INNOVATOR U.S. EQUITY POWER PJUL
$48.70
-0.0% 52w: $42.06 – $48.81
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data42.0645.4448.81
Jun 20, 2025 Jul 2, 2026
Institutional holders
269
+0 QoQ
13F value
$782.8M
-9.1% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PJUL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | Long only active | 3.2M | $146.7M | 0.0% | -3.3% |
| Penserra Capital Management LLC | Diversified mechanical | 1.4M | $65.2M | 0.8% | +6.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 699.9K | $32.2M | 0.0% | -2.8% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 610.6K | $28.1M | 0.1% | -3.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 456.1K | $21.0M | 0.0% | +11.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 404.5K | $18.6M | 0.0% | -6.4% |
| HighTower Advisors, LLC | Diversified mechanical | 341.0K | $15.7M | 0.0% | -1.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 322.1K | $14.8M | 0.0% | -28.3% |
| Focus Partners Wealth | Wealth advisor | 320.8K | $14.7M | 0.0% | -12.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 287.5K | $13.2M | 0.0% | +3.0% |
| Cetera Investment Advisers | Wealth advisor | 272.7K | $12.5M | 0.0% | -14.1% |
| LPL Financial LLC | Bank broker | 269.8K | $12.4M | 0.0% | -13.3% |
| CWM, LLC | Wealth advisor | 249.5K | $11.5M | 0.0% | -10.0% |
| World Investment Advisors | Wealth advisor | 219.6K | $10.1M | 0.2% | +7.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 212.6K | $9.8M | 0.0% | +3.0% |
| CoreCap Advisors, LLC | Wealth advisor | 190.1K | $8.7M | 0.3% | -1.3% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 186.9K | $8.6M | 0.1% | -14.6% |
| AA Financial Advisors, LLC | Wealth advisor | 177.1K | $8.1M | 1.1% | -2.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 173.5K | $8.0M | 0.0% | -8.8% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 167.7K | $7.7M | 0.0% | +93.3% |
| Southland Equity Partners LLC | Wealth advisor | 149.5K | $6.9M | 1.3% | 0.0% |
| MBL Wealth, LLC | Wealth advisor | 148.4K | $6.8M | 0.5% | -2.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 147.2K | $6.8M | 0.0% | -23.9% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 146.5K | $6.7M | 0.0% | -2.8% |
| Triad Wealth Partners, LLC | Wealth advisor | 142.3K | $6.5M | 0.5% | +24.8% |
| Horizon Investments, LLC | Diversified mechanical | 140.6K | $6.5M | 0.1% | +134.7% |
| Advisory Alpha, LLC | Wealth advisor | 138.2K | $6.4M | 0.2% | -0.5% |
| Forvis Mazars Wealth Advisors, LLC | Wealth advisor | 131.2K | $6.0M | 0.1% | -17.6% |
| Brookstone Capital Management | Wealth advisor | 129.1K | $5.9M | 0.1% | -12.5% |
| Cresset Asset Management, LLC | Wealth advisor | 125.8K | $5.8M | 0.0% | +12.9% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 125.1K | $5.7M | 0.1% | -0.3% |
| MTM FINANCIAL GROUP, LLC | Wealth advisor | 118.5K | $5.4M | 2.6% | -1.8% |
| Weaver Consulting Group | Wealth advisor | 115.8K | $5.3M | 1.3% | +1.9% |
| Signal Advisors Wealth, LLC | Wealth advisor | 112.2K | $5.2M | 0.4% | +26.8% |
| Talon Private Wealth, LLC | Wealth advisor | 110.7K | $5.1M | 0.7% | — |
| Composition Wealth, LLC | Wealth advisor | 92.7K | $4.3M | 0.1% | -14.8% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 89.9K | $4.1M | 0.0% | +19.3% |
| CRA Financial Services, LLC | Wealth advisor | 82.7K | $3.8M | 0.5% | -3.0% |
| OneDigital Investment Advisors LLC | Wealth advisor | 80.1K | $3.7M | 0.0% | -2.3% |
| Keating Financial Advisory Services, Inc. | Wealth advisor | 78.0K | $3.6M | 0.6% | -13.5% |
| FOUNDERS FINANCIAL SECURITIES LLC | Wealth advisor | 73.8K | $3.5M | 0.2% | +18.0% |
| McAdam, LLC | Wealth advisor | 74.4K | $3.4M | 0.2% | 0.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 79.2K | $3.4M | 0.0% | -85.3% |
| Pathstone Holdings, LLC | Diversified mechanical | 72.3K | $3.3M | 0.0% | -26.8% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 72.0K | $3.3M | 0.2% | +97.0% |
| Farther Finance Advisors, LLC | Wealth advisor | 70.3K | $3.2M | 0.0% | -6.5% |
| Certified Advisory Corp | Wealth advisor | 70.1K | $3.2M | 0.3% | -5.3% |
| Straight Path Wealth Management | Wealth advisor | 70.0K | $3.2M | 0.9% | +0.6% |
| Elmwood Wealth Management, Inc. | Wealth advisor | 64.4K | $3.0M | 0.8% | +8.3% |
| Global Strategic Investment Solutions, LLC | Wealth advisor | 62.9K | $2.9M | 0.3% | -47.5% |
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.