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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
32,396
shares
|
$1.48 Million
0.03% of portfolio
|
Q2 2025
Reduced 20.35%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
32,362
shares
|
$1.48 Million
0.35% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
31,959
shares
|
$1.46 Million
0.18% of portfolio
|
Q3 2025
Added 18.6%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
31,925
shares
|
$1.46 Million
0.1% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
31,713
shares
|
$1.45 Million
0.72% of portfolio
|
Q3 2025
Added 18.26%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
31,681
shares
|
$1.45 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
30,955
shares
|
$1.41 Million
0.48% of portfolio
|
Q3 2025
Added 11.82%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
30,653
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
30,207
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
30,175
shares
|
$1.38 Million
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
30,025
shares
|
$1.37 Million
0.02% of portfolio
|
Q2 2025
Added 25.8%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
29,194
shares
|
$1.33 Million
0.07% of portfolio
|
Q3 2025
Added 252.07%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
28,662
shares
|
$1.31 Million
0.14% of portfolio
|
Q3 2025
Added 7.49%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
27,641
shares
|
$1.26 Million
0.16% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
27,590
shares
|
$1.26 Million
0.1% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Kearns & Associates LLC
|
Oct 22, 2025 Q3 2025 |
25,755
shares
|
$1.18 Million
0.62% of portfolio
|
Q3 2024
Added 300.54%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
25,694
shares
|
$1.17 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
25,639
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Added 955.54%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
24,464
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
O Donnell Financial Services, LLC
|
Nov 07, 2025 Q3 2025 |
24,374
shares
|
$1.11 Million
0.45% of portfolio
|
Q3 2025
Reduced 12.18%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
24,282
shares
|
$1.11 Million
0.88% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
24,133
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 82.32%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
23,898
shares
|
$1.09 Million
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
23,120
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Reduced 16.65%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
23,107
shares
|
$1.06 Million
0.02% of portfolio
|
Q1 2024
Reduced 49.26%
|
|