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 226 institutions that hold shares in the stock, with a total of 17.2 Million shares, which have been reported (via 13F filing form) to have a value of $664 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 06, 2025 Q3 2025 |
5,300
shares
|
$204,209
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
3,808
shares
|
$146,722
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
3,691
shares
|
$142,214
0.08% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,500
shares
|
$134,855
0.0% of portfolio
|
Q4 2021
Added 7.69%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,469
shares
|
$133,660
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
3,117
shares
|
$120,098
0.01% of portfolio
|
Q1 2025
Added 136.67%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
2,750
shares
|
$105,957
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,516
shares
|
$96,941
0.0% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,500
shares
|
$96,325
0.01% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
2,235
shares
|
$86,114
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
2,192
shares
|
$84,457
0.01% of portfolio
|
Q1 2025
Added 50.45%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
2,000
shares
|
$77,060
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
1,574
shares
|
$60,646
0.02% of portfolio
|
Q3 2025
Added 1000.7%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,264
shares
|
$48,701
0.0% of portfolio
|
Q3 2025
Reduced 78.35%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,156
shares
|
$44,540
0.0% of portfolio
|
Q1 2024
Reduced 60.01%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
980
shares
|
$37,759
0.0% of portfolio
|
Q3 2025
Reduced 56.11%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
852
shares
|
$32,827
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
430
shares
|
$16,567
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
342
shares
|
$13,177
0.0% of portfolio
|
Q1 2025
Added 1024.85%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
340
shares
|
$13,100
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
290
shares
|
$11,173
0.0% of portfolio
|
Q1 2025
Added 14.17%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
187
shares
|
$7,205
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
166
shares
|
$6,395
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
92
shares
|
$3,544
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
29
shares
|
$1,117
0.0% of portfolio
|
Q3 2025
Reduced 29.27%
|
|