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Innovator U.S. Equity Power (PNOV)

CUSIP: 45782C573 | NYSE | 386 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Brookstone Capital Management492,533
0.2% of portfolio›$22.5M
Kestra Advisory Services, LLC300,271
0.0% of portfolio›$13.7M
Commonwealth Equity Services, LLC269,556
0.0% of portfolio›$12.3M
Bullseye Investment Management, LLC218,173
4.9% of portfolio›$10.0M
Lido Advisors, LLC206,175
0.0% of portfolio›$9.4M
Three Seasons Wealth, LLC123,792
0.5% of portfolio›$5.6M
CoreCap Advisors, LLC111,150
0.1% of portfolio›$5.1M
Wealth Enhancement Advisory Services, LLC95,133
0.0% of portfolio›$3.3M
CRA Financial Services, LLC94,783
0.5% of portfolio›$4.3M
Gill Capital Partners, LLC91,107
1.1% of portfolio›$4.2M
Truist Financial Corp90,973
0.0% of portfolio›$4.2M
Berkshire Money Management, Inc.80,647
0.3% of portfolio›$3.7M
Concurrent Investment Advisors, LLC62,468
0.0% of portfolio›$2.8M
KFG Wealth Management, LLC62,165
0.3% of portfolio›$2.8M
Atticus Wealth Management, LLC53,953
0.5% of portfolio›$2.5M
Cambridge Investment Research Advisors, Inc.50,706
0.0% of portfolio›$2.3M
Keystone Wealth Services, LLC49,303
0.4% of portfolio›$2.3M
Southland Equity Partners LLC48,407
0.4% of portfolio›$2.2M
Apollon Wealth Management, LLC47,008
0.0% of portfolio›$2.1M
Buska Wealth Management, LLC46,076
0.7% of portfolio›$2.1M
Diligent Investors, LLC43,682
0.4% of portfolio›$2.0M
Cape Investment Advisory, Inc.41,634
0.5% of portfolio›$1.9M
Blue Bell Private Wealth Management, LLC37,874
0.2% of portfolio›$1.7M
BCS Wealth Management37,094
0.3% of portfolio›$1.7M
IFP Advisors, Inc35,921
0.0% of portfolio›$1.6M
Chris Bulman Inc35,433
0.6% of portfolio›$1.6M
Patriot Financial Group Insurance Agency, LLC34,798
0.2% of portfolio›$1.6M
Ascent Wealth Partners, LLC34,502
0.2% of portfolio›$1.6M
Spire Wealth Management33,731
0.0% of portfolio›$1.5M
Allegiance Financial Group Advisory Services LLC33,647
0.2% of portfolio›$1.5M
Castle Rock Wealth Management, LLC30,340
0.3% of portfolio›$1.4M
Bison Wealth, LLC29,726
0.1% of portfolio›$1.4M
Trek Financial, LLC26,777
0.1% of portfolio›$1.2M
James T. Borello RIA26,454
0.3% of portfolio›$1.2M
NorthCrest Asset Manangement, LLC23,693
0.0% of portfolio›$1.1M
Farther Finance Advisors, LLC23,040
0.0% of portfolio›$1.1M
BFI Wealth Solutions, LLC22,556
0.7% of portfolio›$1.0M
Axxcess Wealth Management, LLC22,370
0.0% of portfolio›$1.0M
Fragasso Financial Advisors Inc22,154
0.1% of portfolio›$1.0M
Csenge Advisory Group20,762
0.0% of portfolio›$947.2K
Global Strategic Investment Solutions, LLC20,464
0.1% of portfolio›$933.6K
Jessup Wealth Management, Inc19,363
0.2% of portfolio›$883.3K
Independent Financial Group, LLC19,356
0.0% of portfolio›$883.0K
Tounjian Advisory Partners, LLC16,028
0.3% of portfolio›$731.2K
AdvisorNet Financial, Inc15,842
0.0% of portfolio›$728.6K
Pinnacle Wealth Management Group, Inc.14,070
0.3% of portfolio›$641.9K
Forvis Mazars Wealth Advisors, LLC13,342
0.0% of portfolio›$608.7K
Lineweaver Wealth Advisors, LLC12,119
0.1% of portfolio›$552.9K
Visionary Wealth Advisors11,677
0.0% of portfolio›$532.7K
Goldstein Advisors, LLC11,633
0.0% of portfolio›$530.7K
TopTier Wealth Management, LLC11,273
0.3% of portfolio›$514.3K
McAdam, LLC11,220
0.0% of portfolio›$511.9K
Clear Point Advisors Inc.10,908
0.3% of portfolio›$497.6K
Fiduciary Financial Group, LLC10,799
0.1% of portfolio›$492.7K
Archer Investment Corp10,666
0.1% of portfolio›$486.6K
Dynamic Advisor Solutions LLC10,507
0.0% of portfolio›$479.3K
Crown Wealth Group, LLC10,010
0.1% of portfolio›$456.7K
Sagespring Wealth Partners, LLC9,914
0.0% of portfolio›$452.3K
PTM Wealth Management, LLC9,827
0.2% of portfolio›$453.1K
Koshinski Asset Management, Inc.9,558
0.0% of portfolio›$436.0K
Quest 10 Wealth Builders, Inc.9,494
0.3% of portfolio›$433.1K
Cornerstone Wealth, LLC9,345
0.2% of portfolio›$427.1K
Weaver Capital Management LLC9,298
0.1% of portfolio›$424.2K
Focus Financial Network, Inc.9,241
0.0% of portfolio›$421.6K
Michels Family Financial, LLC8,880
0.3% of portfolio›$405.1K
RFG Advisory, LLC8,647
0.0% of portfolio›$394.5K
Capital Square, LLC8,568
0.2% of portfolio›$390.9K
Straight Path Wealth Management8,490
0.1% of portfolio›$387.3K
Pacific Park Financial, Inc.8,383
0.2% of portfolio›$382.4K
Blue Sky Capital Consultants Group, Inc.8,371
0.2% of portfolio›$381.9K
Central Valley Advisors, LLC8,243
0.1% of portfolio›$376.0K
Outlook Wealth Advisors, LLC8,191
0.1% of portfolio›$373.7K
MGO One Seven LLC7,921
0.0% of portfolio›$361.4K
Fiduciary Alliance LLC7,862
0.0% of portfolio›$358.7K
Retirement Planning Group, LLC7,614
0.0% of portfolio›$347.4K
TrustBank7,575
0.1% of portfolio›$345.6K
O'Connor Financial Group LLC7,263
0.1% of portfolio›$331.3K
Weaver Consulting Group7,221
0.1% of portfolio›$329.4K
Caliber Wealth Management, LLC / KS7,006
0.0% of portfolio›$319.6K
Foundry Financial Group, Inc.6,827
0.1% of portfolio›$311.4K
Cardinal Point Capital Management ULC6,770
0.0% of portfolio›$308.8K
Galvin, Gaustad & Stein, LLC6,633
0.0% of portfolio›$302.6K
Valtinson Bruner Financial Planning LLC6,463
0.1% of portfolio›$294.8K
Wedbush Securities Inc6,425
0.0% of portfolio›$293
Simplicity Wealth,LLC6,337
0.0% of portfolio›$289.1K
City Holding Co6,245
0.0% of portfolio›$284.8K
Sigma Planning Corp6,116
0.0% of portfolio›$279.0K
HB Wealth Management, LLC6,069
0.0% of portfolio›$276.9K
First Heartland Consultants, Inc.6,067
0.0% of portfolio›$276.8K
Seven Hills Financial, LLC5,468
0.2% of portfolio›$249.5K
Ashton Thomas Private Wealth, LLC5,269
0.0% of portfolio›$240.4K
Krilogy Financial LLC5,000
0.0% of portfolio›$231.1K
Creative Planning4,719
0.0% of portfolio›$215.3K
Lotus Asset Management LLC4,541
0.2% of portfolio›$207.2K
BigSur Wealth Management LLC4,274
0.0% of portfolio›$195.0K
IMG Wealth Management, Inc.4,077
0.1% of portfolio›$186.0K
Dhjj Financial Advisors, Ltd.4,045
0.1% of portfolio›$184.5K
IFS Advisors, LLC3,173
0.0% of portfolio›$144.8K
EverSource Wealth Advisors, LLC3,000
0.0% of portfolio›$136.9K
Creative Financial Designs Inc2,900
0.0% of portfolio›$132.3K
AlphaCore Capital LLC2,200
0.0% of portfolio›$100.4K
Financial Network Wealth Advisors LLC1,656
0.1% of portfolio›$75.5K
Capital Investment Advisory Services, LLC1,340
0.0% of portfolio›$61.1K
Private Trust Co NA1,330
0.0% of portfolio›$60.7K
Phillips Financial Management, LLC1,220
0.0% of portfolio›$55.7K
Assetmark, Inc608
0.0% of portfolio›$27.7K
Lanark Financial, Inc.600
0.0% of portfolio›$27.4K
Ascentis Independent Advisors577
0.0% of portfolio›$26.3K
Global Trust Asset Management, LLC400
0.0% of portfolio›$18.2K
Hazlett, Burt & Watson, Inc.360
0.0% of portfolio›$16
Evolution Wealth Management Inc.323
0.0% of portfolio›$14.7K
Elevated Capital Advisors, LLC180
0.0% of portfolio›$8.2K
Prairie Wealth Advisors, Inc.0
0.3% of portfolio›$1.6M
StyleTurnoverLocationFiled
Brookstone Capital Management
492,533$22.5M0.2%ETFMediumWheaton, IL2026-10-22
Kestra Advisory Services, LLC
300,271$13.7M0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
269,556$12.3M0.0%ETFLowWaltham, MA2026-11-02
Bullseye Investment Management, LLC
218,173$10.0M4.9%ETFVery HighCincinnati, OH2026-10-29
Lido Advisors, LLC
206,175$9.4M0.0%GrowthLowLos Angeles, CA2026-11-04
Three Seasons Wealth, LLC
123,792$5.6M0.5%GrowthMediumSalt Lake City, UT2026-11-03
CoreCap Advisors, LLC
111,150$5.1M0.1%ETFMediumSouthfield, MI2026-10-08
Wealth Enhancement Advisory Services, LLC
95,133$3.3M0.0%CoreLowPlymouth, MN2026-10-13
CRA Financial Services, LLC
94,783$4.3M0.5%ETFVery LowNorthfield, NJ2026-10-16
Gill Capital Partners, LLC
91,107$4.2M1.1%ETFLowDenver, CO2026-10-13
Truist Financial Corp
90,973$4.2M0.0%CoreLowCharlotte, NC2026-10-30
Berkshire Money Management, Inc.
80,647$3.7M0.3%ETFMediumDalton, MA2026-10-21
Concurrent Investment Advisors, LLC
62,468$2.8M0.0%GrowthMediumTampa, FL2026-10-16
KFG Wealth Management, LLC
62,165$2.8M0.3%ETFMediumGranger, IN2026-10-16
Atticus Wealth Management, LLC
53,953$2.5M0.5%ETFLowPalm Beach Gardens, FL2026-10-20
Cambridge Investment Research Advisors, Inc.
50,706$2.3M0.0%ETFLowFairfield, IA2026-11-02
Keystone Wealth Services, LLC
49,303$2.3M0.4%ETFHighPalm Desert, CA2026-11-03
Southland Equity Partners LLC
48,407$2.2M0.4%ETFLowWildwood, MO2026-10-14
Apollon Wealth Management, LLC
47,008$2.1M0.0%GrowthLowMount Pleasant, SC2026-10-23
Buska Wealth Management, LLC
46,076$2.1M0.7%ETFMediumWausau, WI2026-10-08
Diligent Investors, LLC
43,682$2.0M0.4%CoreLowRedlands, CA2026-10-21
Cape Investment Advisory, Inc.
41,634$1.9M0.5%ETFLowMcdonough, GA2026-10-13
Blue Bell Private Wealth Management, LLC
37,874$1.7M0.2%YieldVery LowBlue Bell, PA2026-10-29
BCS Wealth Management
37,094$1.7M0.3%ETFVery LowJohnson City, TN2026-11-03
IFP Advisors, Inc
35,921$1.6M0.0%GrowthLowTampa, FL2026-10-16
Chris Bulman Inc
35,433$1.6M0.6%ETFLowRoseville, CA2026-10-20
Patriot Financial Group Insurance Agency, LLC
34,798$1.6M0.2%GrowthLowWalpole, MA2026-10-14
Ascent Wealth Partners, LLC
34,502$1.6M0.2%GrowthLowNew Hartford, NY2026-10-23
Spire Wealth Management
33,731$1.5M0.0%GrowthMediumMclean, VA2026-10-30
Allegiance Financial Group Advisory Services LLC
33,647$1.5M0.2%ETFLowVienna, VA2026-11-02
Castle Rock Wealth Management, LLC
30,340$1.4M0.3%GrowthMediumWalnut Creek, CA2026-10-09
Bison Wealth, LLC
29,726$1.4M0.1%GrowthMediumAtlanta, GA2026-10-13
Trek Financial, LLC
26,777$1.2M0.1%ETFHighScottsdale, AZ2026-10-29
James T. Borello RIA
26,454$1.2M0.3%ETFVery LowEast Dundee, IL2026-10-16
NorthCrest Asset Manangement, LLC
23,693$1.1M0.0%GrowthLowPlymouth, MN2026-10-13
Farther Finance Advisors, LLC
23,040$1.1M0.0%IndexLowSan Francisco, CA2026-10-08
BFI Wealth Solutions, LLC
22,556$1.0M0.7%ETFLowDallas, TX2026-10-16
Axxcess Wealth Management, LLC
22,370$1.0M0.0%CoreLowCarlsbad, CA2026-10-21
Fragasso Financial Advisors Inc
22,154$1.0M0.1%ETFLowSewickley, PA2026-10-13
Csenge Advisory Group
20,762$947.2K0.0%ETFMediumClearwater, FL2026-11-04
Global Strategic Investment Solutions, LLC
20,464$933.6K0.1%ETFLowScottsdale, AZ2026-10-16
Jessup Wealth Management, Inc
19,363$883.3K0.2%GrowthMediumDayton, OH2026-10-20
Independent Financial Group, LLC
19,356$883.0K0.0%GrowthLowSan Diego, CA2026-10-13
Tounjian Advisory Partners, LLC
16,028$731.2K0.3%GrowthHighFort Myers, FL2026-11-04
AdvisorNet Financial, Inc
15,842$728.6K0.0%ETFLowMinnetonka, MN2026-10-15
Pinnacle Wealth Management Group, Inc.
14,070$641.9K0.3%ETFMediumPlymouth, MI2026-10-15
Forvis Mazars Wealth Advisors, LLC
13,342$608.7K0.0%ETFVery LowSpringfield, MO2026-10-13
Lineweaver Wealth Advisors, LLC
12,119$552.9K0.1%ETFLowValley View, OH2026-10-13
Visionary Wealth Advisors
11,677$532.7K0.0%ETFLowO'Fallon, IL2026-11-04
Goldstein Advisors, LLC
11,633$530.7K0.0%ETFMediumMadison, WI2026-10-15
TopTier Wealth Management, LLC
11,273$514.3K0.3%ETFVery LowMuskego, WI2026-10-16
McAdam, LLC
11,220$511.9K0.0%ETFLowPhiladelphia, PA2026-10-21
Clear Point Advisors Inc.
10,908$497.6K0.3%ETFMediumMelville, NY2026-10-30
Fiduciary Financial Group, LLC
10,799$492.7K0.1%ETFLowSan Rafael, CA2026-10-13
Archer Investment Corp
10,666$486.6K0.1%CoreMediumCarmel, IN2026-11-05
Dynamic Advisor Solutions LLC
10,507$479.3K0.0%ETFLowPhoenix, AZ2026-10-13
Crown Wealth Group, LLC
10,010$456.7K0.1%ETFMediumCharlotte, NC2026-10-19
Sagespring Wealth Partners, LLC
9,914$452.3K0.0%ETFLowFranklin, TN2026-10-22
PTM Wealth Management, LLC
9,827$453.1K0.2%ETFLowNorth Wales, PA2026-10-23
Koshinski Asset Management, Inc.
9,558$436.0K0.0%ETFLowDecatur, IL2026-10-29
Quest 10 Wealth Builders, Inc.
9,494$433.1K0.3%ETFLowFuquay-Varina, VA2026-11-02
Cornerstone Wealth, LLC
9,345$427.1K0.2%ETFMediumGreeneville, TN2026-10-28
Weaver Capital Management LLC
9,298$424.2K0.1%GrowthMediumSuwanee, GA2026-10-15
Focus Financial Network, Inc.
9,241$421.6K0.0%ETFLowMinneapolis, MN2026-10-14
Michels Family Financial, LLC
8,880$405.1K0.3%ETFLowFort Worth, TX2026-11-02
RFG Advisory, LLC
8,647$394.5K0.0%ETFMediumBirmingham, AL2026-11-03
Capital Square, LLC
8,568$390.9K0.2%YieldMediumAthens, TN2026-10-19
Straight Path Wealth Management
8,490$387.3K0.1%ETFLowJenison, MI2026-10-23
Pacific Park Financial, Inc.
8,383$382.4K0.2%ETFMediumLagina Hills, CA2026-10-13
Blue Sky Capital Consultants Group, Inc.
8,371$381.9K0.2%GrowthMediumPoway, CA2026-10-13
Central Valley Advisors, LLC
8,243$376.0K0.1%CoreLowSacramento, CA2026-10-27
Outlook Wealth Advisors, LLC
8,191$373.7K0.1%ETFMediumShenandoah, TX2026-10-28
MGO One Seven LLC
7,921$361.4K0.0%GrowthLowBeachwood, OH2026-10-28
Fiduciary Alliance LLC
7,862$358.7K0.0%CoreMediumGreenville, SC2026-10-13
Retirement Planning Group, LLC
7,614$347.4K0.0%ETFVery LowLeawood, KS2026-10-19
TrustBank
7,575$345.6K0.1%ETFVery LowOlney, IL2026-10-20
O'Connor Financial Group LLC
7,263$331.3K0.1%ETFLowQuincy, IL2026-10-26
Weaver Consulting Group
7,221$329.4K0.1%ETFLowHuntington Beach, CA2026-10-07
Caliber Wealth Management, LLC / KS
7,006$319.6K0.0%ETFLowOverland Park, KS2026-11-04
Foundry Financial Group, Inc.
6,827$311.4K0.1%ETFLowLaconia, NH2026-10-28
Cardinal Point Capital Management ULC
6,770$308.8K0.0%ValueLowToronto, Australia2026-10-21
Galvin, Gaustad & Stein, LLC
6,633$302.6K0.0%CoreMediumScottsdale, AZ2026-10-08
Valtinson Bruner Financial Planning LLC
6,463$294.8K0.1%ETFLowNew Brighton, MN2026-11-02
Wedbush Securities Inc
6,425$2930.0%CoreLowPasadena, CA2026-10-22
Simplicity Wealth,LLC
6,337$289.1K0.0%ETFLowSummit, NJ2026-10-23
City Holding Co
6,245$284.8K0.0%CoreLowCharleston, WV2026-10-19
Sigma Planning Corp
6,116$279.0K0.0%GrowthMediumAnn Arbor, MI2026-10-23
HB Wealth Management, LLC
6,069$276.9K0.0%IndexVery LowAtlanta, GA2026-10-23
First Heartland Consultants, Inc.
6,067$276.8K0.0%ETFMediumLake St. Louis, MO2026-10-08
Seven Hills Financial, LLC
5,468$249.5K0.2%ETFN/ATallahassee, FL2026-10-13
Ashton Thomas Private Wealth, LLC
5,269$240.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Krilogy Financial LLC
5,000$231.1K0.0%GrowthLowSt. Louis, MO2026-10-13
Creative Planning
4,719$215.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Lotus Asset Management LLC
4,541$207.2K0.2%ETFN/ANashville, TN2026-10-14
BigSur Wealth Management LLC
4,274$195.0K0.0%GrowthLowMiami, FL2026-10-13
IMG Wealth Management, Inc.
4,077$186.0K0.1%ETFMediumJacksonville, FL2026-10-27
Dhjj Financial Advisors, Ltd.
4,045$184.5K0.1%ETFVery LowNaperville, IL2026-10-23
IFS Advisors, LLC
3,173$144.8K0.0%ETFLowOverland Park, KS2026-10-14
EverSource Wealth Advisors, LLC
3,000$136.9K0.0%CoreMediumBirmingham, AL2026-11-04
Creative Financial Designs Inc
2,900$132.3K0.0%ETFMediumKokomo, IN2026-11-04
AlphaCore Capital LLC
2,200$100.4K0.0%ETFLowLa Jolla, CA2026-11-04
Financial Network Wealth Advisors LLC
1,656$75.5K0.1%ETFLowMurray, UT2026-10-28
Capital Investment Advisory Services, LLC
1,340$61.1K0.0%CoreMediumRaleigh, NC2026-10-30
Private Trust Co NA
1,330$60.7K0.0%CoreLowCleveland, OH2026-10-20
Phillips Financial Management, LLC
1,220$55.7K0.0%ETFVery LowFort Wayne, IN2026-10-19
Assetmark, Inc
608$27.7K0.0%ETFLowConcord, CA2026-10-21
Lanark Financial, Inc.
600$27.4K0.0%CoreMediumBirmingham, AL2026-10-26
Ascentis Independent Advisors
577$26.3K0.0%ETFLowDallas, TX2026-11-03
Global Trust Asset Management, LLC
400$18.2K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Hazlett, Burt & Watson, Inc.
360$160.0%CoreVery LowWheeling, WV2026-11-04
Evolution Wealth Management Inc.
323$14.7K0.0%ETFMediumFort Myers, FL2026-10-28
Elevated Capital Advisors, LLC
180$8.2K0.0%ETFMediumSandy, UT2026-11-04
Prairie Wealth Advisors, Inc.
0$1.6M0.3%CoreVery LowOmaha, NE2026-10-29