Innovator U.S. Equity PowerPJUNETF
13F holders, Q2 2024 (June 30)162holders +17
27new positions
10sold out
1famous investor
$35.40avg. 13F price*
At the end of Q2 2024, 162 institutions reported holding Innovator U.S. Equity Power (PJUN) in their 13F filings, up 17 from Q1 2024. 27 opened new positions and 10 sold out. The largest holders were Alliancebernstein L.P. ($100.6M), AE Wealth Management LLC ($48.6M) and Penserra Capital Management LLC ($36.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Innovator U.S. Equity Power
- CUSIP
- 45782C748
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $40.8M |
| Exits | 10 | $33.3M |
All 13F filers, Q1 2024 → Q2 2024: 5,911,175 shares bought and 1,139,794 shares sold, net +4,771,381 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 162 holders
| Alliancebernstein L.P. | 0.04% | Add +13.6% | 2,825,371 | $100.6M |
| AE Wealth Management LLC | 0.49% | Add +3502.9% | 1,363,822 | $48.6M |
| Penserra Capital Management LLC | 0.46% | Add +4.0% | 1,016,686 | $36.2M |
| Brookstone Capital Management | 0.57% | Add +411.4% | 960,978 | $34.6M |
| Osaic Holdings, Inc. | 0.05% | Add +161.5% | 552,030 | $19.7M |
| HighTower Advisors, LLC | 0.03% | Add +248.2% | 543,490 | $19.4M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -6.7% | 489,033 | $17.4M |
| NorthCoast Asset Management LLC | 0.11% | New | 353,729 | $12.6M |
| Chris Bulman Inc | 8.14% | — | 334,333 | $11.9M |
| Lineweaver Wealth Advisors, LLC | 2.35% | Reduce -5.3% | 318,754 | $11.4M |
| Weaver Capital Management LLC | 3.27% | Add +0.7% | 284,730 | $10.1M |
| Cetera Investment Advisers | 0.02% | Add +36.9% | 212,470 | $7.6M |
| McAdam, LLC | 0.45% | Reduce -10.9% | 210,956 | $7.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +101.7% | 206,425 | $7.4M |
| Truist Financial Corp. | 0.01% | Add +19.2% | 187,212 | $6.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +191.1% | 180,306 | $6.4M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +100.5% | 175,373 | $6.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +57.2% | 172,714 | $6.2M |
| WPWealth LLP | 1.47% | New | 170,631 | $6.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +34.1% | 157,173 | $5.6M |
| Blair William & Co. | 0.02% | Add +16.0% | 153,285 | $5.5M |
| Advisory Alpha, LLC | 0.21% | Add +191.4% | 152,900 | $5.4M |
| ARS Wealth Advisors Group, LLC | 0.65% | Add +484.6% | 141,176 | $5.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +85.7% | 140,903 | $5.0M |
| Foundations Investment Advisors, LLC | 0.11% | New | 130,631 | $4.7M |
| Bellwether Advisors, LLC | 0.96% | Add +18.1% | 128,085 | $4.6M |
| Yarger Wealth Strategies, LLC | 2.59% | Add +44.5% | 120,926 | $4.3M |
| Stratos Wealth Advisors, LLC | 0.21% | Add +116.1% | 117,717 | $4.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.10% | Reduce -1.3% | 110,820 | $3.9M |
| CoreCap Advisors, LLC | 0.41% | Add +36.9% | 109,630 | $3.9M |
| Southland Equity Partners LLC | 1.07% | Add +3.0% | 105,429 | $3.8M |
| Weaver Consulting Group | 1.30% | Add +4.9% | 104,241 | $3.7M |
| MTM Financial Group, LLC | 2.31% | Add +0.9% | 101,731 | $3.6M |
| Clear Point Advisors Inc. | 2.89% | Reduce -3.1% | 98,905 | $3.5M |
| MAI Capital Management | 0.03% | Add +850.1% | 91,975 | $3.3M |
| Focus Partners Wealth | 0.01% | New | 87,350 | $3.1M |
| LPL Financial LLC | 0.00% | Add +17.4% | 85,455 | $3.0M |
| Independent Financial Group, LLC | 0.12% | Add +0.1% | 81,396 | $2.9M |
| Strategic Blueprint, LLC | 0.17% | Add +1.6% | 69,668 | $2.5M |
| Corrado Advisors, LLC | 1.55% | Add +114.3% | 67,427 | $2.4M |
| NewEdge Advisors, LLC | 0.02% | Add +815.5% | 65,973 | $2.3M |
| Balboa Wealth Partners | 0.57% | Reduce -0.3% | 60,263 | $2.1M |
| RFG Advisory, LLC | 0.07% | Add +77.0% | 59,660 | $2.1M |
| Raymond James & Associates | 0.00% | New | 59,076 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -7.8% | 58,946 | $2.1M |
| KFG Wealth Management, LLC | 0.80% | Add +7.8% | 56,648 | $2.0M |
| Pinnacle Wealth Management Group, Inc. | 1.35% | Add +142.9% | 55,830 | $2.0M |
| Wealth Alliance, LLC | 0.24% | Add +2.8% | 51,787 | $1.8M |
| Dakota Wealth Management | 0.04% | New | 49,815 | $1.8M |
| Cape Investment Advisory, Inc. | 0.76% | Add +9.3% | 47,250 | $1.7M |
| Townsquare Capital LLC | 0.02% | Reduce -11.0% | 46,337 | $1.7M |
| Castle Rock Wealth Management, LLC | 0.40% | Add +2.6% | 45,178 | $1.6M |
| Summit Wealth Partners, LLC | 0.33% | Add +3.5% | 44,160 | $1.6M |
| Catalina Capital Group, LLC | 0.59% | New | 43,755 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | New | 42,941 | $1.5M |
| MML Investors Services, LLC | 0.01% | Add +29.8% | 42,867 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Add +4.5% | 41,113 | $1.5M |
| Chicago Partners Investment Group LLC | 0.05% | Add +7.9% | 36,328 | $1.3M |
| BCS Wealth Management | 0.63% | Add +21.4% | 36,261 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Add +80.0% | 35,941 | $1.3M |
| Cardinal Point Capital Management ULC | 0.22% | No change | 35,240 | $1.3M |
| IFP Advisors, Inc | 0.05% | Add +135.8% | 32,637 | $1.2M |
| Cornerstone Wealth Group, LLC | 0.10% | Add +62.7% | 32,461 | $1.2M |
| Brown Wealth Management, LLC | 0.45% | Add +11.8% | 31,328 | $1.1M |
| Berkshire Money Management, Inc. | 0.13% | Reduce -2.3% | 30,371 | $1.1M |
| Kingsview Wealth Management, LLC | 0.03% | Add +209.9% | 30,237 | $1.1M |
| WealthPLAN Partners, LLC | 0.11% | Add +178.9% | 29,505 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.07% | Add +7.3% | 29,505 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Add +1.8% | 27,458 | $978K |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Add +19.8% | 27,265 | $971K |
| CRA Financial Services, LLC | 0.20% | Add +34.4% | 27,150 | $967K |
| Susquehanna International Group, LLP | 0.00% | Reduce -68.5% | 26,553 | $946K |
| FWG Investments, LLC. | 0.95% | New | 26,402 | $940K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +243.7% | 25,204 | $898K |
| Spire Wealth Management | 0.03% | Add +45.7% | 24,563 | $875K |
| Valmark Advisers, Inc. | 0.01% | Add +94.9% | 24,350 | $867K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +5.4% | 23,912 | $852K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -0.8% | 23,264 | $829K |
| Focus Financial Network, Inc. | 0.04% | Add +17.8% | 22,964 | $826K |
| Tradition Wealth Management, LLC | 0.08% | Reduce -3.5% | 22,848 | $814K |
| Outlook Wealth Advisors, LLC | 0.25% | Add +213.3% | 125,066 | $800K |
| CreativeOne Wealth, LLC | 0.04% | Reduce -3.9% | 22,395 | $798K |
| Cypress Wealth Services, LLC | 0.17% | Add +8.7% | 21,542 | $767K |
| JDM Financial Group LLC | 0.52% | New | 21,447 | $764K |
| SageView Advisory Group, LLC | 0.05% | New | 21,444 | $764K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +16.6% | 20,830 | $742K |
| Captrust Financial Advisors | 0.00% | No change | 20,797 | $741K |
| RPS Advisory Solutions LLC | 0.68% | — | 20,722 | $738K |
| Cerity Partners LLC | 0.00% | Add +72.1% | 20,226 | $720K |
| Fragasso Financial Advisors Inc | 0.06% | Reduce -14.7% | 19,194 | $684K |
| World Investment Advisors | 0.04% | No change | 17,452 | $622K |
| DHJJ Financial Advisors, Ltd. | 0.26% | Add +15.0% | 17,437 | $621K |
| Bank of Montreal | 0.00% | Add +2764.5% | 17,187 | $613K |
| First Commonwealth Financial Corp | 0.15% | New | 16,572 | $590K |
| WorthPointe, LLC | 0.26% | Add +63.9% | 15,936 | $568K |
| Garden State Investment Advisory Services LLC | 0.19% | Reduce -13.7% | 15,585 | $555K |
| Global Strategic Investment Solutions, LLC | 0.06% | No change | 14,895 | $531K |
| Arax Advisory Partners | 0.05% | Add +14.1% | 14,811 | $528K |
| Csenge Advisory Group | 0.03% | New | 14,070 | $501K |
| Orion Capital Management LLC | 0.25% | Add +12.7% | 13,600 | $484K |
| Beck Capital Management, LLC | 0.13% | Reduce -10.7% | 13,570 | $483K |
| Nikulski Financial, Inc. | 0.15% | Reduce -0.2% | 13,345 | $475K |
| Gill Capital Partners, LLC | 0.18% | Add +7.6% | 13,185 | $470K |
| Advisory Services Network, LLC | 0.01% | Add +63.1% | 13,120 | $467K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Reduce -1.4% | 11,833 | $421K |
| Continuum Advisory, LLC | 0.06% | Add +14.7% | 11,654 | $415K |
| FSA Advisors, Inc. | 0.42% | Add +44.1% | 11,421 | $407K |
| Diligent Investors, LLC | 0.10% | Add +51.5% | 11,362 | $405K |
| Valtinson Bruner Financial Planning LLC | 0.16% | No change | 11,265 | $401K |
| Avantax Advisory Services, Inc. | 0.00% | Add +7.4% | 11,095 | $395K |
| Worth Financial Advisory Group, LLC | 0.25% | New | 10,875 | $387K |
| Pillar Wealth Advisors, LLC | 0.46% | No change | 10,850 | $386K |
| Clay Northam Wealth Management, LLC | 0.29% | No change | 10,655 | $380K |
| BCGM Wealth Management, LLC | 0.13% | No change | 10,414 | $371K |
| Sigma Planning Corp | 0.01% | Add +23.4% | 10,246 | $365K |
| Lloyd Advisory Services, LLC. | 0.17% | New | 10,184 | $363K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 10,105 | $360K |
| Citadel Advisors | 0.00% | Reduce -21.1% | 9,546 | $340K |
| Continuum Wealth Advisors, LLC | 0.18% | Add +7.4% | 9,444 | $336K |
| Betterment LLC | 0.00% | Reduce -1.3% | 9,100 | $324K |
| TFO Wealth Partners, LLC | 0.06% | No change | 8,977 | $320K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +19.0% | 8,974 | $320K |
| Atticus Wealth Management, LLC | 0.10% | No change | 8,909 | $317K |
| M Holdings Securities, Inc. | 0.04% | New | 8,838 | $315K |
| Fort Washington Investment Advisors Inc. | 0.00% | New | 8,800 | $313K |
| Elmwood Wealth Management, Inc. | 0.13% | Reduce -27.5% | 8,300 | $296K |
| Beacon Financial Advisory LLC | 0.11% | New | 8,050 | $287K |
| Retirement Planning Group, LLC | 0.02% | No change | 7,978 | $284K |
| Retirement Income Solutions, Inc. | 0.07% | No change | 7,938 | $283K |
| Mitchell Capital Management Co. | 0.05% | New | 7,930 | $282K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 7,594 | $270K |
| Capital Analysts, LLC | 0.01% | Add +4.3% | 7,599 | $270K |
| Arkadios Wealth Advisors | 0.02% | New | 7,508 | $267K |
| Trek Financial, LLC | 0.02% | Reduce -10.6% | 7,245 | $258K |
| Maxwell Wealth Strategies Inc. | 0.13% | New | 7,192 | $256K |
| Creative Financial Designs Inc. | 0.02% | Add +26.9% | 7,080 | $252K |
| Straight Path Wealth Management | 0.12% | New | 6,821 | $243K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1599.0% | 6,694 | $238K |
| Visionary Wealth Advisors | 0.02% | Reduce -20.8% | 6,628 | $236K |
| JPMorgan Chase & Co. | 0.00% | Add +313.7% | 6,499 | $231K |
| Bedel Financial Consulting, Inc. | 0.03% | New | 6,454 | $230K |
| Lantz Financial LLC | 0.07% | New | 6,409 | $228K |
| Integrity Financial Corp | 0.14% | No change | 6,398 | $228K |
| Firestone Capital Management | 0.06% | No change | 6,005 | $214K |
| AdvisorNet Financial, Inc | 0.02% | Add +271.1% | 5,084 | $181K |
| Principal Securities, Inc. | 0.00% | Add +322.1% | 4,115 | $147K |
| Royal Bank of Canada | 0.00% | Reduce -42.7% | 3,981 | $142K |
| Wagner Wealth Management, LLC | 0.02% | No change | 1,990 | $71K |
| Cwm, LLC | 0.00% | Add +3.6% | 1,651 | $59K |
| Financial Network Wealth Advisors LLC | 0.04% | New | 1,532 | $55K |
| Optimum Investment Advisors | 0.02% | No change | 1,000 | $36K |
| CNB Bank | 0.02% | No change | 982 | $35K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +6.7% | 476 | $17K |
| City Holding Co. | 0.00% | Reduce -71.3% | 430 | $15K |
| UBS Group AG | 0.00% | Reduce -35.7% | 371 | $13K |
| AllSquare Wealth Management LLC | 0.01% | No change | 350 | $12K |
| WealthShield Partners, LLC | 0.00% | No change | 330 | $12K |
| Anfield Capital Management, LLC | 0.01% | No change | 327 | $12K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 272 | $10K |
| Larson Financial Group LLC | 0.00% | No change | 167 | $6K |
| Macroview Investment Management LLC | 0.00% | No change | 55 | $2K |
| Tsfg, LLC | 0.00% | No change | 18 | $1K |
"% of holder's portfolio" is PJUN's weight in each manager's 13F, not the share of Innovator U.S. Equity Power the manager owns.