Institutional Ownership Innovator U.S. Equity Power Bu (PJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUL). We have compiled data on the 272 institutions that hold shares in the stock, with a total of 22.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,298,635
shares
|
$151 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
1,393,579
shares
|
$63.7 Million
0.83% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,308,146
shares
|
$59.8 Million
0.27% of portfolio
|
Q3 2025
Added 16594.05%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
797,215
shares
|
$36.4 Million
0.51% of portfolio
|
Q3 2025
Added 876.31%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
735,060
shares
|
$33.6 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
638,473
shares
|
$29.2 Million
0.08% of portfolio
|
Q3 2025
Added 82.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
623,372
shares
|
$28.5 Million
0.05% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
610,470
shares
|
$27.9 Million
0.04% of portfolio
|
Q3 2025
Added 36.66%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
536,820
shares
|
$24.5 Million
0.01% of portfolio
|
Q3 2025
Added 25.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
526,938
shares
|
$24.1 Million
0.01% of portfolio
|
Q3 2025
Added 11.7%
|
|
|
Compass Advisory Group LLC
|
Nov 06, 2025 Q3 2025 |
513,091
shares
|
$23.4 Million
7.5% of portfolio
|
Q3 2025
Added 2036.81%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
462,167
shares
|
$21.1 Million
0.03% of portfolio
|
Q3 2024
Added 32.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
355,215
shares
|
$16.2 Million
0.02% of portfolio
|
Q3 2025
Added 18.66%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
329,274
shares
|
$15 Million
0.06% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
314,961
shares
|
$14.4 Million
0.02% of portfolio
|
Q3 2025
Added 28.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
280,193
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
276,626
shares
|
$12.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 54.12%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
254,336
shares
|
$11.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
232,016
shares
|
$10.6 Million
0.03% of portfolio
|
Q3 2025
Added 17.62%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
210,762
shares
|
$9.63 Million
0.08% of portfolio
|
Q3 2025
Added 22.61%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
206,262
shares
|
$9.42 Million
0.05% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
193,174
shares
|
$8.82 Million
0.33% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
191,243
shares
|
$8.74 Million
1.71% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
187,350
shares
|
$8.56 Million
0.84% of portfolio
|
Q1 2024
Reduced 6.68%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
182,080
shares
|
$8.32 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.68%
|
|