INNOVATOR U.S. EQUITY POWER (PJAN) Institutional Ownership Changes & 13F Activity
INNOVATOR U.S. EQUITY POWER (PJAN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Osaic Holdings, Inc., Jdm Financial Group Llc, Hrt Financial Lp, Alliancebernstein L.P., and Beacon Pointe Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Talon Private Wealth, Llc | Sell | -20,824 | -15.4% | 113,980 | $5.64M | Q2 2026 | Sep 11, 2026 |
| Bernard Wealth Management Corp. | Sell | -722 | -3.4% | 20,246 | $1.00M | Q2 2026 | Aug 21, 2026 |
| Gill Capital Partners, Llc | Sell | -4,935 | -4.1% | 114,952 | $5.69M | Q2 2026 | Aug 20, 2026 |
| Jdm Financial Group Llc | Buy | +103,549 | — | 103,549 | $5.12M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -49,869 | -19.0% | 212,274 | $10.51M | Q2 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Sell | -31 | -0.1% | 36,898 | $1.83M | Q2 2026 | Aug 18, 2026 |
| Centaurus Financial, Inc. | Buy | +1,437 | +2.9% | 51,386 | $2.54M | Q2 2026 | Aug 17, 2026 |
| Fsa Advisors, Inc. | Sell | -938 | -2.1% | 44,123 | $2.18M | Q2 2026 | Aug 17, 2026 |
| Osaic Holdings, Inc. | Sell | -136,068 | -10.4% | 1,178,429 | $58.32M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +58,663 | — | 58,663 | $2.90M | Q2 2026 | Aug 14, 2026 |
| Alliancebernstein L.P. | Sell | -55,012 | -1.5% | 3,664,225 | $169.03M | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Sell | -47,859 | -32.2% | 100,807 | $4.99M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -34,868 | -50.6% | 33,982 | $1.68M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -34,280 | -80.3% | 8,413 | $416.36K | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +28,353 | +554.2% | 33,469 | $1.66M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +24,243 | +12.2% | 222,380 | $11.01M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -11,501 | -2.2% | 507,846 | $25.13M | Q2 2026 | Aug 14, 2026 |
| Strategies Wealth Advisors, Llc | Buy | +9,000 | — | 9,000 | $445.41K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -8,270 | -11.0% | 66,903 | $3.31M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +7,914 | +52.5% | 22,998 | $1.14M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Securities, Llc | Buy | +6,098 | — | 6,098 | $301.79K | Q2 2026 | Aug 14, 2026 |
| Vantage Point Financial Llc | Buy | +5,672 | +29.2% | 25,105 | $1.24M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +3,894 | — | 3,894 | $192.71K | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -3,422 | -6.3% | 51,190 | $2.51M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -3,269 | -15.2% | 18,272 | $904.28K | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +2,535 | +1.8% | 143,169 | $7.09M | Q2 2026 | Aug 14, 2026 |
| Bellwether Advisors, Llc | Sell | -2,092 | -0.7% | 280,308 | $13.87M | Q2 2026 | Aug 14, 2026 |
| Frisch Financial Group, Inc. | Sell | -1,862 | -27.2% | 4,995 | $247.20K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +1,512 | +0.3% | 579,032 | $28.66M | Q2 2026 | Aug 14, 2026 |
| Gts Financial, Llc | Sell | -742 | -7.0% | 9,914 | $436.71K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about PJAN activity
Which institutional owners are buying PJAN?
Institutional owners buying PJAN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PJAN activity?
"Buy" means an investor increased their reported position in PJAN compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY POWER (PJAN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PJAN increasing?
Institutional interest in PJAN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.