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Innovator U.S. Equity Power (PJUN)

CUSIP: 45782C748 | NYSE | 368 institutional holders

Quarters

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

Brookstone Capital Management805,507
0.3% of portfolio›$35.4M
Commonwealth Equity Services, LLC684,345
0.0% of portfolio›$30.1M
Lineweaver Wealth Advisors, LLC313,613
1.6% of portfolio›$13.8M
CoreCap Advisors, LLC206,314
0.3% of portfolio›$9.1M
Kestra Advisory Services, LLC193,118
0.0% of portfolio›$8.5M
McAdam, LLC187,779
0.3% of portfolio›$8.3M
Chris Bulman Inc175,081
2.7% of portfolio›$7.7M
Truist Financial Corp149,112
0.0% of portfolio›$6.6M
Weaver Consulting Group131,945
1.1% of portfolio›$5.8M
Weaver Capital Management LLC110,673
0.9% of portfolio›$4.9M
ARS Wealth Advisors Group, LLC109,650
0.4% of portfolio›$4.8M
Southland Equity Partners LLC85,790
0.6% of portfolio›$3.8M
Clear Point Advisors Inc.79,456
2.4% of portfolio›$3.5M
Independent Financial Group, LLC79,193
0.1% of portfolio›$3.5M
Wealth Enhancement Advisory Services, LLC77,919
0.0% of portfolio›$3.5M
Sherry Group, Inc.73,910
3.1% of portfolio›$3.3M
Nations Financial Group Inc,73,762
0.2% of portfolio›$3.2M
Cambridge Investment Research Advisors, Inc.72,902
0.0% of portfolio›$3.2M
Ashton Thomas Private Wealth, LLC67,571
0.1% of portfolio›$3.0M
Integrity Advisory Solutions, LLC57,959
0.3% of portfolio›$2.5M
IFS Advisors, LLC57,926
0.8% of portfolio›$2.5M
Berkshire Money Management, Inc.56,213
0.2% of portfolio›$2.5M
Corrado Advisors, LLC55,872
1.2% of portfolio›$2.5M
Cape Investment Advisory, Inc.50,500
0.6% of portfolio›$2.2M
IFP Advisors, Inc48,604
0.0% of portfolio›$2.1M
Concurrent Investment Advisors, LLC48,306
0.0% of portfolio›$2.1M
Forvis Mazars Wealth Advisors, LLC46,461
0.0% of portfolio›$2.0M
Brown Wealth Management, LLC45,390
0.4% of portfolio›$2.0M
KFG Wealth Management, LLC44,114
0.2% of portfolio›$1.9M
Apollon Wealth Management, LLC43,949
0.0% of portfolio›$1.9M
Outlook Wealth Advisors, LLC42,804
0.4% of portfolio›$1.9M
Castle Rock Wealth Management, LLC42,483
0.4% of portfolio›$1.9M
HB Wealth Management, LLC38,805
0.0% of portfolio›$1.7M
Riverchase Wealth Management, LLC35,059
0.7% of portfolio›$1.5M
CRA Financial Services, LLC33,395
0.2% of portfolio›$1.5M
Pinnacle Wealth Management Group, Inc.31,800
0.6% of portfolio›$1.4M
BFI Wealth Solutions, LLC31,532
1.0% of portfolio›$1.4M
Patriot Financial Group Insurance Agency, LLC31,250
0.1% of portfolio›$1.4M
Hardworking Capital Advisors, LLC28,919
1.0% of portfolio›$1.3M
Cornerstone Wealth Group, LLC28,903
0.1% of portfolio›$1.3M
BCS Wealth Management28,073
0.2% of portfolio›$1.2M
Global Assets Advisory, LLC27,951
0.3% of portfolio›$1.2M
Diversify Wealth Management, LLC27,774
0.0% of portfolio›$1.2M
Diversify Advisory Services, LLC27,774
0.0% of portfolio›$1.2M
Gill Capital Partners, LLC26,785
0.3% of portfolio›$1.2M
Blue Water Asset Management25,671
0.4% of portfolio›$1.1M
Chicago Partners Investment Group LLC24,498
0.0% of portfolio›$1.1M
BIP Wealth, LLC23,297
0.0% of portfolio›$1.0M
Bright Futures Wealth Management, Llc.22,695
0.7% of portfolio›$998.4K
James T. Borello RIA21,686
0.2% of portfolio›$953.9K
Focus Financial Network, Inc.21,093
0.0% of portfolio›$927.9K
Trek Financial, LLC21,013
0.0% of portfolio›$924.4K
Dhjj Financial Advisors, Ltd.20,664
0.3% of portfolio›$909.0K
Diligent Investors, LLC20,126
0.2% of portfolio›$885.3K
Farther Finance Advisors, LLC19,092
0.0% of portfolio›$839.9K
Pacific Park Financial, Inc.18,977
0.5% of portfolio›$834.8K
RFG Advisory, LLC18,530
0.0% of portfolio›$815.1K
Spire Wealth Management18,451
0.0% of portfolio›$811.7K
Quest 10 Wealth Builders, Inc.18,035
0.6% of portfolio›$789.2K
Advisory Advocates, LLC17,640
0.7% of portfolio›$776.0K
Fragasso Financial Advisors Inc16,886
0.0% of portfolio›$751.8K
Cornerstone Wealth, LLC16,444
0.3% of portfolio›$723.4K
Cypress Wealth Services, LLC16,149
0.1% of portfolio›$719.0K
Sagespring Wealth Partners, LLC15,212
0.0% of portfolio›$669.2K
Atticus Wealth Management, LLC14,490
0.1% of portfolio›$637.4K
Blue Sky Capital Consultants Group, Inc.13,586
0.3% of portfolio›$597.6K
Cardinal Point Capital Management ULC12,770
0.0% of portfolio›$561.8K
Global Strategic Investment Solutions, LLC12,081
0.0% of portfolio›$531.4K
Liberty Atlantic Advisors LLC11,995
0.3% of portfolio›$527.7K
Blue Bell Private Wealth Management, LLC11,539
0.1% of portfolio›$507.6K
Fortune Financial Group, Inc.11,461
0.4% of portfolio›$504.2K
MGO One Seven LLC11,381
0.0% of portfolio›$500.7K
Ballast Rock Private Wealth LLC11,324
0.2% of portfolio›$498.1K
Reicon Wealth Advisors, LLC9,362
0.2% of portfolio›$411.8K
Beacon Financial Advisory LLC9,300
0.1% of portfolio›$409.1K
Galvin, Gaustad & Stein, LLC8,877
0.0% of portfolio›$390.5K
Crown Wealth Group, LLC8,854
0.1% of portfolio›$389.5K
Simplicity Wealth,LLC8,187
0.0% of portfolio›$360.1K
Clay Northam Wealth Management, LLC7,530
0.2% of portfolio›$331.2K
B. Riley Wealth Advisors, Inc.7,500
0.0% of portfolio›$329.9K
Jacobi Capital Management LLC7,260
0.0% of portfolio›$319.4K
Retirement Planning Group, LLC7,160
0.0% of portfolio›$315.0K
TrustBank7,025
0.1% of portfolio›$309.0K
Lido Advisors, LLC6,458
0.0% of portfolio›$284.1K
Capital Square, LLC6,414
0.1% of portfolio›$282.2K
Jessup Wealth Management, Inc6,339
0.1% of portfolio›$278.9K
J.W. Cole Advisors, Inc.6,284
0.0% of portfolio›$276.4K
Victory Financial Group, LLC6,118
0.0% of portfolio›$269.1K
Firestone Capital Management6,005
0.0% of portfolio›$264.2K
Axxcess Wealth Management, LLC5,739
0.0% of portfolio›$252.4K
Choreo, LLC5,719
0.0% of portfolio›$251.6K
Fort Washington Investment Advisors Inc5,670
0.0% of portfolio›$249.4K
Straight Path Wealth Management5,354
0.1% of portfolio›$235.5K
Sigma Planning Corp5,329
0.0% of portfolio›$234.4K
Creative Financial Designs Inc5,295
0.0% of portfolio›$232.9K
Visionary Wealth Advisors5,276
0.0% of portfolio›$232.1K
WealthPlan Investment Management, LLC5,249
0.0% of portfolio›$230.9K
Fiduciary Alliance LLC5,178
0.0% of portfolio›$227.8K
Occidental Asset Management, LLC4,917
0.0% of portfolio›$216.3K
Ascent Wealth Partners, LLC4,855
0.0% of portfolio›$213.6K
Creative Planning4,742
0.0% of portfolio›$208.6K
Helium Advisors LLC4,650
0.2% of portfolio›$204.6K
Tounjian Advisory Partners, LLC4,343
0.1% of portfolio›$191.0K
Financial Network Wealth Advisors LLC2,802
0.1% of portfolio›$123.3K
City Holding Co2,180
0.0% of portfolio›$95.9K
Chapman Financial Group, LLC2,100
0.1% of portfolio›$92.4K
Capital Investment Advisory Services, LLC1,732
0.0% of portfolio›$76.2K
Balance Wealth Partners LLC1,153
0.0% of portfolio›$50.7K
Lanark Financial, Inc.1,150
0.0% of portfolio›$50.6K
Lloyd Advisory Services, Llc.985
0.0% of portfolio›$43.3K
Archer Investment Corp230
0.0% of portfolio›$10.1K
EverSource Wealth Advisors, LLC140
0.0% of portfolio›$6.2K
Compass Financial Management LLC58
0.0% of portfolio›$2.6K
StyleTurnoverLocationFiled
Brookstone Capital Management
805,507$35.4M0.3%ETFMediumWheaton, IL2026-10-22
Commonwealth Equity Services, LLC
684,345$30.1M0.0%ETFLowWaltham, MA2026-11-02
Lineweaver Wealth Advisors, LLC
313,613$13.8M1.6%ETFLowValley View, OH2026-10-13
CoreCap Advisors, LLC
206,314$9.1M0.3%ETFMediumSouthfield, MI2026-10-08
Kestra Advisory Services, LLC
193,118$8.5M0.0%CoreLowAustin, TX2026-11-02
McAdam, LLC
187,779$8.3M0.3%ETFLowPhiladelphia, PA2026-10-21
Chris Bulman Inc
175,081$7.7M2.7%ETFLowRoseville, CA2026-10-20
Truist Financial Corp
149,112$6.6M0.0%CoreLowCharlotte, NC2026-10-30
Weaver Consulting Group
131,945$5.8M1.1%ETFLowHuntington Beach, CA2026-10-07
Weaver Capital Management LLC
110,673$4.9M0.9%GrowthMediumSuwanee, GA2026-10-15
ARS Wealth Advisors Group, LLC
109,650$4.8M0.4%CoreLowSt. Petersburg, FL2026-10-16
Southland Equity Partners LLC
85,790$3.8M0.6%ETFLowWildwood, MO2026-10-14
Clear Point Advisors Inc.
79,456$3.5M2.4%ETFMediumMelville, NY2026-10-30
Independent Financial Group, LLC
79,193$3.5M0.1%GrowthLowSan Diego, CA2026-10-13
Wealth Enhancement Advisory Services, LLC
77,919$3.5M0.0%CoreLowPlymouth, MN2026-10-13
Sherry Group, Inc.
73,910$3.3M3.1%ETFMediumMountain Home, AR2026-10-09
Nations Financial Group Inc,
73,762$3.2M0.2%CoreLowCedar Rapids, IA2026-11-05
Cambridge Investment Research Advisors, Inc.
72,902$3.2M0.0%ETFLowFairfield, IA2026-11-02
Ashton Thomas Private Wealth, LLC
67,571$3.0M0.1%CoreMediumScottsdale, AZ2026-11-03
Integrity Advisory Solutions, LLC
57,959$2.5M0.3%ETFMediumDallas, TX2026-10-29
IFS Advisors, LLC
57,926$2.5M0.8%ETFLowOverland Park, KS2026-10-14
Berkshire Money Management, Inc.
56,213$2.5M0.2%ETFMediumDalton, MA2026-10-21
Corrado Advisors, LLC
55,872$2.5M1.2%CoreMediumRamsey, NJ2026-10-27
Cape Investment Advisory, Inc.
50,500$2.2M0.6%ETFLowMcdonough, GA2026-10-13
IFP Advisors, Inc
48,604$2.1M0.0%GrowthLowTampa, FL2026-10-16
Concurrent Investment Advisors, LLC
48,306$2.1M0.0%GrowthMediumTampa, FL2026-10-16
Forvis Mazars Wealth Advisors, LLC
46,461$2.0M0.0%ETFVery LowSpringfield, MO2026-10-13
Brown Wealth Management, LLC
45,390$2.0M0.4%ETFMediumNaperville, IL2026-10-20
KFG Wealth Management, LLC
44,114$1.9M0.2%ETFMediumGranger, IN2026-10-16
Apollon Wealth Management, LLC
43,949$1.9M0.0%GrowthLowMount Pleasant, SC2026-10-23
Outlook Wealth Advisors, LLC
42,804$1.9M0.4%ETFMediumShenandoah, TX2026-10-28
Castle Rock Wealth Management, LLC
42,483$1.9M0.4%GrowthMediumWalnut Creek, CA2026-10-09
HB Wealth Management, LLC
38,805$1.7M0.0%IndexVery LowAtlanta, GA2026-10-23
Riverchase Wealth Management, LLC
35,059$1.5M0.7%ETFMediumFlower Mound, TX2026-10-28
CRA Financial Services, LLC
33,395$1.5M0.2%ETFVery LowNorthfield, NJ2026-10-16
Pinnacle Wealth Management Group, Inc.
31,800$1.4M0.6%ETFMediumPlymouth, MI2026-10-15
BFI Wealth Solutions, LLC
31,532$1.4M1.0%ETFLowDallas, TX2026-10-16
Patriot Financial Group Insurance Agency, LLC
31,250$1.4M0.1%GrowthLowWalpole, MA2026-10-14
Hardworking Capital Advisors, LLC
28,919$1.3M1.0%GrowthMediumPalm Desert, CA2026-10-20
Cornerstone Wealth Group, LLC
28,903$1.3M0.1%CoreMediumHuntersville, NC2026-11-02
BCS Wealth Management
28,073$1.2M0.2%ETFVery LowJohnson City, TN2026-11-03
Global Assets Advisory, LLC
27,951$1.2M0.3%GrowthHighOrlando, FL2026-10-28
Diversify Wealth Management, LLC
27,774$1.2M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
27,774$1.2M0.0%GrowthLowSandy, UT2026-10-20
Gill Capital Partners, LLC
26,785$1.2M0.3%ETFLowDenver, CO2026-10-13
Blue Water Asset Management
25,671$1.1M0.4%ETFLowGrand Rapids, MI2026-11-04
Chicago Partners Investment Group LLC
24,498$1.1M0.0%GARPLowChicago, IL2026-10-27
BIP Wealth, LLC
23,297$1.0M0.0%ETFMediumAtlanta, GA2026-10-22
Bright Futures Wealth Management, Llc.
22,695$998.4K0.7%CoreHighWebster, Ny 14580, NY2026-10-23
James T. Borello RIA
21,686$953.9K0.2%ETFVery LowEast Dundee, IL2026-10-16
Focus Financial Network, Inc.
21,093$927.9K0.0%ETFLowMinneapolis, MN2026-10-14
Trek Financial, LLC
21,013$924.4K0.0%ETFHighScottsdale, AZ2026-10-29
Dhjj Financial Advisors, Ltd.
20,664$909.0K0.3%ETFVery LowNaperville, IL2026-10-23
Diligent Investors, LLC
20,126$885.3K0.2%CoreLowRedlands, CA2026-10-21
Farther Finance Advisors, LLC
19,092$839.9K0.0%IndexLowSan Francisco, CA2026-10-08
Pacific Park Financial, Inc.
18,977$834.8K0.5%ETFMediumLagina Hills, CA2026-10-13
RFG Advisory, LLC
18,530$815.1K0.0%ETFMediumBirmingham, AL2026-11-03
Spire Wealth Management
18,451$811.7K0.0%GrowthMediumMclean, VA2026-10-30
Quest 10 Wealth Builders, Inc.
18,035$789.2K0.6%ETFLowFuquay-Varina, VA2026-11-02
Advisory Advocates, LLC
17,640$776.0K0.7%YieldMediumGrand Rapids, MI2026-11-05
Fragasso Financial Advisors Inc
16,886$751.8K0.0%ETFLowSewickley, PA2026-10-13
Cornerstone Wealth, LLC
16,444$723.4K0.3%ETFMediumGreeneville, TN2026-10-28
Cypress Wealth Services, LLC
16,149$719.0K0.1%ETFLowPalm Desert, CA2026-10-21
Sagespring Wealth Partners, LLC
15,212$669.2K0.0%ETFLowFranklin, TN2026-10-22
Atticus Wealth Management, LLC
14,490$637.4K0.1%ETFLowPalm Beach Gardens, FL2026-10-20
Blue Sky Capital Consultants Group, Inc.
13,586$597.6K0.3%GrowthMediumPoway, CA2026-10-13
Cardinal Point Capital Management ULC
12,770$561.8K0.0%ValueLowToronto, Australia2026-10-21
Global Strategic Investment Solutions, LLC
12,081$531.4K0.0%ETFLowScottsdale, AZ2026-10-16
Liberty Atlantic Advisors LLC
11,995$527.7K0.3%ETFLowOlympia, WA2026-10-14
Blue Bell Private Wealth Management, LLC
11,539$507.6K0.1%YieldVery LowBlue Bell, PA2026-10-29
Fortune Financial Group, Inc.
11,461$504.2K0.4%ETFHighNaples, FL2026-10-22
MGO One Seven LLC
11,381$500.7K0.0%GrowthLowBeachwood, OH2026-10-28
Ballast Rock Private Wealth LLC
11,324$498.1K0.2%ETFMediumCharleston, SC2026-10-26
Reicon Wealth Advisors, LLC
9,362$411.8K0.2%ETFLowAtlanta, GA2026-11-04
Beacon Financial Advisory LLC
9,300$409.1K0.1%ETFLowCleveland, OH2026-10-16
Galvin, Gaustad & Stein, LLC
8,877$390.5K0.0%CoreMediumScottsdale, AZ2026-10-08
Crown Wealth Group, LLC
8,854$389.5K0.1%ETFMediumCharlotte, NC2026-10-19
Simplicity Wealth,LLC
8,187$360.1K0.0%ETFLowSummit, NJ2026-10-23
Clay Northam Wealth Management, LLC
7,530$331.2K0.2%GrowthVery LowHuntington Beach, CA2026-10-13
B. Riley Wealth Advisors, Inc.
7,500$329.9K0.0%GrowthLowMemphis, TN2026-10-13
Jacobi Capital Management LLC
7,260$319.4K0.0%CoreLowPittston, PA2026-11-05
Retirement Planning Group, LLC
7,160$315.0K0.0%ETFVery LowLeawood, KS2026-10-19
TrustBank
7,025$309.0K0.1%ETFVery LowOlney, IL2026-10-20
Lido Advisors, LLC
6,458$284.1K0.0%GrowthLowLos Angeles, CA2026-11-04
Capital Square, LLC
6,414$282.2K0.1%YieldMediumAthens, TN2026-10-19
Jessup Wealth Management, Inc
6,339$278.9K0.1%GrowthMediumDayton, OH2026-10-20
J.W. Cole Advisors, Inc.
6,284$276.4K0.0%IndexLowTampa, FL2026-11-05
Victory Financial Group, LLC
6,118$269.1K0.0%ETFLowAustin, TX2026-10-27
Firestone Capital Management
6,005$264.2K0.0%ETFVery LowSouth Miami, FL2026-11-03
Axxcess Wealth Management, LLC
5,739$252.4K0.0%CoreLowCarlsbad, CA2026-10-21
Choreo, LLC
5,719$251.6K0.0%IndexLowRockford, IL2026-10-28
Fort Washington Investment Advisors Inc
5,670$249.4K0.0%CoreLowCincinnati, OH2026-10-15
Straight Path Wealth Management
5,354$235.5K0.1%ETFLowJenison, MI2026-10-23
Sigma Planning Corp
5,329$234.4K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Creative Financial Designs Inc
5,295$232.9K0.0%ETFMediumKokomo, IN2026-11-04
Visionary Wealth Advisors
5,276$232.1K0.0%ETFLowO'Fallon, IL2026-11-04
WealthPlan Investment Management, LLC
5,249$230.9K0.0%GrowthMediumOmaha, NE2026-10-15
Fiduciary Alliance LLC
5,178$227.8K0.0%CoreMediumGreenville, SC2026-10-13
Occidental Asset Management, LLC
4,917$216.3K0.0%GrowthLowBurlingame, CA2026-11-05
Ascent Wealth Partners, LLC
4,855$213.6K0.0%GrowthLowNew Hartford, NY2026-10-23
Creative Planning
4,742$208.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Helium Advisors LLC
4,650$204.6K0.2%ETFLowVancouver, WA2026-10-23
Tounjian Advisory Partners, LLC
4,343$191.0K0.1%GrowthHighFort Myers, FL2026-11-04
Financial Network Wealth Advisors LLC
2,802$123.3K0.1%ETFLowMurray, UT2026-10-28
City Holding Co
2,180$95.9K0.0%CoreLowCharleston, WV2026-10-19
Chapman Financial Group, LLC
2,100$92.4K0.1%CoreVery LowHonolulu, HI2026-10-26
Capital Investment Advisory Services, LLC
1,732$76.2K0.0%CoreMediumRaleigh, NC2026-10-30
Balance Wealth Partners LLC
1,153$50.7K0.0%ETFMediumWorthington, OH2026-10-27
Lanark Financial, Inc.
1,150$50.6K0.0%CoreMediumBirmingham, AL2026-10-26
Lloyd Advisory Services, Llc.
985$43.3K0.0%ETFVery HighSuwanee, GA2026-11-02
Archer Investment Corp
230$10.1K0.0%CoreMediumCarmel, IN2026-11-05
EverSource Wealth Advisors, LLC
140$6.2K0.0%CoreMediumBirmingham, AL2026-11-04
Compass Financial Management LLC
58$2.6K0.0%CoreN/ATampa, FL2026-10-30