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 |
| Delta Investment Management, LLC | 0.20% | Reduce -6.6% | 24,769 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Add +102.5% | 23,962 | $987K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +6.7% | 23,619 | $972K |
| RFG Advisory, LLC | 0.03% | Reduce -63.6% | 23,306 | $960K |
| Bellwether Advisors, LLC | 0.17% | No change | 23,083 | $950K |
| Compass Advisory Group LLC | 0.34% | Reduce -18.6% | 22,777 | $938K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 22,461 | $925K |
| Independent Financial Group, LLC | 0.03% | No change | 21,999 | $906K |
| Benjamin Edwards Inc. | 0.01% | Reduce -6.9% | 21,786 | $897K |
| Koshinski Asset Management, Inc. | 0.07% | Add +1.0% | 20,305 | $836K |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.8% | 20,197 | $832K |
| Susquehanna International Group, LLP | 0.00% | Reduce -75.4% | 19,587 | $806K |
| Fiduciary Financial Group, LLC | 0.17% | No change | 19,338 | $793K |
| Atticus Wealth Management, LLC | 0.25% | Reduce -26.7% | 19,190 | $790K |
| XML Financial, LLC | 0.07% | Reduce -0.0% | 18,849 | $776K |
| Beck Capital Management, LLC | 0.20% | Reduce -2.7% | 18,750 | $772K |
| Nikulski Financial, Inc. | 0.23% | No change | 18,605 | $766K |
| Sugarloaf Wealth Management, LLC | 0.15% | No change | 18,605 | $766K |
| Orion Capital Management LLC | 0.34% | No change | 18,577 | $765K |
| Comprehensive Financial Planning, Inc. | 0.64% | — | 18,395 | $757K |
| AdvisorNet Financial, Inc | 0.06% | No change | 18,384 | $757K |
| NBZ Investment Advisors LLC | 0.42% | — | 18,352 | $756K |
| Vantage Point Financial LLC | 0.39% | — | 17,606 | $725K |
| Creative Financial Designs Inc. | 0.06% | Reduce -3.3% | 17,605 | $725K |
| WPWealth LLP | 0.15% | Reduce -41.2% | 17,603 | $725K |
| Founders Financial Securities LLC | 0.06% | Add +24.7% | 17,448 | $718K |
| Triad Wealth Partners, LLC | 0.25% | New | 17,034 | $701K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -11.1% | 16,036 | $660K |
| DHJJ Financial Advisors, Ltd. | 0.25% | Reduce -0.4% | 15,371 | $633K |
| SageView Advisory Group, LLC | 0.03% | Reduce -39.4% | 15,337 | $631K |
| Schulz Wealth, LTD. | 0.47% | No change | 14,831 | $611K |
| AQR Capital Management | 0.00% | No change | 14,603 | $601K |
| Wood Tarver Financial Group, LLC | 0.20% | — | 14,622 | $601K |
| Quest 10 Wealth Builders, Inc. | 0.60% | — | 14,595 | $601K |
| Cornerstone Wealth Group, LLC | 0.05% | No change | 14,538 | $599K |
| Certified Advisory Corp | 0.06% | Reduce -1.1% | 13,931 | $574K |
| Gradient Investments LLC | 0.01% | Reduce -37.2% | 13,800 | $568K |
| Arax Advisory Partners | 0.04% | Add +1.3% | 13,652 | $562K |
| Focus Financial Network, Inc. | 0.02% | Reduce -14.0% | 13,592 | $560K |
| Jane Street Group, LLC | 0.00% | Reduce -65.6% | 13,250 | $546K |
| Horizon Investments, LLC | 0.02% | Add +31.4% | 13,130 | $541K |
| Keystone Financial Group, Inc. | 0.44% | — | 13,083 | $539K |
| Altfest L J & Co. Inc. | 0.07% | Reduce -3.2% | 12,876 | $530K |
| Lineweaver Wealth Advisors, LLC | 0.10% | No change | 12,677 | $522K |
| Mariner, LLC | 0.00% | No change | 12,607 | $519K |
| Yarger Wealth Strategies, LLC | 0.30% | Reduce -16.9% | 12,503 | $515K |
| Sigma Planning Corp | 0.02% | Reduce -14.3% | 12,495 | $514K |
| Visionary Wealth Advisors | 0.03% | Reduce -1.4% | 12,425 | $512K |
| Ascent Wealth Partners, LLC | 0.07% | No change | 12,415 | $511K |
| Cypress Financial Planning LLC | 0.19% | Reduce -2.3% | 12,273 | $505K |
| Modern Wealth Management, LLC | 0.02% | No change | 12,171 | $501K |
| Farther Finance Advisors, LLC | 0.02% | Add +49.0% | 12,105 | $498K |
| Per Stirling Capital Management, LLC. | 0.07% | Add +3.3% | 11,993 | $494K |
| Mutual Advisors, LLC | 0.01% | Reduce -2.4% | 11,897 | $493K |
| City Center Advisors, LLC | 0.54% | Reduce -0.6% | 11,774 | $485K |
| Alliance Wealth Advisors, LLC | 0.26% | No change | 11,200 | $461K |
| Two Sigma Securities, LLC | 0.08% | New | 11,168 | $460K |
| Mercer Global Advisors Inc. | 0.00% | New | 11,038 | $454K |
| Sovran Advisors, LLC | 0.06% | — | 10,914 | $448K |
| Retirement Income Solutions, Inc. | 0.09% | No change | 10,869 | $447K |
| LaSalle St. Investment Advisors, LLC | 0.14% | Reduce -1.3% | 10,873 | $447K |
| PFG Advisors | 0.03% | Reduce -10.2% | 10,454 | $430K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 10,429 | $429K |
| Neuberger Berman Group LLC | 0.00% | No change | 10,158 | $418K |
| Lantz Financial LLC | 0.11% | No change | 10,022 | $413K |
| Avior Wealth Management, LLC | 0.02% | Reduce -14.9% | 10,016 | $412K |
| Cerity Partners LLC | 0.00% | Add +2.7% | 9,983 | $411K |
| Buska Wealth Management, LLC | 0.13% | Reduce -22.1% | 9,875 | $407K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -36.1% | 9,817 | $404K |
| Range Financial Group LLC | 0.18% | Reduce -1.1% | 9,654 | $397K |
| Clear Point Advisors Inc. | 0.33% | Reduce -8.0% | 9,245 | $381K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.11% | No change | 9,161 | $377K |
| Vishria Bird Financial Group, LLC | 0.13% | No change | 8,851 | $364K |
| Money Concepts Capital Corp. | 0.03% | No change | 8,726 | $359K |
| Allworth Financial LP | 0.00% | Add +3.5% | 8,327 | $348K |
| Frisch Financial Group, Inc. | 0.11% | No change | 8,456 | $348K |
| Pinnacle Wealth Management Group, Inc. | 0.22% | No change | 8,400 | $346K |
| Old Mission Capital LLC | 0.01% | Reduce -69.3% | 7,938 | $327K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -5.0% | 7,648 | $315K |
| Three Seasons Wealth, LLC | 0.15% | No change | 7,624 | $314K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -1.1% | 7,572 | $310K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -66.6% | 7,463 | $307K |
| Retirement Guys Formula LLC | 0.15% | No change | 7,163 | $295K |
| City Holding Co. | 0.04% | No change | 6,977 | $287K |
| Clay Northam Wealth Management, LLC | 0.18% | No change | 6,810 | $280K |
| Dakota Wealth Management | 0.01% | No change | 6,493 | $267K |
| Brown Wealth Management, LLC | 0.09% | Reduce -94.3% | 6,430 | $265K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 6,365 | $262K |
| Mitchell Capital Management Co. | 0.04% | No change | 6,200 | $255K |
| IHT Wealth Management, LLC | 0.01% | New | 6,045 | $249K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 5,983 | $246K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 5,970 | $246K |
| Belpointe Asset Management LLC | 0.01% | No change | 6,103 | $243K |
| Beacon Financial Advisory LLC | 0.08% | No change | 5,870 | $242K |
| Morgan Stanley | 0.00% | Reduce -57.6% | 5,852 | $241K |
| Valtinson Bruner Financial Planning LLC | 0.08% | No change | 5,848 | $241K |
| Signet Financial Management, LLC | 0.03% | No change | 5,748 | $237K |
| Cape Investment Advisory, Inc. | 0.09% | Reduce -5.0% | 5,700 | $235K |
| Retirement Planning Group, LLC | 0.01% | No change | 5,672 | $234K |
| Jessup Wealth Management, Inc | 0.10% | Reduce -3.5% | 5,533 | $228K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 5,416 | $223K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 5,402 | $222K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -8.8% | 5,370 | $221K |
| Arete Wealth Advisors, LLC | 0.02% | No change | 5,357 | $221K |
| Integral Investment Advisors, Inc. | 0.07% | No change | 5,260 | $217K |
| Schnieders Capital Management LLC | 0.04% | No change | 5,245 | $216K |
| Leigh Baldwin & Co., LLC | 0.18% | — | 5,200 | $214K |
| Betterment LLC | 0.00% | Reduce -33.1% | 5,185 | $213K |
| Wealthgarden F.S. LLC | 0.20% | Reduce -44.8% | 5,160 | $212K |
| Advance Capital Management, Inc. | 0.01% | No change | 5,105 | $210K |
| Waterloo Capital, L.P. | 0.02% | New | 4,904 | $202K |
| Thompson Investment Management, Inc. | 0.03% | New | 4,437 | $183K |
| NBT Bank, N.A. | 0.01% | No change | 3,988 | $164K |
| Bank of America Corp. | 0.00% | No change | 3,862 | $159K |
| Signaturefd, LLC | 0.00% | No change | 3,243 | $134K |
| Integrity Financial Corp | 0.07% | No change | 3,139 | $129K |
| Legacy Investment Solutions, LLC | 0.07% | No change | 2,564 | $107K |
| Legacy Wealth Managment, LLC | 0.07% | No change | 2,564 | $107K |
| US Bancorp \de | 0.00% | No change | 2,429 | $100K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,422 | $100K |
| BlackRock, Inc. | 0.00% | New | 2,359 | $97K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,321 | $96K |
| Wagner Wealth Management, LLC | 0.02% | No change | 2,000 | $82K |
| AlphaCore Capital LLC | 0.02% | No change | 1,900 | $78K |
| Financial Network Wealth Advisors LLC | 0.13% | Reduce -70.9% | 1,694 | $70K |
| Noble Wealth Management PBC | 0.05% | — | 1,650 | $68K |
| Sugar Maple Asset Management, LLC | 0.05% | New | 1,630 | $67K |
| Bank of Montreal | 0.00% | No change | 1,473 | $61K |
| Chapman Financial Group, LLC | 0.04% | — | 1,200 | $49K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +57.5% | 1,107 | $46K |
| UBS Group AG | 0.00% | New | 1,092 | $45K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -30.2% | 1,018 | $42K |
| Assetmark, Inc. | 0.00% | New | 984 | $41K |
| Whipplewood Advisors, LLC | 0.02% | — | 893 | $37K |
| Wells Fargo & Company | 0.00% | New | 802 | $33K |
| Stonebridge Financial Group, LLC | 0.00% | — | 793 | $33K |
| Castleview Partners, LLC | 0.01% | No change | 618 | $25K |
| Evermay Wealth Management LLC | 0.00% | No change | 615 | $25K |
| Empowered Funds, LLC | 0.00% | New | 573 | $24K |
| Archer Investment Corp | 0.01% | No change | 495 | $20K |
| Clearstead Advisors, LLC | 0.00% | No change | 353 | $15K |
| Sunbelt Securities, Inc. | 0.00% | No change | 345 | $14K |
| WealthShield Partners, LLC | 0.00% | Reduce -81.5% | 341 | $14K |
| Anfield Capital Management, LLC | 0.00% | No change | 319 | $13K |
| Barclays PLC | 0.00% | Add +388.0% | 244 | $10K |
| Investment Management Corp. /Va/ | 0.01% | — | 217 | $9K |
| Royal Bank of Canada | 0.00% | New | 204 | $8K |
| Larson Financial Group LLC | 0.00% | No change | 190 | $8K |
| Caldwell Trust Co | 0.00% | No change | 162 | $7K |
| Global Retirement Partners, LLC | 0.00% | No change | 150 | $6K |
| Bernard Wealth Management Corp. | 0.00% | — | 149 | $6K |
| Synergy Asset Management, LLC | 0.00% | New | 113 | $5K |
| JPMorgan Chase & Co. | 0.00% | Reduce -97.2% | 101 | $4K |
| Sterling Capital Management LLC | 0.00% | No change | 94 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 60 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 52 | $2K |
| FMR LLC | 0.00% | New | 26 | $1K |
| 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.