Institutional Ownership Innovator U.S. Equity Power Bu (PAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PAPR). We have compiled data on the 217 institutions that hold shares in the stock, with a total of 17.1 Million shares, which have been reported (via 13F filing form) to have a value of $642 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 |
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
15,515
shares
|
$583,519
0.43% of portfolio
|
Q4 2023
New holding
|
|
Smith Shellnut Wilson LLC
|
Aug 05, 2025 Q2 2025 |
15,400
shares
|
$579,194
0.25% of portfolio
|
Q2 2024
New holding
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
15,324
shares
|
$576,335
0.02% of portfolio
|
Q2 2025
Added 11.59%
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
15,259
shares
|
$573,890
0.08% of portfolio
|
Q1 2025
Added 4.23%
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
14,833
shares
|
$557,869
0.01% of portfolio
|
Q2 2025
New holding
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
14,745
shares
|
$554,559
0.22% of portfolio
|
Q2 2025
Added 2.08%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
14,742
shares
|
$554,446
0.02% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
14,730
shares
|
$553,995
0.25% of portfolio
|
Q2 2024
New holding
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
14,724
shares
|
$553,769
0.1% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
14,030
shares
|
$527,668
0.05% of portfolio
|
Q1 2025
New holding
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
13,951
shares
|
$524,697
0.0% of portfolio
|
Q1 2025
Reduced 24.91%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
13,892
shares
|
$522,478
0.01% of portfolio
|
Q2 2025
Added 7.66%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
13,636
shares
|
$512,849
0.04% of portfolio
|
Q2 2025
Added 43.52%
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
13,545
shares
|
$509,427
0.09% of portfolio
|
Q3 2021
Added 14.98%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
13,366
shares
|
$502,695
0.03% of portfolio
|
Q2 2025
Reduced 67.12%
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
13,332
shares
|
$501,416
0.21% of portfolio
|
Q1 2025
Reduced 82.65%
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
13,260
shares
|
$498,708
0.06% of portfolio
|
Q1 2025
Reduced 68.86%
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
12,968
shares
|
$487,726
0.0% of portfolio
|
Q1 2025
Added 6.97%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
12,927
shares
|
$486,184
0.04% of portfolio
|
Q1 2025
Added 27.02%
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
12,893
shares
|
$484,905
0.52% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
12,840
shares
|
$482,912
0.2% of portfolio
|
Q2 2024
Added 90.22%
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
12,628
shares
|
$474,939
0.12% of portfolio
|
Q2 2025
Added 36.84%
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
12,438
shares
|
$467,793
0.01% of portfolio
|
Q2 2025
Added 6.23%
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
12,002
shares
|
$451,395
0.43% of portfolio
|
Q4 2024
New holding
|
|
Sequoia Financial Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
11,976
shares
|
$450,417
0.0% of portfolio
|
Q4 2024
Reduced 22.45%
|