Innovator U.S. Equity PowerPJULETF

13F holders, Q4 2025 (December 31)
268holders +15
20new positions
19sold out
1famous investor
$46.46avg. 13F price*

At the end of Q4 2025, 268 institutions reported holding Innovator U.S. Equity Power (PJUL) in their 13F filings, up 15 from Q3 2025. 20 opened new positions and 19 sold out. The largest holders were Alliancebernstein L.P. ($151.7M), Penserra Capital Management LLC ($62.2M) and Commonwealth Equity Services, LLC ($33.4M). One famous investor held it 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

0100200300 Q1 2024: 206Q1 2024Q2 2024: 214Q2 2024Q3 2024: 241Q3 2024Q4 2024: 258Q4 2024Q1 2025: 240Q1 2025Q2 2025: 236Q2 2025Q3 2025: 253Q3 2025Q4 2025: 268Q4 2025Q1 2026: 270Q1 2026Q2 2026: 262Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions20$16.1M
Exits19$31.4M

All 13F filers, Q3 2025 → Q4 2025: 991,982 shares bought and 3,929,377 shares sold, net −2,937,395 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 268 holders

Alliancebernstein L.P. 0.05% Reduce -0.9% 3,267,609 $151.7M
Penserra Capital Management LLC 0.74% Reduce -3.9% 1,339,028 $62.2M
Commonwealth Equity Services, LLC 0.04% Reduce -2.0% 720,172 $33.4M
Blair William & Co. 0.08% Reduce -0.7% 634,206 $29.4M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -13.6% 538,835 $25.1M
Compass Advisory Group LLC 6.45% Add +0.2% 514,182 $23.9M
Osaic Holdings, Inc. 0.03% Reduce -26.4% 449,266 $20.9M
Raymond James Financial Inc. 0.01% Reduce -18.0% 432,011 $20.1M
Envestnet Asset Management Inc. 0.01% Reduce -23.5% 410,622 $19.1M
Focus Partners Wealth 0.02% Add +750.8% 366,446 $17.0M
HighTower Advisors, LLC 0.02% Reduce -2.4% 346,701 $16.1M
Cetera Investment Advisers 0.02% Add +0.7% 317,260 $14.7M
LPL Financial LLC 0.00% Add +11.1% 311,290 $14.5M
Janney Montgomery Scott LLC 0.03% Add +0.9% 279,050 $13.0M
Cwm, LLC 0.03% Add +9.0% 277,222 $12.9M
Orion Porfolio Solutions, LLC 0.07% Add +3.8% 218,823 $10.2M
Kestra Advisory Services, LLC 0.04% Add +0.0% 206,347 $9.6M
World Investment Advisors 0.16% Add +60.2% 205,044 $9.5M
MML Investors Services, LLC 0.02% Reduce -16.6% 193,529 $9.0M
CoreCap Advisors, LLC 0.31% Reduce -0.3% 192,513 $8.9M
Cambridge Investment Research Advisors, Inc. 0.02% Add +5.7% 190,149 $8.8M
AA Financial Advisors, LLC 1.55% Reduce -5.4% 180,947 $8.4M
Forvis Mazars Wealth Advisors, LLC 0.14% Reduce -6.6% 159,199 $7.4M
MBL Wealth, LLC 0.56% Reduce -1.0% 151,506 $7.0M
Truist Financial Corp. 0.01% Add +0.4% 150,814 $7.0M
Southland Equity Partners LLC 1.37% Reduce -1.9% 149,511 $6.9M
Brookstone Capital Management 0.08% Reduce -81.5% 147,637 $6.9M
Advisory Alpha, LLC 0.18% Reduce -0.3% 138,909 $6.4M
Principal Securities, Inc. 0.09% Reduce -0.5% 125,387 $5.8M
Motiv8 Investments LLC 3.15% Reduce -24.1% 124,582 $5.8M
MTM Financial Group, LLC 2.68% Reduce -2.6% 120,684 $5.6M
Global Strategic Investment Solutions, LLC 0.54% Reduce -0.5% 119,768 $5.6M
Triad Wealth Partners, LLC 0.50% Add +19.3% 113,984 $5.3M
Weaver Consulting Group 1.29% Reduce -0.7% 113,606 $5.3M
Cresset Asset Management, LLC 0.02% No change 111,430 $5.2M
Composition Wealth, LLC 0.07% Reduce -13.1% 108,862 $5.1M
Pathstone Holdings, LLC 0.02% Reduce -0.0% 98,701 $4.4M
BCS Wealth Management 0.45% Add +90.9% 95,510 $4.4M
Keating Financial Advisory Services, Inc. 0.57% — 90,137 $4.2M
Signal Advisors Wealth, LLC 0.33% New 88,490 $4.1M
Beacon Pointe Advisors, LLC 0.03% Reduce -1.8% 86,773 $4.0M
CRA Financial Services, LLC 0.52% No change 85,253 $4.0M
OneDigital Investment Advisors LLC 0.04% Reduce -2.9% 82,017 $3.8M
IFP Advisors, Inc 0.08% Reduce -2.9% 75,673 $3.5M
Vestmark Advisory Solutions, Inc. 0.05% Reduce -1.2% 75,393 $3.5M
Farther Finance Advisors, LLC 0.04% Reduce -7.8% 75,273 $3.5M
McAdam, LLC 0.16% Reduce -3.3% 74,386 $3.5M
Certified Advisory Corp 0.31% Reduce -5.0% 74,054 $3.4M
Straight Path Wealth Management 0.87% Add +0.4% 69,605 $3.2M
Founders Financial Securities LLC 0.17% Add +15.5% 62,591 $2.9M
Midwest Financial Network, LLC 2.22% Reduce -22.6% 61,935 $2.9M
Spire Wealth Management 0.10% Reduce -1.2% 61,116 $2.8M
COFG Advisors, LLC 0.70% — 60,894 $2.8M
Horizon Investments, LLC 0.04% Add +16.4% 59,907 $2.8M
Elmwood Wealth Management, Inc. 0.87% Add +0.2% 59,413 $2.8M
Cassady Wealth & Retirement Planning, LLC 1.70% — 56,109 $2.6M
Foundations Investment Advisors, LLC 0.03% Add +4.5% 55,810 $2.6M
Weaver Capital Management LLC 0.54% Reduce -32.1% 55,339 $2.6M
Bellwether Advisors, LLC 0.41% Add +22.0% 55,334 $2.6M
Blue Bell Private Wealth Management, LLC 0.37% Reduce -5.7% 54,195 $2.5M
WorthPointe, LLC 0.65% Reduce -2.6% 53,220 $2.5M
Rothschild Wealth LLC 0.23% New 51,456 $2.4M
CreativeOne Wealth, LLC 0.06% Reduce -3.7% 50,468 $2.3M
KFG Wealth Management, LLC 0.31% Reduce -37.5% 49,935 $2.3M
Blue Water Asset Management 0.81% — 48,510 $2.3M
First Commonwealth Financial Corp 0.36% Reduce -0.2% 47,261 $2.2M
Encompass More Asset Management 0.40% Add +0.3% 46,502 $2.2M
Long Island Wealth Management, Inc. 1.01% Add +1.2% 46,138 $2.1M
Centaurus Financial, Inc. 0.10% Reduce -1.4% 45,579 $2.1M
Capital Square, LLC 1.05% Add +0.2% 44,319 $2.1M
Berkshire Money Management, Inc. 0.20% No change 44,137 $2.0M
NewEdge Advisors, LLC 0.01% Reduce -76.1% 43,546 $2.0M
Fortune Financial Group, Inc. 1.98% — 33,807 $2.0M
Capital Analysts, LLC 0.05% Reduce -0.1% 42,487 $2.0M
Lakeridge Wealth Management LLC 0.88% No change 41,842 $1.9M
Jacobi Capital Management LLC 0.11% No change 41,688 $1.9M
Chicago Partners Investment Group LLC 0.05% No change 41,340 $1.9M
PFG Advisors 0.09% Add +24.0% 41,169 $1.9M
WPWealth LLP 0.30% Reduce -0.1% 41,000 $1.9M
Outlook Wealth Advisors, LLC 0.43% Reduce -2.1% 40,776 $1.9M
BFI Wealth Solutions, LLC 1.79% — 40,471 $1.9M
Old Mission Capital LLC 0.07% Add +31.9% 39,847 $1.9M
Integrity Advisory Solutions, LLC 0.26% Add +1.2% 39,613 $1.8M
Trek Financial, LLC 0.10% Add +1.4% 38,799 $1.8M
Atria Investments, Inc 0.02% Add +7.2% 38,788 $1.8M
AE Wealth Management LLC 0.01% Add +2.5% 38,551 $1.8M
Captrust Financial Advisors 0.00% No change 38,541 $1.8M
Benjamin Edwards Inc. 0.02% Reduce -2.5% 38,348 $1.8M
Cypress Wealth Services, LLC 0.25% No change 38,167 $1.8M
ARS Wealth Advisors Group, LLC 0.16% No change 37,539 $1.7M
Diligent Investors, LLC 0.42% Reduce -1.1% 36,896 $1.7M
Wisconsin Wealth Advisors, LLC 1.68% Reduce -28.0% 36,820 $1.7M
Patriot Financial Group Insurance Agency, LLC 0.20% Reduce -5.0% 36,572 $1.7M
Ascent Wealth Partners, LLC 0.19% No change 36,418 $1.7M
Mutual Advisors, LLC 0.03% Reduce -9.8% 34,682 $1.6M
Cornerstone Planning Group LLC 0.24% No change 33,196 $1.6M
Nations Financial Group Inc, /Ia/ 0.08% Reduce -0.1% 31,888 $1.5M
Stephens Inc. 0.02% Reduce -0.7% 30,427 $1.4M
Gill Capital Partners, LLC 0.43% Reduce -1.7% 30,421 $1.4M
Advisory Services Network, LLC 0.02% No change 30,025 $1.4M

"% 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.

Show all 268 holders