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Innovator U.S. Equity Power Buffer ETF - June (PJUN) Institutional Ownership

Innovator U.S. Equity Power Buffer ETF - June logo
$43.04 +0.03 (+0.07%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Power Buffer ETF - June (BATS:PJUN)

Number of
Institutional Buyers
(last 12 months)
91
Total
Institutional Inflows
(last 12 months)
$179.52M
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$104.18M
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PJUN Institutional Buying and Selling by Quarter

Innovator U.S. Equity Power Buffer ETF - June Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 City Holding Co.2,180$94K0.0%+407.0%0.012%
7/8/2026 Castle Rock Wealth Management LLC45,648$1.97M0.4%+1.6%0.250%
7/7/2026 CoreCap Advisors LLC209,382$9.05M0.3%+6.3%1.149%
6/3/2026NewEdge Advisors LLC19,607$820K0.0%-7.3%0.108%
5/19/2026Cornerstone Wealth LLC TN16,054$691K0.4%N/A0.088%
5/19/2026NewEdge Advisors LLC19,607$820K0.0%-7.3%0.108%
5/19/2026Bank of America Corp DE5,796$242K0.0%N/A0.032%
5/19/2026Arkadios Wealth Advisors5,223$218K0.0%N/A0.029%
5/15/2026Wealth Alliance LLC49,565$2.07M0.2%-2.9%0.272%
5/13/2026Cetera Investment Advisers222,950$9.33M0.0%-6.2%1.223%
5/6/2026 Independent Financial Group LLC69,706$2.92M0.1%N/A0.382%
5/4/2026Chicago Partners Investment Group LLC30,088$1.29M0.0%-3.7%0.165%
5/2/2026Global Assets Advisory LLC15,023$628K0.1%-2.5%0.082%
5/2/2026Valmark Advisers Inc.8,905$372K0.0%-31.8%0.049%
5/1/2026Corrado Advisors LLC39,391$1.65M0.9%-2.4%0.216%
4/30/2026Kestra Advisory Services LLC176,717$7.39M0.0%+24.3%0.969%
4/28/2026Beacon Financial Advisory LLC9,300$389K0.1%-3.1%0.051%
4/27/2026BIP Wealth LLC24,422$1.02M0.0%-3.8%0.134%
4/23/2026 Apollon Wealth Management LLC47,122$1.97M0.0%N/A0.258%
4/22/2026 Patriot Financial Group Insurance Agency LLC54,690$2.29M0.1%+100.0%0.300%
4/22/2026Cornerstone Wealth Group LLC25,380$1.09M0.1%-6.3%0.139%
4/21/2026 Berkshire Money Management Inc.110,197$4.61M0.5%-82.7%0.604%
4/21/2026 Fiduciary Alliance LLC5,179$222K0.0%-5.2%0.028%
4/20/2026 RFG Advisory LLC18,607$778K0.0%-22.2%0.102%
4/18/2026Weaver Capital Management LLC117,127$4.90M1.1%-0.3%0.642%
4/18/2026Faithward Advisors LLC9,745$408K0.1%-2.7%0.053%
4/18/2026 BCS Wealth Management29,912$1.25M0.3%-49.8%0.164%
4/17/2026Outlook Wealth Advisors LLC40,659$1.70M0.4%+6.4%0.223%
4/17/2026 Brookstone Capital Management196,692$8.23M0.1%-1.5%1.079%
3/17/2026Rockefeller Capital Management L.P.6,450$270K0.0%-4.1%0.035%
3/13/2026World Investment Advisors31,920$1.34M0.0%+33.9%0.175%
2/19/2026BFI Wealth Solutions LLC30,117$1.26M1.2%N/A0.165%
2/18/2026Ameriflex Group Inc.8,955$375K0.2%-50.0%0.049%
2/18/2026First Commonwealth Financial Corp PA 17,613$738K0.1%-1.6%0.097%
2/18/2026Beacon Pointe Advisors LLC96,771$4.05M0.0%-3.7%0.531%
2/18/2026NewEdge Advisors LLC21,157$886K0.0%-4.2%0.116%
2/18/2026OLD Mission Capital LLC31,731$1.33M0.0%+14.5%0.174%
2/17/2026Cetera Investment Advisers237,620$9.95M0.0%-6.6%1.303%
2/17/2026Osaic Holdings Inc.571,392$23.93M0.0%-8.1%3.134%
2/17/2026Faithward Advisors LLC10,014$419K0.1%-39.8%0.055%
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2/16/2026MML Investors Services LLC131,124$5.49M0.0%+11.4%0.719%
2/16/2026Focus Partners Wealth449,124$18.81M0.0%+717.2%2.464%
2/16/2026Arax Advisory Partners7,790$326K0.0%N/A0.043%
2/16/2026Barclays PLC3,360$141K0.0%-31.3%0.018%
2/13/2026CreativeOne Wealth LLC26,878$1.13M0.0%-14.0%0.147%
2/13/2026Kestra Advisory Services LLC142,222$5.96M0.0%+1.8%0.780%
2/13/2026Beck Capital Management LLC10,844$454K0.1%-7.3%0.059%
2/12/2026HRT Financial LP20,523$859K0.0%N/A0.113%
2/12/2026Commonwealth Equity Services LLC1,539,298$64.47M0.1%-2.4%8.444%
2/12/2026Hardworking Capital Advisors LLC30,174$1.26M1.1%N/A0.166%
2/12/2026Steward Partners Investment Advisory LLC1,707$71K0.0%-18.8%0.009%
2/11/2026Janney Montgomery Scott LLC31,967$1.34M0.0%-4.2%0.175%
2/11/2026Fortune Financial Group Inc.11,127$497K0.5%N/A0.061%
2/11/2026LPL Financial LLC224,057$9.38M0.0%+11.0%1.229%
2/11/2026Tradition Wealth Management LLC18,924$793K0.1%-6.2%0.104%
2/10/2026COFG Advisors LLC33,421$1.40M0.3%N/A0.183%
2/10/2026Clear Point Advisors Inc.85,661$3.59M2.8%-4.5%0.470%
2/10/2026Weaver Consulting Group106,645$4.47M1.1%-0.8%0.585%
2/10/2026Foundations Investment Advisors LLC10,487$439K0.0%-8.3%0.058%
2/9/2026Bellwether Advisors LLC115,365$4.83M0.8%-9.4%0.633%
2/9/2026Harbour Investments Inc.9,246$387K0.0%-62.7%0.051%
2/6/2026Lloyd Advisory Services LLC.1,060$44K0.0%N/A0.006%
2/6/2026Advisory Alpha LLC146,374$6.13M0.2%-1.0%0.803%
2/6/2026 IFP Advisors Inc36,169$1.52M0.0%+1.9%0.198%
2/6/2026RPS Advisory Solutions LLC47,161$1.98M0.9%-4.7%0.259%
2/6/2026 Brown Wealth Management LLC7,347$308K0.1%-77.4%0.040%
2/6/2026HighTower Advisors LLC425,087$17.80M0.0%-1.9%2.332%
2/5/2026Blue Water Asset Management26,441$1.11M0.4%N/A0.145%
2/5/2026Phoenix Financial Ltd.8,650$362K0.0%-12.8%0.047%
2/4/2026World Investment Advisors31,920$1.34M0.0%+33.9%0.175%
2/4/2026Money Concepts Capital Corp5,098$214K0.0%N/A0.028%
2/4/2026Ballast Rock Private Wealth LLC8,714$365K0.2%N/A0.048%
2/3/2026 RFG Advisory LLC23,922$1.00M0.0%-13.7%0.131%
2/3/2026 Liberty Atlantic Advisors LLC12,310$516K0.5%N/A0.068%
2/2/2026Truist Financial Corp134,561$5.64M0.0%-5.0%0.738%
2/2/2026FSA Advisors Inc.12,437$523K0.1%+4.6%0.068%
1/30/2026 Pacific Park Financial Inc.21,004$880K0.5%N/A0.115%
1/29/2026Quest 10 Wealth Builders Inc.17,989$753K0.7%-2.0%0.099%
1/29/2026Concurrent Investment Advisors LLC8,852$371K0.0%+3.5%0.049%
1/27/2026 Berkshire Money Management Inc.637,168$26.69M2.5%+0.2%3.495%
1/26/2026 Merit Financial Group LLC25,941$1.09M0.0%+151.4%0.142%
1/26/2026 Nations Financial Group Inc. IA ADV38,266$1.60M0.1%-1.2%0.210%
1/26/2026Cornerstone Wealth Group LLC27,090$1.14M0.1%-5.8%0.149%
1/26/2026 BCS Wealth Management59,544$2.49M0.3%+95.9%0.327%
1/23/2026Optima Capital LLC712$30K0.0%N/A0.004%
1/23/2026Galvin Gaustad & Stein LLC5,894$247K0.0%N/A0.032%
1/23/2026U.S. Capital Wealth Advisors LLC12,067$505K0.0%-24.9%0.066%
1/22/2026Weaver Capital Management LLC117,450$4.92M1.0%-14.0%0.644%
1/21/2026BIP Wealth LLC25,395$1.06M0.0%N/A0.139%
1/21/2026 KFG Wealth Management LLC40,117$1.68M0.2%-31.8%0.220%
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1/20/2026Stratos Wealth Advisors LLC7,920$332K0.0%-16.0%0.043%
1/15/2026Nikulski Financial Inc.13,090$548K0.1%-14.6%0.072%
1/15/2026 Brookstone Capital Management199,634$8.36M0.1%-78.7%1.095%
1/14/2026 Lineweaver Wealth Advisors LLC300,857$12.60M1.7%-0.6%1.650%
1/14/2026 Southland Equity Partners LLC89,718$3.76M0.7%-0.4%0.492%
1/13/2026 CoreCap Advisors LLC199,512$8.36M0.3%-2.8%1.094%
1/13/2026 Fort Washington Investment Advisors Inc. OH5,670$237K0.0%-18.4%0.031%
1/12/2026 ARS Wealth Advisors Group LLC112,827$4.73M0.4%-0.8%0.619%
1/8/2026 Wealth Enhancement Advisory Services LLC64,194$2.70M0.0%-81.9%0.352%
12/2/2025 IFP Advisors Inc35,483$1.46M0.0%-17.7%0.195%


PJUN Institutional Ownership - Frequently Asked Questions

During the previous two years, 182 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - June. The most heavily invested institutionals were Alliancebernstein L.P. ($120.30M), Commonwealth Equity Services LLC ($64.47M), Penserra Capital Management LLC ($62.48M), Osaic Holdings Inc. ($23.93M), Focus Partners Wealth ($18.81M), HighTower Advisors LLC ($17.80M), and Kovitz Investment Group Partners LLC ($16.88M).Learn more on Innovator U.S. Equity Power Buffer ETF - June's institutional investors.

Of the 149 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - June's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AE Wealth Management LLC ($1.33M), Commonwealth Equity Services LLC ($1.24M), Brookstone Capital Management ($787.80K), Berkshire Money Management Inc. ($616.05K), Raymond James Financial Inc. ($546.55K), Focus Partners Wealth ($394.16K), and Chris Bulman Inc ($335.64K).

Institutional investors have bought a total of 4,432,967 shares in the last 24 months. This purchase volume represents approximately $179.52M in transactions.

Of the 87 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - June's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($913.90K), Berkshire Money Management Inc. ($526.97K), Wealth Enhancement Advisory Services LLC ($304.33K), Commonwealth Equity Services LLC ($131.34K), Raymond James Financial Inc. ($75.89K), Osaic Holdings Inc. ($50.03K), and Truist Financial Corp ($43.80K).

Institutional investors have sold a total of 2,505,660 shares in the last 24 months. This volume of shares sold represents approximately $104.18M in transactions.


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This page (BATS:PJUN) was last updated on 7/25/2026 by MarketBeat.com Staff.
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