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 271 institutions that hold shares in the stock, with a total of 22.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
5,105
shares
|
$233,196
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
5,001
shares
|
$228,445
0.01% of portfolio
|
Q3 2025
Reduced 50.56%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,980
shares
|
$227,486
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
4,955
shares
|
$226,344
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
4,947
shares
|
$225,978
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
4,878
shares
|
$222,827
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
4,757
shares
|
$217,299
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
4,600
shares
|
$210,128
0.02% of portfolio
|
Q3 2025
Reduced 37.49%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
4,504
shares
|
$205,742
0.02% of portfolio
|
Q3 2025
Added 72.43%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
4,500
shares
|
$205,560
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
4,491
shares
|
$205,148
0.14% of portfolio
|
Q3 2025
Added 274.25%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
4,460
shares
|
$203,732
0.01% of portfolio
|
Q2 2025
Reduced 76.07%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
3,988
shares
|
$182,171
0.01% of portfolio
|
Q3 2024
Reduced 38.53%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
3,243
shares
|
$148,140
0.0% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
3,139
shares
|
$143,389
0.08% of portfolio
|
Q4 2023
Reduced 12.05%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,986
shares
|
$136,400
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
2,636
shares
|
$120,412
0.01% of portfolio
|
Q3 2025
Added 14.81%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
2,589
shares
|
$118,265
0.08% of portfolio
|
Q3 2025
Reduced 86.1%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
2,529
shares
|
$115,524
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,422
shares
|
$110,636
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
2,157
shares
|
$98,531
0.05% of portfolio
|
Q3 2025
Added 36.61%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
2,000
shares
|
$91,360
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
1,900
shares
|
$86,792
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,650
shares
|
$75,372
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,325
shares
|
$60,526
0.0% of portfolio
|
Q3 2022
Added 307.69%
|
|