INNOVATOR U.S. EQUITY POWER (PJUL) Top Institutional Shareholders

INNOVATOR U.S. EQUITY POWER (PJUL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $680.97M in PJUL holdings during the latest filing period.

Alliancebernstein L.P. is currently the largest disclosed institutional shareholder of PJUL tracked by InsiderSet, reporting ownership valued at approximately $146.70M 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 $153.72M, representing an estimated gain of +4.78% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed PJUL value among the investors covered in this analysis. Major shareholders include Alliancebernstein L.P., Commonwealth Equity Services, Llc, Blair William & Co/Il, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY POWER (PJUL).

This page ranks the largest institutional PJUL 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

264

Total Reported Value

$680.97M

Largest Holder

Alliancebernstein L.P.

Largest Position

$146.70M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

127

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Alliancebernstein L.P.0.05%3,159,664$146,703,200$153,717,654+$7,014,454+4.78%
Commonwealth Equity Services, Llc0.04%699,927$32,173,906$34,051,449+$1,877,543+5.84%
Blair William & Co/Il0.08%610,627$28,068,997$29,707,004+$1,638,007+5.84%
Envestnet Asset Management Inc0.01%456,099$20,965,734$22,189,216+$1,223,482+5.84%
Raymond James Financial Inc0.01%404,478$18,592,843$19,677,855+$1,085,012+5.84%
Hightower Advisors, Llc0.02%340,997$15,674,780$16,589,504+$914,724+5.84%
Osaic Holdings, Inc.0.02%322,128$14,807,978$15,671,527+$863,549+5.83%
Focus Partners Wealth0.02%320,826$14,747,609$15,608,185+$860,576+5.84%
Cetera Investment Advisers0.01%272,674$12,534,127$13,265,590+$731,463+5.84%
Lpl Financial Llc0.00%269,841$12,403,916$13,127,765+$723,849+5.84%
Cwm, Llc0.03%249,503$11,469,008$12,138,321+$669,313+5.84%
World Investment Advisors0.16%219,629$10,095,804$10,684,951+$589,147+5.84%
Kestra Advisory Services, Llc0.04%212,630$9,774,070$10,344,450+$570,380+5.84%
Corecap Advisors, Llc0.30%190,101$8,738,468$9,248,414+$509,946+5.84%
Orion Porfolio Solutions, Llc0.07%186,889$8,590,822$9,092,150+$501,328+5.84%
Aa Financial Advisors, Llc1.15%177,069$8,139,419$8,614,407+$474,988+5.84%
Beacon Pointe Advisors, Llc0.04%167,700$7,708,749$8,158,605+$449,856+5.84%
Southland Equity Partners Llc1.34%149,468$6,870,670$7,271,618+$400,948+5.84%
Mbl Wealth, Llc0.52%148,446$6,823,692$7,221,898+$398,206+5.84%
Mml Investors Services, Llc0.02%147,229$6,767,764$7,162,691+$394,927+5.84%
Truist Financial Corp0.01%146,533$6,735,771$7,128,830+$393,059+5.84%
Triad Wealth Partners, Llc0.52%142,284$6,540,440$6,922,117+$381,677+5.84%
Horizon Investments, Llc0.07%140,610$6,463,842$6,840,677+$376,835+5.83%
Advisory Alpha, Llc0.17%138,167$6,351,192$6,721,825+$370,633+5.84%
Forvis Mazars Wealth Advisors, Llc0.11%131,169$6,029,512$6,381,372+$351,860+5.84%
Brookstone Capital Management0.07%129,147$5,936,566$6,283,002+$346,436+5.84%
Cresset Asset Management, Llc0.03%125,786$5,782,059$6,119,489+$337,430+5.84%
Principal Securities, Inc.0.08%125,073$5,749,293$6,084,801+$335,508+5.84%
Weaver Consulting Group1.27%115,809$5,323,439$5,634,108+$310,669+5.84%
Signal Advisors Wealth, Llc0.35%112,218$5,158,381$5,459,406+$301,025+5.84%
Talon Private Wealth, Llc0.68%110,664$5,086,948$5,383,804+$296,856+5.84%
Composition Wealth, Llc0.06%92,709$4,261,601$4,510,293+$248,692+5.84%
Vestmark Advisory Solutions, Inc.0.05%89,937$4,134,179$4,375,435+$241,256+5.84%
Cra Financial Services, Llc0.49%82,703$3,801,627$4,023,501+$221,874+5.84%
Onedigital Investment Advisors Llc0.04%80,148$3,684,224$3,899,200+$214,976+5.84%
Keating Financial Advisory Services, Inc.0.58%77,981$3,584,592$3,793,776+$209,184+5.84%
Founders Financial Securities Llc0.21%73,837$3,475,508$3,592,170+$116,662+3.36%
Mcadam, Llc0.15%74,354$3,417,868$3,617,322+$199,454+5.84%
Wealth Enhancement Advisory Services, Llc0.01%79,167$3,387,113$3,851,475+$464,362+13.71%
Pathstone Holdings, Llc0.01%72,296$3,323,303$3,517,200+$193,897+5.83%
Patriot Financial Group Insurance Agency, Llc0.19%72,044$3,311,684$3,504,941+$193,257+5.84%
Farther Finance Advisors, Llc0.03%70,347$3,246,514$3,422,382+$175,868+5.42%
Certified Advisory Corp0.29%70,116$3,223,035$3,411,143+$188,108+5.84%
Straight Path Wealth Management0.86%70,045$3,219,794$3,407,689+$187,895+5.84%
Elmwood Wealth Management, Inc.0.82%64,351$2,958,055$3,130,676+$172,621+5.84%
Global Strategic Investment Solutions, Llc0.28%62,903$2,891,494$3,060,231+$168,737+5.84%
Cofg Advisors, Llc0.70%61,166$2,811,618$2,975,726+$164,108+5.84%
Spire Wealth Management0.10%61,113$2,809,363$2,973,147+$163,784+5.83%
Cassady Wealth & Retirement Planning, Llc1.39%55,929$2,682,355$2,720,946+$38,591+1.44%
Weaver Capital Management Llc0.55%54,819$2,519,893$2,666,944+$147,051+5.84%

Frequently asked questions about PJUL

  • Who owns the most PJUL stock?

    The largest holders of PJUL 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 (PJUL).

  • Is PJUL widely held by superinvestors?

    Many widely followed stocks like PJUL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PJUL 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.