Innovator U.S. Equity PowerPJULETF
13F holders, Q1 2025 (March 31)240holders −18
11new positions
24sold out
2famous investors
$40.12avg. 13F price*
At the end of Q1 2025, 240 institutions reported holding Innovator U.S. Equity Power (PJUL) in their 13F filings, down 18 from Q4 2024. 11 opened new positions and 24 sold out. The largest holders were Alliancebernstein L.P. ($138.6M), Penserra Capital Management LLC ($47.4M) and Commonwealth Equity Services, LLC ($27.9M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $5.6M |
| Exits | 24 | $6.0M |
All 13F filers, Q4 2024 → Q1 2025: 738,616 shares bought and 1,339,223 shares sold, net −600,607 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 240 holders
| Alliancebernstein L.P. | 0.05% | Reduce -4.0% | 3,448,188 | $138.6M |
| Penserra Capital Management LLC | 0.84% | Add +3.6% | 1,178,382 | $47.4M |
| Commonwealth Equity Services, LLC | 0.04% | Add +6.9% | 693,311 | $27.9M |
| Janney Montgomery Scott LLC | 0.07% | Add +3.1% | 575,346 | $23.1M |
| Osaic Holdings, Inc. | 0.04% | Reduce -12.6% | 474,433 | $19.1M |
| Raymond James Financial Inc. | 0.01% | Add +0.5% | 457,378 | $18.4M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.1% | 391,996 | $15.8M |
| Blair William & Co. | 0.04% | Reduce -1.8% | 350,090 | $14.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.9% | 325,602 | $13.1M |
| Cetera Investment Advisers | 0.02% | Add +7.6% | 247,794 | $10.0M |
| LPL Financial LLC | 0.00% | Add +75.2% | 244,453 | $9.8M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -3.1% | 209,789 | $8.4M |
| Cwm, LLC | 0.03% | Add +50.2% | 209,099 | $8.4M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -5.1% | 207,899 | $8.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.19% | Reduce -11.1% | 196,861 | $7.9M |
| AA Financial Advisors, LLC | 1.90% | Add +0.5% | 194,171 | $7.8M |
| MML Investors Services, LLC | 0.03% | Reduce -12.2% | 192,203 | $7.7M |
| CoreCap Advisors, LLC | 0.31% | Reduce -1.1% | 175,875 | $7.1M |
| Motiv8 Investments LLC | 4.64% | Add +0.2% | 173,894 | $7.0M |
| Harbour Investments, Inc. | 0.18% | Reduce -3.5% | 153,870 | $6.2M |
| Southland Equity Partners LLC | 1.41% | Reduce -0.7% | 151,151 | $6.1M |
| MBL Wealth, LLC | 0.61% | Add +1.0% | 149,698 | $6.0M |
| Truist Financial Corp. | 0.01% | Add +0.5% | 149,495 | $6.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -3.1% | 148,412 | $6.0M |
| Stuart Chaussee & Associates, Inc. | 1.43% | No change | 142,829 | $5.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -56.0% | 140,270 | $5.6M |
| Fsa Wealth Partners, Inc. | 2.05% | Reduce -1.2% | 134,798 | $5.4M |
| Composition Wealth, LLC | 0.11% | Reduce -0.9% | 133,865 | $5.4M |
| Advisory Alpha, LLC | 0.18% | Reduce -4.1% | 131,146 | $5.3M |
| Global Strategic Investment Solutions, LLC | 0.60% | Add +8.7% | 129,603 | $5.2M |
| MTM Financial Group, LLC | 2.98% | Reduce -0.7% | 126,654 | $5.1M |
| Weaver Consulting Group | 1.34% | Reduce -1.5% | 110,425 | $4.4M |
| World Investment Advisors | 0.11% | Reduce -40.8% | 106,819 | $4.3M |
| Brookstone Capital Management | 0.06% | Reduce -11.0% | 106,173 | $4.3M |
| Midwest Financial Network, LLC | 4.06% | Add +1.8% | 101,200 | $4.1M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -0.9% | 93,602 | $3.8M |
| Cresset Asset Management, LLC | 0.02% | Reduce -0.7% | 93,395 | $3.8M |
| Principal Securities, Inc. | 0.08% | No change | 85,773 | $3.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +54.3% | 86,424 | $3.5M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +54.3% | 86,424 | $3.5M |
| NewEdge Advisors, LLC | 0.02% | Reduce -3.8% | 81,932 | $3.3M |
| Elmwood Wealth Management, Inc. | 1.33% | Reduce -5.5% | 80,712 | $3.2M |
| McAdam, LLC | 0.20% | Reduce -0.8% | 80,110 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Reduce -0.0% | 77,876 | $3.1M |
| Farther Finance Advisors, LLC | 0.08% | Add +535.9% | 76,977 | $3.1M |
| Centaurus Financial, Inc. | 0.18% | Reduce -1.8% | 74,137 | $3.0M |
| Weaver Capital Management LLC | 0.73% | Reduce -19.8% | 68,291 | $2.7M |
| Capasso Planning Partners LLC | 1.13% | Reduce -1.2% | 67,249 | $2.7M |
| CRA Financial Services, LLC | 0.44% | Reduce -6.2% | 64,635 | $2.6M |
| Blue Bell Private Wealth Management, LLC | 0.46% | Reduce -0.9% | 60,933 | $2.4M |
| WorthPointe, LLC | 1.09% | Reduce -0.3% | 59,625 | $2.4M |
| Spire Wealth Management | 0.08% | No change | 59,019 | $2.4M |
| KFG Wealth Management, LLC | 0.43% | Reduce -23.0% | 58,310 | $2.3M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.95% | Reduce -3.2% | 55,793 | $2.2M |
| Foundations Investment Advisors, LLC | 0.04% | Reduce -6.6% | 55,415 | $2.2M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -6.4% | 52,131 | $2.1M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -7.8% | 50,363 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 49,885 | $2.0M |
| BCS Wealth Management | 0.51% | Reduce -9.7% | 49,481 | $2.0M |
| Chicago Partners Investment Group LLC | 0.07% | Add +18.2% | 49,137 | $2.0M |
| First Commonwealth Financial Corp | 0.44% | Reduce -0.0% | 46,172 | $1.9M |
| Berkshire Money Management, Inc. | 0.20% | No change | 44,137 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.0% | 43,202 | $1.7M |
| Outlook Wealth Advisors, LLC | 0.47% | Reduce -37.1% | 42,281 | $1.7M |
| IFP Advisors, Inc | 0.05% | Reduce -10.5% | 41,391 | $1.7M |
| Capital Analysts, LLC | 0.06% | Add +18.5% | 41,236 | $1.7M |
| Lakeridge Wealth Management LLC | 0.83% | Reduce -0.8% | 41,138 | $1.7M |
| Focus Partners Wealth | 0.00% | Reduce -17.7% | 40,873 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -26.1% | 40,674 | $1.6M |
| Jacobi Capital Management LLC | 0.12% | No change | 40,652 | $1.6M |
| Catalina Capital Group, LLC | 1.07% | Reduce -44.2% | 39,971 | $1.6M |
| Encompass More Asset Management | 0.47% | Add +25.1% | 38,792 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -56.9% | 38,386 | $1.5M |
| Diligent Investors, LLC | 0.37% | Reduce -16.8% | 37,507 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +90.8% | 37,374 | $1.5M |
| Long Island Wealth Management, Inc. | 0.91% | Reduce -54.2% | 37,032 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -4.3% | 36,333 | $1.5M |
| Founders Financial Securities LLC | 0.12% | Add +106.9% | 36,100 | $1.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.19% | Reduce -1.0% | 34,644 | $1.4M |
| Trek Financial, LLC | 0.10% | Reduce -3.0% | 33,484 | $1.3M |
| RFG Advisory, LLC | 0.04% | Add +42.2% | 33,148 | $1.3M |
| ARS Wealth Advisors Group, LLC | 0.18% | Reduce -20.0% | 32,519 | $1.3M |
| Cornerstone Planning Group LLC | 0.31% | New | 33,196 | $1.3M |
| Keystone Wealth Services, LLC | 0.35% | No change | 32,290 | $1.3M |
| Stephens Inc. | 0.02% | No change | 30,653 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Reduce -0.4% | 30,415 | $1.2M |
| Bedel Financial Consulting, Inc. | 0.17% | No change | 30,190 | $1.2M |
| Bison Wealth, LLC | 0.11% | Reduce -11.6% | 29,979 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | No change | 29,906 | $1.2M |
| MAI Capital Management | 0.01% | Reduce -18.0% | 29,300 | $1.2M |
| Chris Bulman Inc | 0.74% | Reduce -1.2% | 29,297 | $1.2M |
| ODonnell Financial Services, LLC | 0.47% | Reduce -13.4% | 28,545 | $1.1M |
| Triad Wealth Partners, LLC | 0.36% | Add +67.2% | 28,486 | $1.1M |
| HBW Advisory Services LLC | 0.16% | Reduce -0.4% | 28,482 | $1.1M |
| Gill Capital Partners, LLC | 0.39% | No change | 27,682 | $1.1M |
| Townsquare Capital LLC | 0.01% | Reduce -0.4% | 26,788 | $1.1M |
| Wealth Alliance, LLC | 0.13% | Reduce -8.6% | 26,665 | $1.1M |
| Fragasso Financial Advisors Inc | 0.08% | Reduce -2.5% | 26,453 | $1.1M |
| Castle Rock Wealth Management, LLC | 0.29% | No change | 26,220 | $1.1M |
| Old Mission Capital LLC | 0.02% | Add +229.1% | 26,124 | $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.