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 |
|---|---|---|---|---|---|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Oct 28, 2025 Q3 2025 |
35,370
shares
|
$1.5 Million
1.27% of portfolio
|
Q3 2025
Reduced 4.28%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
35,255
shares
|
$1.5 Million
0.54% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
33,863
shares
|
$1.44 Million
0.1% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
33,263
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2025
Added 29.18%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
33,170
shares
|
$1.41 Million
0.13% of portfolio
|
Q4 2025
Reduced 1.44%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
33,123
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2025
Added 195.0%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
32,848
shares
|
$1.4 Million
1.1% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
32,834
shares
|
$1.4 Million
0.1% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
32,102
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
31,188
shares
|
$1.33 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
30,933
shares
|
$1.32 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
29,845
shares
|
$1.27 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Bcgm Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
29,776
shares
|
$1.27 Million
0.37% of portfolio
|
Q3 2025
Reduced 6.29%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
27,490
shares
|
$1.17 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
27,090
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2025
Reduced 13.32%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
26,988
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
25,824
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
25,799
shares
|
$1.1 Million
0.33% of portfolio
|
Q3 2025
Reduced 12.3%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
25,124
shares
|
$1.07 Million
0.35% of portfolio
|
Q3 2025
Added 10.88%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
25,054
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Added 342.18%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
24,722
shares
|
$1.05 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
24,072
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2025
Reduced 25.83%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
24,063
shares
|
$1.02 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
23,751
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
23,450
shares
|
$997,328
0.16% of portfolio
|
Q3 2025
New holding
|
|