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 |
| FSA Advisors, Inc. | 0.83% | Add +1.2% | 26,051 | $1.0M |
| Kearns & Associates LLC | 0.67% | No change | 25,755 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Reduce -0.4% | 23,867 | $959K |
| Continuum Advisory, LLC | 0.12% | Reduce -6.3% | 23,581 | $948K |
| Cardinal Point Capital Management ULC | 0.09% | Reduce -23.1% | 23,348 | $938K |
| Horizon Investments, LLC | 0.03% | Add +72.5% | 22,651 | $910K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 22,461 | $903K |
| Strategic Blueprint, LLC | 0.05% | Reduce -16.0% | 22,192 | $892K |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.0% | 21,779 | $875K |
| Bellwether Advisors, LLC | 0.18% | Reduce -5.8% | 21,750 | $874K |
| Independent Financial Group, LLC | 0.03% | Reduce -3.2% | 21,304 | $856K |
| Compass Advisory Group LLC | 0.30% | Reduce -7.4% | 21,087 | $847K |
| Koshinski Asset Management, Inc. | 0.07% | No change | 20,305 | $816K |
| Ascent Wealth Partners, LLC | 0.10% | Add +55.5% | 19,305 | $776K |
| Atticus Wealth Management, LLC | 0.25% | No change | 19,190 | $771K |
| Vantage Point Financial LLC | 0.38% | Add +6.5% | 18,742 | $753K |
| AdvisorNet Financial, Inc | 0.06% | Add +1.4% | 18,636 | $749K |
| Fiduciary Financial Group, LLC | 0.16% | No change | 19,338 | $749K |
| Orion Capital Management LLC | 0.31% | No change | 18,577 | $747K |
| Comprehensive Financial Planning, Inc. | 0.71% | Reduce -0.6% | 18,284 | $735K |
| Delta Investment Management, LLC | 0.14% | Reduce -28.4% | 17,739 | $713K |
| WPWealth LLP | 0.14% | No change | 17,603 | $707K |
| Beck Capital Management, LLC | 0.21% | Reduce -6.6% | 17,510 | $704K |
| XML Financial, LLC | 0.06% | Reduce -12.9% | 16,412 | $660K |
| Nikulski Financial, Inc. | 0.20% | Reduce -12.4% | 16,305 | $655K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.6% | 15,936 | $640K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -33.1% | 15,808 | $635K |
| AQR Capital Management | 0.00% | Add +7.5% | 15,703 | $631K |
| SageView Advisory Group, LLC | 0.03% | No change | 15,337 | $616K |
| Quest 10 Wealth Builders, Inc. | 0.64% | No change | 14,595 | $596K |
| Schulz Wealth, LTD. | 0.45% | No change | 14,831 | $596K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 14,699 | $591K |
| Wood Tarver Financial Group, LLC | 0.19% | Reduce -0.2% | 14,587 | $586K |
| Cornerstone Wealth Group, LLC | 0.05% | No change | 14,538 | $584K |
| Creative Financial Designs Inc. | 0.05% | Reduce -19.1% | 14,248 | $573K |
| DHJJ Financial Advisors, Ltd. | 0.23% | Reduce -7.8% | 14,171 | $570K |
| HFG Wealth Management, LLC | 0.34% | Reduce -86.4% | 13,524 | $557K |
| Gradient Investments LLC | 0.01% | No change | 13,800 | $555K |
| Arax Advisory Partners | 0.03% | Reduce -0.9% | 13,529 | $544K |
| Focus Financial Network, Inc. | 0.02% | Reduce -0.5% | 13,529 | $544K |
| Valmark Advisers, Inc. | 0.01% | Reduce -34.9% | 13,155 | $529K |
| Altfest L J & Co. Inc. | 0.06% | No change | 12,876 | $517K |
| Integrity Alliance, Llc. | 0.02% | New | 12,734 | $512K |
| Lineweaver Wealth Advisors, LLC | 0.09% | No change | 12,677 | $510K |
| Yarger Wealth Strategies, LLC | 0.29% | No change | 12,503 | $502K |
| City Center Advisors, LLC | 0.58% | Add +5.0% | 12,369 | $497K |
| Modern Wealth Management, LLC | 0.02% | No change | 12,171 | $489K |
| Certified Advisory Corp | 0.06% | Reduce -12.9% | 12,137 | $488K |
| Mariner, LLC | 0.00% | Reduce -5.3% | 11,945 | $480K |
| Per Stirling Capital Management, LLC. | 0.07% | Reduce -0.7% | 11,911 | $479K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.4% | 11,846 | $473K |
| Cypress Financial Planning LLC | 0.16% | Reduce -7.9% | 11,305 | $454K |
| Alliance Wealth Advisors, LLC | 0.26% | No change | 11,200 | $450K |
| Jane Street Group, LLC | 0.00% | Reduce -15.5% | 11,195 | $450K |
| Retirement Income Solutions, Inc. | 0.09% | No change | 10,869 | $437K |
| Sovran Advisors, LLC | 0.06% | No change | 10,914 | $425K |
| Sigma Planning Corp | 0.01% | Reduce -18.5% | 10,188 | $409K |
| Neuberger Berman Group LLC | 0.00% | No change | 10,158 | $408K |
| Avior Wealth Management, LLC | 0.02% | No change | 10,016 | $403K |
| Cerity Partners LLC | 0.00% | No change | 9,983 | $401K |
| UBS Group AG | 0.00% | Add +811.0% | 9,948 | $400K |
| PFG Advisors | 0.02% | Reduce -8.4% | 9,576 | $385K |
| LaSalle St. Investment Advisors, LLC | 0.09% | Reduce -12.1% | 9,562 | $384K |
| Two Sigma Securities, LLC | 0.06% | Reduce -14.8% | 9,521 | $383K |
| Buska Wealth Management, LLC | 0.12% | Reduce -5.4% | 9,341 | $375K |
| Clear Point Advisors Inc. | 0.33% | No change | 9,245 | $372K |
| Axxcess Wealth Management, LLC | 0.01% | New | 9,220 | $371K |
| Vishria Bird Financial Group, LLC | 0.12% | No change | 8,851 | $356K |
| Money Concepts Capital Corp. | 0.03% | No change | 8,726 | $351K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -91.2% | 8,348 | $336K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -20.2% | 8,322 | $334K |
| Visionary Wealth Advisors | 0.02% | Reduce -34.1% | 8,186 | $329K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -18.5% | 8,003 | $322K |
| Pinnacle Wealth Management Group, Inc. | 0.22% | Reduce -7.7% | 7,755 | $312K |
| Allworth Financial LP | 0.00% | Reduce -5.9% | 7,836 | $311K |
| Tradition Wealth Management, LLC | 0.03% | No change | 7,648 | $307K |
| Three Seasons Wealth, LLC | 0.15% | No change | 7,624 | $306K |
| Diversify Advisory Services, LLC | 0.02% | No change | 7,572 | $303K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -2.9% | 7,247 | $290K |
| NBZ Investment Advisors LLC | 0.17% | Reduce -61.0% | 7,165 | $288K |
| Retirement Guys Formula LLC | 0.14% | No change | 7,163 | $288K |
| City Holding Co. | 0.04% | Reduce -2.8% | 6,785 | $273K |
| Virtue Capital Management, LLC | 0.03% | New | 6,519 | $262K |
| Dakota Wealth Management | 0.01% | No change | 6,493 | $261K |
| Brown Wealth Management, LLC | 0.09% | No change | 6,430 | $258K |
| Mitchell Capital Management Co. | 0.05% | No change | 6,200 | $249K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 5,983 | $240K |
| Betterment LLC | 0.00% | Add +14.2% | 5,923 | $238K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -7.0% | 5,917 | $238K |
| Beacon Financial Advisory LLC | 0.07% | No change | 5,870 | $236K |
| Signet Financial Management, LLC | 0.03% | No change | 5,748 | $231K |
| Cape Investment Advisory, Inc. | 0.09% | No change | 5,700 | $229K |
| Retirement Planning Group, LLC | 0.01% | No change | 5,672 | $228K |
| IHT Wealth Management, LLC | 0.01% | Reduce -6.3% | 5,663 | $228K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 5,630 | $226K |
| Jessup Wealth Management, Inc | 0.09% | No change | 5,533 | $222K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 5,416 | $218K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 5,402 | $217K |
| Arete Wealth Advisors, LLC | 0.02% | No change | 5,357 | $215K |
| Clay Northam Wealth Management, LLC | 0.15% | Reduce -22.0% | 5,310 | $213K |
| Integral Investment Advisors, Inc. | 0.07% | No change | 5,260 | $211K |
| Schnieders Capital Management LLC | 0.05% | No change | 5,245 | $211K |
| Citadel Advisors | 0.00% | New | 5,116 | $206K |
| Advance Capital Management, Inc. | 0.01% | No change | 5,105 | $205K |
| Thompson Investment Management, Inc. | 0.03% | No change | 4,437 | $178K |
| NBT Bank, N.A. | 0.01% | No change | 3,988 | $160K |
| Bank of America Corp. | 0.00% | No change | 3,862 | $155K |
| Signaturefd, LLC | 0.00% | No change | 3,243 | $130K |
| Integrity Financial Corp | 0.07% | No change | 3,139 | $126K |
| WealthShield Partners, LLC | 0.01% | Add +666.0% | 2,612 | $105K |
| US Bancorp \de | 0.00% | No change | 2,429 | $98K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,422 | $97K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -1.1% | 2,296 | $92K |
| Wagner Wealth Management, LLC | 0.02% | No change | 2,000 | $80K |
| Financial Network Wealth Advisors LLC | 0.10% | Add +12.5% | 1,905 | $77K |
| AlphaCore Capital LLC | 0.01% | No change | 1,900 | $76K |
| NorthRock Partners, LLC | 0.00% | New | 1,685 | $68K |
| Noble Wealth Management PBC | 0.05% | No change | 1,650 | $66K |
| Morgan Stanley | 0.00% | Reduce -75.1% | 1,458 | $59K |
| Whipplewood Advisors, LLC | 0.02% | Add +3264.7% | 30,047 | $36K |
| Assetmark, Inc. | 0.00% | Reduce -10.2% | 884 | $36K |
| Barclays PLC | 0.00% | Add +250.4% | 855 | $34K |
| Compass Financial Services Inc | 0.02% | New | 841 | $34K |
| Wells Fargo & Company | 0.00% | No change | 802 | $32K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 793 | $32K |
| Jones Financial Companies LLLP | 0.00% | New | 785 | $31K |
| Evermay Wealth Management LLC | 0.00% | No change | 615 | $25K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -46.3% | 547 | $22K |
| Archer Investment Corp | 0.01% | No change | 495 | $20K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -94.8% | 472 | $19K |
| Clearstead Advisors, LLC | 0.00% | No change | 353 | $14K |
| Keystone Financial Group, Inc. | 0.01% | Reduce -97.3% | 350 | $14K |
| Sunbelt Securities, Inc. | 0.00% | No change | 345 | $14K |
| Anfield Capital Management, LLC | 0.00% | No change | 319 | $13K |
| Larson Financial Group LLC | 0.00% | No change | 190 | $8K |
| Caldwell Trust Co | 0.00% | No change | 162 | $7K |
| Bernard Wealth Management Corp. | 0.00% | No change | 149 | $6K |
| Sterling Capital Management LLC | 0.00% | No change | 94 | $4K |
| 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.