Innovator U.S. Equity PowerPJANETF

13F holders, Q1 2026 (March 31)
283holders +29
46new positions
16sold out
1famous investor
$46.27avg. 13F price*

At the end of Q1 2026, 283 institutions reported holding Innovator U.S. Equity Power (PJAN) in their 13F filings, up 29 from Q4 2025. 46 opened new positions and 16 sold out. The largest holders were Alliancebernstein L.P. ($174.9M), Steward Partners Investment Advisory, LLC ($104.6M) and Penserra Capital Management LLC ($65.0M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions46$100.9M
Exits16$5.6M

All 13F filers, Q4 2025 → Q1 2026: 6,843,660 shares bought and 1,232,412 shares sold, net +5,611,248 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 283 holders

Alliancebernstein L.P. 0.06% Reduce -4.0% 3,719,237 $174.9M
Steward Partners Investment Advisory, LLC 0.53% Add +39.8% 2,268,319 $104.6M
Penserra Capital Management LLC 0.76% Add +6.0% 1,409,587 $65.0M
Osaic Holdings, Inc. 0.09% Add +48.5% 1,314,497 $60.6M
Brookstone Capital Management 0.40% Add +522.9% 758,887 $35.0M
LPL Financial LLC 0.01% Reduce -10.4% 747,553 $34.5M
Allworth Financial LP 0.12% New 628,931 $29.0M
Blair William & Co. 0.08% Add +57.5% 625,514 $28.9M
Commonwealth Equity Services, LLC 0.04% Add +13.9% 622,149 $28.7M
Personal Cfo Solutions, LLC 3.85% New 593,514 $27.4M
MML Investors Services, LLC 0.07% Add +48.1% 584,919 $27.0M
Mutual Advisors, LLC 0.57% Add +37.7% 577,520 $26.6M
Raymond James Financial Inc. 0.01% Add +18.5% 519,347 $24.0M
Focus Partners Wealth 0.03% Reduce -1.9% 490,128 $22.6M
Envestnet Asset Management Inc. 0.01% Add +43.9% 484,499 $22.3M
Southland Equity Partners LLC 3.45% Reduce -5.3% 384,166 $17.7M
Compass Advisory Group LLC 4.57% Add +442.7% 370,574 $17.1M
Wealth Enhancement Advisory Services, LLC 0.03% Add +193.8% 320,900 $14.9M
US Bancorp \de 0.02% Add +14721.1% 320,135 $14.8M
Cetera Investment Advisers 0.02% Add +15.6% 317,958 $14.7M
Bellwether Advisors, LLC 2.21% Reduce -3.5% 282,400 $13.0M
Beacon Pointe Advisors, LLC 0.06% Add +63.1% 262,143 $12.1M
Janney Montgomery Scott LLC 0.03% Add +6.8% 243,584 $11.2M
Cwm, LLC 0.03% Reduce -14.1% 235,717 $10.9M
Ascent Wealth Partners, LLC 1.26% Reduce -0.1% 234,844 $10.8M
Benjamin Edwards Inc. 0.09% Add +47.6% 200,109 $9.2M
Orion Porfolio Solutions, LLC 0.08% Reduce -7.1% 198,137 $9.1M
Kestra Advisory Services, LLC 0.03% Add +43.8% 194,554 $9.0M
AA Financial Advisors, LLC 1.15% Reduce -2.3% 177,189 $8.2M
West Michigan Advisors, LLC 1.73% New 171,045 $7.9M
HighTower Advisors, LLC 0.01% Add +15.1% 151,646 $7.0M
Cresset Asset Management, LLC 0.03% Add +40.1% 148,666 $6.9M
CoreCap Advisors, LLC 0.23% Add +2.1% 146,765 $6.8M
COFG Advisors, LLC 1.67% Reduce -0.4% 146,319 $6.7M
Range Financial Group LLC 2.23% Reduce -1.8% 143,808 $6.6M
Forty-three Eighteen Advisors, LLC 4.93% Add +2.7% 141,958 $6.5M
MAI Capital Management 0.04% Add +124.2% 140,634 $6.5M
Cambridge Investment Research Advisors, Inc. 0.02% Add +1.0% 139,362 $6.4M
Horizon Investments, LLC 0.07% Add +135.1% 138,594 $6.4M
Triad Wealth Partners, LLC 0.50% Add +25.7% 137,141 $6.3M
Talon Private Wealth, LLC 0.83% — 134,804 $6.2M
Blue Water Asset Management 2.01% Reduce -3.0% 126,115 $5.8M
LeClair Wealth Partners LLC 2.01% New 126,115 $5.8M
BCGM Wealth Management, LLC 1.42% No change 122,471 $5.6M
Gill Capital Partners, LLC 1.59% Add +7.8% 119,887 $5.5M
Forvis Mazars Wealth Advisors, LLC 0.10% Reduce -18.8% 116,120 $5.4M
Principal Securities, Inc. 0.08% Add +61.6% 115,684 $5.3M
Bullseye Investment Management, LLC 2.82% Add +6.0% 113,654 $5.2M
Signal Advisors Wealth, LLC 0.35% Add +26.8% 110,946 $5.1M
IFP Advisors, Inc 0.10% Add +7.2% 106,515 $4.9M
JDM Financial Group LLC 1.85% No change 104,059 $4.8M
Long Island Wealth Management, Inc. 2.22% Reduce -73.7% 103,874 $4.8M
Truist Financial Corp. 0.01% Reduce -2.3% 102,805 $4.7M
Pathstone Holdings, LLC 0.02% New 101,957 $4.7M
BFI Wealth Solutions, LLC 4.42% Reduce -19.7% 99,192 $4.6M
OneDigital Investment Advisors LLC 0.04% Add +8.9% 88,362 $4.1M
Apollon Wealth Management, LLC 0.07% Add +135.2% 86,932 $4.0M
First Commonwealth Financial Corp 0.62% Add +5.6% 85,149 $3.9M
Hardworking Capital Advisors, LLC 3.56% Reduce -1.2% 82,412 $3.8M
Patriot Financial Group Insurance Agency, LLC 0.21% Add +132.9% 81,892 $3.8M
Fortune Financial Group, Inc. 3.36% Add +23.4% 80,936 $3.7M
MTM Financial Group, LLC 1.70% Add +2.4% 78,689 $3.6M
Crown Wealth Group, LLC 1.04% Add +7.8% 76,464 $3.5M
Keating Financial Advisory Services, Inc. 0.56% Reduce -4.5% 75,732 $3.5M
CRA Financial Services, LLC 0.45% Add +5.2% 75,612 $3.5M
Susquehanna International Group, LLP 0.00% New 75,173 $3.5M
Founders Financial Securities LLC 0.19% Add +19.0% 70,237 $3.3M
CreativeOne Wealth, LLC 0.08% Add +16.4% 70,487 $3.3M
Cerity Partners LLC 0.00% Add +310.8% 68,850 $3.2M
Diligent Investors, LLC 0.76% Add +0.3% 66,289 $3.1M
Cassady Wealth & Retirement Planning, LLC 1.58% Add +98.4% 62,809 $3.0M
HBW Advisory Services LLC 0.32% Add +18.7% 65,508 $3.0M
Pallas Capital Advisors LLC 0.11% Reduce -8.5% 60,676 $2.8M
Wealth Alliance, LLC 0.27% Reduce -16.3% 59,849 $2.8M
Evermay Wealth Management LLC 0.30% Reduce -0.4% 58,286 $2.7M
Liberty Atlantic Advisors LLC 2.19% Reduce -4.2% 55,562 $2.6M
World Investment Advisors 0.04% Add +16.7% 54,612 $2.5M
WealthPlan Investment Management, LLC 0.14% Reduce -0.6% 53,137 $2.5M
Corrado Advisors, LLC 1.23% Reduce -1.7% 51,086 $2.4M
Blue Bell Private Wealth Management, LLC 0.34% Add +0.2% 51,008 $2.4M
Centaurus Financial, Inc. 0.11% Add +33.2% 49,949 $2.3M
City Holding Co. 0.27% Reduce -22.4% 46,370 $2.1M
Nikulski Financial, Inc. 0.52% Add +8.3% 45,400 $2.1M
Independent Financial Group, LLC 0.05% No change 45,097 $2.1M
FSA Advisors, Inc. 1.37% Reduce -3.3% 45,061 $2.1M
AE Wealth Management LLC 0.01% Reduce -3.8% 44,939 $2.1M
KMG Fiduciary Partners, LLC 0.15% Add +1.3% 44,492 $2.1M
Cornerstone Wealth, LLC 1.13% — 41,602 $2.0M
JPMorgan Chase & Co. 0.00% Reduce -3.6% 43,893 $2.0M
Jane Street Group, LLC 0.00% New 42,693 $2.0M
Advisory Services Network, LLC 0.03% Add +4.2% 42,517 $2.0M
Lido Advisors, LLC 0.01% No change 42,355 $2.0M
Integrity Advisory Solutions, LLC 0.25% New 41,299 $1.9M
NewEdge Advisors, LLC 0.01% Add +26.9% 41,292 $1.9M
Atria Investments, Inc 0.02% Add +2.5% 41,025 $1.9M
Koshinski Asset Management, Inc. 0.12% Add +83.4% 40,261 $1.9M
AdvisorNet Financial, Inc 0.10% No change 40,065 $1.8M
Merit Financial Group, LLC 0.01% Add +5.5% 39,605 $1.8M
Gladstone Institutional Advisory LLC 0.07% Add +24.7% 38,128 $1.8M
Red Crane Wealth Management, LLC 1.45% Add +2.1% 38,110 $1.8M
Element Squared LLC 0.98% Reduce -44.8% 37,821 $1.7M
Trek Financial, LLC 0.09% Reduce -12.5% 37,281 $1.7M
Orion Capital Management LLC 0.59% Add +0.4% 36,929 $1.7M
TopTier Wealth Management, LLC 1.05% Reduce -1.9% 36,858 $1.7M
Jessup Wealth Management, Inc 0.61% Add +1.1% 36,238 $1.7M
Arkadios Wealth Advisors 0.03% Add +222.3% 35,229 $1.6M
Pacific Park Financial, Inc. 1.05% Add +2.3% 34,728 $1.6M
Lineweaver Wealth Advisors, LLC 0.22% Add +29.8% 34,678 $1.6M
RFG Advisory, LLC 0.03% Reduce -0.2% 33,947 $1.6M
KFG Wealth Management, LLC 0.20% Add +14.7% 33,851 $1.6M
Farther Finance Advisors, LLC 0.01% Add +0.1% 33,688 $1.6M
U.S. Capital Wealth Advisors, LLC 0.04% Add +4.4% 33,493 $1.5M
Captrust Financial Advisors 0.00% Add +3.8% 33,169 $1.5M
BigSur Wealth Management LLC 0.42% New 32,500 $1.5M
Castle Rock Wealth Management, LLC 0.32% No change 31,712 $1.5M
Weaver Capital Management LLC 0.32% Reduce -4.8% 31,567 $1.5M
Continuum Advisory, LLC 0.14% Reduce -1.3% 31,463 $1.5M
Weaver Consulting Group 0.34% Add +21.9% 30,546 $1.4M
DAVENPORT & Co LLC 0.01% New 29,914 $1.4M
Capital Analysts, LLC 0.04% Add +7164.5% 29,276 $1.4M
First City Capital Management, Inc. 0.70% No change 28,820 $1.3M
Yarger Wealth Strategies, LLC 0.53% Add +128.5% 28,590 $1.3M
Tradition Wealth Management, LLC 0.09% Add +35.1% 28,248 $1.3M
AQR Capital Management 0.00% No change 28,131 $1.3M
Lakeridge Wealth Management LLC 0.56% Add +14.1% 28,017 $1.3M
BCS Wealth Management 0.25% Reduce -50.3% 26,782 $1.2M
Chris Bulman Inc 0.53% Add +40.2% 26,008 $1.2M
Creative Planning 0.00% New 25,795 $1.2M
SCS Capital Management LLC 0.01% No change 25,469 $1.2M
Capital Square, LLC 0.51% New 22,791 $1.1M
Silver Oak Securities, Incorporated 0.08% Add +15.5% 23,706 $1.1M
Wellington-Altus USA Inc. 0.63% New 21,500 $1.1M
Clay Northam Wealth Management, LLC 0.58% No change 22,529 $1.0M
Dakota Wealth Management 0.02% New 22,238 $1.0M
Foundations Investment Advisors, LLC 0.01% Add +77.8% 21,541 $994K
Bedel Financial Consulting, Inc. 0.11% Add +3.8% 21,231 $979K
Bernard Wealth Management Corp. 0.41% Reduce -3.3% 20,968 $967K
Valtinson Bruner Financial Planning LLC 0.26% No change 20,418 $942K
Valmark Advisers, Inc. 0.01% Reduce -11.8% 20,063 $926K
TrustBank 0.36% New 19,922 $919K
WealthPLAN Partners, LLC 0.17% Add +9.7% 19,499 $899K
Vantage Point Financial LLC 0.31% Add +57.4% 19,433 $896K
Soltis Investment Advisors LLC 0.06% Add +7.3% 19,233 $887K
JT Stratford LLC 0.11% New 19,181 $885K
Retirement Income Solutions, Inc. 0.15% Reduce -10.4% 19,175 $885K
Focus Financial Network, Inc. 0.03% Reduce -2.2% 19,064 $879K
GWN Securities Inc. 0.17% Add +83.2% 18,812 $868K
Firestone Capital Management 0.18% Reduce -0.9% 18,314 $845K
Stratos Wealth Advisors, LLC 0.05% No change 17,659 $815K
Faithward Advisors, LLC 0.11% Add +38.5% 17,176 $792K
Cyndeo Wealth Partners, LLC 0.04% New 16,947 $782K
Harbour Investments, Inc. 0.01% Reduce -11.5% 16,936 $781K
Keystone Wealth Services, LLC 0.17% New 16,818 $776K
DHJJ Financial Advisors, Ltd. 0.25% Add +2.7% 16,325 $753K
Chicago Partners Investment Group LLC 0.02% Add +9.0% 15,510 $750K
Encompass More Asset Management 0.13% Reduce -64.1% 16,153 $745K
City Center Advisors, LLC 0.69% Add +0.6% 16,107 $743K
Ameritas Advisory Services, LLC 0.03% Add +76.9% 15,084 $696K
Sterling Financial Planning, Inc. 0.20% Add +0.2% 14,962 $690K
Core Wealth Advisors, Inc. 0.16% Add +18.1% 14,728 $679K
Spire Wealth Management 0.02% No change 14,593 $673K
Phoenix Financial Ltd. 0.01% Add +2.3% 14,550 $670K
Parkside Investments, LLC 0.08% Add +21.9% 14,475 $668K
Per Stirling Capital Management, LLC. 0.07% Reduce -0.5% 14,427 $666K
Helium Advisors LLC 0.63% New 14,330 $661K
Blue Sky Capital Consultants Group, Inc. 0.32% New 14,325 $661K
Integrated Wealth Concepts LLC 0.01% Reduce -86.6% 14,115 $651K
ARS Wealth Advisors Group, LLC 0.05% Add +8.2% 14,052 $648K
Marshall Financial Group, LLC 0.10% No change 14,041 $648K
PTM Wealth Management, LLC 0.33% Reduce -44.3% 13,586 $632K
Mma Asset Management LLC 0.22% Add +150.0% 13,483 $622K
Cliftonlarsonallen Wealth Advisors, LLC 0.01% New 13,229 $610K
Main Street Financial Solutions, LLC 0.04% Reduce -7.5% 13,050 $602K
Global Strategic Investment Solutions, LLC 0.06% Reduce -8.4% 12,969 $598K
Insight Wealth Partners, LLC 0.24% New 12,866 $594K
PNC Financial Services Group, Inc. 0.00% No change 12,746 $588K
Snowden Capital Advisors LLC 0.02% Add +49.7% 12,717 $587K
Atticus Wealth Management, LLC 0.16% Reduce -5.4% 12,633 $583K
Wood Tarver Financial Group, LLC 0.16% Add +6.5% 12,534 $578K
Concurrent Investment Advisors, LLC 0.01% Add +53.6% 12,239 $565K
Mgo One Seven LLC 0.01% Reduce -2.3% 12,142 $560K
Pinnacle Wealth Management Group, Inc. 0.27% Add +8.5% 12,086 $558K
Galvin, Gaustad & Stein, LLC 0.04% Reduce -5.2% 11,957 $552K
Kathmere Capital Management, LLC 0.03% No change 11,872 $548K
New Republic Capital, LLC 0.18% No change 11,626 $536K
NewEdge Wealth, LLC 0.01% New 11,354 $524K
Straight Path Wealth Management 0.14% Add +15.4% 11,302 $521K
Outlook Wealth Advisors, LLC 0.12% Add +31.0% 11,042 $509K
Elmwood Wealth Management, Inc. 0.14% Reduce -87.2% 11,024 $509K
Sequoia Financial Advisors, LLC 0.00% No change 10,984 $507K
Ashton Thomas Private Wealth, LLC 0.01% Add +0.3% 10,805 $498K
Sunbelt Securities, Inc. 0.03% Add +2630.5% 10,649 $491K
Rockefeller Capital Management L.P. 0.00% Add +173.1% 10,633 $491K
Catalina Capital Group, LLC 0.30% No change 10,572 $488K
My Personal CFO, LLC 0.20% Reduce -2.0% 10,000 $461K
Delta Investment Management, LLC 0.08% No change 9,987 $461K
Atlantic Private Wealth, LLC 0.30% New 9,900 $457K
Diversify Wealth Management, LLC 0.01% Add +1.6% 9,426 $456K
Cambridge Advisors Inc. 0.09% Reduce -0.1% 9,874 $455K
Beacon Financial Advisory LLC 0.10% Add +0.6% 9,819 $453K
GTS Financial, LLC 0.35% — 10,656 $442K
Mariner, LLC 0.00% Add +3.8% 9,512 $439K
Ballast Rock Private Wealth LLC 0.24% New 9,250 $427K
Arax Advisory Partners 0.01% Add +15.3% 9,066 $418K
WPWealth LLP 0.06% Reduce -16.3% 9,037 $417K
Archer Investment Corp 0.09% Add +26.7% 8,868 $409K
Creative Financial Designs Inc. 0.02% No change 8,775 $405K
Bison Wealth, LLC 0.04% Reduce -2.4% 8,201 $402K
Berger Financial Group, Inc 0.02% Add +8.8% 8,624 $398K
Fiduciary Financial Group, LLC 0.05% No change 8,432 $389K
AlphaStar Capital Management, LLC 0.03% Reduce -39.2% 8,354 $385K
Cape Investment Advisory, Inc. 0.13% Add +4.5% 8,184 $378K
Integrity Alliance, Llc. 0.01% New 7,838 $362K
Allegiance Financial Group Advisory Services LLC 0.07% No change 7,782 $359K
Advisor OS, LLC 0.03% New 7,709 $356K
Dynamic Advisor Solutions LLC 0.01% New 7,704 $355K
Cornerstone Wealth Group, LLC 0.02% No change 7,208 $347K
Cypress Wealth Services, LLC 0.05% New 7,486 $345K
Sagespring Wealth Partners, LLC 0.01% Add +15.3% 7,388 $341K
Sigma Planning Corp 0.01% Reduce -9.5% 7,307 $337K
Jasper Ridge Partners, L.P. 0.01% New 7,200 $332K
Journey Retirement Planning & Investment Management LLC 0.29% Reduce -74.0% 7,043 $325K
Schnieders Capital Management, Llc. 0.05% New 6,905 $319K
MBL Wealth, LLC 0.02% Add +4.5% 6,900 $318K
Frisch Financial Group, Inc. 0.07% New 6,857 $316K
Signature Estate & Investment Advisors LLC 0.01% No change 6,819 $315K
Ausdal Financial Partners, Inc. 0.01% Add +2.8% 6,557 $302K
Belpointe Asset Management LLC 0.01% Reduce -4.2% 6,510 $300K
WorthPointe, LLC 0.08% Reduce -87.9% 6,288 $290K
Insigneo Advisory Services, LLC 0.02% Reduce -0.1% 6,263 $289K
Krilogy Financial LLC 0.01% No change 6,011 $289K
Peak Wealth Management LLC 0.23% New 6,126 $283K
Hohimer Wealth Management, LLC 0.03% New 5,971 $275K
Compass Ion Advisors, LLC 0.03% No change 5,931 $274K
Inspire Advisors, LLC 0.02% New 5,867 $271K
Madison Wealth Partners, Inc 0.04% No change 5,715 $264K
Sovereign Financial Group, Inc. 0.05% No change 5,700 $263K
Sequent Planning LLC 0.06% Reduce -0.4% 5,691 $263K
Midwest Financial Network, LLC 0.21% Reduce -74.1% 5,651 $261K
Bailard, Inc. 0.01% No change 5,650 $261K
Brown Brothers Harriman & Co. 0.00% No change 5,505 $254K
Drive Wealth Management, LLC 0.05% Reduce -0.6% 5,484 $253K
Private Advisor Group, LLC 0.00% Add +21.5% 5,408 $249K
Three Seasons Wealth, LLC 0.10% No change 5,398 $249K
Maia Wealth LLC 0.04% Reduce -11.5% 5,251 $242K
Goldstein Advisors, LLC 0.03% Add +20.3% 5,251 $242K
Fragasso Financial Advisors Inc 0.01% Add +1.1% 5,077 $236K
Old Mission Capital LLC 0.01% New 5,116 $236K
Integral Investment Advisors, Inc. 0.06% No change 4,905 $226K
Money Concepts Capital Corp. 0.01% No change 4,900 $226K
IHT Wealth Management, LLC 0.01% No change 4,761 $220K
Advyzon Investment Management, LLC 0.02% Reduce -7.7% 4,689 $216K
Strategic Blueprint, LLC 0.01% Reduce -3.1% 4,621 $213K
EverSource Wealth Advisors, LLC 0.01% No change 4,589 $212K
Calton & Associates, Inc. 0.03% Add +5.1% 4,482 $207K
Betterment LLC 0.00% New 4,395 $203K
Sherry Group, Inc. 0.22% New 4,350 $201K
Financial Network Wealth Advisors LLC 0.20% Add +1.6% 4,264 $197K
Quest 10 Wealth Builders, Inc. 0.15% Reduce -14.8% 3,673 $169K
Evergreen Private Wealth LLC 0.07% No change 3,547 $164K
Lanark Financial, Inc. 0.01% No change 3,421 $158K
PFS Partners, LLC 0.06% No change 2,872 $132K
Capital Investment Advisory Services, LLC 0.01% Add +378.8% 2,705 $125K
Fifth Third Bancorp 0.00% New 2,500 $115K
Red Reef Advisors LLC 0.11% No change 2,366 $109K
Stone House Investment Management, LLC 0.02% New 2,102 $97K
Morgan Stanley 0.00% Add +5.8% 2,044 $94K
Wagner Wealth Management, LLC 0.02% No change 2,000 $92K
Global Wealth Strategies & Associates 0.02% Reduce -29.7% 1,680 $77K
Noble Wealth Management PBC 0.02% New 1,000 $46K
Assetmark, Inc. 0.00% Add +5.9% 911 $42K
Global Assets Advisory, LLC 0.01% New 738 $34K
Northwestern Mutual Wealth Management Co. 0.00% New 670 $31K
PlanVest Financial, Inc 0.02% — 638 $29K
Wells Fargo & Company 0.00% New 499 $23K
Clearstead Advisors, LLC 0.00% No change 326 $15K
Ameriflex Group, Inc. 0.01% No change 319 $15K
Anfield Capital Management, LLC 0.00% No change 304 $14K
Chapman Financial Group, LLC 0.01% No change 300 $14K
Elevated Capital Advisors, LLC 0.00% No change 160 $7K
Guardian Wealth Advisors, LLC / NC 0.00% New 150 $7K
Aptus Capital Advisors, LLC 0.00% New 150 $7K
O'shaughnessy Asset Management, LLC 0.00% No change 3 $138

"% 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.