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 |
|---|---|---|---|---|---|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jan 09, 2026 Q4 2025 |
15,240
shares
|
$648,157
0.37% of portfolio
|
Q4 2025
Reduced 13.82%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
15,208
shares
|
$646,796
0.12% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
15,183
shares
|
$645,732
0.17% of portfolio
|
Q3 2025
Added 50.65%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
14,801
shares
|
$629,486
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
14,331
shares
|
$609,497
0.02% of portfolio
|
Q3 2025
Reduced 15.76%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
14,268
shares
|
$606,818
0.04% of portfolio
|
Q3 2025
Reduced 10.8%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
13,958
shares
|
$593,633
0.08% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
13,947
shares
|
$593,165
0.11% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
13,839
shares
|
$588,572
0.01% of portfolio
|
Q3 2025
Added 14.7%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
13,773
shares
|
$585,765
0.01% of portfolio
|
Q3 2025
Reduced 38.85%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
13,758
shares
|
$585,127
0.22% of portfolio
|
Q3 2025
Added 5091.7%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
13,581
shares
|
$577,599
0.29% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
12,247
shares
|
$520,864
0.01% of portfolio
|
Q4 2025
Reduced 77.15%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
12,000
shares
|
$510,360
0.01% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Oct 29, 2025 Q3 2025 |
11,948
shares
|
$508,148
0.41% of portfolio
|
Q3 2024
Reduced 37.74%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
11,880
shares
|
$505,256
0.01% of portfolio
|
Q3 2025
Added 90.23%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
11,731
shares
|
$498,919
0.02% of portfolio
|
Q3 2025
Added 46.22%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
11,133
shares
|
$473,486
0.18% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
10,954
shares
|
$465,873
0.01% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 23, 2025 Q3 2025 |
10,850
shares
|
$461,450
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Nov 03, 2025 Q3 2025 |
10,735
shares
|
$456,559
0.31% of portfolio
|
Q3 2025
Added 29.4%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
10,599
shares
|
$450,775
0.1% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
10,412
shares
|
$442,822
0.08% of portfolio
|
Q4 2025
Added 12.78%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
10,266
shares
|
$436,612
0.07% of portfolio
|
Q3 2025
Added 54.07%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
10,144
shares
|
$431,424
0.03% of portfolio
|
Q3 2025
Added 43.3%
|
|