Innovator U.S. Equity PowerPJUNETF
13F holders, Q1 2025 (March 31)155holders −7
12new positions
16sold out
2famous investors
$37.01avg. 13F price*
At the end of Q1 2025, 155 institutions reported holding Innovator U.S. Equity Power (PJUN) in their 13F filings, down 7 from Q4 2024. 12 opened new positions and 16 sold out. The largest holders were Alliancebernstein L.P. ($98.6M), Penserra Capital Management LLC ($47.9M) and Commonwealth Equity Services, 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $3.0M |
| Exits | 16 | $6.7M |
All 13F filers, Q4 2024 → Q1 2025: 372,000 shares bought and 1,092,223 shares sold, net −720,223 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 155 holders
| Alliancebernstein L.P. | 0.04% | Reduce -2.4% | 2,662,868 | $98.6M |
| Penserra Capital Management LLC | 0.85% | Add +3.6% | 1,294,331 | $47.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +3.8% | 446,386 | $16.5M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.3% | 439,151 | $16.3M |
| Osaic Holdings, Inc. | 0.03% | Add +13.1% | 394,177 | $14.6M |
| Brookstone Capital Management | 0.20% | Reduce -3.4% | 375,242 | $13.9M |
| Lineweaver Wealth Advisors, LLC | 1.98% | Reduce -0.8% | 313,591 | $11.6M |
| NorthCoast Asset Management LLC | 0.06% | Reduce -3.7% | 309,813 | $11.5M |
| Chris Bulman Inc | 6.71% | Reduce -4.2% | 287,148 | $10.6M |
| McAdam, LLC | 0.47% | Reduce -0.6% | 204,395 | $7.6M |
| Cetera Investment Advisers | 0.01% | Reduce -0.9% | 199,568 | $7.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.9% | 187,340 | $6.9M |
| LPL Financial LLC | 0.00% | Add +131.0% | 178,233 | $6.6M |
| Truist Financial Corp. | 0.01% | Reduce -0.4% | 170,002 | $6.3M |
| Blair William & Co. | 0.02% | Add +3.0% | 157,799 | $5.8M |
| Advisory Alpha, LLC | 0.19% | Add +1.8% | 153,235 | $5.7M |
| Weaver Capital Management LLC | 1.36% | Reduce -49.2% | 138,146 | $5.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -33.5% | 130,175 | $4.8M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -21.3% | 125,914 | $4.7M |
| MTM Financial Group, LLC | 2.38% | Add +7.6% | 109,910 | $4.1M |
| ARS Wealth Advisors Group, LLC | 0.57% | Reduce -20.0% | 109,832 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | Add +125.6% | 109,638 | $4.1M |
| WPWealth LLP | 0.80% | No change | 109,264 | $4.0M |
| Bellwether Advisors, LLC | 0.84% | Reduce -15.6% | 108,077 | $4.0M |
| Weaver Consulting Group | 1.16% | Reduce -0.6% | 103,909 | $3.8M |
| CoreCap Advisors, LLC | 0.16% | Reduce -1.6% | 98,450 | $3.6M |
| Southland Equity Partners LLC | 0.81% | No change | 94,167 | $3.5M |
| Clear Point Advisors Inc. | 3.09% | Reduce -2.5% | 92,919 | $3.4M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -31.8% | 87,291 | $3.2M |
| Independent Financial Group, LLC | 0.10% | No change | 78,136 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -44.3% | 76,063 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -27.7% | 75,212 | $2.8M |
| Yarger Wealth Strategies, LLC | 1.58% | Reduce -0.7% | 73,183 | $2.7M |
| Focus Partners Wealth | 0.01% | Reduce -20.1% | 68,644 | $2.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.06% | Reduce -24.1% | 68,088 | $2.5M |
| Pinnacle Wealth Management Group, Inc. | 1.41% | Reduce -2.4% | 54,480 | $2.0M |
| Wealth Alliance, LLC | 0.22% | Reduce -2.0% | 50,111 | $1.9M |
| KFG Wealth Management, LLC | 0.32% | Reduce -14.8% | 47,106 | $1.7M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -0.5% | 47,093 | $1.7M |
| Townsquare Capital LLC | 0.02% | Reduce -3.8% | 47,069 | $1.7M |
| Cape Investment Advisory, Inc. | 0.68% | Reduce -0.2% | 46,125 | $1.7M |
| AE Wealth Management LLC | 0.01% | Reduce -9.4% | 45,265 | $1.7M |
| Castle Rock Wealth Management, LLC | 0.45% | Reduce -0.7% | 44,727 | $1.7M |
| MML Investors Services, LLC | 0.01% | Reduce -14.5% | 43,100 | $1.6M |
| Outlook Wealth Advisors, LLC | 0.42% | Add +7.8% | 40,494 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.5% | 37,306 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Add +1.8% | 37,298 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Reduce -13.3% | 37,252 | $1.4M |
| Strategic Blueprint, LLC | 0.07% | Reduce -12.1% | 36,305 | $1.3M |
| Chicago Partners Investment Group LLC | 0.04% | No change | 35,553 | $1.3M |
| RFG Advisory, LLC | 0.03% | Reduce -9.0% | 33,758 | $1.2M |
| Brown Wealth Management, LLC | 0.42% | Reduce -5.3% | 32,835 | $1.2M |
| IFP Advisors, Inc | 0.04% | Reduce -9.2% | 32,574 | $1.2M |
| Cornerstone Wealth Group, LLC | 0.09% | Reduce -4.5% | 30,614 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.07% | No change | 28,403 | $1.1M |
| BCS Wealth Management | 0.27% | Reduce -12.2% | 27,910 | $1.0M |
| Captrust Financial Advisors | 0.00% | No change | 27,838 | $1.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Reduce -3.9% | 27,258 | $1.0M |
| Riverchase Wealth Management, LLC | 0.71% | Reduce -58.2% | 27,250 | $1.0M |
| CRA Financial Services, LLC | 0.17% | Reduce -14.3% | 26,170 | $969K |
| MAI Capital Management | 0.01% | Reduce -62.3% | 24,261 | $898K |
| Harbour Investments, Inc. | 0.03% | Reduce -2.1% | 24,235 | $897K |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.0% | 22,940 | $849K |
| JDM Financial Group LLC | 0.40% | No change | 21,447 | $794K |
| Berkshire Money Management, Inc. | 0.09% | No change | 21,123 | $782K |
| Focus Financial Network, Inc. | 0.03% | Reduce -6.4% | 20,882 | $773K |
| Tradition Wealth Management, LLC | 0.07% | No change | 20,848 | $772K |
| RPS Advisory Solutions LLC | 0.54% | No change | 20,722 | $767K |
| Quest 10 Wealth Builders, Inc. | 0.76% | No change | 19,090 | $713K |
| Fragasso Financial Advisors Inc | 0.05% | No change | 19,110 | $707K |
| Spire Wealth Management | 0.02% | Reduce -26.1% | 17,922 | $663K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -27.7% | 17,711 | $655K |
| World Investment Advisors | 0.02% | No change | 17,152 | $635K |
| DHJJ Financial Advisors, Ltd. | 0.25% | Reduce -3.4% | 16,847 | $624K |
| Cerity Partners LLC | 0.00% | Reduce -14.4% | 16,751 | $620K |
| Bank of Montreal | 0.00% | No change | 16,587 | $614K |
| First Commonwealth Financial Corp | 0.14% | Reduce -0.3% | 16,474 | $610K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -21.4% | 16,376 | $606K |
| Cardinal Point Capital Management ULC | 0.06% | Reduce -53.9% | 16,230 | $601K |
| WorthPointe, LLC | 0.27% | Reduce -0.0% | 15,930 | $590K |
| Global Strategic Investment Solutions, LLC | 0.06% | No change | 14,944 | $553K |
| Arax Advisory Partners | 0.04% | Reduce -1.4% | 14,927 | $552K |
| NewEdge Advisors, LLC | 0.00% | Reduce -44.1% | 14,721 | $545K |
| Orion Capital Management LLC | 0.23% | Add +0.8% | 14,720 | $545K |
| Faithward Advisors, LLC | 0.09% | Reduce -4.7% | 14,635 | $542K |
| AQR Capital Management | 0.00% | No change | 14,302 | $529K |
| HRT Financial LP | 0.00% | New | 13,895 | $514K |
| Old Mission Capital LLC | 0.01% | New | 13,790 | $510K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -34.4% | 13,590 | $503K |
| Garden State Investment Advisory Services LLC | 0.16% | Reduce -12.8% | 13,585 | $503K |
| Gill Capital Partners, LLC | 0.17% | No change | 13,577 | $502K |
| Valmark Advisers, Inc. | 0.01% | Reduce -17.8% | 13,216 | $489K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -33.0% | 12,959 | $480K |
| Beck Capital Management, LLC | 0.14% | Reduce -2.5% | 12,881 | $477K |
| Dakota Wealth Management | 0.01% | No change | 12,817 | $474K |
| JPMorgan Chase & Co. | 0.00% | New | 12,803 | $474K |
| Continuum Advisory, LLC | 0.06% | Add +15.2% | 12,629 | $467K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -89.9% | 12,076 | $447K |
| Citadel Advisors | 0.00% | Reduce -1.8% | 11,945 | $442K |
| Nikulski Financial, Inc. | 0.13% | No change | 11,855 | $439K |
| Cypress Wealth Services, LLC | 0.09% | Reduce -10.5% | 11,472 | $425K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Reduce -2.2% | 11,404 | $422K |
| Diligent Investors, LLC | 0.10% | No change | 11,352 | $420K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -16.1% | 11,167 | $413K |
| FSA Advisors, Inc. | 0.33% | Reduce -3.5% | 11,143 | $410K |
| Jacobi Capital Management LLC | 0.03% | No change | 10,850 | $402K |
| Balboa Wealth Partners | 0.10% | No change | 10,654 | $394K |
| BCGM Wealth Management, LLC | 0.11% | No change | 9,979 | $369K |
| Integrity Alliance, Llc. | 0.01% | New | 9,780 | $362K |
| Advisory Services Network, LLC | 0.01% | Reduce -11.8% | 9,650 | $357K |
| Axxcess Wealth Management, LLC | 0.01% | New | 9,646 | $357K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +2.4% | 9,630 | $356K |
| Foundations Investment Advisors, LLC | 0.01% | Add +9.5% | 9,608 | $356K |
| Leigh Baldwin & Co., LLC | 0.28% | No change | 9,475 | $351K |
| TFO Wealth Partners, LLC | 0.07% | New | 8,977 | $332K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -32.0% | 8,974 | $332K |
| Atticus Wealth Management, LLC | 0.11% | No change | 8,909 | $330K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 8,800 | $326K |
| Elmwood Wealth Management, Inc. | 0.12% | Reduce -14.5% | 7,950 | $294K |
| Beacon Financial Advisory LLC | 0.09% | No change | 7,750 | $287K |
| Retirement Planning Group, LLC | 0.01% | No change | 7,620 | $282K |
| Capital Analysts, LLC | 0.01% | No change | 7,599 | $282K |
| Trek Financial, LLC | 0.02% | Add +0.3% | 7,355 | $272K |
| UBS Group AG | 0.00% | New | 7,147 | $265K |
| Clay Northam Wealth Management, LLC | 0.17% | No change | 6,685 | $247K |
| Integrity Financial Corp | 0.13% | No change | 6,398 | $237K |
| Straight Path Wealth Management | 0.10% | No change | 6,397 | $237K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 6,294 | $232K |
| Visionary Wealth Advisors | 0.01% | No change | 6,251 | $231K |
| Farther Finance Advisors, LLC | 0.01% | Add +7.5% | 6,077 | $225K |
| Firestone Capital Management | 0.06% | No change | 6,005 | $222K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -19.0% | 5,444 | $201K |
| Creative Financial Designs Inc. | 0.01% | Reduce -11.0% | 4,701 | $174K |
| Principal Securities, Inc. | 0.00% | No change | 4,115 | $154K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,949 | $146K |
| Wood Tarver Financial Group, LLC | 0.04% | No change | 3,326 | $123K |
| Financial Network Wealth Advisors LLC | 0.14% | No change | 2,802 | $104K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -59.0% | 2,084 | $77K |
| Atlantic Private Wealth, LLC | 0.05% | New | 2,000 | $74K |
| Wagner Wealth Management, LLC | 0.02% | No change | 1,990 | $74K |
| NorthRock Partners, LLC | 0.00% | New | 1,629 | $60K |
| Cwm, LLC | 0.00% | No change | 1,593 | $59K |
| Barclays PLC | 0.00% | New | 1,235 | $46K |
| Bernard Wealth Management Corp. | 0.02% | No change | 911 | $34K |
| Wells Fargo & Company | 0.00% | No change | 879 | $33K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -6.3% | 446 | $17K |
| 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 |
| Brown Brothers Harriman & Co. | 0.00% | No change | 272 | $10K |
| Park Square Financial Group, LLC | 0.00% | New | 138 | $5K |
| Bessemer Group Inc. | 0.00% | New | 125 | $5K |
| Ameriflex Group, Inc. | 0.00% | No change | 133 | $5K |
| New Millennium Group LLC | 0.00% | No change | 31 | $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.