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 220 institutions that hold shares in the stock, with a total of 19.7 Million shares, which have been reported (via 13F filing form) to have a value of $837 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
66,810
shares
|
$2.84 Million
0.42% of portfolio
|
Q3 2025
Reduced 19.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
66,126
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2025
Added 236.01%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
65,581
shares
|
$2.79 Million
0.8% of portfolio
|
Q3 2025
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
61,566
shares
|
$2.62 Million
1.43% of portfolio
|
Q3 2025
Reduced 13.34%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
61,462
shares
|
$2.61 Million
1.31% of portfolio
|
Q3 2025
Added 38.24%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
60,936
shares
|
$2.59 Million
0.63% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
60,738
shares
|
$2.58 Million
0.56% of portfolio
|
Q3 2025
Added 109.27%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
60,540
shares
|
$2.57 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
58,230
shares
|
$2.48 Million
1.86% of portfolio
|
Q3 2025
Added 31.75%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
57,701
shares
|
$2.45 Million
0.06% of portfolio
|
Q3 2025
Added 336.83%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
57,232
shares
|
$2.43 Million
0.14% of portfolio
|
Q4 2022
Reduced 17.33%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
53,607
shares
|
$2.28 Million
0.05% of portfolio
|
Q3 2025
Added 337.72%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
49,314
shares
|
$2.1 Million
0.82% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
48,174
shares
|
$2.05 Million
0.61% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
46,527
shares
|
$1.98 Million
0.22% of portfolio
|
Q3 2025
Added 36.39%
|
|
|
First City Capital Management, Inc.
|
Oct 21, 2025 Q3 2025 |
46,362
shares
|
$1.97 Million
1.09% of portfolio
|
Q3 2025
Reduced 9.33%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
46,033
shares
|
$1.96 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
45,517
shares
|
$1.94 Million
0.22% of portfolio
|
Q2 2023
Reduced 5.01%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
43,779
shares
|
$1.86 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
41,213
shares
|
$1.75 Million
0.03% of portfolio
|
Q3 2025
Added 37.3%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
40,102
shares
|
$1.71 Million
0.24% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
39,677
shares
|
$1.69 Million
0.04% of portfolio
|
Q2 2025
Reduced 31.62%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
37,985
shares
|
$1.62 Million
0.95% of portfolio
|
Q3 2025
Added 5.34%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
37,905
shares
|
$1.61 Million
0.06% of portfolio
|
Q3 2025
Added 276.98%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
37,719
shares
|
$1.6 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.16%
|
|