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

INNOVATOR U.S. EQUITY POWER (PJUL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Alliancebernstein L.P., Bellwether Advisors, Llc, Osaic Holdings, Inc., Centaurus Financial, Inc., and Susquehanna International Group, Llp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+16,792+3.7%472,891$23.08MQ2 2026Sep 23, 2026
Talon Private Wealth, LlcSell-1,602-1.4%109,062$5.32MQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcBuy+2,763+38.3%9,972$486.73KQ2 2026Sep 09, 2026
Bernard Wealth Management Corp.Sell-32-3.5%871$42.51KQ2 2026Aug 21, 2026
Gill Capital Partners, LlcSell-9,169-30.5%20,884$1.02MQ2 2026Aug 20, 2026
Atx Financial Planning, LlcBuy+770+13.0%6,695$326.78KQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-8,347-49.7%8,446$412.25KQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-688-3.2%20,602$1.01MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+17,541+10.5%185,241$9.04MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+248—248$12.11KQ2 2026Aug 18, 2026
Centaurus Financial, Inc.Buy+38,321+85.2%83,302$4.07MQ2 2026Aug 17, 2026
Fsa Advisors, Inc.Buy+831+3.3%25,788$1.26MQ2 2026Aug 17, 2026
Alliancebernstein L.P.Buy+214,226+6.8%3,373,890$155.09MQ2 2026Aug 14, 2026
Bellwether Advisors, LlcBuy+116,850+252.3%163,173$7.96MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+74,706+23.2%396,834$19.37MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-32,147-71.8%12,623$616.13KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-18,069-4.5%386,409$18.86MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+12,026—12,026$586.99KQ2 2026Aug 14, 2026
Cresset Asset Management, LlcSell-11,984-9.5%113,802$5.55MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+10,888+5.8%197,777$9.65MQ2 2026Aug 14, 2026
World Investment AdvisorsSell-5,453-2.5%214,176$10.02MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcSell-5,345-10.3%46,636$2.28MQ2 2026Aug 14, 2026
Vantage Point Financial LlcBuy+4,895+14.4%38,848$1.90MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+4,186—4,186$204.32KQ2 2026Aug 14, 2026
Plotkin Financial Advisors, LlcBuy+4,177—4,177$203.88KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-3,954-16.7%19,685$960.82KQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+2,889+20.8%16,803$820.15KQ2 2026Aug 14, 2026
Mutual Advisors, LlcSell-1,725-6.4%25,369$1.24MQ2 2026Aug 14, 2026
Per Stirling Capital Management, Llc.Buy+1,444+9.7%16,298$795.50KQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+437+0.5%90,374$4.41MQ2 2026Aug 14, 2026
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Frequently asked questions about PJUL activity

  • Which institutional owners are buying PJUL?

    Institutional owners buying PJUL 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 PJUL activity?

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

  • Is institutional interest in PJUL increasing?

    Institutional interest in PJUL 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.