Innovator U.S. Equity PowerPJULETF
13F holders, Q2 2026 (June 30)262holders −8
18new positions
23sold out
$48.40avg. 13F price*
At the end of Q2 2026, 262 institutions reported holding Innovator U.S. Equity Power (PJUL) in their 13F filings, down 8 from Q1 2026. 18 opened new positions and 23 sold out. The largest holders were Alliancebernstein L.P. ($155.1M), Penserra Capital Management LLC ($72.9M) and Commonwealth Equity Services, LLC ($31.1M).
- Company
- Innovator U.S. Equity Power
- CUSIP
- 45782C813
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $9.7M |
| Exits | 23 | $9.1M |
All 13F filers, Q1 2026 → Q2 2026: 1,615,525 shares bought and 883,867 shares sold, net +731,658 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 262 holders
| Alliancebernstein L.P. | 0.05% | Add +6.8% | 3,373,890 | $155.1M |
| Penserra Capital Management LLC | 0.56% | Add +5.2% | 1,492,928 | $72.9M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -8.9% | 637,862 | $31.1M |
| Blair William & Co. | 0.07% | Reduce -12.6% | 533,957 | $26.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.7% | 472,891 | $23.1M |
| Focus Partners Wealth | 0.02% | Add +37.4% | 440,919 | $21.5M |
| Osaic Holdings, Inc. | 0.02% | Add +23.2% | 396,834 | $19.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -4.5% | 386,409 | $18.9M |
| LPL Financial LLC | 0.00% | Add +31.4% | 354,696 | $17.3M |
| HighTower Advisors, LLC | 0.02% | Add +1.9% | 347,450 | $17.0M |
| Kestra Advisory Services, LLC | 0.05% | Add +58.7% | 337,377 | $16.5M |
| Janney Montgomery Scott LLC | 0.03% | Add +1.5% | 291,765 | $14.2M |
| Cetera Investment Advisers | 0.01% | Add +6.7% | 291,005 | $14.2M |
| World Investment Advisors | 0.17% | Reduce -2.5% | 214,176 | $10.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +15.1% | 199,717 | $9.7M |
| CoreCap Advisors, LLC | 0.28% | Add +4.1% | 197,873 | $9.7M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +5.8% | 197,777 | $9.7M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +10.5% | 185,241 | $9.0M |
| Cornerstone Wealth, LLC | 4.34% | Add +684.7% | 174,581 | $8.6M |
| AA Financial Advisors, LLC | 1.00% | Reduce -3.3% | 171,208 | $8.4M |
| MML Investors Services, LLC | 0.02% | Add +16.1% | 170,949 | $8.3M |
| Bellwether Advisors, LLC | 1.18% | Add +252.3% | 163,173 | $8.0M |
| Triad Wealth Partners, LLC | 0.44% | Add +5.2% | 149,663 | $7.4M |
| Southland Equity Partners LLC | 1.26% | Reduce -1.2% | 147,610 | $7.2M |
| Truist Financial Corp. | 0.01% | Add +0.5% | 147,224 | $7.2M |
| MBL Wealth, LLC | 0.47% | Reduce -5.0% | 141,059 | $6.9M |
| Principal Securities, Inc. | 0.08% | Add +8.3% | 135,415 | $6.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.10% | Reduce -5.0% | 124,593 | $6.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +67.2% | 132,344 | $5.9M |
| MTM Financial Group, LLC | 2.45% | Reduce -1.2% | 117,104 | $5.7M |
| Brookstone Capital Management | 0.06% | Reduce -9.5% | 116,873 | $5.7M |
| Cresset Asset Management, LLC | 0.02% | Reduce -9.5% | 113,802 | $5.6M |
| Weaver Consulting Group | 1.12% | Reduce -3.6% | 111,593 | $5.4M |
| Signal Advisors Wealth, LLC | 0.28% | Reduce -1.4% | 110,647 | $5.4M |
| Talon Private Wealth, LLC | 0.62% | Reduce -1.4% | 109,062 | $5.3M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Add +0.5% | 90,374 | $4.4M |
| Founders Financial Securities LLC | 0.21% | Add +12.9% | 83,380 | $4.1M |
| Centaurus Financial, Inc. | 0.16% | Add +85.2% | 83,302 | $4.1M |
| Farther Finance Advisors, LLC | 0.03% | Add +17.5% | 82,671 | $4.0M |
| OneDigital Investment Advisors LLC | 0.03% | Add +1.5% | 81,370 | $4.0M |
| Horizon Investments, LLC | 0.04% | Reduce -42.6% | 80,671 | $3.9M |
| Keating Financial Advisory Services, Inc. | 0.50% | Reduce -0.9% | 77,294 | $3.8M |
| US Bancorp \de | 0.00% | Add +260.4% | 76,020 | $3.7M |
| Composition Wealth, LLC | 0.04% | Reduce -21.0% | 73,267 | $3.6M |
| Straight Path Wealth Management | 0.83% | Add +3.4% | 72,431 | $3.5M |
| McAdam, LLC | 0.14% | Reduce -2.7% | 72,321 | $3.5M |
| Advisory Alpha, LLC | 0.08% | Reduce -49.3% | 70,020 | $3.4M |
| CRA Financial Services, LLC | 0.38% | Reduce -18.0% | 67,793 | $3.3M |
| Global Strategic Investment Solutions, LLC | 0.28% | Add +0.5% | 63,224 | $3.1M |
| COFG Advisors, LLC | 0.51% | Reduce -0.4% | 60,895 | $3.0M |
| Spire Wealth Management | 0.09% | Reduce -0.7% | 60,667 | $3.0M |
| Elmwood Wealth Management, Inc. | 0.74% | Reduce -6.0% | 60,502 | $3.0M |
| Certified Advisory Corp | 0.23% | Reduce -17.3% | 57,993 | $2.8M |
| Cassady Wealth & Retirement Planning, LLC | 1.27% | Add +0.0% | 55,940 | $2.7M |
| Blue Bell Private Wealth Management, LLC | 0.32% | Reduce -1.4% | 53,176 | $2.6M |
| First Commonwealth Financial Corp | 0.36% | Add +12.4% | 53,012 | $2.6M |
| Weaver Capital Management LLC | 0.56% | No change | 54,819 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Add +18.3% | 50,978 | $2.5M |
| BFI Wealth Solutions, LLC | 1.77% | Add +9.3% | 48,909 | $2.4M |
| Capital Square, LLC | 1.01% | Add +13.5% | 46,862 | $2.3M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -10.3% | 46,636 | $2.3M |
| Simplicity Wealth,LLC | 0.07% | New | 45,407 | $2.2M |
| Berkshire Money Management, Inc. | 0.20% | No change | 44,137 | $2.2M |
| Long Island Wealth Management, Inc. | 0.89% | No change | 44,057 | $2.2M |
| Capital Analysts, LLC | 0.05% | Add +2.0% | 42,827 | $2.1M |
| Jacobi Capital Management LLC | 0.10% | No change | 41,688 | $2.0M |
| Lakeridge Wealth Management LLC | 0.74% | No change | 41,392 | $2.0M |
| Rothschild Wealth LLC | 0.16% | Reduce -18.7% | 40,887 | $2.0M |
| Outlook Wealth Advisors, LLC | 0.43% | No change | 40,776 | $2.0M |
| WorthPointe, LLC | 0.50% | Reduce -10.0% | 40,320 | $2.0M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -18.4% | 39,982 | $2.0M |
| BCS Wealth Management | 0.35% | Reduce -13.8% | 39,806 | $1.9M |
| Harbour Investments, Inc. | 0.03% | Reduce -0.1% | 39,585 | $1.9M |
| IFP Advisors, Inc | 0.03% | Reduce -0.0% | 39,554 | $1.9M |
| Vantage Point Financial LLC | 0.58% | Add +14.4% | 38,848 | $1.9M |
| Atria Investments, Inc | 0.02% | Reduce -3.1% | 38,619 | $1.9M |
| Midwest Financial Network, LLC | 1.26% | Reduce -20.8% | 37,694 | $1.8M |
| Benjamin Edwards Inc. | 0.02% | Reduce -1.2% | 36,960 | $1.8M |
| Wisconsin Wealth Advisors, LLC | 1.54% | No change | 36,820 | $1.8M |
| Captrust Financial Advisors | 0.00% | No change | 36,654 | $1.8M |
| KFG Wealth Management, LLC | 0.20% | Reduce -18.6% | 36,446 | $1.8M |
| Fortune Financial Advisors, LLC | 0.76% | Reduce -8.6% | 36,379 | $1.8M |
| ARS Wealth Advisors Group, LLC | 0.14% | Add +2.8% | 36,018 | $1.8M |
| Corrado Advisors, LLC | 0.80% | Add +215.4% | 35,766 | $1.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.18% | Reduce -50.5% | 35,662 | $1.7M |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -5.1% | 35,652 | $1.7M |
| O'Connor Financial Group LLC | 0.60% | New | 34,827 | $1.7M |
| Diligent Investors, LLC | 0.37% | Reduce -6.0% | 34,216 | $1.7M |
| AE Wealth Management LLC | 0.01% | Reduce -0.6% | 34,027 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +115.8% | 33,331 | $1.6M |
| Cornerstone Planning Group LLC | 0.20% | No change | 33,196 | $1.6M |
| Bedel Financial Consulting, Inc. | 0.15% | Add +22.9% | 32,938 | $1.6M |
| Fortune Financial Group, Inc. | 1.24% | Reduce -4.5% | 32,287 | $1.6M |
| Compass Advisory Group LLC | 0.37% | No change | 32,232 | $1.6M |
| Keystone Wealth Services, LLC | 0.28% | Reduce -2.5% | 31,355 | $1.5M |
| Trek Financial, LLC | 0.08% | Reduce -18.5% | 31,181 | $1.5M |
| Cypress Wealth Services, LLC | 0.18% | Reduce -20.0% | 30,531 | $1.5M |
| Integrity Advisory Solutions, LLC | 0.15% | Reduce -5.4% | 30,468 | $1.5M |
| Stephens Inc. | 0.02% | Reduce -1.7% | 29,599 | $1.4M |
| WealthPlan Investment Management, LLC | 0.07% | Add +3.1% | 29,169 | $1.4M |
| Advisory Services Network, LLC | 0.02% | No change | 28,980 | $1.4M |
| Ascent Wealth Partners, LLC | 0.13% | Reduce -6.0% | 27,325 | $1.3M |
| FSA Advisors, Inc. | 0.58% | Add +3.3% | 25,788 | $1.3M |
| Kearns & Associates LLC | 0.59% | No change | 25,755 | $1.3M |
| Global Assets Advisory, LLC | 0.27% | Add +8.3% | 25,501 | $1.2M |
| Mutual Advisors, LLC | 0.02% | Reduce -6.4% | 25,369 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Reduce -0.9% | 25,319 | $1.2M |
| Castle Rock Wealth Management, LLC | 0.24% | Reduce -0.7% | 24,923 | $1.2M |
| Stratos Wealth Advisors, LLC | 0.07% | Reduce -4.2% | 24,382 | $1.2M |
| ODonnell Financial Services, LLC | 0.34% | Reduce -3.6% | 23,505 | $1.1M |
| Forty-three Eighteen Advisors, LLC | 0.74% | Reduce -2.2% | 22,464 | $1.1M |
| Brown Brothers Harriman & Co. | 0.00% | No change | 22,461 | $1.1M |
| Wealth Alliance, LLC | 0.09% | No change | 22,240 | $1.1M |
| Axxcess Wealth Management, LLC | 0.02% | New | 21,723 | $1.1M |
| Independent Financial Group, LLC | 0.02% | Reduce -12.2% | 21,656 | $1.1M |
| Prossimo Advisors, LLC | 6.07% | No change | 21,554 | $1.1M |
| Fragasso Financial Advisors Inc | 0.06% | Reduce -0.1% | 21,509 | $1.0M |
| RFG Advisory, LLC | 0.02% | Reduce -7.1% | 21,250 | $1.0M |
| Chris Bulman Inc | 0.38% | Reduce -15.3% | 21,208 | $1.0M |
| Gill Capital Partners, LLC | 0.27% | Reduce -30.5% | 20,884 | $1.0M |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -3.2% | 20,602 | $1.0M |
| Continuum Advisory, LLC | 0.08% | Reduce -0.0% | 20,348 | $993K |
| Orion Capital Management LLC | 0.30% | No change | 19,757 | $964K |
| Lido Advisors, LLC | 0.00% | Add +17.2% | 19,695 | $961K |
| Cerity Partners LLC | 0.00% | Reduce -16.7% | 19,685 | $961K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -1.3% | 19,462 | $950K |
| Fiduciary Financial Group, LLC | 0.11% | Reduce -1.7% | 19,003 | $928K |
| Sigma Planning Corp | 0.02% | Reduce -1.9% | 18,783 | $917K |
| Encompass More Asset Management | 0.13% | Add +11.1% | 18,662 | $911K |
| Cardinal Point Capital Management ULC | 0.05% | No change | 18,408 | $898K |
| Creative Planning | 0.00% | Add +0.1% | 18,345 | $895K |
| Welch Financial Planning, LLC | 0.51% | Reduce -0.9% | 18,062 | $882K |
| MAI Capital Management | 0.00% | Add +20.8% | 16,803 | $820K |
| Nikulski Financial, Inc. | 0.18% | Reduce -3.0% | 16,720 | $816K |
| Wood Tarver Financial Group, LLC | 0.19% | No change | 16,508 | $805K |
| Per Stirling Capital Management, LLC. | 0.08% | Add +9.7% | 16,298 | $796K |
| City Center Advisors, LLC | 0.64% | Reduce -1.3% | 16,290 | $795K |
| AdvisorNet Financial, Inc | 0.03% | Add +246.3% | 15,446 | $754K |
| Beck Capital Management, LLC | 0.14% | Reduce -0.1% | 15,327 | $748K |
| BIP Wealth, LLC | 0.02% | Reduce -10.6% | 14,326 | $699K |
| Glenmede Trust Co. NA | 0.00% | Reduce -1.7% | 14,281 | $697K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 14,231 | $695K |
| SageView Advisory Group, LLC | 0.02% | No change | 13,877 | $677K |
| Jessup Wealth Management, Inc | 0.20% | Reduce -0.5% | 13,754 | $671K |
| Creative Financial Designs Inc. | 0.03% | Reduce -0.6% | 13,565 | $662K |
| DHJJ Financial Advisors, Ltd. | 0.19% | Reduce -6.2% | 13,454 | $657K |
| Altfest L J & Co. Inc. | 0.06% | No change | 12,758 | $623K |
| Lineweaver Wealth Advisors, LLC | 0.07% | No change | 12,677 | $619K |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.8% | 12,623 | $616K |
| Focus Financial Network, Inc. | 0.02% | No change | 12,558 | $613K |
| Quest 10 Wealth Builders, Inc. | 0.47% | Reduce -7.4% | 12,483 | $609K |
| XML Financial, LLC | 0.04% | No change | 12,174 | $594K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +107.3% | 12,099 | $593K |
| Pinnacle Wealth Management Group, Inc. | 0.28% | Add +9.0% | 12,080 | $590K |
| WealthPLAN Partners, LLC | 0.11% | Add +0.2% | 12,051 | $588K |
| Fiduciary Financial Advisors | 0.06% | New | 12,026 | $587K |
| Storgate, LLC | 0.12% | New | 12,000 | $586K |
| Belpointe Asset Management LLC | 0.02% | Add +12.8% | 11,666 | $569K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.2% | 11,570 | $565K |
| Retirement Income Solutions, Inc. | 0.10% | No change | 12,013 | $552K |
| Dakota Wealth Management | 0.01% | No change | 11,243 | $549K |
| Alliance Wealth Advisors, LLC | 0.22% | No change | 11,200 | $547K |
| Sovran Advisors, LLC | 0.04% | Add +5.1% | 11,142 | $543K |
| Blue Water Asset Management | 0.16% | Add +46.0% | 10,398 | $508K |
| Schulz Wealth, LTD. | 0.26% | — | 10,353 | $505K |
| Tradition Wealth Management, LLC | 0.03% | Add +20.6% | 10,317 | $504K |
| Neuberger Berman Group LLC | 0.00% | No change | 10,158 | $496K |
| GenTrust, LLC | 0.02% | No change | 10,157 | $496K |
| Integrated Wealth Concepts LLC | 0.00% | Add +38.3% | 9,972 | $487K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Add +0.0% | 9,849 | $481K |
| Arkadios Wealth Advisors | 0.01% | Reduce -1.5% | 9,830 | $480K |
| Inspire Advisors, LLC | 0.03% | Add +45.8% | 9,723 | $475K |
| Atticus Wealth Management, LLC | 0.11% | Reduce -43.7% | 9,680 | $472K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +23.1% | 9,239 | $451K |
| PFG Advisors | 0.02% | Reduce -5.3% | 9,157 | $447K |
| Arax Advisory Partners | 0.00% | Add +24.0% | 8,670 | $423K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -49.7% | 8,446 | $412K |
| Three Seasons Wealth, LLC | 0.04% | Reduce -0.3% | 8,341 | $407K |
| Riverchase Wealth Management, LLC | 0.19% | No change | 8,258 | $403K |
| Journey Retirement Planning & Investment Management LLC | 0.31% | Add +15.0% | 8,214 | $401K |
| Diversify Advisory Services, LLC | 0.01% | New | 8,090 | $394K |
| Diversify Wealth Management, LLC | 0.01% | No change | 8,090 | $394K |
| Advisor OS, LLC | 0.03% | No change | 8,026 | $392K |
| Allworth Financial LP | 0.00% | Reduce -14.6% | 7,836 | $382K |
| Michels Family Financial, LLC | 0.24% | No change | 7,600 | $371K |
| StoneX Group Inc. | 0.01% | New | 7,630 | $368K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -0.3% | 7,465 | $364K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | No change | 7,304 | $357K |
| Retirement Guys Formula LLC | 0.13% | No change | 7,163 | $350K |
| Yarger Wealth Strategies, LLC | 0.13% | Reduce -19.4% | 7,110 | $349K |
| Phoenix Financial Ltd. | 0.00% | Reduce -16.0% | 6,765 | $330K |
| ATX Financial Planning, LLC | 0.22% | Add +13.0% | 6,695 | $327K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Add +5.1% | 6,671 | $326K |
| Brown Wealth Management, LLC | 0.07% | Reduce -1.1% | 6,305 | $308K |
| Southern Capital Services Inc. | 0.17% | No change | 6,153 | $300K |
| OFS Enterprise LLC | 0.08% | New | 6,146 | $300K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | New | 6,091 | $297K |
| Financial Network Wealth Advisors LLC | 0.30% | Reduce -0.4% | 5,970 | $291K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 5,951 | $290K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +1.1% | 5,896 | $288K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -10.1% | 5,871 | $287K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 5,856 | $286K |
| Commerce Advisors, LLC | 0.15% | No change | 5,825 | $284K |
| Mgo One Seven LLC | 0.00% | No change | 5,757 | $281K |
| Sequent Planning LLC | 0.06% | Add +1.2% | 5,743 | $280K |
| Cape Investment Advisory, Inc. | 0.07% | Add +5.6% | 5,700 | $278K |
| Ballast Rock Private Wealth LLC | 0.13% | No change | 5,674 | $277K |
| Retirement Planning Group, LLC | 0.01% | Reduce -18.2% | 5,672 | $277K |
| City Holding Co. | 0.03% | Reduce -0.5% | 5,560 | $271K |
| JPMorgan Chase & Co. | 0.00% | Add +161.2% | 5,545 | $270K |
| Visionary Wealth Advisors | 0.01% | Add +3.8% | 5,521 | $269K |
| Signature Estate & Investment Advisors LLC | 0.00% | No change | 5,508 | $269K |
| IHT Wealth Management, LLC | 0.01% | No change | 5,428 | $265K |
| Goldstein Advisors, LLC | 0.02% | No change | 5,357 | $261K |
| Delta Investment Management, LLC | 0.04% | Reduce -13.1% | 5,343 | $261K |
| Clay Northam Wealth Management, LLC | 0.13% | No change | 5,310 | $259K |
| Calton & Associates, Inc. | 0.04% | New | 5,350 | $258K |
| Advyzon Investment Management, LLC | 0.02% | Add +6.8% | 5,144 | $251K |
| Integral Investment Advisors, Inc. | 0.05% | No change | 5,085 | $248K |
| Buska Wealth Management, LLC | 0.09% | Reduce -9.6% | 5,036 | $246K |
| Schnieders Capital Management, Llc. | 0.03% | No change | 5,020 | $245K |
| Blue Sky Capital Consultants Group, Inc. | 0.10% | Add +2.4% | 4,980 | $243K |
| BridgePort Financial Solutions, LLC | 0.06% | No change | 4,965 | $242K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -0.3% | 4,846 | $237K |
| Advance Capital Management, Inc. | 0.01% | Reduce -5.3% | 4,832 | $236K |
| Pacific Park Financial, Inc. | 0.13% | Reduce -2.7% | 4,624 | $226K |
| William Mack & Associates, Inc. | 0.08% | No change | 4,500 | $220K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 4,429 | $216K |
| Truepoint, Inc. | 0.00% | New | 4,322 | $211K |
| Occidental Asset Management, LLC | 0.02% | New | 4,308 | $210K |
| Modern Wealth Management, LLC | 0.00% | New | 4,186 | $204K |
| Plotkin Financial Advisors, LLC | 0.08% | New | 4,177 | $204K |
| Silver Oak Securities, Incorporated | 0.01% | New | 4,055 | $198K |
| NBT Bank, N.A. | 0.01% | No change | 3,988 | $195K |
| WealthShield Partners, LLC | 0.03% | Reduce -17.1% | 3,733 | $182K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,393 | $166K |
| Clearstead Advisors, LLC | 0.00% | Reduce -38.9% | 3,346 | $163K |
| Signaturefd, LLC | 0.00% | No change | 3,243 | $158K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,636 | $129K |
| Red Reef Advisors LLC | 0.11% | No change | 2,517 | $123K |
| PFS Partners, LLC | 0.04% | No change | 2,142 | $105K |
| Wagner Wealth Management, LLC | 0.02% | No change | 2,000 | $98K |
| AlphaCore Capital LLC | 0.00% | No change | 1,900 | $93K |
| Comprehensive Financial Planning, Inc. | 0.04% | No change | 1,659 | $81K |
| PlanVest Financial, Inc | 0.05% | No change | 1,506 | $74K |
| Integrity Financial Corp | 0.03% | No change | 1,454 | $71K |
| Chapman Financial Group, LLC | 0.04% | No change | 1,200 | $59K |
| Morgan Stanley | 0.00% | Add +62.3% | 946 | $46K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 939 | $46K |
| Bernard Wealth Management Corp. | 0.02% | Reduce -3.5% | 871 | $43K |
| Evermay Wealth Management LLC | 0.00% | No change | 615 | $30K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 551 | $27K |
| Archer Investment Corp | 0.00% | No change | 495 | $24K |
| UBS Group AG | 0.00% | New | 277 | $14K |
| JDM Financial Group LLC | 0.00% | No change | 248 | $12K |
| Compass Financial Management LLC | 0.00% | — | 197 | $10K |
| Larson Financial Group LLC | 0.00% | No change | 190 | $9K |
| Global Retirement Partners, LLC | 0.00% | — | 150 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -63.5% | 109 | $5K |
| IAG Wealth Partners, LLC | 0.00% | No change | 74 | $4K |
| 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.