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 $1.10B 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 $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 $184.57M, representing an estimated gain of +9.19% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 46% 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

$1.10B

Largest Holder

Alliancebernstein L.P.

Largest Position

$169.03M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

48

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Alliancebernstein L.P.0.06%3,664,225$169,030,699$184,571,044+$15,540,345+9.19%
Penserra Capital Management Llc0.56%1,485,357$73,510,000$74,819,066+$1,309,066+1.78%
Osaic Holdings, Inc.0.07%1,178,429$58,320,389$59,358,765+$1,038,376+1.78%
Lpl Financial Llc0.01%737,979$36,522,560$37,172,814+$650,254+1.78%
Brookstone Capital Management0.33%672,229$33,268,588$33,860,914+$592,326+1.78%
Mml Investors Services, Llc0.07%671,766$33,245,705$33,837,592+$591,887+1.78%
Blair William & Co/Il0.08%592,986$29,346,877$29,869,357+$522,480+1.78%
Mutual Advisors, Llc0.54%579,032$28,656,316$29,166,479+$510,163+1.78%
Commonwealth Equity Services, Llc0.03%529,237$26,191,936$26,658,250+$466,314+1.78%
Raymond James Financial Inc0.01%507,846$25,133,298$25,580,762+$447,464+1.78%
Focus Partners Wealth0.02%475,325$23,523,834$23,942,643+$418,809+1.78%
Envestnet Asset Management Inc0.01%472,274$23,372,853$23,788,961+$416,108+1.78%
Compass Advisory Group Llc4.39%373,324$18,475,805$18,804,741+$328,936+1.78%
Southland Equity Partners Llc3.23%373,075$18,463,457$18,792,198+$328,741+1.78%
Kestra Advisory Services, Llc0.05%328,804$16,272,486$16,562,219+$289,733+1.78%
Wealth Enhancement Advisory Services, Llc0.03%314,851$15,689,025$15,859,391+$170,366+1.09%
Cetera Investment Advisers0.01%281,166$13,914,881$14,162,641+$247,760+1.78%
Bellwether Advisors, Llc2.06%280,308$13,872,443$14,119,422+$246,979+1.78%
Janney Montgomery Scott Llc0.02%248,461$12,296,000$12,515,254+$219,254+1.78%
Orion Porfolio Solutions, Llc0.08%222,380$11,005,586$11,201,525+$195,939+1.78%
Cwm, Llc0.03%235,717$10,873,614$11,873,325+$999,711+9.19%
Beacon Pointe Advisors, Llc0.05%212,274$10,505,438$10,692,475+$187,037+1.78%
Benjamin Edwards Inc0.08%184,751$9,143,257$9,306,111+$162,854+1.78%
Us Bancorp \De\0.01%181,561$8,985,454$9,145,427+$159,973+1.78%
Aa Financial Advisors, Llc1.02%170,656$8,445,765$8,596,130+$150,365+1.78%
Corecap Advisors, Llc0.21%146,810$7,265,627$7,394,981+$129,354+1.78%
Cofg Advisors, Llc1.25%146,219$7,236,378$7,365,212+$128,834+1.78%
Triad Wealth Partners, Llc0.43%143,967$7,212,747$7,251,776+$39,029+0.54%
Mai Capital Management0.03%143,169$7,085,434$7,211,580+$126,146+1.78%
Forty-Three Eighteen Advisors, Llc4.72%141,858$7,020,552$7,145,544+$124,992+1.78%
Range Financial Group Llc1.90%140,703$6,963,391$7,087,365+$123,974+1.78%
Steward Partners Investment Advisory, Llc0.03%132,702$6,567,422$6,684,346+$116,924+1.78%
Blue Water Asset Management2.01%126,053$6,238,363$6,349,428+$111,065+1.78%
Principal Securities, Inc.0.08%125,917$6,231,632$6,342,578+$110,946+1.78%
Bfi Wealth Solutions, Llc4.53%123,584$6,116,173$6,225,062+$108,889+1.78%
Bcgm Wealth Management, Llc1.27%121,396$6,007,888$6,114,850+$106,962+1.78%
Gill Capital Partners, Llc1.51%114,952$5,688,974$5,790,259+$101,285+1.78%
Talon Private Wealth, Llc0.66%113,980$5,640,870$5,741,298+$100,428+1.78%
Forvis Mazars Wealth Advisors, Llc0.09%112,935$5,589,154$5,688,660+$99,506+1.78%
Signal Advisors Wealth, Llc0.29%110,088$5,448,255$5,545,254+$96,999+1.78%
Ifp Advisors, Inc0.09%105,912$5,241,585$5,334,904+$93,319+1.78%
Long Island Wealth Management, Inc.2.13%104,089$5,151,365$5,243,077+$91,712+1.78%
Jdm Financial Group Llc1.75%103,549$5,124,640$5,215,877+$91,237+1.78%
Cresset Asset Management, Llc0.02%100,807$4,988,938$5,077,759+$88,821+1.78%
Truist Financial Corp0.01%99,923$4,945,189$5,033,231+$88,042+1.78%
Newedge Advisors, Llc0.01%99,096$4,904,261$4,991,575+$87,314+1.78%
Pathstone Holdings, Llc0.02%101,957$4,703,276$5,135,686+$432,410+9.19%
Onedigital Investment Advisors Llc0.04%84,590$4,186,359$4,260,891+$74,532+1.78%
First Commonwealth Financial Corp0.57%82,914$4,103,414$4,176,469+$73,055+1.78%
Apollon Wealth Management, Llc0.05%82,643$4,090,002$4,162,819+$72,817+1.78%
Showing 50 of 284

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.