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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Dakota Wealth Management | Buy | +22,238 | — | 22,238 | $1.03M | Q1 2026 | Aug 26, 2026 |
| Wells Fargo & Company/Mn | Buy | +499 | — | 499 | $23.02K | Q1 2026 | Jul 08, 2026 |
| Cornerstone Wealth, Llc/Tn | Buy | +41,602 | — | 41,602 | $2.01M | Q1 2026 | May 19, 2026 |
| Gts Financial, Llc | Buy | +10,656 | — | 10,656 | $441.90K | Q1 2026 | May 19, 2026 |
| Talon Private Wealth, Llc | Buy | +134,804 | — | 134,804 | $6.22M | Q1 2026 | May 18, 2026 |
| Cassady Wealth & Retirement Planning, Llc | Buy | +31,149 | +98.4% | 62,809 | $3.05M | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +24,297 | +222.3% | 35,229 | $1.63M | Q1 2026 | May 18, 2026 |
| Centaurus Financial, Inc. | Buy | +12,454 | +33.2% | 49,949 | $2.30M | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Buy | +10,259 | +2630.5% | 10,649 | $491.24K | Q1 2026 | May 18, 2026 |
| Newedge Advisors, Llc | Buy | +8,747 | +26.9% | 41,292 | $41.29K | Q1 2026 | May 18, 2026 |
| Core Wealth Advisors, Inc. | Buy | +2,253 | +18.1% | 14,728 | $679.40K | Q1 2026 | May 18, 2026 |
| Allworth Financial Lp | Buy | +628,931 | — | 628,931 | $29.01M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +429,328 | +48.5% | 1,314,497 | $60.64M | Q1 2026 | May 15, 2026 |
| Us Bancorp \De\ | Buy | +317,975 | +14721.1% | 320,135 | $14.77M | Q1 2026 | May 15, 2026 |
| Alliancebernstein L.P. | Sell | -154,473 | -4.0% | 3,719,237 | $174.88M | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +101,398 | +63.1% | 262,143 | $12.09M | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -91,213 | -86.6% | 14,115 | $651.13K | Q1 2026 | May 15, 2026 |
| Horizon Investments, Llc | Buy | +79,642 | +135.1% | 138,594 | $6.39M | Q1 2026 | May 15, 2026 |
| Mai Capital Management | Buy | +77,912 | +124.2% | 140,634 | $6.49M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +75,173 | — | 75,173 | $3.47M | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Buy | +52,091 | +310.8% | 68,850 | $3.18M | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, Llc | Buy | +42,567 | +40.1% | 148,666 | $6.86M | Q1 2026 | May 15, 2026 |
| Bfi Wealth Solutions, Llc | Sell | -24,360 | -19.7% | 99,192 | $4.61M | Q1 2026 | May 15, 2026 |
| Journey Retirement Planning & Investment Management Llc | Sell | -20,069 | -74.0% | 7,043 | $324.89K | Q1 2026 | May 15, 2026 |
| Jt Stratford Llc | Buy | +19,181 | — | 19,181 | $884.82K | Q1 2026 | May 15, 2026 |
| Creativeone Wealth, Llc | Buy | +9,904 | +16.3% | 70,487 | $3.25M | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Sell | -9,700 | -1.9% | 490,128 | $22.61M | Q1 2026 | May 15, 2026 |
| Gwn Securities Inc. | Buy | +8,542 | +83.2% | 18,812 | $867.82K | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, Llc | Buy | +7,342 | +35.1% | 28,248 | $1.30M | Q1 2026 | May 15, 2026 |
| Inspire Advisors, Llc | Buy | +5,867 | — | 5,867 | $270.64K | Q1 2026 | May 15, 2026 |
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.