INNOVATOR U.S. EQUITY POWER PJAN
$49.56
+0.1% 52w: $43.04 – $49.60
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data43.0446.3249.60
Jun 20, 2025 Jul 2, 2026
Institutional holders
280
+26 QoQ
13F value
$1.26B
+23.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PJAN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | Long only active | 3.7M | $174.9M | 0.1% | -4.0% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 2.3M | $104.6M | 0.5% | +39.8% |
| Penserra Capital Management LLC | Diversified mechanical | 1.4M | $65.0M | 0.8% | +6.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.3M | $60.6M | 0.1% | +48.5% |
| Brookstone Capital Management | Wealth advisor | 758.9K | $35.0M | 0.4% | +522.9% |
| LPL Financial LLC | Bank broker | 747.6K | $34.5M | 0.0% | -10.4% |
| Allworth Financial LP | Wealth advisor | 628.9K | $29.0M | 0.1% | New |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 625.5K | $28.9M | 0.1% | +57.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 622.1K | $28.7M | 0.0% | +13.9% |
| PERSONAL CFO SOLUTIONS, LLC | Other | 593.5K | $27.4M | 3.8% | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 584.9K | $27.0M | 0.1% | +48.1% |
| Mutual Advisors, LLC | Wealth advisor | 577.5K | $26.6M | 0.6% | +37.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 519.3K | $24.0M | 0.0% | +18.5% |
| Focus Partners Wealth | Wealth advisor | 490.1K | $22.6M | 0.0% | -1.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 484.5K | $22.3M | 0.0% | +43.9% |
| Southland Equity Partners LLC | Wealth advisor | 384.2K | $17.7M | 3.5% | -5.3% |
| Compass Advisory Group LLC | Wealth advisor | 370.6K | $17.1M | 4.6% | +442.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 320.9K | $14.9M | 0.0% | +193.8% |
| US BANCORP \DE\ | Wealth advisor | 320.1K | $14.8M | 0.0% | +14721.1% |
| Cetera Investment Advisers | Wealth advisor | 318.0K | $14.7M | 0.0% | +15.6% |
| Bellwether Advisors, LLC | Wealth advisor | 282.4K | $13.0M | 2.2% | -3.5% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 262.1K | $12.1M | 0.1% | +63.1% |
| Janney Montgomery Scott LLC | Diversified mechanical | 243.6K | $11.2M | 0.0% | +6.7% |
| CWM, LLC | Wealth advisor | 235.7K | $10.9M | 0.0% | -14.0% |
| Ascent Wealth Partners, LLC | Other | 234.8K | $10.8M | 1.3% | -0.1% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 200.1K | $9.2M | 0.1% | +47.6% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 198.1K | $9.1M | 0.1% | -7.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 194.6K | $9.0M | 0.0% | +43.7% |
| AA Financial Advisors, LLC | Wealth advisor | 177.2K | $8.2M | 1.2% | -2.3% |
| WEST MICHIGAN ADVISORS, LLC | Other | 171.0K | $7.9M | 1.7% | New |
| HighTower Advisors, LLC | Diversified mechanical | 151.6K | $7.0M | 0.0% | +15.1% |
| Cresset Asset Management, LLC | Wealth advisor | 148.7K | $6.9M | 0.0% | +40.1% |
| CoreCap Advisors, LLC | Wealth advisor | 146.8K | $6.8M | 0.2% | +2.1% |
| COFG Advisors, LLC | Wealth advisor | 146.3K | $6.7M | 1.7% | -0.4% |
| Range Financial Group LLC | Other | 143.8K | $6.6M | 2.2% | -1.8% |
| Forty-three Eighteen Advisors, LLC | Other | 142.0K | $6.5M | 4.9% | +2.7% |
| MAI Capital Management | Wealth advisor | 140.6K | $6.5M | 0.0% | +124.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 139.4K | $6.4M | 0.0% | +1.0% |
| Horizon Investments, LLC | Diversified mechanical | 138.6K | $6.4M | 0.1% | +135.1% |
| Triad Wealth Partners, LLC | Wealth advisor | 137.1K | $6.3M | 0.5% | +25.7% |
| Talon Private Wealth, LLC | Wealth advisor | 134.8K | $6.2M | 0.8% | — |
| LeClair Wealth Partners LLC | Wealth advisor | 126.1K | $5.8M | 2.0% | New |
| Blue Water Asset Management | Wealth advisor | 126.1K | $5.8M | 2.0% | -3.0% |
| BCGM Wealth Management, LLC | Wealth advisor | 122.5K | $5.6M | 1.4% | Held |
| GILL CAPITAL PARTNERS, LLC | Wealth advisor | 119.9K | $5.5M | 1.6% | +7.8% |
| Forvis Mazars Wealth Advisors, LLC | Wealth advisor | 116.1K | $5.4M | 0.1% | -18.8% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 115.7K | $5.3M | 0.1% | +61.6% |
| Signal Advisors Wealth, LLC | Wealth advisor | 110.9K | $5.1M | 0.4% | +26.8% |
| IFP Advisors, Inc | Wealth advisor | 106.5K | $4.9M | 0.1% | +7.2% |
| JDM Financial Group LLC | Wealth advisor | 104.1K | $4.8M | 1.9% | 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.