Innovator U.S. Equity PowerPJULETF
13F holders, Q2 2024 (June 30)214holders +8
24new positions
17sold out
1famous investor
$38.83avg. 13F price*
At the end of Q2 2024, 214 institutions reported holding Innovator U.S. Equity Power (PJUL) in their 13F filings, up 8 from Q1 2024. 24 opened new positions and 17 sold out. The largest holders were Alliancebernstein L.P. ($145.9M), Penserra Capital Management LLC ($36.1M) and Brookstone Capital Management ($31.4M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $22.8M |
| Exits | 17 | $17.1M |
All 13F filers, Q1 2024 → Q2 2024: 2,316,310 shares bought and 2,604,599 shares sold, net −288,289 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 214 holders
| Alliancebernstein L.P. | 0.05% | Add +2.8% | 3,756,249 | $145.9M |
| Penserra Capital Management LLC | 0.46% | Add +2.5% | 929,754 | $36.1M |
| Brookstone Capital Management | 0.52% | Add +333.1% | 798,496 | $31.4M |
| Commonwealth Equity Services, LLC | 0.04% | Add +0.6% | 570,717 | $22.2M |
| Janney Montgomery Scott LLC | 0.06% | Add +220.4% | 521,682 | $20.3M |
| Osaic Holdings, Inc. | 0.04% | Reduce -4.7% | 400,915 | $15.6M |
| Kestra Advisory Services, LLC | 0.08% | Add +99.6% | 383,656 | $14.9M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +1.7% | 350,015 | $13.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.6% | 273,499 | $10.6M |
| HighTower Advisors, LLC | 0.02% | Reduce -56.9% | 272,193 | $10.6M |
| NorthCoast Asset Management LLC | 0.09% | New | 266,870 | $10.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.25% | Reduce -7.6% | 260,426 | $10.1M |
| Motiv8 Investments LLC | 6.11% | Add +3.6% | 211,742 | $8.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -13.7% | 203,033 | $7.9M |
| LPL Financial LLC | 0.00% | Add +4.0% | 188,427 | $7.3M |
| Cetera Investment Advisers | 0.02% | Reduce -11.7% | 187,025 | $7.3M |
| AA Financial Advisors, LLC | 2.33% | Add +1.6% | 170,080 | $6.6M |
| CoreCap Advisors, LLC | 0.68% | Add +0.7% | 167,674 | $6.5M |
| MML Investors Services, LLC | 0.02% | Add +27.7% | 155,024 | $6.0M |
| Fsa Wealth Partners, Inc. | 1.64% | Reduce -2.2% | 154,248 | $6.0M |
| Stuart Chaussee & Associates, Inc. | 1.53% | Reduce -7.9% | 142,829 | $5.5M |
| Composition Wealth, LLC | 0.13% | Reduce -57.1% | 135,779 | $5.3M |
| HFG Wealth Management, LLC | 3.35% | Reduce -66.5% | 135,400 | $5.3M |
| Foundations Investment Advisors, LLC | 0.12% | Reduce -25.7% | 131,514 | $5.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -82.4% | 130,123 | $5.1M |
| Global Strategic Investment Solutions, LLC | 0.59% | Add +3.7% | 126,114 | $4.9M |
| MTM Financial Group, LLC | 3.09% | Reduce -0.3% | 124,690 | $4.8M |
| Southland Equity Partners LLC | 1.35% | No change | 122,099 | $4.7M |
| Weaver Consulting Group | 1.62% | Reduce -2.2% | 119,337 | $4.6M |
| MBL Wealth, LLC | 0.50% | Add +11.3% | 114,896 | $4.5M |
| Truist Financial Corp. | 0.01% | Reduce -2.8% | 109,624 | $4.3M |
| Captrust Financial Advisors | 0.01% | Reduce -11.4% | 106,981 | $4.2M |
| Blair William & Co. | 0.01% | Add +448.7% | 97,098 | $3.8M |
| McAdam, LLC | 0.21% | Reduce -1.4% | 91,696 | $3.6M |
| Cresset Asset Management, LLC | 0.01% | New | 91,167 | $3.5M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -8.8% | 88,103 | $3.4M |
| Harbour Investments, Inc. | 0.11% | Reduce -1.8% | 86,075 | $3.3M |
| World Investment Advisors | 0.20% | Add +17.9% | 84,112 | $3.3M |
| Elmwood Wealth Management, Inc. | 1.44% | Reduce -9.8% | 82,981 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.0% | 77,964 | $3.0M |
| Centaurus Financial, Inc. | 0.20% | Reduce -5.5% | 77,565 | $3.0M |
| AE Wealth Management LLC | 0.03% | Add +5.2% | 75,355 | $2.9M |
| Advisory Alpha, LLC | 0.11% | Reduce -57.4% | 68,892 | $2.7M |
| MAI Capital Management | 0.03% | Add +593.5% | 66,287 | $2.6M |
| Strategic Blueprint, LLC | 0.17% | Reduce -3.8% | 66,152 | $2.6M |
| Spire Wealth Management | 0.09% | No change | 65,398 | $2.5M |
| Corrado Advisors, LLC | 1.60% | Add +122.8% | 63,519 | $2.5M |
| Weaver Capital Management LLC | 0.78% | Reduce -28.6% | 61,946 | $2.4M |
| KFG Wealth Management, LLC | 0.94% | Add +22.4% | 60,881 | $2.4M |
| WorthPointe, LLC | 1.07% | Add +5.0% | 60,678 | $2.4M |
| Blue Bell Private Wealth Management, LLC | 0.48% | Reduce -2.7% | 60,159 | $2.3M |
| Cwm, LLC | 0.01% | Add +5.6% | 52,608 | $2.0M |
| Principal Securities, Inc. | 0.05% | Reduce -0.2% | 49,054 | $1.9M |
| OneDigital Investment Advisors LLC | 0.02% | Add +7.1% | 48,567 | $1.9M |
| CRA Financial Services, LLC | 0.38% | Reduce -8.1% | 48,180 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -35.0% | 47,415 | $1.8M |
| Diligent Investors, LLC | 0.44% | Add +31.5% | 46,169 | $1.8M |
| Focus Partners Wealth | 0.01% | New | 45,858 | $1.8M |
| Berkshire Money Management, Inc. | 0.21% | Reduce -1.4% | 44,137 | $1.7M |
| Pillar Wealth Advisors, LLC | 2.01% | Reduce -12.9% | 43,199 | $1.7M |
| Chicago Partners Investment Group LLC | 0.06% | Add +1.9% | 41,968 | $1.6M |
| ARS Wealth Advisors Group, LLC | 0.21% | Add +276.2% | 41,126 | $1.6M |
| IFP Advisors, Inc | 0.06% | Add +48.6% | 40,222 | $1.6M |
| Long Island Wealth Management, Inc. | 1.10% | Reduce -17.7% | 40,147 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +2.2% | 39,881 | $1.5M |
| Lakeridge Wealth Management LLC | 0.89% | No change | 38,311 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -20.6% | 36,943 | $1.4M |
| Keystone Wealth Services, LLC | 0.43% | No change | 35,215 | $1.4M |
| ODonnell Financial Services, LLC | 0.60% | Reduce -1.1% | 34,994 | $1.4M |
| BCS Wealth Management | 0.65% | Reduce -6.7% | 34,602 | $1.3M |
| Trek Financial, LLC | 0.10% | Add +2.9% | 33,030 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.18% | Reduce -0.1% | 32,210 | $1.3M |
| Capital Analysts, LLC | 0.05% | No change | 31,329 | $1.2M |
| Stephens Inc. | 0.02% | No change | 30,653 | $1.2M |
| Delta Investment Management, LLC | 0.26% | Reduce -59.7% | 30,649 | $1.2M |
| Cypress Wealth Services, LLC | 0.26% | No change | 30,554 | $1.2M |
| Relative Value Partners Group, LLC | 0.15% | New | 30,175 | $1.2M |
| Lake Street Private Wealth, LLC | 0.15% | Reduce -10.6% | 30,175 | $1.2M |
| Gradient Investments LLC | 0.03% | Reduce -10.8% | 29,877 | $1.2M |
| HBW Advisory Services LLC | 0.19% | Reduce -61.0% | 29,657 | $1.2M |
| Chris Bulman Inc | 0.75% | — | 28,130 | $1.1M |
| RFG Advisory, LLC | 0.04% | Reduce -31.6% | 28,032 | $1.1M |
| WPWealth LLP | 0.26% | New | 27,825 | $1.1M |
| Castle Rock Wealth Management, LLC | 0.27% | Add +2.1% | 27,639 | $1.1M |
| Fragasso Financial Advisors Inc | 0.09% | No change | 27,134 | $1.1M |
| Wealth Alliance, LLC | 0.14% | No change | 26,955 | $1.0M |
| Cardinal Point Capital Management ULC | 0.18% | Add +10.0% | 26,915 | $1.0M |
| Atticus Wealth Management, LLC | 0.33% | No change | 26,190 | $1.0M |
| FSA Advisors, Inc. | 1.04% | Add +8.7% | 25,784 | $1.0M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -31.7% | 25,089 | $975K |
| Focus Financial Network, Inc. | 0.04% | Reduce -2.6% | 24,649 | $970K |
| Townsquare Capital LLC | 0.01% | Reduce -37.5% | 23,424 | $910K |
| Benjamin F. Edwards & Company, Inc. | 0.02% | No change | 23,107 | $898K |
| Bellwether Advisors, LLC | 0.19% | Reduce -33.9% | 23,076 | $897K |
| Independent Financial Group, LLC | 0.04% | Reduce -4.2% | 22,888 | $889K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 22,461 | $873K |
| Silver Oak Securities, Incorporated | 0.13% | Reduce -1.1% | 22,431 | $871K |
| Koshinski Asset Management, Inc. | 0.07% | Add +1.4% | 20,105 | $791K |
| Fiduciary Financial Group, LLC | 0.19% | — | 19,338 | $767K |
| XML Financial, LLC | 0.08% | Add +1.1% | 19,728 | $766K |
"% 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.