INNOVATOR U.S. EQUITY POWER (PJAN) Institutional Ownership Changes & 13F Activity

INNOVATOR U.S. EQUITY POWER (PJAN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Allworth Financial Lp, Osaic Holdings, Inc., Us Bancorp \De\, Alliancebernstein L.P., and Talon Private Wealth, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Dakota Wealth ManagementBuy+22,238—22,238$1.03MQ1 2026Aug 26, 2026
Wells Fargo & Company/MnBuy+499—499$23.02KQ1 2026Jul 08, 2026
Cornerstone Wealth, Llc/TnBuy+41,602—41,602$2.01MQ1 2026May 19, 2026
Gts Financial, LlcBuy+10,656—10,656$441.90KQ1 2026May 19, 2026
Talon Private Wealth, LlcBuy+134,804—134,804$6.22MQ1 2026May 18, 2026
Cassady Wealth & Retirement Planning, LlcBuy+31,149+98.4%62,809$3.05MQ1 2026May 18, 2026
Arkadios Wealth AdvisorsBuy+24,297+222.3%35,229$1.63MQ1 2026May 18, 2026
Centaurus Financial, Inc.Buy+12,454+33.2%49,949$2.30MQ1 2026May 18, 2026
Sunbelt Securities, Inc.Buy+10,259+2630.5%10,649$491.24KQ1 2026May 18, 2026
Newedge Advisors, LlcBuy+8,747+26.9%41,292$41.29KQ1 2026May 18, 2026
Core Wealth Advisors, Inc.Buy+2,253+18.1%14,728$679.40KQ1 2026May 18, 2026
Allworth Financial LpBuy+628,931—628,931$29.01MQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+429,328+48.5%1,314,497$60.64MQ1 2026May 15, 2026
Us Bancorp \De\Buy+317,975+14721.1%320,135$14.77MQ1 2026May 15, 2026
Alliancebernstein L.P.Sell-154,473-4.0%3,719,237$174.88MQ1 2026May 15, 2026
Beacon Pointe Advisors, LlcBuy+101,398+63.1%262,143$12.09MQ1 2026May 15, 2026
Integrated Wealth Concepts LlcSell-91,213-86.6%14,115$651.13KQ1 2026May 15, 2026
Horizon Investments, LlcBuy+79,642+135.1%138,594$6.39MQ1 2026May 15, 2026
Mai Capital ManagementBuy+77,912+124.2%140,634$6.49MQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+75,173—75,173$3.47MQ1 2026May 15, 2026
Cerity Partners LlcBuy+52,091+310.8%68,850$3.18MQ1 2026May 15, 2026
Cresset Asset Management, LlcBuy+42,567+40.1%148,666$6.86MQ1 2026May 15, 2026
Bfi Wealth Solutions, LlcSell-24,360-19.7%99,192$4.61MQ1 2026May 15, 2026
Journey Retirement Planning & Investment Management LlcSell-20,069-74.0%7,043$324.89KQ1 2026May 15, 2026
Jt Stratford LlcBuy+19,181—19,181$884.82KQ1 2026May 15, 2026
Creativeone Wealth, LlcBuy+9,904+16.3%70,487$3.25MQ1 2026May 15, 2026
Focus Partners WealthSell-9,700-1.9%490,128$22.61MQ1 2026May 15, 2026
Gwn Securities Inc.Buy+8,542+83.2%18,812$867.82KQ1 2026May 15, 2026
Tradition Wealth Management, LlcBuy+7,342+35.1%28,248$1.30MQ1 2026May 15, 2026
Inspire Advisors, LlcBuy+5,867—5,867$270.64KQ1 2026May 15, 2026
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Frequently asked questions about PJAN activity

  • Which institutional owners are buying PJAN?

    Institutional owners buying PJAN 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 PJAN activity?

    "Buy" means an investor increased their reported position in PJAN compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY POWER (PJAN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PJAN increasing?

    Institutional interest in PJAN 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.