INNOVATOR GROWTH 100 POWER B NJAN
$58.51
-0.4% 52w: $49.60 – $59.04
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data49.6054.3259.04
Jun 20, 2025 Jul 2, 2026
Institutional holders
111
+11 QoQ
13F value
$248.7M
+23.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns NJAN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | Wealth advisor | 484.5K | $25.9M | 0.6% | +46.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 452.2K | $24.1M | 0.1% | -0.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 400.6K | $21.4M | 0.1% | +1.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 370.5K | $19.8M | 0.0% | +10.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 224.1K | $12.0M | 0.0% | +166.5% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 206.9K | $11.0M | 0.0% | +8.5% |
| Encompass More Asset Management | Wealth advisor | 182.5K | $9.7M | 1.6% | New |
| Cetera Investment Advisers | Wealth advisor | 162.3K | $8.7M | 0.0% | +19.4% |
| PERSONAL CFO SOLUTIONS, LLC | Other | 157.2K | $8.4M | 1.2% | New |
| Cornerstone Wealth, LLC/TN | Wealth advisor | 136.6K | $7.8M | 4.4% | — |
| AdvisorNet Financial, Inc | Wealth advisor | 125.5K | $6.7M | 0.3% | -11.6% |
| MAI Capital Management | Wealth advisor | 125.4K | $6.7M | 0.0% | +156.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 119.1K | $6.4M | 0.0% | +22.2% |
| Long Island Wealth Management, Inc. | Wealth advisor | 112.8K | $6.0M | 2.8% | +17.3% |
| RED CRANE WEALTH MANAGEMENT, LLC | Wealth advisor | 107.2K | $5.7M | 4.7% | +6.8% |
| LPL Financial LLC | Bank broker | 77.9K | $4.2M | 0.0% | +0.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 69.5K | $3.7M | 0.0% | +0.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 61.7K | $3.3M | 0.0% | +44.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 54.4K | $2.9M | 0.0% | +27.2% |
| Diligent Investors, LLC | Other | 51.1K | $2.7M | 0.7% | -0.1% |
| Tradition Wealth Management, LLC | Wealth advisor | 49.9K | $2.7M | 0.2% | -48.5% |
| Outlook Wealth Advisors, LLC | Wealth advisor | 47.6K | $2.5M | 0.6% | +7.7% |
| Crown Wealth Group, LLC | Wealth advisor | 38.3K | $2.0M | 0.6% | -1.0% |
| My Personal CFO, LLC | Wealth advisor | 36.0K | $1.9M | 0.8% | -7.7% |
| Sunbelt Securities, Inc. | Diversified mechanical | 34.6K | $1.8M | 0.1% | +0.9% |
| Forty-three Eighteen Advisors, LLC | Other | 34.6K | $1.8M | 1.4% | +0.4% |
| DHJJ Financial Advisors, Ltd. | Wealth advisor | 34.3K | $1.8M | 0.6% | +12.4% |
| HighTower Advisors, LLC | Diversified mechanical | 32.7K | $1.7M | 0.0% | -8.2% |
| Triumph Capital Management | Wealth advisor | 30.0K | $1.6M | 0.3% | -7.6% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 27.8K | $1.5M | 0.0% | +8.0% |
| CreativeOne Wealth, LLC | Wealth advisor | 24.4K | $1.3M | 0.0% | +7.1% |
| BIP Wealth, LLC | Wealth advisor | 23.9K | $1.3M | 0.1% | -0.9% |
| Focus Financial Network, Inc. | Wealth advisor | 23.9K | $1.3M | 0.0% | +21.9% |
| IFP Advisors, Inc | Wealth advisor | 20.4K | $1.1M | 0.0% | +48.9% |
| JDM Financial Group LLC | Wealth advisor | 19.5K | $1.0M | 0.4% | Held |
| VanWeelden Wealth Management, LLC | Wealth advisor | 18.7K | $1000K | 0.8% | New |
| FSA Advisors, Inc. | Wealth advisor | 18.1K | $964K | 0.6% | +6.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 17.6K | $947K | 0.0% | -12.5% |
| PFG Advisors | Wealth advisor | 17.3K | $922K | 0.0% | +0.3% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 16.5K | $881K | 0.0% | +39.2% |
| AE Wealth Management LLC | Wealth advisor | 15.7K | $836K | 0.0% | +15.8% |
| CWC Advisors, LLC. | Wealth advisor | 14.4K | $767K | 0.4% | +50.9% |
| CoreCap Advisors, LLC | Wealth advisor | 14.3K | $763K | 0.0% | +30.1% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 13.9K | $740K | 0.0% | Held |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 13.6K | $724K | 0.0% | +7.1% |
| GWN SECURITIES INC. | Wealth advisor | 13.5K | $720K | 0.1% | +0.5% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 13.0K | $695K | 0.1% | New |
| Merit Financial Group, LLC | Wealth advisor | 12.6K | $674K | 0.0% | +2.9% |
| Liberty Atlantic Advisors LLC | Wealth advisor | 12.4K | $662K | 0.6% | Held |
| Berkshire Money Management, Inc. | Wealth advisor | 12.1K | $643K | 0.1% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.