INNOVATOR U.S. EQUITY POWER PJUN
$43.21
-0.0% 52w: $38.98 – $43.48
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data38.9841.2343.48
Jun 20, 2025 Jul 2, 2026
Institutional holders
163
-5 QoQ
13F value
$508.9M
-13.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PJUN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | Long only active | 2.8M | $116.5M | 0.0% | -2.5% |
| Penserra Capital Management LLC | Diversified mechanical | 1.6M | $65.7M | 0.8% | +6.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 551.5K | $23.1M | 0.0% | -64.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 497.3K | $20.8M | 0.0% | -13.0% |
| Focus Partners Wealth | Wealth advisor | 431.6K | $18.1M | 0.0% | -3.9% |
| HighTower Advisors, LLC | Diversified mechanical | 424.4K | $17.8M | 0.0% | -0.2% |
| Lineweaver Wealth Advisors, LLC | Wealth advisor | 300.3K | $12.6M | 1.7% | -0.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 251.3K | $10.5M | 0.0% | -4.5% |
| Cetera Investment Advisers | Wealth advisor | 222.9K | $9.3M | 0.0% | -6.2% |
| LPL Financial LLC | Bank broker | 212.1K | $8.9M | 0.0% | -5.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 199.4K | $8.3M | 0.0% | -0.8% |
| CoreCap Advisors, LLC | Wealth advisor | 196.9K | $8.2M | 0.3% | -1.3% |
| Brookstone Capital Management | Wealth advisor | 196.7K | $8.2M | 0.1% | -1.5% |
| McAdam, LLC | Wealth advisor | 187.5K | $7.8M | 0.4% | -6.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 176.7K | $7.4M | 0.0% | +24.3% |
| Chris Bulman Inc | Wealth advisor | 160.3K | $6.7M | 2.9% | +2.4% |
| Advisory Alpha, LLC | Wealth advisor | 148.6K | $6.2M | 0.2% | +1.5% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 145.5K | $6.1M | 0.0% | +50.3% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 133.1K | $5.6M | 0.0% | -1.1% |
| Weaver Capital Management LLC | Other | 117.1K | $4.9M | 1.1% | -0.3% |
| Bellwether Advisors, LLC | Wealth advisor | 115.3K | $4.8M | 0.8% | -0.1% |
| ARS Wealth Advisors Group, LLC | Other | 111.2K | $4.7M | 0.4% | -1.4% |
| Berkshire Money Management, Inc. | Wealth advisor | 110.2K | $4.6M | 0.5% | -82.7% |
| MTM FINANCIAL GROUP, LLC | Wealth advisor | 109.6K | $4.6M | 2.2% | -0.1% |
| Weaver Consulting Group | Wealth advisor | 106.6K | $4.5M | 1.1% | Held |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 90.5K | $3.8M | 0.0% | -6.6% |
| Southland Equity Partners LLC | Wealth advisor | 89.7K | $3.8M | 0.7% | 0.0% |
| Keating Financial Advisory Services, Inc. | Wealth advisor | 82.2K | $3.4M | 0.6% | -4.9% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 75.9K | $3.2M | 0.1% | -1.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 74.8K | $3.1M | 0.0% | -4.1% |
| OneDigital Investment Advisors LLC | Wealth advisor | 74.5K | $3.1M | 0.0% | -2.7% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 70.0K | $2.9M | 0.0% | -46.6% |
| Pinnacle Wealth Management Group, Inc. | Wealth advisor | 62.7K | $2.6M | 1.3% | -0.6% |
| YARGER WEALTH STRATEGIES, LLC | Wealth advisor | 60.5K | $2.5M | 1.0% | -9.3% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 54.7K | $2.3M | 0.1% | +100.0% |
| Forvis Mazars Wealth Advisors, LLC | Wealth advisor | 50.0K | $2.1M | 0.0% | -1.7% |
| WEALTH ALLIANCE, LLC | Wealth advisor | 49.6K | $2.1M | 0.2% | -2.9% |
| Apollon Wealth Management, LLC | Diversified mechanical | 47.1K | $2.0M | 0.0% | New |
| Castle Rock Wealth Management, LLC | Other | 44.9K | $1.9M | 0.4% | Held |
| Cassady Wealth & Retirement Planning, LLC | Wealth advisor | 43.6K | $1.9M | 1.0% | -0.4% |
| Cape Investment Advisory, Inc. | Wealth advisor | 41.5K | $1.7M | 0.6% | Held |
| Outlook Wealth Advisors, LLC | Wealth advisor | 40.7K | $1.7M | 0.4% | +6.4% |
| KFG WEALTH MANAGEMENT, LLC | Wealth advisor | 40.1K | $1.7M | 0.2% | -0.1% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 39.8K | $1.7M | 0.0% | Held |
| CORRADO ADVISORS, LLC | Wealth advisor | 39.4K | $1.6M | 0.9% | -2.4% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 38.4K | $1.6M | 0.1% | +0.4% |
| Cresset Asset Management, LLC | Wealth advisor | 38.3K | $1.6M | 0.0% | +14.6% |
| AE Wealth Management LLC | Wealth advisor | 36.4K | $1.5M | 0.0% | -7.2% |
| IFP Advisors, Inc | Wealth advisor | 35.1K | $1.5M | 0.0% | -2.9% |
| COFG Advisors, LLC | Wealth advisor | 33.4K | $1.4M | 0.3% | 0.0% |
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.