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 |
| Beck Capital Management, LLC | 0.21% | Reduce -0.8% | 19,395 | $753K |
| Bedel Financial Consulting, Inc. | 0.11% | Add +48.1% | 19,393 | $753K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -5.5% | 19,205 | $746K |
| Orion Capital Management LLC | 0.39% | Add +17.1% | 18,877 | $733K |
| Alera Investment Advisors, LLC | 0.09% | Reduce -0.0% | 18,611 | $723K |
| AdvisorNet Financial, Inc | 0.06% | No change | 18,384 | $714K |
| Valmark Advisers, Inc. | 0.01% | Reduce -22.1% | 18,187 | $707K |
| Gill Capital Partners, LLC | 0.26% | Reduce -1.2% | 17,227 | $669K |
| Creative Financial Designs Inc. | 0.06% | Reduce -1.3% | 16,930 | $658K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -23.2% | 16,693 | $649K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +133.7% | 16,676 | $648K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +133.7% | 16,676 | $648K |
| Sugarloaf Wealth Management, LLC | 0.11% | Add +16.2% | 16,400 | $637K |
| Compass Advisory Group LLC | 0.28% | Reduce -7.1% | 16,290 | $633K |
| LaSalle St. Investment Advisors, LLC | 0.30% | Reduce -17.3% | 15,394 | $598K |
| SageView Advisory Group, LLC | 0.04% | New | 15,337 | $596K |
| Sigma Planning Corp | 0.02% | Reduce -29.1% | 14,902 | $579K |
| Schulz Wealth, LTD. | 0.49% | No change | 14,831 | $576K |
| Lineweaver Wealth Advisors, LLC | 0.11% | No change | 14,139 | $549K |
| Summit Wealth Partners, LLC | 0.11% | Reduce -88.5% | 13,631 | $530K |
| Morgan Stanley | 0.00% | Add +461.3% | 13,465 | $523K |
| Altfest L J & Co. Inc. | 0.07% | Reduce -1.7% | 13,394 | $520K |
| Nikulski Financial, Inc. | 0.17% | Reduce -1.2% | 13,355 | $519K |
| First Commonwealth Financial Corp | 0.13% | No change | 13,338 | $518K |
| Buska Wealth Management, LLC | 0.21% | Reduce -29.0% | 13,305 | $517K |
| DHJJ Financial Advisors, Ltd. | 0.22% | Reduce -14.2% | 13,253 | $515K |
| Arax Advisory Partners | 0.05% | Add +11.5% | 12,956 | $503K |
| Mariner, LLC | 0.00% | Reduce -6.5% | 12,736 | $495K |
| Outlook Wealth Advisors, LLC | 0.15% | Add +12.6% | 32,750 | $484K |
| Mutual Advisors, LLC | 0.01% | Reduce -13.2% | 12,404 | $484K |
| Visionary Wealth Advisors | 0.03% | No change | 12,288 | $477K |
| Modern Wealth Management, LLC | 0.03% | New | 12,171 | $473K |
| City Center Advisors, LLC | 0.54% | No change | 12,174 | $462K |
| Advisory Services Network, LLC | 0.01% | Add +12.6% | 11,831 | $460K |
| Avior Wealth Management, LLC | 0.02% | Add +4.1% | 11,764 | $457K |
| Pinnacle Wealth Management Group, Inc. | 0.30% | New | 11,400 | $443K |
| Cypress Financial Planning LLC | 0.18% | Add +0.3% | 11,258 | $437K |
| Per Stirling Capital Management, LLC. | 0.07% | New | 11,202 | $435K |
| Alliance Wealth Advisors, LLC | 0.27% | No change | 11,200 | $435K |
| Continuum Advisory, LLC | 0.06% | Reduce -0.5% | 10,995 | $427K |
| Retirement Income Solutions, Inc. | 0.10% | No change | 10,869 | $422K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 10,429 | $405K |
| Neuberger Berman Group LLC | 0.00% | No change | 10,158 | $395K |
| Clear Point Advisors Inc. | 0.32% | No change | 10,045 | $390K |
| Yarger Wealth Strategies, LLC | 0.23% | Add +7.0% | 10,039 | $390K |
| Ascent Wealth Partners, LLC | 0.06% | No change | 9,840 | $382K |
| PFG Advisors | 0.03% | Reduce -6.0% | 9,737 | $378K |
| Cerity Partners LLC | 0.00% | No change | 9,717 | $378K |
| Souders Financial Advisors | 0.06% | New | 9,711 | $377K |
| Raymond James & Associates | 0.00% | Reduce -13.2% | 9,658 | $375K |
| Betterment LLC | 0.00% | Add +9.8% | 9,543 | $371K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.10% | No change | 9,161 | $356K |
| Citadel Advisors | 0.00% | Reduce -60.9% | 9,026 | $351K |
| Vishria Bird Financial Group, LLC | 0.14% | No change | 8,851 | $344K |
| Walleye Capital LLC | 0.00% | Reduce -42.4% | 8,695 | $338K |
| Certified Advisory Corp | 0.04% | Reduce -1.6% | 8,567 | $333K |
| Frisch Financial Group, Inc. | 0.10% | No change | 8,456 | $329K |
| Diversify Advisory Services, LLC | 0.02% | Add +49.0% | 8,249 | $325K |
| Allworth Financial LP | 0.00% | Reduce -4.8% | 8,043 | $315K |
| Cornerstone Wealth Group, LLC | 0.03% | Reduce -3.8% | 8,005 | $311K |
| Founders Financial Securities LLC | 0.03% | New | 7,968 | $310K |
| My Personal CFO, LLC | 0.16% | Reduce -4.2% | 7,883 | $306K |
| Tradition Wealth Management, LLC | 0.03% | No change | 7,475 | $290K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 7,235 | $281K |
| Retirement Guys Formula LLC | 0.13% | No change | 7,163 | $278K |
| City Holding Co. | 0.04% | Reduce -4.4% | 7,100 | $276K |
| Clay Northam Wealth Management, LLC | 0.20% | No change | 6,910 | $268K |
| GTS Securities LLC | 0.01% | New | 6,624 | $257K |
| Epic Trust Investment Advisors, LLC | 0.28% | No change | 6,505 | $253K |
| NBT Bank, N.A. | 0.02% | New | 6,488 | $252K |
| Kearns & Associates LLC | 0.19% | New | 6,430 | $250K |
| Jacobi Capital Management LLC | 0.02% | New | 6,421 | $249K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -53.7% | 6,190 | $240K |
| Maia Wealth LLC | 0.07% | — | 5,983 | $237K |
| KMG Fiduciary Partners, LLC | 0.02% | Add +0.7% | 5,983 | $232K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 5,970 | $232K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -0.6% | 5,929 | $230K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 5,925 | $230K |
| Valtinson Bruner Financial Planning LLC | 0.09% | No change | 5,848 | $227K |
| Financial Network Wealth Advisors LLC | 0.17% | No change | 5,845 | $227K |
| Signet Financial Management, LLC | 0.03% | Reduce -11.1% | 5,748 | $223K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -9.7% | 5,694 | $221K |
| Retirement Planning Group, LLC | 0.01% | Reduce -13.0% | 5,672 | $220K |
| Worth Financial Advisory Group, LLC | 0.14% | No change | 5,660 | $220K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -40.0% | 5,560 | $216K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -77.4% | 5,442 | $211K |
| Arete Wealth Advisors, LLC | 0.02% | New | 5,357 | $208K |
| Integral Investment Advisors, Inc. | 0.08% | New | 5,260 | $204K |
| Schnieders Capital Management LLC | 0.04% | New | 5,245 | $204K |
| Cape Investment Advisory, Inc. | 0.09% | No change | 5,090 | $198K |
| Horizon Investments, LLC | 0.00% | Add +316.1% | 3,970 | $154K |
| JPMorgan Chase & Co. | 0.00% | Reduce -49.3% | 3,629 | $141K |
| Triad Wealth Partners, LLC | 0.07% | New | 3,388 | $132K |
| Signaturefd, LLC | 0.00% | New | 3,275 | $127K |
| Integrity Financial Corp | 0.08% | No change | 3,139 | $122K |
| US Bancorp \de | 0.00% | No change | 2,429 | $94K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,422 | $94K |
| Wagner Wealth Management, LLC | 0.02% | No change | 2,000 | $78K |
| AlphaCore Capital LLC | 0.02% | No change | 1,900 | $74K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -33.8% | 1,866 | $72K |
| Bank of Montreal | 0.00% | New | 1,473 | $57K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,145 | $44K |
| Castleview Partners, LLC | 0.01% | No change | 618 | $24K |
| Archer Investment Corp | 0.01% | No change | 495 | $19K |
| Sunbelt Securities, Inc. | 0.00% | No change | 345 | $13K |
| WealthShield Partners, LLC | 0.00% | No change | 341 | $13K |
| Anfield Capital Management, LLC | 0.01% | No change | 319 | $12K |
| Larson Financial Group LLC | 0.00% | No change | 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% | No change | 60 | $2K |
| Mascoma Wealth Management LLC | 0.00% | New | 58 | $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.