Innovator U.S. Equity PowerPJUNETF
13F holders, Q4 2024 (December 31)162holders +5
8new positions
11sold out
2famous investors
$37.52avg. 13F price*
At the end of Q4 2024, 162 institutions reported holding Innovator U.S. Equity Power (PJUN) in their 13F filings, up 5 from Q3 2024. 8 opened new positions and 11 sold out. The largest holders were Alliancebernstein L.P. ($102.4M), Penserra Capital Management LLC ($46.9M) and HighTower Advisors, LLC ($16.5M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $829K |
| Exits | 11 | $4.7M |
All 13F filers, Q3 2024 → Q4 2024: 253,228 shares bought and 1,462,344 shares sold, net −1,209,116 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 162 holders
| Alliancebernstein L.P. | 0.03% | Reduce -0.8% | 2,729,176 | $102.4M |
| Penserra Capital Management LLC | 0.86% | Add +16.1% | 1,249,529 | $46.9M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.1% | 440,339 | $16.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -11.7% | 430,156 | $16.1M |
| Brookstone Capital Management | 0.21% | Reduce -61.7% | 388,528 | $14.6M |
| Osaic Holdings, Inc. | 0.03% | Reduce -24.3% | 348,456 | $13.1M |
| NorthCoast Asset Management LLC | 0.06% | Reduce -2.9% | 321,569 | $12.1M |
| Lineweaver Wealth Advisors, LLC | 2.19% | Reduce -0.5% | 316,136 | $11.9M |
| Chris Bulman Inc | 7.18% | Reduce -5.9% | 299,673 | $11.2M |
| Weaver Capital Management LLC | 2.87% | Reduce -1.4% | 271,934 | $10.2M |
| McAdam, LLC | 0.42% | Reduce -1.5% | 205,620 | $7.7M |
| Cetera Investment Advisers | 0.02% | Reduce -6.5% | 201,353 | $7.6M |
| Raymond James Financial Inc. | 0.00% | — | 201,171 | $7.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.4% | 195,881 | $7.3M |
| Truist Financial Corp. | 0.01% | Reduce -1.9% | 170,689 | $6.4M |
| Kestra Advisory Services, LLC | 0.03% | Add +21.0% | 159,935 | $6.0M |
| Blair William & Co. | 0.02% | Reduce -0.0% | 153,260 | $5.8M |
| Advisory Alpha, LLC | 0.20% | Reduce -3.4% | 150,492 | $5.6M |
| ARS Wealth Advisors Group, LLC | 0.71% | Reduce -0.9% | 137,322 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.5% | 136,558 | $5.1M |
| Bellwether Advisors, LLC | 0.86% | Reduce -0.0% | 128,020 | $4.8M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -22.1% | 127,974 | $4.8M |
| Stratos Wealth Advisors, LLC | 0.21% | Reduce -0.5% | 119,605 | $4.5M |
| WPWealth LLP | 0.84% | Reduce -34.6% | 109,264 | $4.1M |
| Weaver Consulting Group | 1.21% | Reduce -0.5% | 104,568 | $3.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -42.2% | 103,994 | $3.9M |
| MTM Financial Group, LLC | 2.29% | Reduce -0.0% | 102,122 | $3.8M |
| CoreCap Advisors, LLC | 0.17% | Reduce -2.9% | 100,021 | $3.8M |
| Clear Point Advisors Inc. | 3.06% | Reduce -3.1% | 95,260 | $3.6M |
| Southland Equity Partners LLC | 0.82% | Reduce -13.0% | 94,167 | $3.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.08% | Reduce -10.0% | 89,650 | $3.4M |
| Focus Partners Wealth | 0.01% | Reduce -0.2% | 85,955 | $3.2M |
| Independent Financial Group, LLC | 0.10% | Reduce -3.8% | 78,136 | $2.9M |
| LPL Financial LLC | 0.00% | Reduce -5.8% | 77,147 | $2.9M |
| Yarger Wealth Strategies, LLC | 1.59% | Reduce -37.6% | 73,685 | $2.8M |
| Riverchase Wealth Management, LLC | 1.83% | — | 65,214 | $2.4M |
| MAI Capital Management | 0.02% | Reduce -7.6% | 64,389 | $2.4M |
| Corrado Advisors, LLC | 1.51% | Reduce -4.6% | 61,953 | $2.3M |
| Pinnacle Wealth Management Group, Inc. | 1.30% | No change | 55,830 | $2.1M |
| KFG Wealth Management, LLC | 0.39% | Reduce -2.3% | 55,298 | $2.1M |
| Wealth Alliance, LLC | 0.23% | Reduce -1.3% | 51,111 | $1.9M |
| MML Investors Services, LLC | 0.01% | Reduce -0.3% | 50,426 | $1.9M |
| AE Wealth Management LLC | 0.02% | Reduce -34.3% | 49,978 | $1.9M |
| Townsquare Capital LLC | 0.02% | Add +9.0% | 48,912 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +48.3% | 48,602 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Add +0.1% | 47,333 | $1.8M |
| Cape Investment Advisory, Inc. | 0.68% | Reduce -2.0% | 46,225 | $1.7M |
| Castle Rock Wealth Management, LLC | 0.41% | No change | 45,022 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | No change | 42,941 | $1.6M |
| Strategic Blueprint, LLC | 0.09% | Reduce -30.9% | 41,314 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -14.2% | 40,765 | $1.5M |
| Outlook Wealth Advisors, LLC | 0.40% | Reduce -6.3% | 37,559 | $1.4M |
| RFG Advisory, LLC | 0.04% | Reduce -35.1% | 37,084 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -28.1% | 36,941 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Add +1.9% | 36,629 | $1.4M |
| IFP Advisors, Inc | 0.04% | Reduce -3.2% | 35,874 | $1.3M |
| Chicago Partners Investment Group LLC | 0.04% | No change | 35,553 | $1.3M |
| Cardinal Point Capital Management ULC | 0.21% | No change | 35,240 | $1.3M |
| Brown Wealth Management, LLC | 0.46% | Add +16.1% | 34,678 | $1.3M |
| Cornerstone Wealth Group, LLC | 0.10% | Reduce -0.6% | 32,055 | $1.2M |
| BCS Wealth Management | 0.30% | Reduce -12.4% | 31,771 | $1.2M |
| CRA Financial Services, LLC | 0.20% | Reduce -0.3% | 30,555 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.07% | No change | 28,403 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | No change | 28,363 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -0.1% | 27,838 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -17.6% | 26,316 | $987K |
| Harbour Investments, Inc. | 0.03% | Reduce -9.8% | 24,764 | $929K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -4.1% | 24,488 | $919K |
| Spire Wealth Management | 0.03% | Reduce -0.5% | 24,234 | $909K |
| Benjamin Edwards Inc. | 0.01% | Reduce -17.9% | 22,942 | $861K |
| Focus Financial Network, Inc. | 0.03% | No change | 22,310 | $837K |
| JDM Financial Group LLC | 0.42% | No change | 21,447 | $805K |
| Berkshire Money Management, Inc. | 0.09% | Reduce -30.4% | 21,123 | $793K |
| Tradition Wealth Management, LLC | 0.07% | No change | 20,848 | $782K |
| B. Riley Wealth Advisors, Inc. | 0.03% | No change | 20,830 | $782K |
| RPS Advisory Solutions LLC | 0.48% | No change | 20,722 | $777K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.0% | 20,716 | $777K |
| Cerity Partners LLC | 0.00% | No change | 19,559 | $734K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -29.1% | 19,348 | $726K |
| Fragasso Financial Advisors Inc | 0.05% | Reduce -0.4% | 19,110 | $717K |
| Quest 10 Wealth Builders, Inc. | 0.71% | — | 19,090 | $716K |
| DHJJ Financial Advisors, Ltd. | 0.25% | No change | 17,437 | $654K |
| World Investment Advisors | 0.02% | Reduce -1.7% | 17,152 | $644K |
| Bank of Montreal | 0.00% | No change | 16,587 | $622K |
| First Commonwealth Financial Corp | 0.15% | Reduce -0.2% | 16,515 | $620K |
| Valmark Advisers, Inc. | 0.01% | Reduce -23.7% | 16,077 | $603K |
| WorthPointe, LLC | 0.25% | No change | 15,936 | $598K |
| Garden State Investment Advisory Services LLC | 0.18% | No change | 15,585 | $585K |
| Faithward Advisors, LLC | 0.10% | Add +23.1% | 15,357 | $576K |
| Arax Advisory Partners | 0.04% | Add +2.4% | 15,131 | $568K |
| Global Strategic Investment Solutions, LLC | 0.07% | No change | 14,944 | $561K |
| Orion Capital Management LLC | 0.24% | No change | 14,600 | $548K |
| AQR Capital Management | 0.00% | No change | 14,302 | $537K |
| Gill Capital Partners, LLC | 0.18% | No change | 13,577 | $509K |
| Avantax Advisory Services, Inc. | 0.00% | No change | 13,317 | $500K |
| Beck Capital Management, LLC | 0.13% | Reduce -2.4% | 13,210 | $496K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 13,190 | $495K |
| Riggs Capital Management LLC | 0.48% | — | 13,019 | $488K |
| Cypress Wealth Services, LLC | 0.10% | No change | 12,822 | $481K |
| Dakota Wealth Management | 0.01% | No change | 12,817 | $481K |
| Citadel Advisors | 0.00% | Add +13.6% | 12,169 | $457K |
| Nikulski Financial, Inc. | 0.13% | Reduce -11.2% | 11,855 | $445K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Reduce -0.1% | 11,665 | $438K |
| FSA Advisors, Inc. | 0.52% | Reduce -34.3% | 11,549 | $426K |
| Diligent Investors, LLC | 0.10% | Reduce -0.0% | 11,352 | $426K |
| Valtinson Bruner Financial Planning LLC | 0.15% | No change | 11,265 | $423K |
| Continuum Advisory, LLC | 0.05% | Reduce -17.1% | 10,966 | $411K |
| Advisory Services Network, LLC | 0.01% | Reduce -16.6% | 10,937 | $410K |
| Jacobi Capital Management LLC | 0.03% | No change | 10,850 | $407K |
| Balboa Wealth Partners | 0.09% | Reduce -2.7% | 10,654 | $400K |
| BCGM Wealth Management, LLC | 0.12% | No change | 9,979 | $374K |
| Worth Financial Advisory Group, LLC | 0.23% | Reduce -10.0% | 9,790 | $367K |
| Leigh Baldwin & Co., LLC | 0.30% | — | 9,475 | $355K |
| Continuum Wealth Advisors, LLC | 0.18% | No change | 9,444 | $354K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -34.9% | 9,409 | $353K |
| Elmwood Wealth Management, Inc. | 0.14% | No change | 9,300 | $349K |
| Coldstream Capital Management Inc. | 0.01% | No change | 9,200 | $345K |
| Atticus Wealth Management, LLC | 0.10% | No change | 8,909 | $334K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 8,800 | $330K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -30.5% | 8,773 | $329K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 7,938 | $298K |
| Two Sigma Securities, LLC | 0.05% | New | 7,921 | $297K |
| Beacon Financial Advisory LLC | 0.09% | No change | 7,750 | $291K |
| Retirement Planning Group, LLC | 0.01% | Reduce -4.5% | 7,620 | $286K |
| Capital Analysts, LLC | 0.01% | No change | 7,599 | $285K |
| Trek Financial, LLC | 0.02% | No change | 7,331 | $275K |
| Maxwell Wealth Strategies Inc. | 0.11% | No change | 7,192 | $270K |
| WealthPlan Investment Management, LLC | 0.02% | New | 6,718 | $252K |
| Clay Northam Wealth Management, LLC | 0.16% | Reduce -0.3% | 6,685 | $251K |
| Lantz Financial LLC | 0.06% | No change | 6,409 | $240K |
| Integrity Financial Corp | 0.14% | No change | 6,398 | $240K |
| Straight Path Wealth Management | 0.09% | No change | 6,397 | $240K |
| Bedel Financial Consulting, Inc. | 0.03% | Reduce -2.5% | 6,294 | $240K |
| Visionary Wealth Advisors | 0.01% | Reduce -5.5% | 6,251 | $235K |
| Firestone Capital Management | 0.06% | No change | 6,005 | $225K |
| Farther Finance Advisors, LLC | 0.01% | New | 5,654 | $212K |
| Arkadios Wealth Advisors | 0.01% | Reduce -18.4% | 5,634 | $211K |
| Mitchell Capital Management Co. | 0.04% | No change | 5,600 | $210K |
| Keystone Financial Group, Inc. | 0.17% | — | 5,515 | $207K |
| Creative Financial Designs Inc. | 0.02% | Reduce -25.4% | 5,280 | $198K |
| AdvisorNet Financial, Inc | 0.02% | No change | 5,084 | $191K |
| Principal Securities, Inc. | 0.00% | No change | 4,115 | $154K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,949 | $148K |
| Chapman Financial Group, LLC | 0.10% | — | 3,400 | $128K |
| Wood Tarver Financial Group, LLC | 0.04% | — | 3,326 | $124K |
| Financial Network Wealth Advisors LLC | 0.20% | Reduce -31.5% | 2,802 | $105K |
| Wagner Wealth Management, LLC | 0.02% | No change | 1,990 | $75K |
| Cwm, LLC | 0.00% | No change | 1,593 | $60K |
| Bernard Wealth Management Corp. | 0.02% | — | 911 | $34K |
| Wells Fargo & Company | 0.00% | New | 879 | $33K |
| Sugar Maple Asset Management, LLC | 0.02% | New | 812 | $30K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 476 | $18K |
| City Holding Co. | 0.00% | No change | 430 | $16K |
| AllSquare Wealth Management LLC | 0.01% | No change | 350 | $13K |
| WealthShield Partners, LLC | 0.00% | No change | 330 | $12K |
| Anfield Capital Management, LLC | 0.00% | No change | 327 | $12K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 272 | $10K |
| Ameriflex Group, Inc. | 0.00% | — | 133 | $5K |
| Assetmark, Inc. | 0.00% | New | 47 | $2K |
| New Millennium Group LLC | 0.00% | New | 31 | $1K |
| FMR LLC | 0.00% | New | 29 | $1K |
| 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.