INNOVATOR U.S. EQUITY POWER (PJAN) Institutional Shareholders
INNOVATOR U.S. EQUITY POWER (PJAN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.16B in PJAN holdings during the latest filing period.
Alliancebernstein L.P. is currently the largest disclosed institutional shareholder of PJAN tracked by InsiderSet, reporting ownership valued at approximately $174.88M in its March 31, 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 $185.40M, representing an estimated gain of +6.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed PJAN value among the investors covered in this analysis. Major shareholders include Alliancebernstein L.P., Steward Partners Investment Advisory, Llc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY POWER (PJAN).
This page ranks the largest institutional PJAN 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
280
Total Reported Value
$1.16B
Largest Holder
Alliancebernstein L.P.
Largest Position
$174.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alliancebernstein L.P. | 0.06% | 3,719,237 | $174,878,524 | $185,403,964 | +$10,525,440 | +6.02% | |
| Steward Partners Investment Advisory, Llc | 0.53% | 2,268,319 | $104,637,556 | $113,075,702 | +$8,438,146 | +8.06% | |
| Osaic Holdings, Inc. | 0.09% | 1,314,497 | $60,637,402 | $65,527,675 | +$4,890,273 | +8.06% | |
| Lpl Financial Llc | 0.01% | 747,553 | $34,484,601 | $37,265,517 | +$2,780,916 | +8.06% | |
| Brookstone Capital Management | 0.33% | 672,229 | $33,268,588 | $33,510,616 | +$242,028 | +0.73% | |
| Allworth Financial Lp | 0.12% | 628,931 | $29,012,588 | $31,352,210 | +$2,339,622 | +8.06% | |
| Blair William & Co/Il | 0.08% | 625,514 | $28,854,961 | $31,181,873 | +$2,326,912 | +8.06% | |
| Personal Cfo Solutions, Llc | 3.85% | 593,514 | $27,378,798 | $29,586,673 | +$2,207,875 | +8.06% | |
| Mml Investors Services, Llc | 0.07% | 584,919 | $26,982,319 | $29,158,212 | +$2,175,893 | +8.06% | |
| Mutual Advisors, Llc | 0.57% | 577,520 | $26,641,018 | $28,789,372 | +$2,148,354 | +8.06% | |
| Commonwealth Equity Services, Llc | 0.03% | 529,237 | $26,191,936 | $26,382,464 | +$190,528 | +0.73% | |
| Raymond James Financial Inc | 0.01% | 519,347 | $23,957,477 | $25,889,448 | +$1,931,971 | +8.06% | |
| Focus Partners Wealth | 0.03% | 490,128 | $22,609,605 | $24,432,881 | +$1,823,276 | +8.06% | |
| Envestnet Asset Management Inc | 0.01% | 484,499 | $22,349,951 | $24,152,275 | +$1,802,324 | +8.06% | |
| Southland Equity Partners Llc | 3.23% | 373,075 | $18,463,457 | $18,597,789 | +$134,332 | +0.73% | |
| Compass Advisory Group Llc | 4.57% | 370,574 | $17,094,579 | $18,473,114 | +$1,378,535 | +8.06% | |
| Kestra Advisory Services, Llc | 0.05% | 328,804 | $16,272,486 | $16,390,879 | +$118,393 | +0.73% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 314,851 | $15,689,025 | $15,695,322 | +$6,297 | +0.04% | |
| Us Bancorp \De\ | 0.02% | 320,135 | $14,767,828 | $15,958,730 | +$1,190,902 | +8.06% | |
| Cetera Investment Advisers | 0.02% | 317,958 | $14,667,379 | $15,850,206 | +$1,182,827 | +8.06% | |
| Bellwether Advisors, Llc | 2.21% | 282,400 | $13,027,112 | $14,077,640 | +$1,050,528 | +8.06% | |
| Beacon Pointe Advisors, Llc | 0.06% | 262,143 | $12,092,679 | $13,067,829 | +$975,150 | +8.06% | |
| Cwm, Llc | 0.03% | 235,717 | $10,873,614 | $11,750,492 | +$876,878 | +8.06% | |
| Benjamin Edwards Inc | 0.08% | 184,751 | $9,143,257 | $9,209,837 | +$66,580 | +0.73% | |
| Orion Porfolio Solutions, Llc | 0.08% | 198,137 | $9,140,060 | $9,877,129 | +$737,069 | +8.06% | |
| Aa Financial Advisors, Llc | 1.02% | 170,656 | $8,445,765 | $8,507,202 | +$61,437 | +0.73% | |
| West Michigan Advisors, Llc | 1.73% | 171,045 | $7,890,306 | $8,526,593 | +$636,287 | +8.06% | |
| Corecap Advisors, Llc | 0.21% | 146,810 | $7,265,627 | $7,318,479 | +$52,852 | +0.73% | |
| Forty-Three Eighteen Advisors, Llc | 4.72% | 141,858 | $7,020,552 | $7,071,621 | +$51,069 | +0.73% | |
| Hightower Advisors, Llc | 0.01% | 151,646 | $6,995,431 | $7,559,553 | +$564,122 | +8.06% | |
| Range Financial Group Llc | 1.90% | 140,703 | $6,963,391 | $7,014,045 | +$50,654 | +0.73% | |
| Cresset Asset Management, Llc | 0.03% | 148,666 | $6,857,941 | $7,411,000 | +$553,059 | +8.06% | |
| Cofg Advisors, Llc | 1.67% | 146,319 | $6,749,695 | $7,294,002 | +$544,307 | +8.06% | |
| Mai Capital Management | 0.04% | 140,634 | $6,487,447 | $7,010,605 | +$523,158 | +8.06% | |
| Horizon Investments, Llc | 0.07% | 138,594 | $6,393,341 | $6,908,911 | +$515,570 | +8.06% | |
| Triad Wealth Partners, Llc | 0.50% | 137,141 | $6,326,314 | $6,836,479 | +$510,165 | +8.06% | |
| Talon Private Wealth, Llc | 0.83% | 134,804 | $6,218,508 | $6,719,979 | +$501,471 | +8.06% | |
| Blue Water Asset Management | 2.01% | 126,115 | $5,817,685 | $6,286,833 | +$469,148 | +8.06% | |
| Leclair Wealth Partners Llc | 2.01% | 126,115 | $5,817,685 | $6,286,833 | +$469,148 | +8.06% | |
| Bcgm Wealth Management, Llc | 1.42% | 122,471 | $5,649,587 | $6,105,179 | +$455,592 | +8.06% | |
| Gill Capital Partners, Llc | 1.59% | 119,887 | $5,530,387 | $5,976,367 | +$445,980 | +8.06% | |
| Forvis Mazars Wealth Advisors, Llc | 0.10% | 116,120 | $5,356,616 | $5,788,582 | +$431,966 | +8.06% | |
| Principal Securities, Inc. | 0.08% | 115,684 | $5,336,503 | $5,766,847 | +$430,344 | +8.06% | |
| Ifp Advisors, Inc | 0.09% | 105,912 | $5,241,585 | $5,279,713 | +$38,128 | +0.73% | |
| Signal Advisors Wealth, Llc | 0.35% | 110,946 | $5,117,939 | $5,530,658 | +$412,719 | +8.06% | |
| Truist Financial Corp | 0.01% | 99,923 | $4,945,189 | $4,981,162 | +$35,973 | +0.73% | |
| Long Island Wealth Management, Inc. | 2.22% | 103,874 | $4,791,708 | $5,178,119 | +$386,411 | +8.06% | |
| Pathstone Holdings, Llc | 0.02% | 101,957 | $4,703,276 | $5,082,556 | +$379,280 | +8.06% | |
| Bfi Wealth Solutions, Llc | 4.42% | 99,192 | $4,605,486 | $4,944,721 | +$339,235 | +7.37% | |
| Apollon Wealth Management, Llc | 0.05% | 82,643 | $4,090,002 | $4,119,754 | +$29,752 | +0.73% |
Frequently asked questions about PJAN
Who owns the most PJAN stock?
The largest holders of PJAN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR U.S. EQUITY POWER (PJAN).
Is PJAN widely held by superinvestors?
Many widely followed stocks like PJAN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PJAN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.