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 247 institutions that hold shares in the stock, with a total of 19.1 Million shares, which have been reported (via 13F filing form) to have a value of $799 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
12,480
shares
|
$523,036
0.21% of portfolio
|
Q3 2023
Added 88.98%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
12,415
shares
|
$520,312
0.07% of portfolio
|
Q3 2024
Added 26.17%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
12,273
shares
|
$514,361
0.19% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
12,171
shares
|
$510,086
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
11,897
shares
|
$498,603
0.01% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
11,831
shares
|
$495,837
0.01% of portfolio
|
Q2 2024
Added 12.64%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
11,774
shares
|
$493,448
0.54% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
11,640
shares
|
$487,832
0.03% of portfolio
|
Q3 2024
Added 19.54%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
11,615
shares
|
$486,784
0.07% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
11,298
shares
|
$473,499
0.52% of portfolio
|
Q4 2022
Reduced 35.5%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
11,200
shares
|
$469,391
0.25% of portfolio
|
Q3 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
11,025
shares
|
$462,057
0.03% of portfolio
|
Q4 2022
Reduced 13.11%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
11,020
shares
|
$461,848
0.18% of portfolio
|
Q3 2024
Reduced 28.41%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
10,869
shares
|
$455,519
0.1% of portfolio
|
Q3 2022
Added 41.71%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
10,429
shares
|
$437,079
0.01% of portfolio
|
Q4 2023
Added 0.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,287
shares
|
$431,128
0.0% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,158
shares
|
$425,721
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
10,045
shares
|
$420,985
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
10,022
shares
|
$420,022
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
10,016
shares
|
$419,770
0.02% of portfolio
|
Q4 2024
Reduced 14.86%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
9,989
shares
|
$418,638
0.01% of portfolio
|
Q3 2024
Added 151.61%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
9,875
shares
|
$413,861
0.14% of portfolio
|
Q1 2024
Added 47.82%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
9,717
shares
|
$407,239
0.0% of portfolio
|
Q4 2023
Reduced 3.24%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
9,711
shares
|
$406,988
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
9,654
shares
|
$404,599
0.18% of portfolio
|
Q4 2024
Reduced 1.1%
|