PJAN Institutional Ownership & Shareholders
INNOVATOR U.S. EQUITY POWER (PJAN) is currently held by 284 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.07B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Alliancebernstein L.P. is currently the largest disclosed institutional shareholder of PJAN tracked by InsiderSet, reporting ownership valued at approximately $169.03M 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 $186.03M, representing an estimated gain of +10.06% 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., Penserra Capital Management 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
284
Total Reported Value
$1.07B
Largest Holder
Alliancebernstein L.P.
Largest Position
$169.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
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% | 3,664,225 | $169,030,699 | $186,032,703 | +$17,002,004 | +10.06% | |
| Penserra Capital Management Llc | 0.56% | 1,485,357 | $73,510,000 | $75,411,575 | +$1,901,575 | +2.59% | |
| Osaic Holdings, Inc. | 0.07% | 1,178,429 | $58,320,389 | $59,828,840 | +$1,508,451 | +2.59% | |
| Lpl Financial Llc | 0.01% | 737,979 | $36,522,560 | $37,467,194 | +$944,634 | +2.59% | |
| Mml Investors Services, Llc | 0.07% | 671,766 | $33,245,705 | $34,105,560 | +$859,855 | +2.59% | |
| Blair William & Co/Il | 0.08% | 592,986 | $29,346,877 | $30,105,899 | +$759,022 | +2.59% | |
| Mutual Advisors, Llc | 0.54% | 579,032 | $28,656,316 | $29,397,455 | +$741,139 | +2.59% | |
| Raymond James Financial Inc | 0.01% | 507,846 | $25,133,298 | $25,783,341 | +$650,043 | +2.59% | |
| Focus Partners Wealth | 0.02% | 475,325 | $23,523,834 | $24,132,250 | +$608,416 | +2.59% | |
| Envestnet Asset Management Inc | 0.01% | 472,274 | $23,372,853 | $23,977,351 | +$604,498 | +2.59% | |
| Southland Equity Partners Llc | 3.20% | 368,063 | $18,668,130 | $18,686,559 | +$18,429 | +0.10% | |
| Compass Advisory Group Llc | 4.39% | 373,324 | $18,475,805 | $18,953,659 | +$477,854 | +2.59% | |
| Kestra Advisory Services, Llc | 0.05% | 339,008 | $17,194,479 | $17,211,436 | +$16,957 | +0.10% | |
| Commonwealth Equity Services, Llc | 0.02% | 326,965 | $16,583,638 | $16,600,013 | +$16,375 | +0.10% | |
| Cetera Investment Advisers | 0.01% | 281,166 | $13,914,881 | $14,274,798 | +$359,917 | +2.59% | |
| Bellwether Advisors, Llc | 2.06% | 280,308 | $13,872,443 | $14,231,237 | +$358,794 | +2.59% | |
| Janney Montgomery Scott Llc | 0.02% | 248,461 | $12,296,000 | $12,614,365 | +$318,365 | +2.59% | |
| Orion Porfolio Solutions, Llc | 0.08% | 222,380 | $11,005,586 | $11,290,233 | +$284,647 | +2.59% | |
| Cwm, Llc | 0.03% | 235,717 | $10,873,614 | $11,967,352 | +$1,093,738 | +10.06% | |
| Beacon Pointe Advisors, Llc | 0.05% | 212,274 | $10,505,438 | $10,777,151 | +$271,713 | +2.59% | |
| Aa Financial Advisors, Llc | 1.14% | 188,374 | $9,554,318 | $9,563,748 | +$9,430 | +0.10% | |
| Benjamin Edwards Inc | 0.08% | 184,751 | $9,143,257 | $9,379,808 | +$236,551 | +2.59% | |
| Us Bancorp \De\ | 0.01% | 181,561 | $8,985,454 | $9,217,852 | +$232,398 | +2.59% | |
| Triad Wealth Partners, Llc | 0.47% | 165,140 | $8,375,901 | $8,384,158 | +$8,257 | +0.10% | |
| Corecap Advisors, Llc | 0.21% | 143,295 | $7,267,922 | $7,275,087 | +$7,165 | +0.10% | |
| Cofg Advisors, Llc | 1.25% | 146,219 | $7,236,378 | $7,423,539 | +$187,161 | +2.59% | |
| Mai Capital Management | 0.03% | 143,169 | $7,085,434 | $7,268,690 | +$183,256 | +2.59% | |
| Range Financial Group Llc | 1.96% | 139,244 | $7,062,453 | $7,069,418 | +$6,965 | +0.10% | |
| Forty-Three Eighteen Advisors, Llc | 4.72% | 141,858 | $7,020,552 | $7,202,131 | +$181,579 | +2.59% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 132,702 | $6,567,422 | $6,737,281 | +$169,859 | +2.59% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 139,159 | $6,304,920 | $7,065,102 | +$760,182 | +12.06% | |
| Blue Water Asset Management | 2.01% | 126,053 | $6,238,363 | $6,399,711 | +$161,348 | +2.59% | |
| Principal Securities, Inc. | 0.08% | 125,917 | $6,231,632 | $6,392,806 | +$161,174 | +2.59% | |
| Bfi Wealth Solutions, Llc | 4.21% | 121,096 | $6,141,988 | $6,148,044 | +$6,056 | +0.10% | |
| Bcgm Wealth Management, Llc | 1.27% | 121,396 | $6,007,888 | $6,163,275 | +$155,387 | +2.59% | |
| Brookstone Capital Management | 0.06% | 111,446 | $5,652,516 | $5,658,113 | +$5,597 | +0.10% | |
| Talon Private Wealth, Llc | 0.66% | 113,980 | $5,640,870 | $5,786,765 | +$145,895 | +2.59% | |
| Signal Advisors Wealth, Llc | 0.25% | 110,590 | $5,609,125 | $5,614,654 | +$5,529 | +0.10% | |
| Forvis Mazars Wealth Advisors, Llc | 0.09% | 109,472 | $5,552,420 | $5,557,893 | +$5,473 | +0.10% | |
| Long Island Wealth Management, Inc. | 2.06% | 103,969 | $5,273,308 | $5,278,506 | +$5,198 | +0.10% | |
| Jdm Financial Group Llc | 1.75% | 103,549 | $5,124,640 | $5,257,183 | +$132,543 | +2.59% | |
| Cresset Asset Management, Llc | 0.02% | 100,807 | $4,988,938 | $5,117,971 | +$129,033 | +2.59% | |
| Newedge Advisors, Llc | 0.01% | 99,096 | $4,904,261 | $5,031,104 | +$126,843 | +2.59% | |
| Ifp Advisors, Inc | 0.08% | 93,721 | $4,753,529 | $4,758,215 | +$4,686 | +0.10% | |
| Founders Financial Securities Llc | 0.23% | 92,796 | $4,706,613 | $4,711,253 | +$4,640 | +0.10% | |
| Pathstone Holdings, Llc | 0.02% | 101,957 | $4,703,276 | $5,176,357 | +$473,081 | +10.06% | |
| Gill Capital Partners, Llc | 1.26% | 90,917 | $4,611,310 | $4,615,856 | +$4,546 | +0.10% | |
| Onedigital Investment Advisors Llc | 0.04% | 84,590 | $4,186,359 | $4,294,634 | +$108,275 | +2.59% | |
| Apollon Wealth Management, Llc | 0.05% | 81,033 | $4,109,994 | $4,114,045 | +$4,051 | +0.10% | |
| First Commonwealth Financial Corp | 0.57% | 82,914 | $4,103,414 | $4,209,544 | +$106,130 | +2.59% |
Frequently asked questions about PJAN
Who are the largest institutional holders of PJAN?
The largest institutional holders of PJAN reported in the latest SEC Form 13F filings include Alliancebernstein L.P., Penserra Capital Management Llc, Osaic Holdings, Inc., Lpl Financial Llc, and Mml Investors Services, Llc. InsiderSet ranks institutional holders by their latest reported PJAN position.
What is PJAN institutional ownership?
This page tracks PJAN positions reported by institutional investment managers through SEC Form 13F. INNOVATOR U.S. EQUITY POWER (PJAN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PJAN?
InsiderSet currently tracks 284 institutional managers reporting PJAN 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 PJAN shareholders.
How much PJAN stock do institutions own?
Institutional investment managers disclosed approximately $1.07B in PJAN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PJAN institutional ownership last updated?
The latest PJAN 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 PJAN 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 PJAN position after the reporting date.
Are institutions buying or selling PJAN?
Institutional buying and selling can be analyzed by comparing PJAN positions across consecutive 13F reporting periods. InsiderSet's PJAN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PJAN ownership changes.
How has PJAN institutional ownership changed over time?
InsiderSet tracks PJAN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.