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 268 institutions that hold shares in the stock, with a total of 21.3 Million shares, which have been reported (via 13F filing form) to have a value of $972 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
77,966
shares
|
$3.56 Million
0.1% of portfolio
|
Q3 2025
Added 85.29%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
76,960
shares
|
$3.52 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
76,311
shares
|
$3.49 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
74,054
shares
|
$3.38 Million
0.31% of portfolio
|
Q4 2025
Reduced 5.02%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
69,324
shares
|
$3.17 Million
0.85% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
61,116
shares
|
$2.79 Million
0.1% of portfolio
|
Q4 2025
Reduced 1.22%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
59,413
shares
|
$2.71 Million
0.97% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
57,475
shares
|
$2.63 Million
0.42% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
54,648
shares
|
$2.5 Million
0.96% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
54,193
shares
|
$2.48 Million
0.18% of portfolio
|
Q3 2025
Added 23.26%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
53,574
shares
|
$2.45 Million
0.05% of portfolio
|
Q1 2024
Reduced 5.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
53,532
shares
|
$2.45 Million
0.06% of portfolio
|
Q2 2020
Reduced 1.44%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
53,410
shares
|
$2.44 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
52,401
shares
|
$2.39 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
52,354
shares
|
$2.39 Million
0.02% of portfolio
|
Q3 2025
Added 78.68%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
51,482
shares
|
$2.35 Million
0.02% of portfolio
|
Q3 2025
Added 24.79%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
50,038
shares
|
$2.29 Million
0.56% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
47,714
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2025
Added 377.95%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
47,365
shares
|
$2.16 Million
0.62% of portfolio
|
Q3 2025
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
46,353
shares
|
$2.12 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
46,212
shares
|
$2.11 Million
0.12% of portfolio
|
Q3 2025
Added 31.92%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 06, 2025 Q3 2025 |
45,593
shares
|
$2.08 Million
1.01% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
45,354
shares
|
$2.07 Million
0.36% of portfolio
|
Q3 2025
Added 44.46%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
44,231
shares
|
$2.02 Million
1.08% of portfolio
|
Q3 2025
Added 1.15%
|
|