PJUN Institutional Ownership & Shareholders
INNOVATOR U.S. EQUITY POWER (PJUN) is currently held by 195 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $725.55M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Alliancebernstein L.P. is currently the largest disclosed institutional shareholder of PJUN tracked by InsiderSet, reporting ownership valued at approximately $119.97M 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 $125.74M, representing an estimated gain of +4.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed PJUN value among the investors covered in this analysis. Major shareholders include Alliancebernstein L.P., Penserra Capital Management Llc, Steward Partners Investment Advisory, Llc, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY POWER (PJUN).
This page ranks the largest institutional PJUN 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
195
Total Reported Value
$725.55M
Largest Holder
Alliancebernstein L.P.
Largest Position
$119.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alliancebernstein L.P. | 0.04% | 2,868,175 | $119,966,295 | $125,740,792 | +$5,774,497 | +4.81% | |
| Penserra Capital Management Llc | 0.55% | 1,648,164 | $71,250,000 | $72,255,510 | +$1,005,510 | +1.41% | |
| Steward Partners Investment Advisory, Llc | 0.31% | 1,418,700 | $61,330,401 | $62,195,808 | +$865,407 | +1.41% | |
| Commonwealth Equity Services, Llc | 0.05% | 885,095 | $38,262,669 | $38,802,565 | +$539,896 | +1.41% | |
| Osaic Holdings, Inc. | 0.04% | 874,793 | $37,817,021 | $38,350,925 | +$533,904 | +1.41% | |
| Brookstone Capital Management | 0.35% | 805,507 | $35,434,264 | $35,313,427 | -$120,837 | -0.34% | |
| Focus Partners Wealth | 0.03% | 597,288 | $25,820,760 | $26,185,106 | +$364,346 | +1.41% | |
| Raymond James Financial Inc | 0.00% | 358,570 | $15,500,981 | $15,719,709 | +$218,728 | +1.41% | |
| Cetera Investment Advisers | 0.01% | 325,299 | $14,062,697 | $14,261,108 | +$198,411 | +1.41% | |
| Lineweaver Wealth Advisors, Llc | 1.60% | 313,613 | $13,795,820 | $13,748,794 | -$47,026 | -0.34% | |
| Advisory Alpha, Llc | 0.33% | 309,557 | $13,382,149 | $13,570,979 | +$188,830 | +1.41% | |
| Envestnet Asset Management Inc | 0.00% | 265,533 | $11,478,992 | $11,640,967 | +$161,975 | +1.41% | |
| Lpl Financial Llc | 0.00% | 252,975 | $10,936,109 | $11,090,424 | +$154,315 | +1.41% | |
| Corecap Advisors, Llc | 0.26% | 206,314 | $9,075,753 | $9,044,806 | -$30,947 | -0.34% | |
| Blair William & Co/Il | 0.02% | 209,877 | $9,072,983 | $9,201,008 | +$128,025 | +1.41% | |
| Mai Capital Management | 0.03% | 196,679 | $8,502,452 | $8,622,407 | +$119,955 | +1.41% | |
| Mcadam, Llc | 0.31% | 187,779 | $8,260,398 | $8,232,231 | -$28,167 | -0.34% | |
| Beacon Pointe Advisors, Llc | 0.04% | 186,800 | $8,075,357 | $8,189,312 | +$113,955 | +1.41% | |
| Kestra Advisory Services, Llc | 0.03% | 186,603 | $8,066,848 | $8,180,676 | +$113,828 | +1.41% | |
| Chris Bulman Inc | 2.70% | 175,081 | $7,701,814 | $7,675,551 | -$26,263 | -0.34% | |
| Bellwether Advisors, Llc | 1.10% | 171,305 | $7,405,515 | $7,510,011 | +$104,496 | +1.41% | |
| Cassady Wealth & Retirement Planning, Llc | 3.26% | 162,215 | $7,012,554 | $7,111,506 | +$98,952 | +1.41% | |
| Truist Financial Corp | 0.01% | 156,243 | $6,754,371 | $6,849,693 | +$95,322 | +1.41% | |
| Weaver Consulting Group | 1.13% | 131,945 | $5,804,256 | $5,784,469 | -$19,787 | -0.34% | |
| Mml Investors Services, Llc | 0.01% | 120,228 | $5,197,435 | $5,270,796 | +$73,361 | +1.41% | |
| Weaver Capital Management Llc | 0.93% | 110,673 | $4,868,506 | $4,851,904 | -$16,602 | -0.34% | |
| Ars Wealth Advisors Group, Llc | 0.35% | 109,650 | $4,823,504 | $4,807,056 | -$16,448 | -0.34% | |
| Southland Equity Partners Llc | 0.65% | 85,790 | $3,773,902 | $3,761,034 | -$12,868 | -0.34% | |
| Keating Financial Advisory Services, Inc. | 0.49% | 85,262 | $3,685,876 | $3,737,886 | +$52,010 | +1.41% | |
| Onedigital Investment Advisors Llc | 0.03% | 84,468 | $3,651,570 | $3,703,077 | +$51,507 | +1.41% | |
| Independent Financial Group, Llc | 0.06% | 79,193 | $3,483,700 | $3,471,821 | -$11,879 | -0.34% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 77,919 | $3,458,034 | $3,415,969 | -$42,065 | -1.22% | |
| Syon Capital Llc | 0.15% | 79,430 | $3,433,759 | $3,482,211 | +$48,452 | +1.41% | |
| Sherry Group, Inc. | 3.05% | 73,910 | $3,251,323 | $3,240,214 | -$11,109 | -0.34% | |
| Nations Financial Group Inc | 0.15% | 73,902 | $3,194,783 | $3,239,864 | +$45,081 | +1.41% | |
| Cresset Asset Management, Llc | 0.01% | 66,493 | $2,874,506 | $2,915,053 | +$40,547 | +1.41% | |
| Ashton Thomas Private Wealth, Llc | 0.06% | 62,434 | $2,699,022 | $2,737,107 | +$38,085 | +1.41% | |
| Harbour Investments, Inc. | 0.04% | 61,614 | $2,663,573 | $2,701,158 | +$37,585 | +1.41% | |
| Yarger Wealth Strategies, Llc | 0.95% | 60,872 | $2,649,454 | $2,668,628 | +$19,174 | +0.72% | |
| Wealth Alliance, Llc | 0.21% | 59,228 | $2,560,433 | $2,596,556 | +$36,123 | +1.41% | |
| Integrity Advisory Solutions, Llc | 0.27% | 57,959 | $2,549,616 | $2,540,923 | -$8,693 | -0.34% | |
| Ifs Advisors, Llc | 0.77% | 57,926 | $2,548,187 | $2,539,476 | -$8,711 | -0.34% | |
| Berkshire Money Management, Inc. | 0.21% | 56,213 | $2,472,810 | $2,464,378 | -$8,432 | -0.34% | |
| Corrado Advisors, Llc | 1.21% | 55,872 | $2,457,810 | $2,449,428 | -$8,382 | -0.34% | |
| Cape Investment Advisory, Inc. | 0.57% | 50,500 | $2,221,495 | $2,213,920 | -$7,575 | -0.34% | |
| Ifp Advisors, Inc | 0.04% | 48,604 | $2,138,090 | $2,130,799 | -$7,291 | -0.34% | |
| First Commonwealth Financial Corp | 0.30% | 49,358 | $2,133,746 | $2,163,855 | +$30,109 | +1.41% | |
| Concurrent Investment Advisors, Llc | 0.01% | 48,306 | $2,124,995 | $2,117,735 | -$7,260 | -0.34% | |
| Ethos Financial Group, Llc | 0.14% | 49,596 | $2,122,709 | $2,174,289 | +$51,580 | +2.43% | |
| Creativeone Wealth, Llc | 0.04% | 48,114 | $2,079,968 | $2,109,318 | +$29,350 | +1.41% |
Frequently asked questions about PJUN
Who are the largest institutional holders of PJUN?
The largest institutional holders of PJUN reported in the latest SEC Form 13F filings include Alliancebernstein L.P., Penserra Capital Management Llc, Steward Partners Investment Advisory, Llc, Commonwealth Equity Services, Llc, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported PJUN position.
What is PJUN institutional ownership?
This page tracks PJUN positions reported by institutional investment managers through SEC Form 13F. INNOVATOR U.S. EQUITY POWER (PJUN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PJUN?
InsiderSet currently tracks 195 institutional managers reporting PJUN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PJUN shareholders.
How much PJUN stock do institutions own?
Institutional investment managers disclosed approximately $725.55M in PJUN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PJUN institutional ownership last updated?
The latest PJUN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PJUN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PJUN position after the reporting date.
Are institutions buying or selling PJUN?
Institutional buying and selling can be analyzed by comparing PJUN positions across consecutive 13F reporting periods. InsiderSet's PJUN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PJUN ownership changes.
How has PJUN institutional ownership changed over time?
InsiderSet tracks PJUN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.