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 |
|---|---|---|---|---|---|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
23,450
shares
|
$997,328
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
23,174
shares
|
$985,590
0.02% of portfolio
|
Q3 2025
Added 32.84%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
23,065
shares
|
$980,954
0.65% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
21,340
shares
|
$907,590
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
21,005
shares
|
$893,342
0.54% of portfolio
|
Q3 2025
Added 16.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
20,758
shares
|
$882,837
0.0% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
19,989
shares
|
$850,132
0.03% of portfolio
|
Q4 2025
Reduced 2.47%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
19,848
shares
|
$844,135
0.01% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
19,389
shares
|
$824,614
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
19,226
shares
|
$817,681
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
18,656
shares
|
$793,439
0.21% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
18,373
shares
|
$781,403
0.24% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
17,368
shares
|
$738,661
0.13% of portfolio
|
Q3 2025
Added 73.85%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
17,245
shares
|
$733,429
0.07% of portfolio
|
Q3 2025
Reduced 63.76%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
17,206
shares
|
$731,771
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,051
shares
|
$725,179
0.0% of portfolio
|
Q3 2024
Added 91.0%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
16,537
shares
|
$703,318
0.02% of portfolio
|
Q4 2025
Reduced 2.73%
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
16,295
shares
|
$693,026
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
16,228
shares
|
$690,176
0.11% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
15,967
shares
|
$679,076
0.0% of portfolio
|
Q3 2025
Reduced 13.09%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
15,663
shares
|
$666,147
0.03% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
15,577
shares
|
$662,489
0.61% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
15,555
shares
|
$661,554
0.03% of portfolio
|
Q3 2025
Added 8.34%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 13, 2026 Q4 2025 |
15,415
shares
|
$655,599
1.36% of portfolio
|
Q4 2025
Reduced 10.06%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
15,324
shares
|
$651,729
0.16% of portfolio
|
Q3 2025
Reduced 17.19%
|
|