Innovator U.S. Equity PowerPJULETF
13F holders, Q1 2024 (March 31)206holders
1famous investor
$37.97avg. 13F price*
At the end of Q1 2024, 206 institutions reported holding Innovator U.S. Equity Power (PJUL) in their 13F filings. The largest holders were Alliancebernstein L.P. ($138.8M), Penserra Capital Management LLC ($34.4M) and Wealth Enhancement Advisory Services, LLC ($28.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Innovator U.S. Equity Power
- CUSIP
- 45782C813
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $12.1M |
| Exits | 20 | $29.9M |
Ownership 206 holders
| Alliancebernstein L.P. | 0.05% | Reduce -2.8% | 3,655,297 | $138.8M |
| Penserra Capital Management LLC | 0.43% | Add +8.3% | 907,006 | $34.4M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -1.4% | 740,327 | $28.1M |
| HighTower Advisors, LLC | 0.04% | Reduce -3.2% | 631,818 | $24.0M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -16.9% | 567,082 | $21.5M |
| Osaic Holdings, Inc. | 0.04% | Reduce -67.1% | 420,483 | $16.0M |
| HFG Wealth Management, LLC | 9.03% | Add +5.8% | 403,864 | $15.3M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +0.6% | 344,233 | $13.1M |
| Composition Wealth, LLC | 0.30% | Reduce -5.2% | 316,551 | $12.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.27% | Reduce -0.7% | 281,953 | $10.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -48.2% | 236,652 | $9.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -13.3% | 235,229 | $8.9M |
| Cetera Investment Advisers | 0.02% | Add +643.5% | 211,827 | $8.0M |
| Motiv8 Investments LLC | 6.04% | Add +34.7% | 204,439 | $7.8M |
| Kestra Advisory Services, LLC | 0.05% | Add +27.4% | 192,239 | $7.3M |
| Strategic Wealth Partners Group, LLC | 0.79% | Reduce -6.7% | 187,350 | $7.1M |
| Brookstone Capital Management | 0.13% | Reduce -83.8% | 184,380 | $7.0M |
| LPL Financial LLC | 0.00% | Add +17.9% | 181,179 | $6.9M |
| Foundations Investment Advisors, LLC | 0.18% | New | 177,057 | $6.7M |
| AA Financial Advisors, LLC | 2.57% | Reduce -0.0% | 167,390 | $6.4M |
| CoreCap Advisors, LLC | 0.34% | Add +4.5% | 166,586 | $6.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +7.8% | 162,800 | $6.2M |
| Advisory Alpha, LLC | 0.25% | Reduce -2.8% | 161,884 | $6.1M |
| Fsa Wealth Partners, Inc. | 1.49% | Add +0.6% | 157,742 | $6.0M |
| Stuart Chaussee & Associates, Inc. | 1.69% | No change | 155,129 | $5.9M |
| Lincoln National Corp. | 0.08% | Reduce -2.1% | 132,795 | $5.0M |
| MTM Financial Group, LLC | 3.15% | Reduce -5.5% | 125,020 | $4.7M |
| Southland Equity Partners LLC | 1.30% | Add +2.1% | 122,099 | $4.6M |
| Weaver Consulting Group | 1.71% | Reduce -1.6% | 121,968 | $4.6M |
| Global Strategic Investment Solutions, LLC | 0.54% | Add +7.4% | 121,633 | $4.6M |
| MML Investors Services, LLC | 0.02% | Reduce -12.9% | 121,398 | $4.6M |
| Captrust Financial Advisors | 0.02% | No change | 120,721 | $4.6M |
| Summit Wealth Partners, LLC | 0.96% | Reduce -3.2% | 118,046 | $4.5M |
| Truist Financial Corp. | 0.01% | Reduce -5.4% | 112,790 | $4.3M |
| MBL Wealth, LLC | 0.45% | Add +2.5% | 103,261 | $3.9M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -6.7% | 96,645 | $3.7M |
| McAdam, LLC | 0.23% | Reduce -1.4% | 93,010 | $3.5M |
| Elmwood Wealth Management, Inc. | 1.50% | Add +29.2% | 92,006 | $3.5M |
| Caprock Group, LLC | 0.19% | No change | 87,754 | $3.3M |
| Harbour Investments, Inc. | 0.12% | Reduce -2.1% | 87,609 | $3.3M |
| Weaver Capital Management LLC | 0.94% | Reduce -0.3% | 86,710 | $3.3M |
| Jane Street Group, LLC | 0.00% | Reduce -81.7% | 82,275 | $3.1M |
| Centaurus Financial, Inc. | 0.22% | Reduce -1.1% | 82,120 | $3.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.1% | 77,994 | $3.0M |
| Delta Investment Management, LLC | 0.66% | Reduce -81.2% | 75,988 | $2.9M |
| NewEdge Advisors, LLC | 0.02% | Reduce -5.5% | 72,966 | $2.8M |
| HBW Advisory Services LLC | 0.51% | No change | 75,989 | $2.8M |
| AE Wealth Management LLC | 0.03% | Reduce -94.4% | 71,642 | $2.7M |
| World Investment Advisors | 0.39% | Reduce -14.8% | 71,337 | $2.7M |
| Strategic Blueprint, LLC | 0.19% | Add +2.6% | 68,733 | $2.6M |
| Spire Wealth Management | 0.05% | No change | 65,398 | $2.5M |
| Blue Bell Private Wealth Management, LLC | 0.50% | Reduce -2.0% | 61,846 | $2.3M |
| WorthPointe, LLC | 1.11% | Reduce -16.4% | 57,814 | $2.2M |
| InterOcean Capital Group, LLC | 0.05% | Reduce -5.8% | 53,574 | $2.0M |
| CRA Financial Services, LLC | 0.43% | Reduce -6.8% | 52,415 | $2.0M |
| Cwm, LLC | 0.01% | Reduce -1.3% | 49,808 | $1.9M |
| KFG Wealth Management, LLC | 0.78% | Add +0.4% | 49,760 | $1.9M |
| Pillar Wealth Advisors, LLC | 1.42% | No change | 49,620 | $1.9M |
| Principal Securities, Inc. | 0.06% | Add +0.1% | 49,165 | $1.9M |
| Long Island Wealth Management, Inc. | 1.31% | Reduce -15.4% | 48,765 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -26.2% | 46,505 | $1.8M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -5.8% | 45,335 | $1.7M |
| Berkshire Money Management, Inc. | 0.21% | No change | 44,760 | $1.7M |
| RFG Advisory, LLC | 0.05% | New | 40,980 | $1.6M |
| Chicago Partners Investment Group LLC | 0.07% | Add +1.2% | 41,192 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +17.0% | 39,016 | $1.5M |
| Lakeridge Wealth Management LLC | 0.94% | No change | 38,311 | $1.5M |
| Townsquare Capital LLC | 0.02% | Reduce -58.6% | 37,495 | $1.4M |
| BCS Wealth Management | 0.45% | Reduce -6.8% | 37,075 | $1.4M |
| CreativeOne Wealth, LLC | 0.06% | Add +51.6% | 36,745 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -53.5% | 36,730 | $1.4M |
| ODonnell Financial Services, LLC | 0.62% | Reduce -34.4% | 35,388 | $1.3M |
| Keystone Wealth Services, LLC | 0.43% | No change | 35,215 | $1.3M |
| Diligent Investors, LLC | 0.34% | No change | 35,119 | $1.3M |
| Bellwether Advisors, LLC | 0.29% | Reduce -0.6% | 34,901 | $1.3M |
| Old Mission Capital LLC | 0.03% | Add +81.5% | 34,047 | $1.3M |
| Lake Street Private Wealth, LLC | 0.18% | Reduce -4.9% | 33,750 | $1.3M |
| Gradient Investments LLC | 0.03% | Reduce -97.2% | 33,477 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.19% | Reduce -2.6% | 32,237 | $1.2M |
| Trek Financial, LLC | 0.10% | Reduce -26.7% | 32,088 | $1.2M |
| Capital Analysts, LLC | 0.06% | Reduce -2.5% | 31,329 | $1.2M |
| Stephens Inc. | 0.02% | No change | 30,653 | $1.2M |
| Cypress Wealth Services, LLC | 0.27% | Reduce -14.0% | 30,554 | $1.2M |
| Outlook Wealth Advisors, LLC | 0.34% | Reduce -87.0% | 29,094 | $1.1M |
| Corrado Advisors, LLC | 0.71% | Reduce -0.2% | 28,511 | $1.1M |
| Fragasso Financial Advisors Inc | 0.09% | No change | 27,134 | $1.0M |
| IFP Advisors, Inc | 0.05% | Reduce -16.3% | 27,072 | $1.0M |
| Wealth Alliance, LLC | 0.13% | No change | 26,955 | $1.0M |
| Castle Rock Wealth Management, LLC | 0.28% | No change | 27,075 | $1.0M |
| Atticus Wealth Management, LLC | 0.33% | No change | 26,190 | $995K |
| Focus Financial Network, Inc. | 0.05% | — | 25,302 | $949K |
| Cardinal Point Capital Management ULC | 0.18% | No change | 24,465 | $929K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -81.9% | 24,079 | $915K |
| Independent Financial Group, LLC | 0.04% | Reduce -0.9% | 23,888 | $907K |
| FSA Advisors, Inc. | 0.97% | Reduce -11.7% | 23,721 | $901K |
| Valmark Advisers, Inc. | 0.02% | No change | 23,358 | $887K |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Reduce -49.3% | 23,107 | $878K |
| Citadel Advisors | 0.00% | New | 23,086 | $877K |
| Silver Oak Securities, Incorporated | 0.13% | Reduce -2.3% | 22,688 | $862K |
| Brown Brothers Harriman & Co. | 0.01% | New | 22,461 | $853K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -44.3% | 21,743 | $826K |
| Sigma Planning Corp | 0.03% | Reduce -49.5% | 21,031 | $799K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -2.9% | 20,325 | $772K |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -36.6% | 19,829 | $753K |
| Beck Capital Management, LLC | 0.21% | Reduce -4.3% | 19,550 | $742K |
| XML Financial, LLC | 0.08% | Add +1.6% | 19,517 | $741K |
| Buska Wealth Management, LLC | 0.31% | — | 18,745 | $712K |
| LaSalle St. Investment Advisors, LLC | 0.40% | Reduce -25.6% | 18,622 | $707K |
| Alera Investment Advisors, LLC | 0.10% | Reduce -11.8% | 18,614 | $707K |
| AdvisorNet Financial, Inc | 0.07% | No change | 18,384 | $698K |
| Blair William & Co. | 0.00% | No change | 17,697 | $672K |
| Compass Advisory Group LLC | 0.29% | Reduce -5.3% | 17,538 | $666K |
| Gill Capital Partners, LLC | 0.27% | Reduce -5.5% | 17,431 | $657K |
| Creative Financial Designs Inc. | 0.06% | Add +4.3% | 17,150 | $651K |
| Orion Capital Management LLC | 0.33% | Add +3.9% | 16,120 | $612K |
| DHJJ Financial Advisors, Ltd. | 0.26% | Reduce -6.7% | 15,443 | $587K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -0.4% | 15,374 | $584K |
| Walleye Capital LLC | 0.01% | Reduce -33.2% | 15,106 | $574K |
| Schulz Wealth, LTD. | 0.48% | Reduce -0.6% | 14,831 | $563K |
| Mutual Advisors, LLC | 0.02% | No change | 14,290 | $543K |
| HRT Financial LP | 0.00% | New | 14,234 | $540K |
| Lineweaver Wealth Advisors, LLC | 0.13% | Reduce -4.0% | 14,139 | $537K |
| Sugarloaf Wealth Management, LLC | 0.11% | No change | 14,111 | $536K |
| Mariner, LLC | 0.00% | Reduce -31.6% | 13,616 | $517K |
| Altfest L J & Co. Inc. | 0.07% | Reduce -2.6% | 13,624 | $517K |
| Nikulski Financial, Inc. | 0.17% | Reduce -0.3% | 13,520 | $513K |
| Ausdal Financial Partners, Inc. | 0.06% | No change | 13,361 | $507K |
| First Commonwealth Financial Corp | 0.13% | No change | 13,338 | $507K |
| Bedel Financial Consulting, Inc. | 0.08% | No change | 13,094 | $497K |
| Visionary Wealth Advisors | 0.03% | Reduce -6.6% | 12,288 | $467K |
| City Center Advisors, LLC | 0.54% | — | 12,174 | $462K |
| Arax Advisory Partners | 0.05% | Reduce -5.6% | 11,620 | $441K |
| Avior Wealth Management, LLC | 0.02% | No change | 11,298 | $429K |
| Cypress Financial Planning LLC | 0.20% | Add +41.1% | 11,220 | $426K |
| Alliance Wealth Advisors, LLC | 0.27% | No change | 11,200 | $425K |
| Continuum Advisory, LLC | 0.06% | Add +8.0% | 11,048 | $423K |
| Raymond James & Associates | 0.00% | Reduce -16.2% | 11,120 | $422K |
| ARS Wealth Advisors Group, LLC | 0.06% | Reduce -1.9% | 10,931 | $415K |
| Retirement Income Solutions, Inc. | 0.09% | No change | 10,869 | $413K |
| Advisory Services Network, LLC | 0.01% | Reduce -62.8% | 10,503 | $399K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 10,429 | $396K |
| PFG Advisors | 0.03% | Reduce -5.2% | 10,353 | $393K |
| Neuberger Berman Group LLC | 0.00% | No change | 10,158 | $386K |
| Clear Point Advisors Inc. | 0.31% | No change | 10,045 | $382K |
| Ascent Wealth Partners, LLC | 0.06% | No change | 9,840 | $374K |
| Cerity Partners LLC | 0.00% | No change | 9,717 | $369K |
| MAI Capital Management | 0.00% | Reduce -82.2% | 9,559 | $363K |
| Yarger Wealth Strategies, LLC | 0.24% | Reduce -20.6% | 9,382 | $356K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.12% | No change | 9,161 | $348K |
| Vishria Bird Financial Group, LLC | 0.14% | No change | 8,851 | $336K |
| Level Four Advisory Services, LLC | 0.02% | No change | 9,260 | $335K |
| Certified Advisory Corp | 0.05% | Reduce -83.6% | 8,704 | $331K |
| Betterment LLC | 0.00% | Add +1.5% | 8,695 | $330K |
| Frisch Financial Group, Inc. | 0.11% | Reduce -24.7% | 8,456 | $321K |
| Allworth Financial LP | 0.00% | Reduce -96.7% | 8,446 | $321K |
| Cornerstone Wealth Group, LLC | 0.03% | New | 8,319 | $316K |
| My Personal CFO, LLC | 0.18% | Reduce -6.7% | 8,227 | $312K |
| Avalon Capital Management | 0.13% | Reduce -4.7% | 8,089 | $307K |
| Mitchell Capital Management Co. | 0.06% | No change | 7,766 | $295K |
| Tradition Wealth Management, LLC | 0.03% | New | 7,475 | $284K |
| City Holding Co. | 0.04% | Reduce -1.2% | 7,430 | $282K |
| Cedar Brook Financial Partners, LLC | 0.06% | Reduce -22.4% | 7,426 | $282K |
| Retirement Guys Formula LLC | 0.13% | No change | 7,163 | $272K |
| JPMorgan Chase & Co. | 0.00% | New | 7,162 | $272K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +22.0% | 7,135 | $271K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +22.0% | 7,135 | $271K |
| Clay Northam Wealth Management, LLC | 0.21% | No change | 6,910 | $262K |
| Retirement Planning Group, LLC | 0.02% | Reduce -9.5% | 6,520 | $248K |
| Epic Trust Investment Advisors, LLC | 0.30% | No change | 6,505 | $247K |
| Signet Financial Management, LLC | 0.03% | No change | 6,468 | $246K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -59.1% | 6,302 | $239K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -72.6% | 5,970 | $227K |
| Avantax Planning Partners, Inc. | 0.01% | New | 5,964 | $227K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 6,698 | $226K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 5,939 | $226K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -19.8% | 5,925 | $225K |
| Valtinson Bruner Financial Planning LLC | 0.09% | Reduce -1.2% | 5,848 | $222K |
| Financial Network Wealth Advisors LLC | 0.22% | No change | 5,845 | $222K |
| Worth Financial Advisory Group, LLC | 0.15% | No change | 5,660 | $215K |
| Two Sigma Securities, LLC | 0.01% | New | 5,591 | $212K |
| Zimmermann Investment Management & Planning LLC | 0.08% | Reduce -34.6% | 5,549 | $211K |
| Diversify Advisory Services, LLC | 0.01% | — | 5,538 | $210K |
| Cape Investment Advisory, Inc. | 0.09% | No change | 5,090 | $193K |
| TFO Wealth Partners, LLC | 0.03% | No change | 4,659 | $177K |
| Integrity Financial Corp | 0.08% | No change | 3,139 | $119K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,820 | $107K |
| US Bancorp \de | 0.00% | No change | 2,429 | $92K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,422 | $92K |
| Morgan Stanley | 0.00% | Reduce -9.3% | 2,399 | $91K |
| Wagner Wealth Management, LLC | 0.02% | No change | 2,000 | $76K |
| AlphaCore Capital LLC | 0.02% | No change | 1,900 | $72K |
| UBS Group AG | 0.00% | Add +108.5% | 1,301 | $49K |
| Royal Bank of Canada | 0.00% | No change | 1,123 | $43K |
| Horizon Investments, LLC | 0.00% | New | 954 | $36K |
| Castleview Partners, LLC | 0.01% | No change | 618 | $23K |
| Archer Investment Corp | 0.01% | No change | 495 | $19K |
| Vima LLC | 0.02% | No change | 461 | $15K |
| Sunbelt Securities, Inc. | 0.00% | No change | 345 | $13K |
| WealthShield Partners, LLC | 0.00% | No change | 341 | $13K |
| Anfield Capital Management, LLC | 0.01% | New | 319 | $12K |
| Larson Financial Group LLC | 0.00% | Reduce -33.3% | 190 | $7K |
| Caldwell Trust Co | 0.00% | No change | 162 | $6K |
| Global Retirement Partners, LLC | 0.00% | No change | 150 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | New | 60 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 52 | $2K |
| Tsfg, LLC | 0.00% | No change | 17 | $1K |
"% of holder's portfolio" is PJUL's weight in each manager's 13F, not the share of Innovator U.S. Equity Power the manager owns.