Innovator U.S. Equity PowerPJANETF
13F holders, Q2 2026 (June 30)292holders +9
25new positions
13sold out
1famous investor
$49.15avg. 13F price*
At the end of Q2 2026, 292 institutions reported holding Innovator U.S. Equity Power (PJAN) in their 13F filings, up 9 from Q1 2026. 25 opened new positions and 13 sold out. The largest holders were Alliancebernstein L.P. ($169.0M), Penserra Capital Management LLC ($73.5M) and Osaic Holdings, Inc. ($58.3M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $13.1M |
| Exits | 13 | $45.7M |
All 13F filers, Q1 2026 → Q2 2026: 934,366 shares bought and 5,227,616 shares sold, net −4,293,250 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 292 holders
| Alliancebernstein L.P. | 0.06% | Reduce -1.5% | 3,664,225 | $169.0M |
| Penserra Capital Management LLC | 0.57% | Add +5.4% | 1,485,357 | $73.5M |
| Osaic Holdings, Inc. | 0.07% | Reduce -10.3% | 1,178,429 | $58.3M |
| LPL Financial LLC | 0.01% | Reduce -1.3% | 737,979 | $36.5M |
| Brookstone Capital Management | 0.33% | Reduce -11.4% | 672,229 | $33.3M |
| MML Investors Services, LLC | 0.07% | Add +14.8% | 671,766 | $33.2M |
| Blair William & Co. | 0.08% | Reduce -5.2% | 592,986 | $29.3M |
| Mutual Advisors, LLC | 0.54% | Add +0.3% | 579,032 | $28.7M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -14.9% | 529,237 | $26.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.2% | 507,846 | $25.1M |
| Focus Partners Wealth | 0.02% | Reduce -3.0% | 475,325 | $23.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.5% | 472,274 | $23.4M |
| Compass Advisory Group LLC | 4.39% | Add +0.7% | 373,324 | $18.5M |
| Southland Equity Partners LLC | 3.23% | Reduce -2.9% | 373,075 | $18.5M |
| Kestra Advisory Services, LLC | 0.05% | Add +69.0% | 328,804 | $16.3M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -1.9% | 314,851 | $15.7M |
| Cetera Investment Advisers | 0.01% | Reduce -11.6% | 281,166 | $13.9M |
| Bellwether Advisors, LLC | 2.06% | Reduce -0.7% | 280,308 | $13.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +2.0% | 248,461 | $12.3M |
| Orion Porfolio Solutions, LLC | 0.08% | Add +12.2% | 222,380 | $11.0M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -19.0% | 212,274 | $10.5M |
| Benjamin Edwards Inc. | 0.08% | Reduce -7.7% | 184,751 | $9.1M |
| US Bancorp \de | 0.01% | Reduce -43.3% | 181,561 | $9.0M |
| AA Financial Advisors, LLC | 1.02% | Reduce -3.7% | 170,656 | $8.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.0% | 150,134 | $7.4M |
| CoreCap Advisors, LLC | 0.21% | Add +0.0% | 146,810 | $7.3M |
| COFG Advisors, LLC | 1.25% | Reduce -0.1% | 146,219 | $7.2M |
| Triad Wealth Partners, LLC | 0.43% | Add +5.0% | 143,967 | $7.2M |
| MAI Capital Management | 0.03% | Add +1.8% | 143,169 | $7.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.5% | 142,849 | $7.1M |
| Forty-three Eighteen Advisors, LLC | 4.72% | Reduce -0.1% | 141,858 | $7.0M |
| Range Financial Group LLC | 1.90% | Reduce -2.2% | 140,703 | $7.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -94.2% | 132,702 | $6.6M |
| Blue Water Asset Management | 2.01% | Reduce -0.1% | 126,053 | $6.2M |
| Principal Securities, Inc. | 0.07% | Add +8.8% | 125,917 | $6.2M |
| BFI Wealth Solutions, LLC | 4.53% | Add +24.6% | 123,584 | $6.1M |
| BCGM Wealth Management, LLC | 1.27% | Reduce -0.9% | 121,396 | $6.0M |
| Gill Capital Partners, LLC | 1.51% | Reduce -4.1% | 114,952 | $5.7M |
| Talon Private Wealth, LLC | 0.66% | Reduce -15.4% | 113,980 | $5.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.09% | Reduce -2.7% | 112,935 | $5.6M |
| Signal Advisors Wealth, LLC | 0.29% | Reduce -0.8% | 110,088 | $5.4M |
| IFP Advisors, Inc | 0.09% | Reduce -0.6% | 105,912 | $5.2M |
| Long Island Wealth Management, Inc. | 2.13% | Add +0.2% | 104,089 | $5.2M |
| JDM Financial Group LLC | 1.75% | Reduce -0.5% | 103,549 | $5.1M |
| Cresset Asset Management, LLC | 0.02% | Reduce -32.2% | 100,807 | $5.0M |
| Truist Financial Corp. | 0.01% | Reduce -2.8% | 99,923 | $4.9M |
| NewEdge Advisors, LLC | 0.01% | Add +140.0% | 99,096 | $4.9M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -4.3% | 84,590 | $4.2M |
| First Commonwealth Financial Corp | 0.57% | Reduce -2.6% | 82,914 | $4.1M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -4.9% | 82,643 | $4.1M |
| CreativeOne Wealth, LLC | 0.09% | Add +14.6% | 80,757 | $4.0M |
| Fortune Financial Group, Inc. | 3.13% | Reduce -0.4% | 80,602 | $4.0M |
| Founders Financial Securities LLC | 0.20% | Add +13.5% | 79,693 | $3.9M |
| Ascent Wealth Partners, LLC | 0.39% | Reduce -66.1% | 79,642 | $3.9M |
| Horizon Investments, LLC | 0.04% | Reduce -42.6% | 79,577 | $3.9M |
| MTM Financial Group, LLC | 1.68% | Add +0.6% | 79,195 | $3.9M |
| Hardworking Capital Advisors, LLC | 3.17% | Reduce -5.0% | 78,293 | $3.9M |
| CRA Financial Services, LLC | 0.43% | No change | 75,612 | $3.7M |
| Keating Financial Advisory Services, Inc. | 0.49% | Reduce -0.8% | 75,131 | $3.7M |
| Crown Wealth Group, LLC | 0.88% | Reduce -8.2% | 70,230 | $3.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -11.0% | 66,903 | $3.3M |
| HBW Advisory Services LLC | 0.29% | Add +0.2% | 65,657 | $3.2M |
| Diligent Investors, LLC | 0.71% | Reduce -2.3% | 64,777 | $3.2M |
| Sherry Group, Inc. | 3.11% | Add +1599.1% | 73,910 | $3.2M |
| Cassady Wealth & Retirement Planning, LLC | 1.45% | Add +0.2% | 62,910 | $3.1M |
| Pallas Capital Advisors LLC | 0.09% | Add +0.2% | 60,816 | $3.0M |
| Arax Advisory Partners | 0.02% | Add +557.3% | 59,593 | $2.9M |
| JPMorgan Chase & Co. | 0.00% | Add +34.7% | 59,107 | $2.9M |
| HRT Financial LP | 0.01% | New | 58,663 | $2.9M |
| Wealth Alliance, LLC | 0.24% | Reduce -2.0% | 58,633 | $2.9M |
| Evermay Wealth Management LLC | 0.29% | Reduce -2.4% | 56,881 | $2.8M |
| Liberty Atlantic Advisors LLC | 1.95% | Reduce -1.5% | 54,706 | $2.7M |
| Centaurus Financial, Inc. | 0.10% | Add +2.9% | 51,386 | $2.5M |
| Blue Bell Private Wealth Management, LLC | 0.31% | Reduce -0.2% | 50,899 | $2.5M |
| World Investment Advisors | 0.04% | Reduce -6.3% | 51,190 | $2.5M |
| Corrado Advisors, LLC | 1.15% | Reduce -1.3% | 50,402 | $2.5M |
| Simplicity Wealth,LLC | 0.08% | New | 48,843 | $2.4M |
| Quantinno Capital Management LP | 0.00% | New | 47,433 | $2.3M |
| WealthPlan Investment Management, LLC | 0.11% | Reduce -13.1% | 46,195 | $2.3M |
| City Holding Co. | 0.25% | Reduce -2.6% | 45,170 | $2.2M |
| FSA Advisors, Inc. | 1.00% | Reduce -2.1% | 44,123 | $2.2M |
| Independent Financial Group, LLC | 0.04% | Reduce -2.8% | 43,847 | $2.2M |
| AE Wealth Management LLC | 0.01% | Reduce -2.6% | 43,784 | $2.2M |
| Nikulski Financial, Inc. | 0.46% | Reduce -4.5% | 43,350 | $2.1M |
| Cornerstone Wealth, LLC | 1.07% | Add +2.3% | 42,575 | $2.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.21% | Reduce -49.8% | 41,084 | $2.0M |
| Advisory Services Network, LLC | 0.02% | Reduce -3.4% | 41,053 | $2.0M |
| Integrity Advisory Solutions, LLC | 0.21% | Reduce -2.0% | 40,482 | $2.0M |
| Koshinski Asset Management, Inc. | 0.11% | Reduce -0.4% | 40,111 | $2.0M |
| Merit Financial Group, LLC | 0.01% | Add +0.9% | 39,966 | $2.0M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +4.7% | 39,908 | $2.0M |
| Atria Investments, Inc | 0.02% | Reduce -3.1% | 39,734 | $2.0M |
| Arkadios Wealth Advisors | 0.03% | Add +11.7% | 39,365 | $1.9M |
| Red Crane Wealth Management, LLC | 1.39% | No change | 38,110 | $1.9M |
| Element Squared LLC | 0.93% | No change | 37,821 | $1.9M |
| Trek Financial, LLC | 0.09% | Reduce -0.9% | 36,954 | $1.8M |
| Orion Capital Management LLC | 0.57% | Reduce -0.1% | 36,898 | $1.8M |
| Jessup Wealth Management, Inc | 0.53% | Reduce -1.0% | 35,869 | $1.8M |
| Lido Advisors, LLC | 0.01% | Reduce -16.8% | 35,225 | $1.7M |
| Lineweaver Wealth Advisors, LLC | 0.20% | Reduce -0.2% | 34,624 | $1.7M |
| Pacific Park Financial, Inc. | 0.99% | Reduce -1.2% | 34,297 | $1.7M |
| Cerity Partners LLC | 0.00% | Reduce -50.6% | 33,982 | $1.7M |
| Old Mission Capital LLC | 0.04% | Add +554.2% | 33,469 | $1.7M |
| Captrust Financial Advisors | 0.00% | No change | 33,169 | $1.6M |
| TopTier Wealth Management, LLC | 0.98% | Reduce -11.2% | 32,724 | $1.6M |
| AdvisorNet Financial, Inc | 0.07% | Reduce -18.6% | 32,618 | $1.6M |
| BigSur Wealth Management LLC | 0.39% | No change | 32,500 | $1.6M |
| RFG Advisory, LLC | 0.03% | Reduce -5.0% | 32,261 | $1.6M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -5.0% | 32,020 | $1.6M |
| KFG Wealth Management, LLC | 0.18% | Reduce -5.7% | 31,935 | $1.6M |
| Castle Rock Wealth Management, LLC | 0.31% | Reduce -0.8% | 31,452 | $1.6M |
| Continuum Advisory, LLC | 0.13% | Reduce -0.2% | 31,389 | $1.6M |
| Weaver Consulting Group | 0.31% | Reduce -0.7% | 30,323 | $1.5M |
| Creative Planning | 0.00% | Add +17.2% | 30,237 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | No change | 29,914 | $1.5M |
| Weaver Capital Management LLC | 0.32% | No change | 31,567 | $1.5M |
| Capital Analysts, LLC | 0.03% | No change | 29,276 | $1.4M |
| First City Capital Management, Inc. | 0.69% | No change | 28,820 | $1.4M |
| AQR Capital Management | 0.00% | Add +1.9% | 28,667 | $1.4M |
| Yarger Wealth Strategies, LLC | 0.51% | Reduce -0.5% | 28,444 | $1.4M |
| Lakeridge Wealth Management LLC | 0.51% | No change | 28,017 | $1.4M |
| Tradition Wealth Management, LLC | 0.08% | Reduce -2.8% | 27,448 | $1.4M |
| BCS Wealth Management | 0.24% | Reduce -0.5% | 26,657 | $1.3M |
| SCS Capital Management LLC | 0.01% | No change | 25,469 | $1.3M |
| Vantage Point Financial LLC | 0.38% | Add +29.2% | 25,105 | $1.2M |
| Chris Bulman Inc | 0.43% | Reduce -8.5% | 23,803 | $1.2M |
| Silver Oak Securities, Incorporated | 0.07% | No change | 23,706 | $1.2M |
| Ameritas Advisory Services, LLC | 0.02% | Add +52.5% | 22,998 | $1.1M |
| Capital Square, LLC | 0.50% | Add +0.1% | 22,812 | $1.1M |
| Valmark Advisers, Inc. | 0.01% | Add +13.2% | 22,713 | $1.1M |
| Wood Tarver Financial Group, LLC | 0.26% | Add +81.0% | 22,684 | $1.1M |
| TrustBank | 0.36% | Add +8.8% | 21,686 | $1.1M |
| Clay Northam Wealth Management, LLC | 0.53% | Reduce -4.0% | 21,629 | $1.1M |
| Bedel Financial Consulting, Inc. | 0.10% | Reduce -0.0% | 21,227 | $1.1M |
| Valtinson Bruner Financial Planning LLC | 0.25% | No change | 20,418 | $1.0M |
| Bernard Wealth Management Corp. | 0.37% | Reduce -3.4% | 20,246 | $1.0M |
| WealthPLAN Partners, LLC | 0.18% | Reduce -0.1% | 19,474 | $964K |
| GWN Securities Inc. | 0.16% | Add +2.6% | 19,299 | $955K |
| Soltis Investment Advisors LLC | 0.05% | No change | 19,233 | $952K |
| JT Stratford LLC | 0.10% | No change | 19,181 | $949K |
| Focus Financial Network, Inc. | 0.03% | Add +0.2% | 19,104 | $945K |
| Firestone Capital Management | 0.17% | No change | 18,314 | $906K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -15.2% | 18,272 | $904K |
| Encompass More Asset Management | 0.13% | Add +11.7% | 18,050 | $893K |
| Retirement Income Solutions, Inc. | 0.15% | No change | 19,175 | $885K |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -0.7% | 17,541 | $868K |
| Schulz Wealth, LTD. | 0.44% | — | 17,285 | $855K |
| Faithward Advisors, LLC | 0.10% | No change | 17,176 | $850K |
| Cyndeo Wealth Partners, LLC | 0.04% | No change | 16,947 | $839K |
| Keystone Wealth Services, LLC | 0.15% | Reduce -0.0% | 16,813 | $832K |
| Dakota Wealth Management | 0.02% | Reduce -26.4% | 16,360 | $810K |
| DHJJ Financial Advisors, Ltd. | 0.23% | No change | 16,325 | $808K |
| City Center Advisors, LLC | 0.64% | Reduce -0.5% | 16,020 | $793K |
| Sterling Financial Planning, Inc. | 0.20% | No change | 14,962 | $740K |
| Core Wealth Advisors, Inc. | 0.15% | No change | 14,728 | $729K |
| Spire Wealth Management | 0.02% | No change | 14,593 | $722K |
| Per Stirling Capital Management, LLC. | 0.07% | Add +0.9% | 14,561 | $721K |
| Helium Advisors LLC | 0.59% | No change | 14,330 | $709K |
| Parkside Investments, LLC | 0.08% | Reduce -1.7% | 14,225 | $704K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 14,115 | $699K |
| ARS Wealth Advisors Group, LLC | 0.05% | No change | 14,052 | $695K |
| Marshall Financial Group, LLC | 0.10% | No change | 14,041 | $695K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -12.8% | 13,522 | $669K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | No change | 13,229 | $655K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +7.2% | 13,120 | $649K |
| Main Street Financial Solutions, LLC | 0.04% | No change | 13,050 | $646K |
| Mma Asset Management LLC | 0.21% | Reduce -3.4% | 13,026 | $645K |
| Phoenix Financial Ltd. | 0.00% | Reduce -12.2% | 12,770 | $631K |
| Snowden Capital Advisors LLC | 0.01% | No change | 12,717 | $629K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.5% | 12,679 | $627K |
| Global Strategic Investment Solutions, LLC | 0.06% | Reduce -2.7% | 12,616 | $624K |
| Harbour Investments, Inc. | 0.01% | Reduce -26.2% | 12,506 | $619K |
| Insight Wealth Partners, LLC | 0.08% | Reduce -5.5% | 12,163 | $602K |
| Pinnacle Wealth Management Group, Inc. | 0.28% | Reduce -0.6% | 12,011 | $594K |
| Kathmere Capital Management, LLC | 0.03% | Reduce -0.9% | 11,768 | $582K |
| Straight Path Wealth Management | 0.14% | Add +4.0% | 11,755 | $582K |
| PTM Wealth Management, LLC | 0.26% | Reduce -13.7% | 11,727 | $581K |
| New Republic Capital, LLC | 0.13% | No change | 11,626 | $575K |
| Atticus Wealth Management, LLC | 0.14% | Reduce -9.2% | 11,467 | $568K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Reduce -4.6% | 11,405 | $564K |
| Elmwood Wealth Management, Inc. | 0.14% | No change | 11,024 | $546K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 10,984 | $544K |
| Outlook Wealth Advisors, LLC | 0.12% | Reduce -2.3% | 10,788 | $534K |
| NewEdge Wealth, LLC | 0.01% | Reduce -7.3% | 10,521 | $521K |
| Axxcess Wealth Management, LLC | 0.01% | New | 10,451 | $517K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -6.5% | 10,098 | $500K |
| My Personal CFO, LLC | 0.19% | No change | 10,000 | $495K |
| Delta Investment Management, LLC | 0.08% | No change | 9,987 | $494K |
| Cambridge Advisors Inc. | 0.08% | Reduce -0.7% | 9,804 | $485K |
| Vise Technologies, Inc. | 0.01% | New | 9,502 | $470K |
| Diversify Advisory Services, LLC | 0.01% | New | 9,426 | $467K |
| Diversify Wealth Management, LLC | 0.01% | No change | 9,426 | $467K |
| Ballast Rock Private Wealth LLC | 0.21% | No change | 9,250 | $458K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -13.7% | 9,182 | $454K |
| Beacon Financial Advisory LLC | 0.09% | Reduce -7.5% | 9,084 | $450K |
| WPWealth LLP | 0.07% | No change | 9,037 | $447K |
| Strategies Wealth Advisors, LLC | 0.04% | New | 9,000 | $445K |
| Archer Investment Corp | 0.08% | No change | 8,868 | $439K |
| GTS Financial, LLC | 0.32% | Reduce -7.0% | 9,914 | $437K |
| Creative Financial Designs Inc. | 0.02% | No change | 8,775 | $434K |
| Berger Financial Group, Inc | 0.02% | No change | 8,624 | $427K |
| Mgo One Seven LLC | 0.01% | Reduce -29.6% | 8,548 | $423K |
| Fiduciary Financial Group, LLC | 0.05% | No change | 8,432 | $417K |
| Jane Street Group, LLC | 0.00% | Reduce -80.3% | 8,413 | $416K |
| Bison Wealth, LLC | 0.04% | Reduce -0.5% | 8,159 | $405K |
| Cape Investment Advisory, Inc. | 0.11% | No change | 8,184 | $405K |
| Journey Retirement Planning & Investment Management LLC | 0.31% | Add +15.0% | 8,102 | $401K |
| AlphaStar Capital Management, LLC | 0.02% | Reduce -5.8% | 7,866 | $389K |
| Integrity Alliance, Llc. | 0.01% | No change | 7,838 | $388K |
| Allegiance Financial Group Advisory Services LLC | 0.07% | No change | 7,782 | $385K |
| Advisor OS, LLC | 0.03% | No change | 7,709 | $382K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 7,704 | $381K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 7,510 | $372K |
| Cypress Wealth Services, LLC | 0.05% | No change | 7,486 | $370K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -0.6% | 7,347 | $364K |
| Sigma Planning Corp | 0.01% | Reduce -1.3% | 7,216 | $357K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 7,208 | $357K |
| Schnieders Capital Management, Llc. | 0.04% | Reduce -0.7% | 6,854 | $339K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 6,819 | $337K |
| Belpointe Asset Management LLC | 0.01% | No change | 6,510 | $322K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 6,483 | $321K |
| Summit Financial, LLC | 0.00% | New | 6,335 | $314K |
| Inspire Advisors, LLC | 0.02% | Add +7.7% | 6,321 | $313K |
| Insigneo Advisory Services, LLC | 0.01% | Reduce -0.1% | 6,259 | $310K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 6,257 | $310K |
| Blue Sky Capital Consultants Group, Inc. | 0.13% | Reduce -56.5% | 6,234 | $309K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -5.3% | 6,211 | $307K |
| Peak Wealth Management LLC | 0.21% | No change | 6,126 | $303K |
| Two Sigma Securities, LLC | 0.03% | New | 6,098 | $302K |
| Advisory Alpha, LLC | 0.01% | New | 6,080 | $301K |
| Krilogy Financial LLC | 0.01% | No change | 6,011 | $297K |
| WorthPointe, LLC | 0.07% | Reduce -4.7% | 5,995 | $297K |
| Hohimer Wealth Management, LLC | 0.03% | No change | 5,971 | $296K |
| Compass Ion Advisors, LLC | 0.03% | No change | 5,931 | $294K |
| Maltin Wealth Management, Inc. | 0.10% | New | 5,796 | $287K |
| Madison Wealth Partners, Inc | 0.04% | No change | 5,715 | $283K |
| Sovereign Financial Group, Inc. | 0.04% | No change | 5,700 | $282K |
| Sequent Planning LLC | 0.06% | Add +0.1% | 5,696 | $282K |
| Bailard, Inc. | 0.01% | No change | 5,650 | $280K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 5,505 | $272K |
| Drive Wealth Management, LLC | 0.05% | No change | 5,484 | $271K |
| Three Seasons Wealth, LLC | 0.02% | No change | 5,398 | $267K |
| Goldstein Advisors, LLC | 0.02% | No change | 5,251 | $260K |
| Maia Wealth LLC | 0.04% | Reduce -1.1% | 5,193 | $257K |
| Calton & Associates, Inc. | 0.04% | Add +15.8% | 5,189 | $257K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.4% | 5,168 | $256K |
| Advyzon Investment Management, LLC | 0.02% | Add +8.5% | 5,087 | $252K |
| Fragasso Financial Advisors Inc | 0.01% | No change | 5,077 | $251K |
| Frisch Financial Group, Inc. | 0.04% | Reduce -27.1% | 4,995 | $247K |
| Midwest Financial Network, LLC | 0.17% | Reduce -12.0% | 4,973 | $246K |
| Integral Investment Advisors, Inc. | 0.05% | No change | 4,905 | $243K |
| Money Concepts Capital Corp. | 0.01% | No change | 4,900 | $243K |
| MBL Wealth, LLC | 0.02% | Reduce -29.4% | 4,875 | $241K |
| IHT Wealth Management, LLC | 0.01% | No change | 4,761 | $236K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 4,589 | $227K |
| StoneX Group Inc. | 0.01% | New | 4,614 | $226K |
| Strategic Blueprint, LLC | 0.01% | Reduce -1.8% | 4,536 | $224K |
| Betterment LLC | 0.00% | Add +2.4% | 4,501 | $223K |
| Financial Network Wealth Advisors LLC | 0.22% | Add +4.0% | 4,433 | $219K |
| Allworth Financial LP | 0.00% | Reduce -99.3% | 4,380 | $217K |
| OFS Enterprise LLC | 0.05% | New | 4,245 | $210K |
| Stephens Inc. | 0.00% | New | 4,080 | $202K |
| Bank of New York Mellon Corp | 0.00% | New | 4,066 | $201K |
| Fiduciary Financial Advisors | 0.02% | New | 3,894 | $193K |
| Quest 10 Wealth Builders, Inc. | 0.14% | Reduce -0.8% | 3,642 | $180K |
| Evergreen Private Wealth LLC | 0.06% | No change | 3,547 | $176K |
| Lanark Financial, Inc. | 0.01% | No change | 3,421 | $169K |
| PFS Partners, LLC | 0.06% | No change | 2,872 | $142K |
| Tounjian Advisory Partners, LLC | 0.06% | New | 2,774 | $137K |
| Fifth Third Bancorp | 0.00% | No change | 2,500 | $124K |
| EP Wealth Advisors, LLC | 0.00% | New | 2,451 | $121K |
| Bullseye Investment Management, LLC | 0.05% | Reduce -98.1% | 2,130 | $105K |
| Global Retirement Partners, LLC | 0.00% | — | 2,128 | $105K |
| Stone House Investment Management, LLC | 0.01% | No change | 2,102 | $104K |
| Morgan Stanley | 0.00% | No change | 2,044 | $101K |
| Wagner Wealth Management, LLC | 0.02% | No change | 2,000 | $99K |
| Innovative Asset Advisors Group, LLC | 0.02% | New | 1,000 | $49K |
| Assetmark, Inc. | 0.00% | Add +7.3% | 978 | $48K |
| Regatta Research & Money Management | 0.04% | — | 925 | $46K |
| PlanVest Financial, Inc | 0.02% | No change | 638 | $32K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -79.1% | 565 | $28K |
| Noble Wealth Management PBC | 0.01% | Reduce -50.0% | 500 | $25K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -36.9% | 423 | $21K |
| Barclays PLC | 0.00% | New | 400 | $20K |
| Clearstead Advisors, LLC | 0.00% | No change | 326 | $16K |
| Ameriflex Group, Inc. | 0.01% | No change | 319 | $16K |
| Chapman Financial Group, LLC | 0.01% | No change | 300 | $15K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 160 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 150 | $7K |
| Golden State Wealth Management, LLC | 0.00% | New | 135 | $7K |
| Country Trust Bank | 0.00% | New | 75 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 3 | $148 |
"% 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.