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 268 institutions that hold shares in the stock, with a total of 18.1 Million shares, which have been reported (via 13F filing form) to have a value of $733 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
18,395
shares
|
$744,077
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
18,384
shares
|
$743,632
0.07% of portfolio
|
Q4 2023
Reduced 16.41%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
18,352
shares
|
$742,338
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
17,606
shares
|
$712,162
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
17,605
shares
|
$712,122
0.06% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
17,603
shares
|
$712,041
0.15% of portfolio
|
Q4 2024
Reduced 41.22%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
17,448
shares
|
$705,771
0.07% of portfolio
|
Q4 2024
Added 24.74%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
17,034
shares
|
$689,025
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
16,036
shares
|
$648,656
0.01% of portfolio
|
Q4 2024
Reduced 11.09%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
15,371
shares
|
$621,756
0.28% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
15,337
shares
|
$620,381
0.03% of portfolio
|
Q4 2024
Reduced 39.37%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Feb 05, 2025 Q4 2024 |
14,831
shares
|
$599,913
0.47% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
14,622
shares
|
$591,459
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
14,603
shares
|
$590,691
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
14,595
shares
|
$590,367
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
14,538
shares
|
$588,062
0.05% of portfolio
|
Q3 2024
Added 81.61%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
13,931
shares
|
$563,508
0.06% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
13,800
shares
|
$558,210
0.02% of portfolio
|
Q4 2024
Reduced 37.22%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
13,652
shares
|
$552,223
0.04% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
13,594
shares
|
$549,877
0.32% of portfolio
|
Q2 2023
Reduced 4.66%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
13,592
shares
|
$549,796
0.02% of portfolio
|
Q4 2024
Reduced 14.0%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,250
shares
|
$535,962
0.0% of portfolio
|
Q4 2024
Reduced 65.59%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
13,130
shares
|
$531,108
0.01% of portfolio
|
Q4 2024
Added 31.44%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
13,083
shares
|
$529,207
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
12,876
shares
|
$520,834
0.08% of portfolio
|
Q4 2024
Reduced 3.16%
|