 $6.4M
Kestra Advisory Services, LLC 0.03% Add +1.2% 135,343 $6.4M
HighTower Advisors, LLC 0.01% Reduce -1.0% 131,736 $6.2M
Blue Water Asset Management 2.20% — 129,975 $6.1M
Motiv8 Investments LLC 3.17% Reduce -24.3% 123,710 $5.8M
BFI Wealth Solutions, LLC 5.53% — 123,552 $5.8M
BCGM Wealth Management, LLC 1.47% No change 122,471 $5.8M
Brookstone Capital Management 0.07% Reduce -1.7% 121,833 $5.7M
Gill Capital Partners, LLC 1.59% Add +9.1% 111,257 $5.2M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -2.0% 109,229 $5.2M
Triad Wealth Partners, LLC 0.49% Add +21.5% 109,063 $5.1M
Bullseye Investment Management, LLC 2.62% New 107,191 $5.0M
Cresset Asset Management, LLC 0.02% Add +13.7% 106,099 $5.0M
Integrated Wealth Concepts LLC 0.06% Reduce -0.1% 105,328 $5.0M
Truist Financial Corp. 0.01% Add +6.6% 105,241 $4.9M
JDM Financial Group LLC 1.90% Add +79.4% 104,059 $4.9M
IFP Advisors, Inc 0.10% Reduce -0.5% 99,368 $4.7M
Signal Advisors Wealth, LLC 0.33% New 87,525 $4.1M
Elmwood Wealth Management, Inc. 1.28% Add +0.1% 86,345 $4.1M
Hardworking Capital Advisors, LLC 3.56% — 83,386 $3.9M
OneDigital Investment Advisors LLC 0.04% Reduce -5.2% 81,127 $3.8M
First Commonwealth Financial Corp 0.63% No change 80,660 $3.8M
Keating Financial Advisory Services, Inc. 0.51% — 79,259 $3.7M
MTM Financial Group, LLC 1.73% Reduce -1.3% 76,859 $3.6M
CRA Financial Services, LLC 0.44% Reduce -2.7% 71,903 $3.4M
Principal Securities, Inc. 0.05% Add +13.7% 71,603 $3.4M
Wealth Alliance, LLC 0.33% Reduce -0.2% 71,499 $3.4M
Crown Wealth Group, LLC 0.93% Add +149.8% 70,907 $3.3M
Element Squared LLC 1.75% Reduce -57.3% 68,553 $3.2M
Compass Advisory Group LLC 0.87% Reduce -6.4% 68,287 $3.2M
Pallas Capital Advisors LLC 0.10% Reduce -4.4% 66,310 $3.1M
Diligent Investors, LLC 0.76% Add +13.0% 66,101 $3.1M
Fortune Financial Group, Inc. 3.03% — 65,611 $3.1M
MAI Capital Management 0.02% Reduce -17.0% 62,722 $2.9M
CreativeOne Wealth, LLC 0.07% Add +17.1% 60,583 $2.8M
City Holding Co. 0.35% Reduce -6.2% 59,720 $2.8M
Founders Financial Securities LLC 0.16% Add +16.4% 59,044 $2.8M
Horizon Investments, LLC 0.04% Add +16.4% 58,952 $2.8M
Evermay Wealth Management LLC 0.31% Reduce -8.6% 58,531 $2.8M
Liberty Atlantic Advisors LLC 2.68% — 57,999 $2.7M
HBW Advisory Services LLC 0.28% Add +0.4% 55,183 $2.6M
BCS Wealth Management 0.26% Add +125.4% 53,860 $2.5M
WealthPlan Investment Management, LLC 0.16% Add +21.6% 53,447 $2.5M
WorthPointe, LLC 0.64% Reduce -0.0% 52,110 $2.5M
Corrado Advisors, LLC 1.23% Add +7.3% 51,981 $2.4M
Blue Bell Private Wealth Management, LLC 0.35% Reduce -12.4% 50,888 $2.4M
RPS Advisory Solutions LLC 1.10% Add +62.6% 49,418 $2.3M
World Investment Advisors 0.04% Add +317.2% 46,795 $2.2M
AE Wealth Management LLC 0.01% Add +2.2% 46,720 $2.2M
FSA Advisors, Inc. 1.52% Add +1.4% 46,581 $2.2M
JPMorgan Chase & Co. 0.00% Reduce -3.6% 45,551 $2.1M
Independent Financial Group, LLC 0.05% Add +3.9% 45,097 $2.1M
Encompass More Asset Management 0.39% Add +0.3% 44,948 $2.1M
KMG Fiduciary Partners, LLC 0.15% No change 43,907 $2.1M
Trek Financial, LLC 0.12% Reduce -3.8% 42,605 $2.0M
Lido Advisors, LLC 0.01% New 42,355 $2.0M
Nikulski Financial, Inc. 0.47% Reduce -13.2% 41,925 $2.0M
Advisory Services Network, LLC 0.03% Add +1.9% 40,795 $1.9M
AdvisorNet Financial, Inc 0.10% Reduce -18.4% 40,065 $1.9M
Atria Investments, Inc 0.02% Add +6.9% 40,023 $1.9M
TopTier Wealth Management, LLC 1.20% — 37,556 $1.8M
Merit Financial Group, LLC 0.01% Add +497.3% 37,529 $1.8M
Centaurus Financial, Inc. 0.08% Reduce -36.6% 37,495 $1.8M
Red Crane Wealth Management, LLC 1.44% Reduce -2.2% 37,332 $1.8M
Apollon Wealth Management, LLC 0.03% Add +0.2% 36,956 $1.7M
Orion Capital Management LLC 0.58% Reduce -0.0% 36,770 $1.7M
Jessup Wealth Management, Inc 0.56% Reduce -5.8% 35,850 $1.7M
Patriot Financial Group Insurance Agency, LLC 0.20% Reduce -11.3% 35,163 $1.7M
RFG Advisory, LLC 0.03% Reduce -0.3% 34,004 $1.6M
Pacific Park Financial, Inc. 1.00% — 33,949 $1.6M
Farther Finance Advisors, LLC 0.02% Reduce -9.6% 33,664 $1.6M
Weaver Capital Management LLC 0.33% Reduce -89.5% 33,172 $1.6M

"% 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.

Show all 254 holders