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 |
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
12,065
shares
|
$499,852
0.01% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
12,000
shares
|
$497,160
0.01% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
11,948
shares
|
$495,005
0.38% of portfolio
|
Q3 2024
Reduced 37.74%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
11,228
shares
|
$465,176
0.01% of portfolio
|
Q2 2025
Reduced 30.48%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
11,010
shares
|
$456,144
0.2% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
10,954
shares
|
$453,824
0.01% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
10,078
shares
|
$417,531
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
10,055
shares
|
$416,578
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
10,035
shares
|
$415,750
0.01% of portfolio
|
Q2 2025
Reduced 17.64%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
10,000
shares
|
$414,300
0.1% of portfolio
|
Q3 2023
Reduced 13.04%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
9,990
shares
|
$413,885
0.08% of portfolio
|
Q1 2025
Reduced 15.94%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
9,432
shares
|
$390,767
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
9,265
shares
|
$383,848
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
9,020
shares
|
$373,698
0.0% of portfolio
|
Q1 2025
Added 300566.66%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
8,970
shares
|
$371,627
0.1% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
8,960
shares
|
$371,212
0.0% of portfolio
|
Q1 2025
Reduced 47.92%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
8,911
shares
|
$369,182
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
8,768
shares
|
$363,258
0.03% of portfolio
|
Q2 2025
Reduced 11.55%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
8,407
shares
|
$348,302
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
8,296
shares
|
$343,703
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
8,268
shares
|
$342,543
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
8,261
shares
|
$342,253
0.02% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
8,253
shares
|
$341,921
0.01% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
8,248
shares
|
$341,714
0.01% of portfolio
|
Q1 2025
Reduced 27.93%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,100
shares
|
$335,583
0.01% of portfolio
|
Q1 2025
Reduced 22.25%
|