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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $16.1M |
| Exits | 19 | $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 |
| Wealth Alliance, LLC | 0.13% | No change | 28,662 | $1.3M |
| Chris Bulman Inc | 0.57% | Reduce -11.8% | 27,958 | $1.3M |
| Bedel Financial Consulting, Inc. | 0.14% | No change | 27,641 | $1.3M |
| Journey Retirement Planning & Investment Management LLC | 0.26% | — | 27,428 | $1.3M |
| Vantage Point Financial LLC | 0.45% | Add +18.1% | 26,848 | $1.2M |
| Stratos Wealth Advisors, LLC | 0.06% | Reduce -10.5% | 26,135 | $1.2M |
| Kearns & Associates LLC | 0.62% | No change | 25,755 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | New | 25,646 | $1.2M |
| Castle Rock Wealth Management, LLC | 0.25% | Reduce -2.3% | 25,103 | $1.2M |
| FSA Advisors, Inc. | 0.81% | Add +3.7% | 25,183 | $1.2M |
| Independent Financial Group, LLC | 0.03% | No change | 24,656 | $1.1M |
| HBW Advisory Services LLC | 0.12% | Reduce -23.3% | 24,523 | $1.1M |
| ODonnell Financial Services, LLC | 0.39% | No change | 24,374 | $1.1M |
| Cerity Partners LLC | 0.00% | Reduce -49.0% | 24,312 | $1.1M |
| Global Assets Advisory, LLC | 0.32% | Reduce -0.3% | 23,829 | $1.1M |
| RFG Advisory, LLC | 0.02% | Reduce -3.1% | 23,706 | $1.1M |
| AlphaStar Capital Management, LLC | 0.08% | New | 23,667 | $1.1M |
| WealthPlan Investment Management, LLC | 0.07% | New | 23,581 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Add +217.3% | 23,042 | $1.1M |
| Forty-three Eighteen Advisors, LLC | 0.83% | — | 22,964 | $1.1M |
| GTS Securities LLC | 0.04% | Add +133.8% | 22,520 | $1.0M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 22,461 | $1.0M |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -3.3% | 22,360 | $1.0M |
| Continuum Advisory, LLC | 0.10% | Reduce -0.0% | 21,639 | $1.0M |
| Fragasso Financial Advisors Inc | 0.06% | Reduce -22.6% | 21,347 | $991K |
| US Bancorp \de | 0.00% | Reduce -17.7% | 21,094 | $979K |
| Catalina Capital Group, LLC | 0.60% | No change | 20,991 | $975K |
| Cardinal Point Capital Management ULC | 0.06% | No change | 19,478 | $904K |
| Sigma Planning Corp | 0.02% | Reduce -2.0% | 19,348 | $898K |
| Fiduciary Financial Group, LLC | 0.13% | No change | 19,337 | $898K |
| Atticus Wealth Management, LLC | 0.22% | No change | 19,190 | $891K |
| Welch Financial Planning, LLC | 0.65% | — | 19,116 | $888K |
| Orion Capital Management LLC | 0.29% | Reduce -0.1% | 18,581 | $863K |
| Nikulski Financial, Inc. | 0.19% | Reduce -5.9% | 17,290 | $803K |
| Lido Advisors, LLC | 0.00% | New | 16,807 | $780K |
| Wood Tarver Financial Group, LLC | 0.22% | Reduce -11.5% | 16,698 | $775K |
| City Center Advisors, LLC | 0.70% | Add +7.7% | 16,288 | $756K |
| BIP Wealth, LLC | 0.03% | New | 16,142 | $749K |
| Beck Capital Management, LLC | 0.18% | Reduce -6.8% | 16,051 | $745K |
| Jessup Wealth Management, Inc | 0.24% | Reduce -5.4% | 15,585 | $724K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.8% | 15,496 | $719K |
| Per Stirling Capital Management, LLC. | 0.08% | No change | 15,068 | $700K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -0.1% | 15,011 | $697K |
| MAI Capital Management | 0.00% | Reduce -71.5% | 14,914 | $692K |
| XML Financial, LLC | 0.06% | Reduce -10.7% | 14,639 | $680K |
| J.W. Cole Advisors, Inc. | 0.02% | No change | 14,519 | $674K |
| Focus Financial Network, Inc. | 0.02% | Reduce -0.5% | 14,511 | $674K |
| DHJJ Financial Advisors, Ltd. | 0.22% | Reduce -4.3% | 14,339 | $666K |
| Creative Financial Designs Inc. | 0.04% | No change | 13,980 | $649K |
| Citadel Advisors | 0.00% | New | 13,942 | $647K |
| SageView Advisory Group, LLC | 0.02% | Reduce -92.4% | 13,877 | $644K |
| Quest 10 Wealth Builders, Inc. | 0.57% | Reduce -4.5% | 13,780 | $640K |
| Money Concepts Capital Corp. | 0.03% | Add +1.7% | 12,897 | $599K |
| Altfest L J & Co. Inc. | 0.06% | No change | 12,758 | $592K |
| Lineweaver Wealth Advisors, LLC | 0.08% | No change | 12,677 | $589K |
| Schulz Wealth, LTD. | 0.37% | Reduce -0.3% | 12,501 | $580K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 12,210 | $567K |
| Retirement Income Solutions, Inc. | 0.09% | No change | 12,013 | $558K |
| Pinnacle Wealth Management Group, Inc. | 0.28% | No change | 11,940 | $554K |
| Mariner, LLC | 0.00% | No change | 11,668 | $542K |
| Susquehanna International Group, LLP | 0.00% | New | 11,527 | $535K |
| Delta Investment Management, LLC | 0.09% | Reduce -34.6% | 11,501 | $534K |
| Corrado Advisors, LLC | 0.26% | No change | 11,341 | $527K |
| Dakota Wealth Management | 0.01% | No change | 11,243 | $522K |
| Alliance Wealth Advisors, LLC | 0.25% | No change | 11,200 | $520K |
| Cypress Financial Planning LLC | 0.14% | Reduce -8.1% | 10,793 | $503K |
| Sovran Advisors, LLC | 0.04% | No change | 10,597 | $496K |
| WealthPLAN Partners, LLC | 0.07% | New | 10,450 | $485K |
| Belpointe Asset Management LLC | 0.02% | Add +106.9% | 10,345 | $480K |
| Mgo One Seven LLC | 0.01% | No change | 10,312 | $479K |
| Neuberger Berman Group LLC | 0.00% | No change | 10,158 | $472K |
| GenTrust, LLC | 0.02% | New | 10,157 | $472K |
| Riverchase Wealth Management, LLC | 0.25% | No change | 9,889 | $459K |
| Caprock Group, LLC | 0.01% | Reduce -16.8% | 9,763 | $453K |
| Corient Private Wealth LP | 0.00% | New | 9,271 | $430K |
| Yarger Wealth Strategies, LLC | 0.18% | Reduce -2.6% | 9,200 | $427K |
| Allworth Financial LP | 0.00% | Reduce -99.3% | 9,180 | $426K |
| Tradition Wealth Management, LLC | 0.03% | No change | 9,133 | $424K |
| Avior Wealth Management, LLC | 0.01% | No change | 9,125 | $424K |
| Harbour Investments, Inc. | 0.01% | Reduce -62.3% | 9,093 | $422K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -0.9% | 8,902 | $413K |
| LaSalle St. Investment Advisors, LLC | 0.07% | No change | 8,869 | $411K |
| Three Seasons Wealth, LLC | 0.04% | No change | 8,740 | $406K |
| Galvin, Gaustad & Stein, LLC | 0.03% | New | 8,714 | $405K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 8,322 | $388K |
| Two Sigma Securities, LLC | 0.05% | New | 8,071 | $375K |
| Phoenix Financial Ltd. | 0.00% | No change | 8,055 | $373K |
| Diversify Advisory Services, LLC | 0.01% | No change | 7,922 | $370K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -43.9% | 7,651 | $355K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 7,616 | $354K |
| Michels Family Financial, LLC | 0.26% | No change | 7,600 | $353K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 7,490 | $348K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.06% | No change | 7,304 | $339K |
| Clear Point Advisors Inc. | 0.26% | Reduce -12.1% | 7,266 | $337K |
| Retirement Guys Formula LLC | 0.15% | No change | 7,163 | $333K |
| Arax Advisory Partners | 0.01% | New | 6,992 | $325K |
| Retirement Planning Group, LLC | 0.01% | No change | 6,934 | $322K |
| HFG Wealth Management, LLC | 0.17% | No change | 6,785 | $315K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -9.6% | 6,533 | $303K |
| Wells Fargo & Company | 0.00% | Add +712.1% | 6,513 | $302K |
| ATX Financial Planning, LLC | 0.23% | — | 6,480 | $301K |
| Brown Wealth Management, LLC | 0.08% | Add +0.1% | 6,378 | $296K |
| Buska Wealth Management, LLC | 0.11% | Reduce -9.0% | 6,256 | $290K |
| Financial Network Wealth Advisors LLC | 0.30% | Add +4.3% | 6,185 | $287K |
| Southern Capital Services Inc. | 0.18% | — | 6,153 | $286K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -16.1% | 5,941 | $276K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 5,902 | $274K |
| Mitchell Capital Management Co. | 0.05% | No change | 5,901 | $274K |
| Ballast Rock Private Wealth LLC | 0.17% | — | 5,809 | $270K |
| Signet Financial Management, LLC | 0.03% | No change | 5,748 | $267K |
| Sequent Planning LLC | 0.07% | Reduce -16.3% | 5,700 | $265K |
| Pacific Park Financial, Inc. | 0.17% | — | 5,692 | $264K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +5.7% | 5,638 | $262K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -4.0% | 5,598 | $260K |
| City Holding Co. | 0.03% | Reduce -0.4% | 5,575 | $259K |
| Clearstead Advisors, LLC | 0.00% | No change | 5,479 | $254K |
| IHT Wealth Management, LLC | 0.01% | No change | 5,428 | $252K |
| Cape Investment Advisory, Inc. | 0.08% | New | 5,400 | $251K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 5,388 | $250K |
| Goldstein Advisors, LLC | 0.03% | New | 5,357 | $249K |
| Visionary Wealth Advisors | 0.01% | Reduce -21.4% | 5,317 | $247K |
| Clay Northam Wealth Management, LLC | 0.14% | No change | 5,310 | $247K |
| Schnieders Capital Management, Llc. | 0.04% | No change | 5,245 | $244K |
| Blue Sky Capital Consultants Group, Inc. | 0.11% | No change | 5,224 | $243K |
| Frisch Financial Group, Inc. | 0.05% | No change | 5,213 | $242K |
| Advyzon Investment Management, LLC | 0.03% | Add +4.3% | 5,158 | $239K |
| Advance Capital Management, Inc. | 0.01% | No change | 5,105 | $237K |
| Integral Investment Advisors, Inc. | 0.06% | Reduce -3.3% | 5,085 | $236K |
| Stirlingshire Investments, Inc. | 0.20% | — | 4,874 | $226K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -0.1% | 4,871 | $226K |
| Waterloo Capital, L.P. | 0.02% | Reduce -4.5% | 4,541 | $211K |
| Opus Financial Solutions LLC | 0.20% | — | 4,530 | $210K |
| WealthShield Partners, LLC | 0.02% | No change | 4,504 | $209K |
| William Mack & Associates, Inc. | 0.10% | No change | 4,500 | $209K |
| Chapman Financial Group, LLC | 0.14% | No change | 4,491 | $209K |
| AdvisorNet Financial, Inc | 0.01% | No change | 4,460 | $207K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -69.6% | 4,452 | $207K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -10.6% | 4,429 | $206K |
| NBT Bank, N.A. | 0.01% | No change | 3,988 | $185K |
| Signaturefd, LLC | 0.00% | No change | 3,243 | $151K |
| Integrity Financial Corp | 0.07% | No change | 3,139 | $146K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,636 | $122K |
| Red Reef Advisors LLC | 0.12% | — | 2,517 | $117K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,422 | $112K |
| JPMorgan Chase & Co. | 0.00% | Add +429.0% | 2,296 | $107K |
| PFS Partners, LLC | 0.05% | No change | 2,157 | $100K |
| Wagner Wealth Management, LLC | 0.02% | No change | 2,000 | $93K |
| AlphaCore Capital LLC | 0.00% | No change | 1,900 | $88K |
| Optima Capital LLC | 0.04% | New | 1,784 | $83K |
| Comprehensive Financial Planning, Inc. | 0.05% | Reduce -34.3% | 1,701 | $79K |
| Parallel Advisors, LLC | 0.00% | New | 1,385 | $64K |
| UBS Group AG | 0.00% | Reduce -60.5% | 1,179 | $55K |
| Barclays PLC | 0.00% | Add +888.5% | 1,117 | $52K |
| Bernard Wealth Management Corp. | 0.02% | No change | 1,082 | $50K |
| Whipplewood Advisors, LLC | 0.03% | No change | 893 | $41K |
| Compass Financial Services Inc | 0.02% | No change | 841 | $39K |
| Evermay Wealth Management LLC | 0.00% | No change | 615 | $29K |
| Morgan Stanley | 0.00% | No change | 583 | $27K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 551 | $26K |
| Sunbelt Securities, Inc. | 0.00% | Add +57.4% | 543 | $25K |
| Archer Investment Corp | 0.01% | No change | 495 | $23K |
| Anfield Capital Management, LLC | 0.00% | No change | 319 | $15K |
| JDM Financial Group LLC | 0.00% | No change | 248 | $12K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -35.6% | 228 | $11K |
| Larson Financial Group LLC | 0.00% | No change | 190 | $9K |
| Global Retirement Partners, LLC | 0.00% | No change | 150 | $7K |
| Assetmark, Inc. | 0.00% | No change | 35 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +3.9% | 27 | $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.