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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
181,869
shares
|
$8.31 Million
0.29% of portfolio
|
Q3 2025
Added 34.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
179,948
shares
|
$8.22 Million
0.02% of portfolio
|
Q3 2025
Added 18.33%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
170,391
shares
|
$7.78 Million
0.16% of portfolio
|
Q3 2025
Reduced 9.19%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
164,250
shares
|
$7.5 Million
3.98% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
152,967
shares
|
$6.99 Million
0.68% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
152,401
shares
|
$6.96 Million
1.41% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
150,262
shares
|
$6.86 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
139,329
shares
|
$6.36 Million
0.18% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
136,367
shares
|
$6.23 Million
1.46% of portfolio
|
Q3 2023
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
128,013
shares
|
$5.85 Million
0.12% of portfolio
|
Q3 2025
Added 7.72%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
126,031
shares
|
$5.76 Million
0.09% of portfolio
|
Q3 2025
Added 47.71%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
125,230
shares
|
$5.72 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
120,402
shares
|
$5.5 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
114,378
shares
|
$5.22 Million
1.73% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
112,711
shares
|
$5.15 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
111,430
shares
|
$5.09 Million
0.02% of portfolio
|
Q3 2025
Added 19.25%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
98,730
shares
|
$4.51 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
95,509
shares
|
$4.36 Million
0.56% of portfolio
|
Q3 2025
Added 76.94%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
88,316
shares
|
$4.03 Million
0.04% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
86,424
shares
|
$3.95 Million
0.04% of portfolio
|
Q1 2025
Added 54.28%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
85,253
shares
|
$3.89 Million
0.58% of portfolio
|
Q3 2025
Added 38.35%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
84,492
shares
|
$3.86 Million
0.04% of portfolio
|
Q3 2025
Added 12.12%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
81,620
shares
|
$3.73 Million
0.06% of portfolio
|
Q3 2025
Reduced 27.4%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
81,469
shares
|
$3.72 Million
0.8% of portfolio
|
Q3 2025
Added 19.3%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
79,909
shares
|
$3.65 Million
0.77% of portfolio
|
Q3 2025
Added 32.31%
|
|