NJAN Institutional Ownership & Shareholders
INNOVATOR GROWTH 100 POWER B (NJAN) is currently held by 109 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $269.27M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Mutual Advisors, Llc is currently the largest disclosed institutional shareholder of NJAN tracked by InsiderSet, reporting ownership valued at approximately $28.27M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $28.64M, representing an estimated gain of +1.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% of the total disclosed NJAN value among the investors covered in this analysis. Major shareholders include Mutual Advisors, Llc, Janney Montgomery Scott Llc, Newedge Advisors, Llc, and several other long-term asset managers with concentrated positions in INNOVATOR GROWTH 100 POWER B (NJAN).
This page ranks the largest institutional NJAN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
109
Total Reported Value
$269.27M
Largest Holder
Mutual Advisors, Llc
Largest Position
$28.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
137
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mutual Advisors, Llc | 0.53% | 479,040 | $28,272,941 | $28,635,574 | +$362,633 | +1.28% | |
| Janney Montgomery Scott Llc | 0.05% | 464,058 | $27,389,000 | $27,739,995 | +$350,995 | +1.28% | |
| Newedge Advisors, Llc | 0.07% | 414,401 | $24,457,947 | $24,771,649 | +$313,702 | +1.28% | |
| Osaic Holdings, Inc. | 0.03% | 413,182 | $24,386,015 | $24,698,780 | +$312,765 | +1.28% | |
| Truist Financial Corp | 0.01% | 198,362 | $12,036,606 | $11,857,485 | -$179,121 | -1.49% | |
| Encompass More Asset Management | 1.52% | 176,850 | $10,731,258 | $10,571,562 | -$159,696 | -1.49% | |
| Cornerstone Wealth, Llc/Tn | 3.96% | 137,770 | $8,273,089 | $8,235,477 | -$37,612 | -0.45% | |
| Mai Capital Management | 0.03% | 134,852 | $7,958,966 | $8,061,048 | +$102,082 | +1.28% | |
| Cetera Investment Advisers | 0.01% | 125,709 | $7,419,321 | $7,514,507 | +$95,186 | +1.28% | |
| Long Island Wealth Management, Inc. | 2.75% | 115,970 | $7,037,060 | $6,932,339 | -$104,721 | -1.49% | |
| Commonwealth Equity Services, Llc | 0.01% | 116,375 | $6,868,450 | $6,956,548 | +$88,098 | +1.28% | |
| Kestra Advisory Services, Llc | 0.02% | 113,216 | $6,682,008 | $6,767,713 | +$85,705 | +1.28% | |
| Hofer & Associates. Inc | 4.58% | 108,301 | $6,571,675 | $6,473,909 | -$97,766 | -1.49% | |
| Red Crane Wealth Management, Llc | 4.58% | 108,301 | $6,571,675 | $6,473,909 | -$97,766 | -1.49% | |
| Old Mission Capital Llc | 0.14% | 91,184 | $5,381,679 | $5,450,706 | +$69,027 | +1.28% | |
| Lpl Financial Llc | 0.00% | 89,804 | $5,300,232 | $5,368,214 | +$67,982 | +1.28% | |
| Advisornet Financial, Inc | 0.22% | 80,505 | $4,888,264 | $4,812,347 | -$75,917 | -1.55% | |
| Outlook Wealth Advisors, Llc | 0.73% | 56,728 | $3,442,255 | $3,391,030 | -$51,225 | -1.49% | |
| Susquehanna International Group, Llp | 0.00% | 53,747 | $3,172,148 | $3,212,834 | +$40,686 | +1.28% | |
| Raymond James Financial Inc | 0.00% | 51,590 | $3,044,842 | $3,083,895 | +$39,053 | +1.28% | |
| Diligent Investors, Llc | 0.64% | 47,968 | $2,910,698 | $2,867,383 | -$43,315 | -1.49% | |
| Tradition Wealth Management, Llc | 0.18% | 48,631 | $2,870,202 | $2,907,015 | +$36,813 | +1.28% | |
| Envestnet Asset Management Inc | 0.00% | 39,306 | $2,319,840 | $2,349,595 | +$29,755 | +1.28% | |
| Forty-Three Eighteen Advisors, Llc | 1.37% | 34,569 | $2,040,262 | $2,066,431 | +$26,169 | +1.28% | |
| Dhjj Financial Advisors, Ltd. | 0.58% | 33,100 | $2,008,508 | $1,978,619 | -$29,889 | -1.49% | |
| My Personal Cfo, Llc | 0.70% | 32,000 | $1,941,760 | $1,912,864 | -$28,896 | -1.49% | |
| Sunbelt Securities, Inc. | 0.12% | 34,625 | $1,847,926 | $2,069,779 | +$221,853 | +12.01% | |
| Mml Investors Services, Llc | 0.00% | 30,525 | $1,801,586 | $1,824,693 | +$23,107 | +1.28% | |
| Crown Wealth Group, Llc | 0.43% | 28,596 | $1,735,205 | $1,709,383 | -$25,822 | -1.49% | |
| Bip Wealth, Llc | 0.04% | 24,059 | $1,459,888 | $1,438,175 | -$21,713 | -1.49% | |
| Creativeone Wealth, Llc | 0.03% | 24,669 | $1,455,964 | $1,474,639 | +$18,675 | +1.28% | |
| Ifp Advisors, Inc | 0.02% | 22,293 | $1,352,739 | $1,332,609 | -$20,130 | -1.49% | |
| Focus Financial Network, Inc. | 0.04% | 20,892 | $1,267,727 | $1,248,861 | -$18,866 | -1.49% | |
| Triumph Capital Management | 0.22% | 20,183 | $1,224,734 | $1,206,479 | -$18,255 | -1.49% | |
| Citadel Advisors Llc | 0.00% | 19,947 | $1,177,272 | $1,192,372 | +$15,100 | +1.28% | |
| Jdm Financial Group Llc | 0.39% | 19,367 | $1,143,040 | $1,157,701 | +$14,661 | +1.28% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 17,565 | $1,070,235 | $1,049,983 | -$20,252 | -1.89% | |
| Fsa Advisors, Inc. | 0.48% | 17,623 | $1,040,109 | $1,053,450 | +$13,341 | +1.28% | |
| Jpmorgan Chase & Co | 0.00% | 17,598 | $1,033,168 | $1,051,956 | +$18,788 | +1.82% | |
| Global Assets Advisory, Llc | 0.21% | 15,447 | $942,505 | $923,375 | -$19,130 | -2.03% | |
| Corecap Advisors, Llc | 0.03% | 14,998 | $910,079 | $896,535 | -$13,544 | -1.49% | |
| Clear Point Advisors Inc. | 0.59% | 14,263 | $865,479 | $852,599 | -$12,880 | -1.49% | |
| Cwc Advisors, Llc. | 0.39% | 13,909 | $843,998 | $831,438 | -$12,560 | -1.49% | |
| Creative Financial Designs Inc | 0.04% | 14,060 | $829,821 | $840,465 | +$10,644 | +1.28% | |
| Gwn Securities Inc. | 0.14% | 13,736 | $810,681 | $821,097 | +$10,416 | +1.28% | |
| Blair William & Co/Il | 0.00% | 13,567 | $800,724 | $810,995 | +$10,271 | +1.28% | |
| Berkshire Money Management, Inc. | 0.06% | 12,055 | $731,498 | $720,612 | -$10,886 | -1.49% | |
| Merit Financial Group, Llc | 0.00% | 12,017 | $709,243 | $718,340 | +$9,097 | +1.28% | |
| Jt Stratford Llc | 0.08% | 11,861 | $700,036 | $709,015 | +$8,979 | +1.28% | |
| Liberty Atlantic Advisors Llc | 0.41% | 10,509 | $637,686 | $628,196 | -$9,490 | -1.49% |
Frequently asked questions about NJAN
Who are the largest institutional holders of NJAN?
The largest institutional holders of NJAN reported in the latest SEC Form 13F filings include Mutual Advisors, Llc, Janney Montgomery Scott Llc, Newedge Advisors, Llc, Osaic Holdings, Inc., and Truist Financial Corp. InsiderSet ranks institutional holders by their latest reported NJAN position.
What is NJAN institutional ownership?
This page tracks NJAN positions reported by institutional investment managers through SEC Form 13F. INNOVATOR GROWTH 100 POWER B (NJAN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NJAN?
InsiderSet currently tracks 109 institutional managers reporting NJAN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NJAN shareholders.
How much NJAN stock do institutions own?
Institutional investment managers disclosed approximately $269.27M in NJAN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NJAN institutional ownership last updated?
The latest NJAN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NJAN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NJAN position after the reporting date.
Are institutions buying or selling NJAN?
Institutional buying and selling can be analyzed by comparing NJAN positions across consecutive 13F reporting periods. InsiderSet's NJAN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NJAN ownership changes.
How has NJAN institutional ownership changed over time?
InsiderSet tracks NJAN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.