Innovator U.S. Equity PowerPJULETF

13F holders, Q1 2026 (March 31)
270holders +2
21new positions
20sold out
2famous investors
$46.07avg. 13F price*

At the end of Q1 2026, 270 institutions reported holding Innovator U.S. Equity Power (PJUL) in their 13F filings, up 2 from Q4 2025. 21 opened new positions and 20 sold out. The largest holders were Alliancebernstein L.P. ($146.7M), Penserra Capital Management LLC ($65.2M) and Commonwealth Equity Services, LLC ($32.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions21$11.4M
Exits20$9.5M

All 13F filers, Q4 2025 → Q1 2026: 795,926 shares bought and 2,316,867 shares sold, net −1,520,941 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 270 holders

Alliancebernstein L.P. 0.05% Reduce -3.3% 3,159,664 $146.7M
Penserra Capital Management LLC 0.77% Add +6.0% 1,419,362 $65.2M
Commonwealth Equity Services, LLC 0.04% Reduce -2.8% 699,927 $32.2M
Blair William & Co. 0.08% Reduce -3.7% 610,627 $28.1M
Envestnet Asset Management Inc. 0.01% Add +11.1% 456,099 $21.0M
Raymond James Financial Inc. 0.01% Reduce -6.4% 404,478 $18.6M
HighTower Advisors, LLC 0.02% Reduce -1.6% 340,997 $15.7M
Osaic Holdings, Inc. 0.02% Reduce -28.3% 322,128 $14.8M
Focus Partners Wealth 0.02% Reduce -12.4% 320,826 $14.7M
Janney Montgomery Scott LLC 0.03% Add +3.0% 287,524 $13.2M
Cetera Investment Advisers 0.01% Reduce -14.1% 272,674 $12.5M
LPL Financial LLC 0.00% Reduce -13.3% 269,841 $12.4M
Cwm, LLC 0.03% Reduce -10.0% 249,503 $11.5M
World Investment Advisors 0.16% Add +7.1% 219,629 $10.1M
Kestra Advisory Services, LLC 0.04% Add +3.0% 212,630 $9.8M
CoreCap Advisors, LLC 0.30% Reduce -1.3% 190,101 $8.7M
Orion Porfolio Solutions, LLC 0.07% Reduce -14.6% 186,889 $8.6M
AA Financial Advisors, LLC 1.15% Reduce -2.1% 177,069 $8.1M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -8.8% 173,468 $8.0M
Beacon Pointe Advisors, LLC 0.04% Add +93.3% 167,700 $7.7M
Southland Equity Partners LLC 1.34% Reduce -0.0% 149,468 $6.9M
MBL Wealth, LLC 0.52% Reduce -2.0% 148,446 $6.8M
MML Investors Services, LLC 0.02% Reduce -23.9% 147,229 $6.8M
Truist Financial Corp. 0.01% Reduce -2.8% 146,533 $6.7M
Triad Wealth Partners, LLC 0.52% Add +24.8% 142,284 $6.5M
Horizon Investments, LLC 0.07% Add +134.7% 140,610 $6.5M
Advisory Alpha, LLC 0.17% Reduce -0.5% 138,167 $6.4M
Forvis Mazars Wealth Advisors, LLC 0.11% Reduce -17.6% 131,169 $6.0M
Brookstone Capital Management 0.07% Reduce -12.5% 129,147 $5.9M
Cresset Asset Management, LLC 0.03% Add +12.9% 125,786 $5.8M
Principal Securities, Inc. 0.08% Reduce -0.3% 125,073 $5.7M
MTM Financial Group, LLC 2.56% Reduce -1.8% 118,479 $5.4M
Weaver Consulting Group 1.27% Add +1.9% 115,809 $5.3M
Signal Advisors Wealth, LLC 0.35% Add +26.8% 112,218 $5.2M
Talon Private Wealth, LLC 0.68% — 110,664 $5.1M
Composition Wealth, LLC 0.06% Reduce -14.8% 92,709 $4.3M
Vestmark Advisory Solutions, Inc. 0.05% Add +19.3% 89,937 $4.1M
CRA Financial Services, LLC 0.49% Reduce -3.0% 82,703 $3.8M
OneDigital Investment Advisors LLC 0.04% Reduce -2.3% 80,148 $3.7M
Keating Financial Advisory Services, Inc. 0.58% Reduce -13.5% 77,981 $3.6M
Founders Financial Securities LLC 0.20% Add +18.0% 73,837 $3.5M
McAdam, LLC 0.15% Reduce -0.0% 74,354 $3.4M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -85.3% 79,167 $3.4M
Pathstone Holdings, LLC 0.01% Reduce -26.8% 72,296 $3.3M
Patriot Financial Group Insurance Agency, LLC 0.19% Add +97.0% 72,044 $3.3M
Farther Finance Advisors, LLC 0.03% Reduce -6.5% 70,347 $3.2M
Certified Advisory Corp 0.29% Reduce -5.3% 70,116 $3.2M
Straight Path Wealth Management 0.86% Add +0.6% 70,045 $3.2M
Elmwood Wealth Management, Inc. 0.82% Add +8.3% 64,351 $3.0M
Global Strategic Investment Solutions, LLC 0.28% Reduce -47.5% 62,903 $2.9M
COFG Advisors, LLC 0.70% Add +0.5% 61,166 $2.8M
Spire Wealth Management 0.10% Reduce 0.0% 61,113 $2.8M
Cassady Wealth & Retirement Planning, LLC 1.39% Reduce -0.3% 55,929 $2.7M
Weaver Capital Management LLC 0.55% Reduce -0.9% 54,819 $2.5M
Blue Bell Private Wealth Management, LLC 0.36% Reduce -0.5% 53,916 $2.5M
Foundations Investment Advisors, LLC 0.03% Reduce -6.9% 51,981 $2.4M
Rothschild Wealth LLC 0.21% Reduce -2.2% 50,308 $2.3M
CreativeOne Wealth, LLC 0.05% Reduce -3.0% 48,979 $2.3M
Midwest Financial Network, LLC 1.74% Reduce -23.1% 47,596 $2.2M
First Commonwealth Financial Corp 0.34% Reduce -0.2% 47,146 $2.2M
Bellwether Advisors, LLC 0.36% Reduce -16.3% 46,323 $2.1M
BCS Wealth Management 0.43% Reduce -51.6% 46,208 $2.1M
BFI Wealth Solutions, LLC 1.99% Add +10.6% 44,756 $2.1M
Centaurus Financial, Inc. 0.10% Reduce -1.3% 44,981 $2.1M
WorthPointe, LLC 0.56% Reduce -15.8% 44,801 $2.1M
KFG Wealth Management, LLC 0.27% Reduce -10.3% 44,781 $2.1M
Susquehanna International Group, LLP 0.00% Add +288.4% 44,770 $2.1M
Berkshire Money Management, Inc. 0.21% No change 44,137 $2.0M
Long Island Wealth Management, Inc. 0.94% Reduce -4.5% 44,057 $2.0M
NewEdge Advisors, LLC 0.01% Reduce -1.1% 43,084 $2.0M
Capital Square, LLC 0.91% Reduce -6.8% 41,302 $2.0M
Capital Analysts, LLC 0.05% Reduce -1.2% 41,990 $1.9M
Jacobi Capital Management LLC 0.11% No change 41,688 $1.9M
Lakeridge Wealth Management LLC 0.82% Reduce -1.1% 41,392 $1.9M
Outlook Wealth Advisors, LLC 0.45% No change 40,776 $1.9M
Atria Investments, Inc 0.02% Add +2.7% 39,843 $1.8M
Fortune Financial Advisors, LLC 0.93% New 39,807 $1.8M
Harbour Investments, Inc. 0.03% Add +335.6% 39,606 $1.8M
IFP Advisors, Inc 0.04% Reduce -47.7% 39,559 $1.8M
Chicago Partners Investment Group LLC 0.04% Reduce -9.1% 37,564 $1.8M
Trek Financial, LLC 0.09% Reduce -1.4% 38,244 $1.8M
Cypress Wealth Services, LLC 0.25% No change 38,167 $1.8M
Benjamin Edwards Inc. 0.02% Reduce -2.5% 37,406 $1.7M
Wisconsin Wealth Advisors, LLC 1.67% No change 36,820 $1.7M
Captrust Financial Advisors 0.00% Reduce -4.9% 36,654 $1.7M
Diligent Investors, LLC 0.41% Reduce -1.4% 36,391 $1.7M
ARS Wealth Advisors Group, LLC 0.14% Reduce -6.7% 35,038 $1.6M
Cornerstone Planning Group LLC 0.21% No change 33,196 $1.6M
AE Wealth Management LLC 0.01% Reduce -11.2% 34,241 $1.6M
Vantage Point Financial LLC 0.55% Add +26.5% 33,953 $1.6M
Fortune Financial Group, Inc. 1.40% Add +0.0% 33,811 $1.6M
Compass Advisory Group LLC 0.40% Reduce -93.7% 32,232 $1.5M
Integrity Advisory Solutions, LLC 0.20% Reduce -18.7% 32,204 $1.5M
Keystone Wealth Services, LLC 0.32% New 32,160 $1.5M
Nations Financial Group Inc, /Ia/ 0.08% Reduce -0.2% 31,810 $1.5M
Stephens Inc. 0.02% Reduce -1.1% 30,105 $1.4M
Gill Capital Partners, LLC 0.40% Reduce -1.2% 30,053 $1.4M
Ascent Wealth Partners, LLC 0.16% Reduce -20.2% 29,072 $1.3M
Advisory Services Network, LLC 0.02% Reduce -3.5% 28,980 $1.3M
Fsa Wealth Partners, Inc. 0.63% New 28,762 $1.3M

"% 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 270 holders