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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $11.4M |
| Exits | 20 | $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 |
| WealthPlan Investment Management, LLC | 0.07% | Add +20.0% | 28,294 | $1.3M |
| Mutual Advisors, LLC | 0.03% | Reduce -21.9% | 27,094 | $1.2M |
| Bedel Financial Consulting, Inc. | 0.14% | Reduce -3.1% | 26,791 | $1.2M |
| Kearns & Associates LLC | 0.64% | No change | 25,755 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Add +10.9% | 25,549 | $1.2M |
| Stratos Wealth Advisors, LLC | 0.07% | Reduce -2.7% | 25,439 | $1.2M |
| Castle Rock Wealth Management, LLC | 0.25% | No change | 25,103 | $1.2M |
| Chris Bulman Inc | 0.50% | Reduce -10.4% | 25,051 | $1.2M |
| FSA Advisors, Inc. | 0.76% | Reduce -0.9% | 24,957 | $1.1M |
| Independent Financial Group, LLC | 0.03% | No change | 24,656 | $1.1M |
| ODonnell Financial Services, LLC | 0.39% | No change | 24,374 | $1.1M |
| Cerity Partners LLC | 0.00% | Reduce -2.8% | 23,639 | $1.1M |
| Global Assets Advisory, LLC | 0.31% | Reduce -1.1% | 23,554 | $1.1M |
| Cornerstone Wealth, LLC | 0.60% | — | 22,248 | $1.1M |
| Forty-three Eighteen Advisors, LLC | 0.79% | No change | 22,964 | $1.1M |
| RFG Advisory, LLC | 0.02% | Reduce -3.5% | 22,868 | $1.1M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 22,461 | $1.0M |
| Wealth Alliance, LLC | 0.10% | Reduce -22.4% | 22,240 | $1.0M |
| Fragasso Financial Advisors Inc | 0.06% | Add +0.9% | 21,530 | $997K |
| Prossimo Advisors, LLC | 6.03% | New | 21,554 | $991K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -4.8% | 21,290 | $979K |
| US Bancorp \de | 0.00% | No change | 21,094 | $970K |
| Continuum Advisory, LLC | 0.09% | Reduce -6.0% | 20,352 | $936K |
| Orion Capital Management LLC | 0.31% | Add +6.3% | 19,757 | $908K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +31.4% | 19,725 | $907K |
| Fiduciary Financial Group, LLC | 0.12% | No change | 19,337 | $889K |
| Sigma Planning Corp | 0.02% | Reduce -1.1% | 19,144 | $880K |
| Cardinal Point Capital Management ULC | 0.05% | Reduce -5.5% | 18,408 | $846K |
| Creative Planning | 0.00% | New | 18,325 | $842K |
| Welch Financial Planning, LLC | 0.60% | Reduce -4.7% | 18,222 | $838K |
| Nikulski Financial, Inc. | 0.20% | Reduce -0.3% | 17,240 | $792K |
| Atticus Wealth Management, LLC | 0.21% | Reduce -10.4% | 17,190 | $790K |
| Catalina Capital Group, LLC | 0.48% | Reduce -19.5% | 16,892 | $776K |
| Lido Advisors, LLC | 0.00% | No change | 16,807 | $773K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -34.5% | 16,793 | $772K |
| Encompass More Asset Management | 0.13% | Reduce -63.9% | 16,792 | $772K |
| City Center Advisors, LLC | 0.70% | Add +1.3% | 16,502 | $759K |
| Wood Tarver Financial Group, LLC | 0.21% | Reduce -1.1% | 16,508 | $758K |
| BIP Wealth, LLC | 0.03% | Reduce -0.8% | 16,017 | $736K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.3% | 15,446 | $710K |
| Beck Capital Management, LLC | 0.16% | Reduce -4.4% | 15,339 | $705K |
| Citadel Advisors | 0.00% | Add +7.9% | 15,038 | $691K |
| Per Stirling Capital Management, LLC. | 0.08% | Reduce -1.4% | 14,854 | $683K |
| Glenmede Trust Co. NA | 0.00% | New | 14,530 | $668K |
| DHJJ Financial Advisors, Ltd. | 0.22% | No change | 14,339 | $659K |
| MAI Capital Management | 0.00% | Reduce -6.7% | 13,914 | $640K |
| SageView Advisory Group, LLC | 0.02% | No change | 13,877 | $638K |
| Jessup Wealth Management, Inc | 0.23% | Reduce -11.3% | 13,821 | $635K |
| Creative Financial Designs Inc. | 0.04% | Reduce -2.4% | 13,640 | $627K |
| Quest 10 Wealth Builders, Inc. | 0.54% | Reduce -2.1% | 13,485 | $620K |
| Money Concepts Capital Corp. | 0.03% | No change | 12,897 | $593K |
| Altfest L J & Co. Inc. | 0.06% | No change | 12,758 | $586K |
| Lineweaver Wealth Advisors, LLC | 0.08% | No change | 12,677 | $583K |
| Focus Financial Network, Inc. | 0.02% | Reduce -13.5% | 12,558 | $577K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 12,210 | $561K |
| XML Financial, LLC | 0.05% | Reduce -16.8% | 12,174 | $560K |
| WealthPLAN Partners, LLC | 0.11% | Add +15.1% | 12,024 | $553K |
| Retirement Income Solutions, Inc. | 0.09% | No change | 12,013 | $552K |
| Caprock Group, LLC | 0.01% | Add +22.4% | 11,950 | $549K |
| Corrado Advisors, LLC | 0.27% | No change | 11,341 | $521K |
| Dakota Wealth Management | 0.01% | No change | 11,243 | $517K |
| Alliance Wealth Advisors, LLC | 0.24% | No change | 11,200 | $515K |
| Pinnacle Wealth Management Group, Inc. | 0.25% | Reduce -7.2% | 11,080 | $509K |
| Sovran Advisors, LLC | 0.04% | No change | 10,597 | $508K |
| Belpointe Asset Management LLC | 0.02% | No change | 10,345 | $476K |
| Neuberger Berman Group LLC | 0.00% | No change | 10,158 | $467K |
| GenTrust, LLC | 0.02% | No change | 10,157 | $467K |
| Arkadios Wealth Advisors | 0.01% | New | 9,979 | $459K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Add +11.0% | 9,848 | $453K |
| PFG Advisors | 0.02% | Reduce -76.5% | 9,674 | $445K |
| Corient Private Wealth LP | 0.00% | No change | 9,271 | $426K |
| Allworth Financial LP | 0.00% | Reduce -0.1% | 9,174 | $422K |
| Yarger Wealth Strategies, LLC | 0.16% | Reduce -4.1% | 8,821 | $405K |
| Summit Financial, LLC | 0.01% | New | 8,809 | $405K |
| Private Advisor Group, LLC | 0.00% | New | 8,721 | $401K |
| Avior Wealth Management, LLC | 0.01% | Reduce -5.1% | 8,659 | $398K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -6.3% | 8,556 | $393K |
| Diversify Wealth Management, LLC | 0.01% | New | 8,090 | $386K |
| Three Seasons Wealth, LLC | 0.15% | Reduce -4.2% | 8,370 | $385K |
| Riverchase Wealth Management, LLC | 0.20% | Reduce -16.5% | 8,258 | $380K |
| Phoenix Financial Ltd. | 0.00% | No change | 8,055 | $369K |
| Advisor OS, LLC | 0.03% | New | 8,026 | $369K |
| HRT Financial LP | 0.00% | New | 7,634 | $350K |
| Michels Family Financial, LLC | 0.25% | No change | 7,600 | $349K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -1.4% | 7,507 | $345K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 7,490 | $344K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | No change | 7,304 | $336K |
| Integrated Wealth Concepts LLC | 0.00% | New | 7,209 | $331K |
| Retirement Guys Formula LLC | 0.15% | No change | 7,163 | $329K |
| Journey Retirement Planning & Investment Management LLC | 0.29% | Reduce -74.0% | 7,142 | $328K |
| Blue Water Asset Management | 0.11% | Reduce -85.3% | 7,120 | $327K |
| LeClair Wealth Partners LLC | 0.11% | New | 7,120 | $327K |
| Arax Advisory Partners | 0.01% | No change | 6,992 | $321K |
| Retirement Planning Group, LLC | 0.01% | No change | 6,934 | $319K |
| Inspire Advisors, LLC | 0.03% | New | 6,671 | $307K |
| Wells Fargo & Company | 0.00% | Add +0.4% | 6,537 | $300K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -0.1% | 6,528 | $300K |
| Brown Wealth Management, LLC | 0.08% | No change | 6,378 | $293K |
| Triton Financial Group Inc | 0.51% | New | 6,342 | $293K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Reduce -27.2% | 6,347 | $292K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -22.2% | 5,951 | $283K |
| Southern Capital Services Inc. | 0.18% | No change | 6,153 | $283K |
| Delta Investment Management, LLC | 0.05% | Reduce -46.6% | 6,146 | $283K |
| Financial Network Wealth Advisors LLC | 0.28% | Reduce -3.1% | 5,993 | $275K |
| ATX Financial Planning, LLC | 0.21% | Reduce -8.6% | 5,925 | $272K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -29.9% | 5,837 | $270K |
| Old Mission Capital LLC | 0.01% | Reduce -85.3% | 5,857 | $269K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -1.4% | 5,856 | $269K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +3.4% | 5,831 | $268K |
| Commerce Advisors, LLC | 0.23% | — | 5,825 | $268K |
| HFG Wealth Management, LLC | 0.15% | Reduce -14.2% | 5,820 | $268K |
| Mgo One Seven LLC | 0.01% | Reduce -44.2% | 5,757 | $265K |
| Signet Financial Management, LLC | 0.03% | No change | 5,748 | $264K |
| Sequent Planning LLC | 0.06% | Reduce -0.4% | 5,675 | $261K |
| Ballast Rock Private Wealth LLC | 0.14% | Reduce -2.3% | 5,674 | $261K |
| City Holding Co. | 0.03% | Add +0.3% | 5,590 | $257K |
| Buska Wealth Management, LLC | 0.10% | Reduce -10.9% | 5,573 | $256K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -1.6% | 5,508 | $253K |
| Clearstead Advisors, LLC | 0.00% | No change | 5,479 | $252K |
| Cypress Financial Planning LLC | 0.07% | Reduce -49.5% | 5,454 | $251K |
| IHT Wealth Management, LLC | 0.01% | No change | 5,428 | $250K |
| Cape Investment Advisory, Inc. | 0.08% | No change | 5,400 | $248K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 5,388 | $248K |
| Goldstein Advisors, LLC | 0.03% | No change | 5,357 | $246K |
| Visionary Wealth Advisors | 0.01% | No change | 5,317 | $244K |
| Clay Northam Wealth Management, LLC | 0.14% | No change | 5,310 | $244K |
| Advance Capital Management, Inc. | 0.01% | No change | 5,105 | $235K |
| Integral Investment Advisors, Inc. | 0.06% | No change | 5,085 | $234K |
| Schnieders Capital Management, Llc. | 0.04% | Reduce -4.3% | 5,020 | $231K |
| BridgePort Financial Solutions, LLC | 0.06% | New | 4,965 | $228K |
| Blue Sky Capital Consultants Group, Inc. | 0.11% | Reduce -6.9% | 4,863 | $224K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -0.2% | 4,860 | $223K |
| AQR Capital Management | 0.00% | New | 4,830 | $222K |
| Advyzon Investment Management, LLC | 0.02% | Reduce -6.6% | 4,818 | $221K |
| Pacific Park Financial, Inc. | 0.14% | Reduce -16.5% | 4,751 | $218K |
| WealthShield Partners, LLC | 0.02% | No change | 4,504 | $207K |
| William Mack & Associates, Inc. | 0.12% | No change | 4,500 | $207K |
| AdvisorNet Financial, Inc | 0.01% | No change | 4,460 | $205K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 4,429 | $204K |
| NBT Bank, N.A. | 0.01% | No change | 3,988 | $183K |
| TopTier Wealth Management, LLC | 0.11% | New | 3,957 | $182K |
| Signaturefd, LLC | 0.00% | No change | 3,243 | $149K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,636 | $121K |
| Red Reef Advisors LLC | 0.12% | No change | 2,517 | $116K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,422 | $111K |
| PFS Partners, LLC | 0.05% | Reduce -0.7% | 2,142 | $98K |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.5% | 2,123 | $96K |
| Wagner Wealth Management, LLC | 0.02% | No change | 2,000 | $92K |
| AlphaCore Capital LLC | 0.00% | No change | 1,900 | $87K |
| Comprehensive Financial Planning, Inc. | 0.05% | Reduce -2.5% | 1,659 | $76K |
| PlanVest Financial, Inc | 0.05% | — | 1,506 | $69K |
| Integrity Financial Corp | 0.03% | Reduce -53.7% | 1,454 | $67K |
| Chapman Financial Group, LLC | 0.04% | Reduce -73.3% | 1,200 | $55K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -84.1% | 939 | $43K |
| Bernard Wealth Management Corp. | 0.02% | Reduce -16.5% | 903 | $42K |
| Whipplewood Advisors, LLC | 0.02% | No change | 893 | $41K |
| Evermay Wealth Management LLC | 0.00% | No change | 615 | $28K |
| Barclays PLC | 0.00% | Reduce -46.3% | 600 | $28K |
| Morgan Stanley | 0.00% | No change | 583 | $27K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 551 | $25K |
| Sunbelt Securities, Inc. | 0.00% | No change | 543 | $25K |
| Archer Investment Corp | 0.00% | No change | 495 | $23K |
| Anfield Capital Management, LLC | 0.00% | No change | 319 | $15K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 299 | $14K |
| JDM Financial Group LLC | 0.00% | No change | 248 | $11K |
| Global Wealth Strategies & Associates | 0.00% | No change | 228 | $10K |
| Larson Financial Group LLC | 0.00% | No change | 190 | $9K |
| IAG Wealth Partners, LLC | 0.00% | New | 74 | $3K |
| Assetmark, Inc. | 0.00% | No change | 35 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 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.