Institutional Ownership Innovator Growth 100 Power Buf (NJUL)
This table provides information about the institutional ownership of Innovator Growth 100 Power Buf (NJUL). We have compiled data on the 121 institutions that hold shares in the stock, with a total of 2.89 Million shares, which have been reported (via 13F filing form) to have a value of $206 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
22,928
shares
|
$1.63 Million
1.41% of portfolio
|
Q3 2025
New holding
|
|
|
O Donnell Financial Services, LLC
|
Nov 07, 2025 Q3 2025 |
22,733
shares
|
$1.62 Million
0.66% of portfolio
|
Q3 2025
Reduced 14.53%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
22,719
shares
|
$1.62 Million
0.22% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
22,378
shares
|
$1.6 Million
0.07% of portfolio
|
Q3 2025
Added 257.53%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
21,280
shares
|
$1.52 Million
0.11% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
19,196
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2025
Added 46.64%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
18,590
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
16,688
shares
|
$1.19 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Nov 14, 2025 Q3 2025 |
15,504
shares
|
$1.11 Million
0.92% of portfolio
|
Q3 2025
Added 82.01%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
15,164
shares
|
$1.08 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
14,773
shares
|
$1.05 Million
0.23% of portfolio
|
Q1 2024
Reduced 3.92%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
14,263
shares
|
$1.02 Million
0.47% of portfolio
|
Q3 2022
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
14,038
shares
|
$1 Million
0.0% of portfolio
|
Q3 2025
Added 23.75%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
13,385
shares
|
$954,350
0.01% of portfolio
|
Q3 2025
Added 15.86%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
12,869
shares
|
$917,559
0.09% of portfolio
|
Q3 2025
Added 117.35%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
12,645
shares
|
$901,588
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
11,795
shares
|
$840,983
0.2% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
11,794
shares
|
$840,912
0.01% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
11,435
shares
|
$815,315
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
10,956
shares
|
$781,162
0.62% of portfolio
|
Q3 2025
Reduced 13.51%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
10,550
shares
|
$752,215
0.05% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
10,548
shares
|
$752,072
0.03% of portfolio
|
Q3 2025
Added 20.71%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
10,498
shares
|
$748,507
0.05% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
10,249
shares
|
$730,753
0.06% of portfolio
|
Q3 2025
Added 95.29%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
10,221
shares
|
$728,757
0.02% of portfolio
|
Q3 2025
Reduced 4.0%
|
|