Innovator U.S. Equity PowerPJULETF
13F holders, Q4 2024 (December 31)258holders +17
17new positions
13sold out
1famous investor
$41.17avg. 13F price*
At the end of Q4 2024, 258 institutions reported holding Innovator U.S. Equity Power (PJUL) in their 13F filings, up 17 from Q3 2024. 17 opened new positions and 13 sold out. The largest holders were Alliancebernstein L.P. ($147.8M), Penserra Capital Management LLC ($46.8M) and Commonwealth Equity Services, LLC ($26.7M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $5.6M |
| Exits | 13 | $36.7M |
All 13F filers, Q3 2024 → Q4 2024: 452,886 shares bought and 3,164,339 shares sold, net −2,711,453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 258 holders
| Alliancebernstein L.P. | 0.05% | Reduce -4.2% | 3,591,080 | $147.8M |
| Penserra Capital Management LLC | 0.86% | Add +15.6% | 1,137,594 | $46.8M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -10.8% | 648,374 | $26.7M |
| Janney Montgomery Scott LLC | 0.06% | Add +1.6% | 557,926 | $23.0M |
| Osaic Holdings, Inc. | 0.05% | Reduce -8.1% | 542,989 | $22.4M |
| Raymond James Financial Inc. | 0.01% | — | 455,105 | $18.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -11.3% | 392,543 | $16.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.6% | 369,493 | $15.2M |
| Blair William & Co. | 0.04% | Reduce -1.4% | 356,650 | $14.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -8.7% | 319,052 | $13.1M |
| Cetera Investment Advisers | 0.02% | Reduce -9.2% | 230,367 | $9.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.21% | Reduce -5.3% | 221,519 | $9.1M |
| MML Investors Services, LLC | 0.03% | Add +7.6% | 219,007 | $9.0M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -45.3% | 218,993 | $9.0M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -15.5% | 216,564 | $8.9M |
| AA Financial Advisors, LLC | 2.12% | Add +8.1% | 193,274 | $8.0M |
| World Investment Advisors | 0.20% | Add +10.2% | 180,372 | $7.4M |
| CoreCap Advisors, LLC | 0.33% | Reduce -1.8% | 177,917 | $7.3M |
| Motiv8 Investments LLC | 5.01% | Reduce -23.4% | 173,556 | $7.1M |
| Harbour Investments, Inc. | 0.19% | Reduce -2.9% | 159,421 | $6.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -24.6% | 153,128 | $6.3M |
| Southland Equity Partners LLC | 1.46% | Reduce -0.5% | 152,156 | $6.3M |
| Truist Financial Corp. | 0.01% | Reduce -2.2% | 148,765 | $6.1M |
| MBL Wealth, LLC | 0.61% | Reduce -1.9% | 148,279 | $6.1M |
| Stuart Chaussee & Associates, Inc. | 1.46% | No change | 142,829 | $5.9M |
| LPL Financial LLC | 0.00% | Add +3.7% | 139,508 | $5.7M |
| Cwm, LLC | 0.02% | Add +33.1% | 139,179 | $5.7M |
| Advisory Alpha, LLC | 0.20% | Reduce -1.8% | 136,766 | $5.6M |
| Fsa Wealth Partners, Inc. | 1.32% | Reduce -10.4% | 136,457 | $5.6M |
| Composition Wealth, LLC | 0.11% | Reduce -3.8% | 135,081 | $5.6M |
| MTM Financial Group, LLC | 3.14% | Reduce -0.8% | 127,489 | $5.2M |
| Brookstone Capital Management | 0.07% | Reduce -84.4% | 119,328 | $4.9M |
| Global Strategic Investment Solutions, LLC | 0.57% | Reduce -1.2% | 119,281 | $4.9M |
| Weaver Consulting Group | 1.42% | Reduce -7.9% | 112,080 | $4.6M |
| Midwest Financial Network, LLC | 4.25% | — | 99,367 | $4.1M |
| HFG Wealth Management, LLC | 2.62% | Reduce -26.3% | 99,747 | $4.0M |
| Stratos Wealth Advisors, LLC | 0.19% | Reduce -0.6% | 94,448 | $3.9M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -21.1% | 94,445 | $3.9M |
| Cresset Asset Management, LLC | 0.02% | No change | 94,038 | $3.9M |
| Captrust Financial Advisors | 0.01% | Reduce -0.1% | 89,008 | $3.7M |
| Principal Securities, Inc. | 0.08% | Reduce -0.2% | 85,773 | $3.5M |
| Elmwood Wealth Management, Inc. | 1.42% | Add +0.6% | 85,397 | $3.5M |
| Weaver Capital Management LLC | 0.99% | Reduce -2.5% | 85,198 | $3.5M |
| NewEdge Advisors, LLC | 0.02% | Add +0.7% | 85,168 | $3.5M |
| Long Island Wealth Management, Inc. | 2.08% | Reduce -2.9% | 80,853 | $3.3M |
| McAdam, LLC | 0.18% | No change | 80,737 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.0% | 77,905 | $3.2M |
| KFG Wealth Management, LLC | 0.58% | Reduce -4.4% | 75,768 | $3.1M |
| Centaurus Financial, Inc. | 0.19% | Reduce -2.9% | 75,496 | $3.1M |
| Catalina Capital Group, LLC | 0.97% | Reduce -46.9% | 71,598 | $2.9M |
| CRA Financial Services, LLC | 0.49% | Reduce -0.1% | 68,900 | $2.8M |
| Capasso Planning Partners LLC | 1.12% | New | 68,083 | $2.8M |
| Outlook Wealth Advisors, LLC | 0.80% | Reduce -6.8% | 67,253 | $2.8M |
| Blue Bell Private Wealth Management, LLC | 0.48% | Reduce -1.2% | 61,502 | $2.5M |
| WorthPointe, LLC | 1.02% | No change | 59,777 | $2.5M |
| Foundations Investment Advisors, LLC | 0.05% | Add +4.3% | 59,324 | $2.4M |
| Spire Wealth Management | 0.08% | Reduce -4.8% | 59,019 | $2.4M |
| Corrado Advisors, LLC | 1.58% | Reduce -4.7% | 58,953 | $2.4M |
| Siligmueller & Norvid Wealth Advisors LLC | 1.01% | — | 57,613 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +4.7% | 56,016 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +4.7% | 56,016 | $2.3M |
| OneDigital Investment Advisors LLC | 0.03% | Add +5.6% | 55,691 | $2.3M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -15.6% | 55,045 | $2.3M |
| BCS Wealth Management | 0.56% | Reduce -5.9% | 54,805 | $2.3M |
| CreativeOne Wealth, LLC | 0.07% | Add +5.8% | 54,652 | $2.3M |
| Focus Partners Wealth | 0.01% | Reduce -1.4% | 49,662 | $2.0M |
| IFP Advisors, Inc | 0.06% | Add +2.4% | 46,235 | $1.9M |
| First Commonwealth Financial Corp | 0.45% | No change | 46,185 | $1.9M |
| Diligent Investors, LLC | 0.43% | Reduce -2.3% | 45,089 | $1.9M |
| Berkshire Money Management, Inc. | 0.20% | No change | 44,137 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -2.0% | 43,212 | $1.8M |
| Chicago Partners Investment Group LLC | 0.06% | No change | 41,562 | $1.7M |
| Lakeridge Wealth Management LLC | 0.88% | No change | 41,491 | $1.7M |
| Jacobi Capital Management LLC | 0.13% | No change | 40,652 | $1.7M |
| ARS Wealth Advisors Group, LLC | 0.23% | Reduce -0.6% | 40,633 | $1.7M |
| AE Wealth Management LLC | 0.01% | Reduce -55.5% | 37,967 | $1.6M |
| MAI Capital Management | 0.01% | Reduce -70.9% | 35,716 | $1.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.19% | Reduce -2.2% | 34,994 | $1.4M |
| Capital Analysts, LLC | 0.06% | Reduce -11.0% | 34,788 | $1.4M |
| Trek Financial, LLC | 0.11% | Reduce -4.5% | 34,519 | $1.4M |
| Bison Wealth, LLC | 0.17% | — | 33,917 | $1.4M |
| Keystone Wealth Services, LLC | 0.35% | Reduce -8.3% | 32,290 | $1.3M |
| ODonnell Financial Services, LLC | 0.56% | Reduce -0.1% | 32,972 | $1.3M |
| Encompass More Asset Management | 0.42% | Add +78.4% | 31,013 | $1.3M |
| Bedel Financial Consulting, Inc. | 0.18% | Reduce -0.4% | 30,190 | $1.3M |
| Stephens Inc. | 0.02% | No change | 30,653 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Add +1.8% | 30,526 | $1.3M |
| Cardinal Point Capital Management ULC | 0.20% | Reduce -8.0% | 30,355 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -8.8% | 29,906 | $1.2M |
| Chris Bulman Inc | 0.78% | Reduce -21.3% | 29,662 | $1.2M |
| Wealth Alliance, LLC | 0.14% | Reduce -10.4% | 29,165 | $1.2M |
| HBW Advisory Services LLC | 0.12% | Add +0.3% | 28,584 | $1.2M |
| Gill Capital Partners, LLC | 0.41% | Reduce -0.1% | 27,682 | $1.1M |
| Fragasso Financial Advisors Inc | 0.09% | No change | 27,134 | $1.1M |
| Townsquare Capital LLC | 0.01% | Reduce -80.8% | 26,892 | $1.1M |
| Castle Rock Wealth Management, LLC | 0.26% | Reduce -2.4% | 26,220 | $1.1M |
| Strategic Blueprint, LLC | 0.06% | Reduce -54.0% | 26,429 | $1.1M |
| Kearns & Associates LLC | 0.69% | No change | 25,755 | $1.1M |
| FSA Advisors, Inc. | 1.27% | Reduce -4.7% | 25,738 | $1.0M |
| Continuum Advisory, LLC | 0.13% | Add +0.6% | 25,174 | $1.0M |
"% 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.