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 |
|---|---|---|---|---|---|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
7,078
shares
|
$301,027
0.08% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
7,005
shares
|
$297,922
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Mitchell Capital Management CO
|
Nov 06, 2025 Q3 2025 |
6,754
shares
|
$287,247
0.05% of portfolio
|
Q2 2025
Reduced 26.59%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Jan 07, 2026 Q4 2025 |
6,596
shares
|
$280,527
0.28% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
6,406
shares
|
$272,447
0.02% of portfolio
|
Q3 2025
Reduced 22.45%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
6,400
shares
|
$272,192
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
6,295
shares
|
$267,726
0.02% of portfolio
|
Q1 2025
Reduced 70.68%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
6,142
shares
|
$261,219
0.27% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Parker Financial LLC
Silverdale, WA |
Nov 03, 2025 Q3 2025 |
6,001
shares
|
$255,222
0.1% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,961
shares
|
$253,521
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,704
shares
|
$242,591
0.0% of portfolio
|
Q1 2025
Reduced 25.23%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
5,450
shares
|
$231,788
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
5,325
shares
|
$226,472
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
5,231
shares
|
$222,474
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
5,167
shares
|
$219,752
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
5,162
shares
|
$219,539
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Columbus Macro, LLC
|
Jan 14, 2026 Q4 2025 |
5,024
shares
|
$213,670
0.02% of portfolio
|
Q4 2025
Reduced 32.79%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
5,000
shares
|
$212,650
0.04% of portfolio
|
Q2 2025
Added 499900.0%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
5,000
shares
|
$212,650
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
4,819
shares
|
$204,952
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
4,670
shares
|
$198,615
0.01% of portfolio
|
Q1 2025
Added 16.75%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
4,636
shares
|
$197,169
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4,332
shares
|
$184,239
0.07% of portfolio
|
Q1 2023
Added 928.98%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
3,850
shares
|
$163,740
0.02% of portfolio
|
Q1 2025
Added 1000.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
3,761
shares
|
$159,955
0.17% of portfolio
|
Q3 2025
Reduced 30.76%
|
|