Institutional Ownership Innovator U.S. Equity Power Bu (PAUG)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PAUG). We have compiled data on the 208 institutions that hold shares in the stock, with a total of 15.3 Million shares, which have been reported (via 13F filing form) to have a value of $632 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
18,372
shares
|
$761,151
0.01% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
18,163
shares
|
$752,493
0.03% of portfolio
|
Q2 2025
Reduced 9.14%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
17,970
shares
|
$744,497
0.27% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
17,955
shares
|
$743,875
0.49% of portfolio
|
Q3 2024
Added 18.05%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
17,683
shares
|
$732,606
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
17,445
shares
|
$722,746
0.02% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
John W. Brooker & Co., Cp As
|
Jul 16, 2025 Q2 2025 |
17,140
shares
|
$710,110
1.84% of portfolio
|
Q2 2025
Reduced 62.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,051
shares
|
$706,422
0.0% of portfolio
|
Q3 2024
Added 91.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
17,013
shares
|
$704,848
0.02% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
16,875
shares
|
$699,131
0.0% of portfolio
|
Q3 2023
Reduced 92.74%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
16,754
shares
|
$694,118
0.12% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
15,995
shares
|
$662,672
0.05% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
15,792
shares
|
$654,262
0.04% of portfolio
|
Q2 2025
Reduced 16.77%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
15,577
shares
|
$645,355
0.64% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
15,454
shares
|
$640,259
0.13% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
14,968
shares
|
$620,124
0.03% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
14,358
shares
|
$594,851
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
14,307
shares
|
$592,739
0.19% of portfolio
|
Q2 2025
Reduced 15.84%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
13,959
shares
|
$578,321
0.08% of portfolio
|
Q2 2025
Reduced 9.91%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
13,947
shares
|
$577,824
0.11% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
13,581
shares
|
$562,660
0.31% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
13,575
shares
|
$562,412
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
13,209
shares
|
$547,248
0.01% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
12,271
shares
|
$508,387
0.02% of portfolio
|
Q4 2024
Added 64.62%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
12,247
shares
|
$507,393
0.01% of portfolio
|
Q3 2024
Added 53.86%
|