Innovator U.S. Equity PowerPJANETF
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $100.9M |
| Exits | 16 | $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.