PJUN Institutional Ownership
Innovator U.S. Equity Power Buffer ETF - June
1W: -0.1%
1M: +0.5%
3M: +1.8%
YTD: +5.4%
1Y: +7.4%
3Y: +41.3%
5Y: +40.3%
$44.20
+0.17 (+0.39%)
Weekly Expected Move ±0.8%
$43
$44
$44
$45
$45
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PJUN
204
Institutional Holders
+26 vs prior quarter
0.0%
Ownership
+0.00pp
757M
Total Invested
44
New Positions
92
Increased
41
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (218 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | 2,868,175 | $127M | +86,828 | +3.1% | 21Q | SEC ↗ |
| 2 | Penserra Capital Management LLC | 1,648,164 | $73M | +77,220 | +4.9% | 24Q | SEC ↗ |
| 3 | Steward Partners Investment Advisory, | 1,418,700 | $63M | +1,416,993 | +83010.7% | 16Q | SEC ↗ |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 885,095 | $39M | +333,583 | +60.5% | 25Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 874,793 | $39M | +377,444 | +75.9% | 26Q | SEC ↗ |
| 6 | Brookstone Capital Management | 859,291 | $38M | +662,599 | +336.9% | 17Q | SEC ↗ |
| 7 | Focus Partners Wealth | 597,288 | $26M | +165,687 | +38.4% | 9Q | SEC ↗ |
| 8 | HighTower Advisors, LLC | 448,389 | $20M | +23,961 | +5.6% | 25Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 358,570 | $16M | +107,227 | +42.7% | 7Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 325,299 | $14M | +102,349 | +45.9% | 21Q | SEC ↗ |
| 11 | Lineweaver Wealth Advisors, LLC | 313,623 | $14M | +13,335 | +4.4% | 21Q | SEC ↗ |
| 12 | Advisory Alpha, LLC | 309,557 | $14M | +160,929 | +108.3% | 17Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 265,533 | $12M | +66,099 | +33.1% | 23Q | SEC ↗ |
| 14 | LPL Financial LLC | 252,975 | $11M | +40,862 | +19.3% | 12Q | SEC ↗ |
| 15 | BLAIR WILLIAM & CO/IL | 209,877 | $9M | +119,414 | +132.0% | 17Q | SEC ↗ |
| 16 | CoreCap Advisors, LLC | 209,382 | $9M | +12,498 | +6.3% | 13Q | SEC ↗ |
| 17 | MAI Capital Management | 196,679 | $9M | +176,758 | +887.3% | 7Q | SEC ↗ |
| 18 | McAdam, LLC | 188,689 | $8M | +1,189 | +0.6% | 14Q | SEC ↗ |
| 19 | Beacon Pointe Advisors, LLC | 186,800 | $8M | +41,343 | +28.4% | 21Q | SEC ↗ |
| 20 | Kestra Advisory Services, LLC | 186,603 | $8M | +9,886 | +5.6% | 21Q | SEC ↗ |
| 21 | Chris Bulman Inc | 180,016 | $8M | +19,706 | +12.3% | 9Q | SEC ↗ |
| 22 | Bellwether Advisors, LLC | 171,305 | $8M | +56,019 | +48.6% | 23Q | SEC ↗ |
| 23 | Cassady Wealth & Retirement Planning, | 162,215 | $7M | +118,607 | +272.0% | 3Q | SEC ↗ |
| 24 | TRUIST FINANCIAL CORP | 156,243 | $7M | +23,101 | +17.4% | 20Q | SEC ↗ |
| 25 | Dakota Wealth Management | 155,191 | $7M | +142,374 | +1110.8% | 9Q | SEC ↗ |
| 26 | Weaver Consulting Group | 129,631 | $6M | +22,986 | +21.6% | 17Q | SEC ↗ |
| 27 | MML INVESTORS SERVICES, LLC | 120,228 | $5M | +50,219 | +71.7% | 13Q | SEC ↗ |
| 28 | Weaver Capital Management LLC | 117,127 | $5M | — | +0.0% | 11Q | SEC ↗ |
| 29 | ARS Wealth Advisors Group, LLC | 110,772 | $5M | -427 | -0.4% | 13Q | SEC ↗ |
| 30 | MTM FINANCIAL GROUP, LLC | 109,598 | $5M | +17 | +0.0% | 18Q | SEC ↗ |
| 31 | Southland Equity Partners LLC | 88,151 | $4M | -1,569 | -1.7% | 23Q | SEC ↗ |
| 32 | Keating Financial Advisory Services, I | 85,262 | $4M | +3,020 | +3.7% | 3Q | SEC ↗ |
| 33 | OneDigital Investment Advisors LLC | 84,468 | $4M | +9,960 | +13.4% | 17Q | SEC ↗ |
| 34 | SYON CAPITAL LLC NEW | 79,430 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 35 | INDEPENDENT FINANCIAL GROUP, LLC | 78,415 | $3M | +2,500 | +3.3% | 16Q | SEC ↗ |
| 36 | Cambridge Investment Research Advisors | 77,148 | $3M | +2,333 | +3.1% | 25Q | SEC ↗ |
| 37 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 73,902 | $3M | +35,479 | +92.3% | 17Q | SEC ↗ |
| 38 | Cresset Asset Management, LLC | 66,493 | $3M | +28,161 | +73.5% | 9Q | SEC ↗ |
| 39 | KFG WEALTH MANAGEMENT, LLC | 63,148 | $3M | +23,086 | +57.6% | 15Q | SEC ↗ |
| 40 | Ashton Thomas Private Wealth, LLC NEW | 62,434 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 41 | HARBOUR INVESTMENTS, INC. | 61,614 | $3M | +55,859 | +970.6% | 17Q | SEC ↗ |
| 42 | YARGER WEALTH STRATEGIES, LLC | 60,872 | $3M | +342 | +0.6% | 13Q | SEC ↗ |
| 43 | WEALTH ALLIANCE, LLC | 59,228 | $3M | +9,663 | +19.5% | 25Q | SEC ↗ |
| 44 | Berkshire Money Management, Inc. | 58,061 | $3M | -52,136 | -47.3% | 26Q | SEC ↗ |
| 45 | CORRADO ADVISORS, LLC | 56,740 | $3M | +17,349 | +44.0% | 5Q | SEC ↗ |
| 46 | Cape Investment Advisory, Inc. | 50,500 | $2M | +8,975 | +21.6% | 3Q | SEC ↗ |
| 47 | Ethos Financial Group, LLC NEW | 49,596 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 48 | First Commonwealth Financial Corp /PA | 49,358 | $2M | +31,780 | +180.8% | 9Q | SEC ↗ |
| 49 | Forvis Mazars Wealth Advisors, LLC | 49,201 | $2M | -772 | -1.5% | 17Q | SEC ↗ |
| 50 | CreativeOne Wealth, LLC | 48,114 | $2M | +26,777 | +125.5% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| SYON CAPITAL LLC | 79,430 | $4M |
| Ashton Thomas Private Wealth, LLC | 62,434 | $3M |
| Ethos Financial Group, LLC | 49,596 | $2M |
| Integrity Advisory Solutions, LLC | 39,829 | $2M |
| Janney Montgomery Scott LLC | 35,051 | $2M |
| Pathstone Holdings, LLC | 30,057 | $1M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 30,049 | $1M |
| Diversify Advisory Services, LLC | 30,049 | $1M |
| HB Wealth Management, LLC | 28,005 | $1M |
| Bright Futures Wealth Management, L | 23,266 | $1M |
| PFG Advisors | 22,399 | $990K |
| Atlantic Private Wealth, LLC | 19,726 | $872K |
| Advisory Advocates, LLC | 18,006 | $796K |
| SAGESPRING WEALTH PARTNERS, LLC | 15,212 | $672K |
| Ponta Wealth Partners, LLC | 14,195 | $627K |
| Global Retirement Partners, LLC | 12,158 | $537K |
| INSIGNEO ADVISORY SERVICES, LLC | 11,049 | $488K |
| REICON WEALTH ADVISORS, LLC | 9,996 | $442K |
| AXXCESS WEALTH MANAGEMENT, LLC | 9,382 | $415K |
| Odyssey Group, LLC | 9,000 | $398K |
Sold Out (19)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Clear Point Advisors Inc. | 85,661 | $4M |
| RPS ADVISORY SOLUTIONS LLC | 47,161 | $2M |
| LeClair Wealth Partners LLC | 26,441 | $1M |
| HRT FINANCIAL LP | 20,523 | $907K |
| WorthPointe, LLC | 16,288 | $720K |
| CITADEL ADVISORS LLC | 7,601 | $336K |
| B. Riley Wealth Advisors, Inc. | 7,500 | $332K |
| Elmwood Wealth Management, Inc. | 6,950 | $307K |
| Triton Financial Group Inc | 6,372 | $282K |
| JPMORGAN CHASE & CO | 3,000 | $133K |
| TopTier Wealth Management, LLC | 2,113 | $93K |
| Wagner Wealth Management, LLC | 1,990 | $88K |
| Global Wealth Strategies & Associat | 1,642 | $73K |
| OPTIMA CAPITAL LLC | 712 | $31K |
| Geneos Wealth Management Inc. | 550 | $24K |
| UBS Group AG | 536 | $24K |
| ROYAL BANK OF CANADA | 500 | $22K |
| SageView Advisory Group, LLC | 300 | $13K |
| BARCLAYS PLC | 48 | $2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Steward Partners Investment Advisor | +1,416,993 | +83010.7% | 1,418,700 |
| Brookstone Capital Management | +662,599 | +336.9% | 859,291 |
| OSAIC HOLDINGS, INC. | +377,444 | +75.9% | 874,793 |
| COMMONWEALTH EQUITY SERVICES, LLC | +333,583 | +60.5% | 885,095 |
| MAI Capital Management | +176,758 | +887.3% | 196,679 |
| Focus Partners Wealth | +165,687 | +38.4% | 597,288 |
| Advisory Alpha, LLC | +160,929 | +108.3% | 309,557 |
| Dakota Wealth Management | +142,374 | +1110.8% | 155,191 |
| BLAIR WILLIAM & CO/IL | +119,414 | +132.0% | 209,877 |
| Cassady Wealth & Retirement Plannin | +118,607 | +272.0% | 162,215 |
| RAYMOND JAMES FINANCIAL INC | +107,227 | +42.7% | 358,570 |
| Cetera Investment Advisers | +102,349 | +45.9% | 325,299 |
| ALLIANCEBERNSTEIN L.P. | +86,828 | +3.1% | 2,868,175 |
| Penserra Capital Management LLC | +77,220 | +4.9% | 1,648,164 |
| ENVESTNET ASSET MANAGEMENT INC | +66,099 | +33.1% | 265,533 |
| Bellwether Advisors, LLC | +56,019 | +48.6% | 171,305 |
| HARBOUR INVESTMENTS, INC. | +55,859 | +970.6% | 61,614 |
| MML INVESTORS SERVICES, LLC | +50,219 | +71.7% | 120,228 |
| Beacon Pointe Advisors, LLC | +41,343 | +28.4% | 186,800 |
| LPL Financial LLC | +40,862 | +19.3% | 252,975 |