Institutional Ownership Innovator U.S. Equity Power Bu (PAUG)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PAUG). We have compiled data on the 219 institutions that hold shares in the stock, with a total of 19.4 Million shares, which have been reported (via 13F filing form) to have a value of $825 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
153,024
shares
|
$6.51 Million
0.23% of portfolio
|
Q4 2025
Reduced 1.02%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
151,191
shares
|
$6.43 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
138,735
shares
|
$5.9 Million
1.99% of portfolio
|
Q3 2025
Added 29.38%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
132,320
shares
|
$5.63 Million
1.3% of portfolio
|
Q3 2023
Added 57.66%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
127,236
shares
|
$5.41 Million
0.01% of portfolio
|
Q3 2025
Added 653.99%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jan 02, 2026 Q4 2025 |
123,829
shares
|
$5.27 Million
4.67% of portfolio
|
Q4 2025
Reduced 0.25%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
120,277
shares
|
$5.12 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
120,262
shares
|
$5.11 Million
1.51% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
104,725
shares
|
$4.45 Million
0.01% of portfolio
|
Q3 2025
Added 54.8%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
103,942
shares
|
$4.42 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
103,697
shares
|
$4.41 Million
0.38% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
102,865
shares
|
$4.37 Million
0.92% of portfolio
|
Q3 2025
Added 15.91%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
97,865
shares
|
$4.16 Million
0.06% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
91,818
shares
|
$3.91 Million
0.01% of portfolio
|
Q3 2025
Added 42.31%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
89,627
shares
|
$3.81 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
89,528
shares
|
$3.81 Million
0.02% of portfolio
|
Q3 2025
Added 66.11%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 14, 2026 Q4 2025 |
86,264
shares
|
$3.67 Million
0.74% of portfolio
|
Q3 2025
Added 13.42%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
84,935
shares
|
$3.61 Million
0.63% of portfolio
|
Q3 2025
Added 31.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
84,387
shares
|
$3.59 Million
0.01% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
83,271
shares
|
$3.54 Million
3.05% of portfolio
|
Q3 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
82,146
shares
|
$3.49 Million
0.23% of portfolio
|
Q3 2025
Added 13.45%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
78,507
shares
|
$3.34 Million
0.02% of portfolio
|
Q3 2025
Added 4.09%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
77,218
shares
|
$3.28 Million
0.79% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
74,853
shares
|
$3.18 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
71,525
shares
|
$3.04 Million
0.01% of portfolio
|
Q3 2025
Added 0.53%
|
|