Institutional Ownership Innovator U.S. Equity Power Bu (PJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUL). We have compiled data on the 258 institutions that hold shares in the stock, with a total of 18.3 Million shares, which have been reported (via 13F filing form) to have a value of $770 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,591,080
shares
|
$151 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
1,137,594
shares
|
$47.8 Million
0.86% of portfolio
|
Q4 2024
Added 15.56%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
648,374
shares
|
$27.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.79%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
557,926
shares
|
$23.5 Million
0.06% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
555,547
shares
|
$23.4 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
462,167
shares
|
$19.4 Million
0.03% of portfolio
|
Q3 2024
Added 32.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
455,105
shares
|
$19.1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
392,543
shares
|
$16.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.28%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
369,493
shares
|
$15.5 Million
0.01% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
356,650
shares
|
$15 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
349,395
shares
|
$14.7 Million
0.03% of portfolio
|
Q3 2024
Added 168.51%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
256,278
shares
|
$10.8 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
253,642
shares
|
$10.7 Million
0.02% of portfolio
|
Q3 2024
Added 35.62%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
221,519
shares
|
$9.31 Million
0.22% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
219,007
shares
|
$9.21 Million
0.03% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
218,993
shares
|
$9.21 Million
0.05% of portfolio
|
Q4 2024
Reduced 45.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
203,120
shares
|
$8.54 Million
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
193,274
shares
|
$8.13 Million
2.12% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
187,350
shares
|
$7.88 Million
0.84% of portfolio
|
Q1 2024
Reduced 6.68%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
181,117
shares
|
$7.62 Million
0.35% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
180,372
shares
|
$7.58 Million
0.21% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
173,556
shares
|
$7.3 Million
5.01% of portfolio
|
Q4 2024
Reduced 23.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
159,421
shares
|
$6.7 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
152,156
shares
|
$6.4 Million
1.46% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
151,176
shares
|
$6.36 Million
0.71% of portfolio
|
Q3 2024
Added 31.58%
|