Innovator U.S. Equity PowerPJULETF
13F holders, Q3 2024 (September 30)241holders +27
38new positions
13sold out
1famous investor
$40.47avg. 13F price*
At the end of Q3 2024, 241 institutions reported holding Innovator U.S. Equity Power (PJUL) in their 13F filings, up 27 from Q2 2024. 38 opened new positions and 13 sold out. The largest holders were Alliancebernstein L.P. ($151.7M), Penserra Capital Management LLC ($39.8M) and Brookstone Capital Management ($31.0M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Innovator U.S. Equity Power
- CUSIP
- 45782C813
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $61.9M |
| Exits | 13 | $4.2M |
All 13F filers, Q2 2024 → Q3 2024: 4,305,423 shares bought and 447,025 shares sold, net +3,858,398 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 241 holders
| Alliancebernstein L.P. | 0.05% | Reduce -0.2% | 3,748,439 | $151.7M |
| Penserra Capital Management LLC | 0.86% | Add +5.9% | 984,438 | $39.8M |
| Brookstone Capital Management | 0.46% | Reduce -4.0% | 766,632 | $31.0M |
| Commonwealth Equity Services, LLC | 0.04% | Add +27.4% | 726,799 | $29.4M |
| Osaic Holdings, Inc. | 0.05% | Add +47.4% | 590,919 | $23.9M |
| Janney Montgomery Scott LLC | 0.06% | Add +5.3% | 549,250 | $22.2M |
| Personal Cfo Solutions, LLC | 2.82% | New | 499,198 | $20.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +32.0% | 462,167 | $18.7M |
| HighTower Advisors, LLC | 0.03% | Add +62.5% | 442,443 | $17.9M |
| Kestra Advisory Services, LLC | 0.09% | Add +4.3% | 400,034 | $16.2M |
| Blair William & Co. | 0.04% | Add +272.7% | 361,855 | $14.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +30.4% | 356,568 | $14.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +168.5% | 349,395 | $14.1M |
| Legacy CG, LLC | 4.22% | New | 318,928 | $12.9M |
| NorthCoast Asset Management LLC | 0.07% | Reduce -4.0% | 256,278 | $10.4M |
| Cetera Investment Advisers | 0.02% | Add +35.6% | 253,642 | $10.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.22% | Reduce -10.2% | 233,835 | $9.5M |
| Motiv8 Investments LLC | 6.18% | Add +7.0% | 226,674 | $9.2M |
| MML Investors Services, LLC | 0.03% | Add +31.3% | 203,575 | $8.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +0.0% | 203,120 | $8.2M |
| CoreCap Advisors, LLC | 0.35% | Add +8.0% | 181,117 | $7.3M |
| AA Financial Advisors, LLC | 2.10% | Add +5.1% | 178,820 | $7.2M |
| Harbour Investments, Inc. | 0.20% | Add +90.7% | 164,125 | $6.6M |
| World Investment Advisors | 0.21% | Add +94.6% | 163,672 | $6.6M |
| Southland Equity Partners LLC | 1.51% | Add +25.2% | 152,870 | $6.2M |
| Fsa Wealth Partners, Inc. | 1.49% | Reduce -1.2% | 152,351 | $6.2M |
| Truist Financial Corp. | 0.01% | Add +38.8% | 152,109 | $6.2M |
| MBL Wealth, LLC | 0.66% | Add +31.6% | 151,176 | $6.1M |
| Stuart Chaussee & Associates, Inc. | 1.52% | No change | 142,829 | $5.8M |
| Townsquare Capital LLC | 0.07% | Add +499.2% | 140,362 | $5.7M |
| Composition Wealth, LLC | 0.13% | Add +3.4% | 140,357 | $5.7M |
| Advisory Alpha, LLC | 0.20% | Add +102.1% | 139,211 | $5.6M |
| Catalina Capital Group, LLC | 1.85% | New | 134,732 | $5.5M |
| LPL Financial LLC | 0.00% | Reduce -28.6% | 134,580 | $5.4M |
| HFG Wealth Management, LLC | 3.35% | No change | 135,400 | $5.3M |
| MTM Financial Group, LLC | 3.18% | Add +3.0% | 128,499 | $5.2M |
| MAI Capital Management | 0.05% | Add +85.3% | 122,806 | $5.0M |
| Weaver Consulting Group | 1.57% | Add +2.0% | 121,730 | $4.9M |
| Global Strategic Investment Solutions, LLC | 0.57% | Reduce -4.3% | 120,684 | $4.9M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +35.9% | 119,714 | $4.8M |
| Brown Wealth Management, LLC | 1.65% | New | 113,110 | $4.6M |
| Cwm, LLC | 0.02% | Add +98.8% | 104,586 | $4.2M |
| Stratos Wealth Advisors, LLC | 0.18% | New | 95,007 | $3.8M |
| Cresset Asset Management, LLC | 0.01% | Add +3.1% | 94,038 | $3.8M |
| Captrust Financial Advisors | 0.01% | Reduce -16.7% | 89,142 | $3.6M |
| Weaver Capital Management LLC | 1.06% | Add +41.0% | 87,345 | $3.5M |
| Principal Securities, Inc. | 0.08% | Add +75.2% | 85,925 | $3.5M |
| AE Wealth Management LLC | 0.03% | Add +13.2% | 85,291 | $3.5M |
| Elmwood Wealth Management, Inc. | 1.42% | Add +2.3% | 84,914 | $3.4M |
| NewEdge Advisors, LLC | 0.02% | Add +78.4% | 84,578 | $3.4M |
| Long Island Wealth Management, Inc. | 2.21% | Add +107.4% | 83,257 | $3.4M |
| McAdam, LLC | 0.18% | Reduce -11.9% | 80,737 | $3.3M |
| Susquehanna International Group, LLP | 0.01% | New | 79,653 | $3.2M |
| KFG Wealth Management, LLC | 0.70% | Add +30.2% | 79,253 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.0% | 77,935 | $3.2M |
| Centaurus Financial, Inc. | 0.20% | Add +0.3% | 77,769 | $3.1M |
| Outlook Wealth Advisors, LLC | 0.84% | Add +120.4% | 72,187 | $2.9M |
| CRA Financial Services, LLC | 0.51% | Add +43.2% | 69,000 | $2.8M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +76.6% | 65,225 | $2.6M |
| RFG Advisory, LLC | 0.08% | Add +128.2% | 63,964 | $2.6M |
| Blue Bell Private Wealth Management, LLC | 0.48% | Add +3.5% | 62,256 | $2.5M |
| Spire Wealth Management | 0.08% | Reduce -5.2% | 62,024 | $2.5M |
| Corrado Advisors, LLC | 1.57% | Reduce -2.6% | 61,868 | $2.5M |
| WorthPointe, LLC | 1.02% | Reduce -1.5% | 59,777 | $2.4M |
| BCS Wealth Management | 1.00% | Add +68.4% | 58,269 | $2.4M |
| Strategic Blueprint, LLC | 0.14% | Reduce -13.2% | 57,448 | $2.3M |
| Foundations Investment Advisors, LLC | 0.05% | Reduce -56.8% | 56,867 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +220.8% | 53,496 | $2.2M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +220.8% | 53,496 | $2.2M |
| OneDigital Investment Advisors LLC | 0.02% | Add +8.6% | 52,743 | $2.1M |
| CreativeOne Wealth, LLC | 0.07% | Add +105.8% | 51,646 | $2.1M |
| Focus Partners Wealth | 0.01% | Add +9.8% | 50,361 | $2.0M |
| First Commonwealth Financial Corp | 0.45% | Add +246.3% | 46,185 | $1.9M |
| Diligent Investors, LLC | 0.43% | No change | 46,169 | $1.9M |
| IFP Advisors, Inc | 0.07% | Add +12.2% | 45,135 | $1.8M |
| Berkshire Money Management, Inc. | 0.20% | No change | 44,137 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +10.6% | 44,097 | $1.8M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -1.0% | 41,562 | $1.7M |
| Lakeridge Wealth Management LLC | 0.92% | Add +8.3% | 41,491 | $1.7M |
| ARS Wealth Advisors Group, LLC | 0.20% | Reduce -0.6% | 40,890 | $1.7M |
| Jacobi Capital Management LLC | 0.12% | Add +533.1% | 40,652 | $1.6M |
| Capital Analysts, LLC | 0.06% | Add +24.7% | 39,077 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 38,510 | $1.6M |
| Chris Bulman Inc | 1.04% | Add +34.0% | 37,702 | $1.5M |
| Trek Financial, LLC | 0.11% | Add +9.5% | 36,166 | $1.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.19% | Add +11.1% | 35,770 | $1.4M |
| Keystone Wealth Services, LLC | 0.39% | No change | 35,215 | $1.4M |
| ODonnell Financial Services, LLC | 0.54% | Reduce -5.7% | 33,000 | $1.3M |
| Cardinal Point Capital Management ULC | 0.22% | Add +22.6% | 32,995 | $1.3M |
| Kingsview Wealth Management, LLC | 0.03% | Add +476.0% | 32,796 | $1.3M |
| Wealth Alliance, LLC | 0.16% | Add +20.8% | 32,570 | $1.3M |
| Stephens Inc. | 0.02% | No change | 30,653 | $1.2M |
| Cypress Wealth Services, LLC | 0.26% | No change | 30,554 | $1.2M |
| Bedel Financial Consulting, Inc. | 0.17% | Add +56.3% | 30,318 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.09% | New | 29,975 | $1.2M |
| WPWealth LLP | 0.25% | Add +7.6% | 29,948 | $1.2M |
| HBW Advisory Services LLC | 0.17% | Reduce -3.9% | 28,495 | $1.2M |
| Compass Advisory Group LLC | 0.44% | Add +71.9% | 27,997 | $1.1M |
| Gill Capital Partners, LLC | 0.40% | Add +60.9% | 27,712 | $1.1M |
| Fragasso Financial Advisors Inc | 0.08% | No change | 27,134 | $1.1M |
"% 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.