INNOVATOR U.S. EQUITY POWER (PJUN) Institutional Ownership Changes & 13F Activity
INNOVATOR U.S. EQUITY POWER (PJUN). 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 Steward Partners Investment Advisory, Llc, Osaic Holdings, Inc., Mai Capital Management, Raymond James Financial Inc, and Alliancebernstein L.P..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Talon Private Wealth, Llc | Buy | +6,360 | — | 6,360 | $274.94K | Q2 2026 | Sep 11, 2026 |
| Bernard Wealth Management Corp. | Sell | -71 | -7.8% | 840 | $36.31K | Q2 2026 | Aug 21, 2026 |
| Gill Capital Partners, Llc | Buy | +9,535 | +54.2% | 27,125 | $1.17M | Q2 2026 | Aug 20, 2026 |
| Archer Investment Corp | Buy | +230 | — | 230 | $9.94K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +41,343 | +28.4% | 186,800 | $8.08M | Q2 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Sell | -400 | -2.9% | 13,370 | $577.99K | Q2 2026 | Aug 18, 2026 |
| Fsa Advisors, Inc. | Buy | +2,312 | +18.6% | 14,744 | $637.38K | Q2 2026 | Aug 17, 2026 |
| Osaic Holdings, Inc. | Buy | +377,444 | +75.9% | 874,793 | $37.82M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +176,758 | +887.3% | 196,679 | $8.50M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +107,227 | +42.7% | 358,570 | $15.50M | Q2 2026 | Aug 14, 2026 |
| Alliancebernstein L.P. | Buy | +86,828 | +3.1% | 2,868,175 | $119.97M | Q2 2026 | Aug 14, 2026 |
| Syon Capital Llc | Buy | +79,430 | — | 79,430 | $3.43M | Q2 2026 | Aug 14, 2026 |
| Bellwether Advisors, Llc | Buy | +56,019 | +48.6% | 171,305 | $7.41M | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Buy | +28,161 | +73.5% | 66,493 | $2.87M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +14,755 | +123.6% | 26,696 | $1.15M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +13,446 | +104.5% | 26,307 | $1.14M | Q2 2026 | Aug 14, 2026 |
| Insigneo Advisory Services, Llc | Buy | +11,049 | — | 11,049 | $477.65K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +7,939 | +33.5% | 31,672 | $1.37M | Q2 2026 | Aug 14, 2026 |
| Cofg Advisors, Llc | Buy | +7,326 | +21.9% | 40,731 | $1.76M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +5,344 | — | 5,344 | $231.03K | Q2 2026 | Aug 14, 2026 |
| Sei Investments Co | Buy | +5,175 | — | 5,175 | $223.72K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -3,280 | -22.8% | 11,100 | $479.85K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +1,940 | — | 1,940 | $83.87K | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Sell | -719 | -3.7% | 18,624 | $805.12K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -596 | -10.3% | 5,200 | $224.80K | Q2 2026 | Aug 14, 2026 |
| Beck Capital Management, Llc | Sell | -30 | -0.3% | 10,557 | $456.38K | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +1,416,993 | +83010.7% | 1,418,700 | $61.33M | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management Llc | Buy | +77,220 | +4.9% | 1,648,164 | $71.25M | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Buy | +26,777 | +125.5% | 48,114 | $2.08M | Q2 2026 | Aug 13, 2026 |
| Trek Financial, Llc | Buy | +13,340 | +182.1% | 20,666 | $893.39K | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about PJUN activity
Which institutional owners are buying PJUN?
Institutional owners buying PJUN 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 PJUN activity?
"Buy" means an investor increased their reported position in PJUN compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY POWER (PJUN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PJUN increasing?
Institutional interest in PJUN 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.