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 270 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 |
|---|---|---|---|---|---|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
22,724
shares
|
$1.04 Million
0.4% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
22,461
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
21,876
shares
|
$999,295
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
21,643
shares
|
$988,652
0.12% of portfolio
|
Q3 2025
Reduced 17.27%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
20,991
shares
|
$958,868
0.58% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
20,785
shares
|
$949,458
0.11% of portfolio
|
Q2 2023
Added 27.87%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
19,740
shares
|
$901,723
0.03% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
19,478
shares
|
$889,755
0.06% of portfolio
|
Q3 2025
Reduced 16.58%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
19,337
shares
|
$883,314
0.14% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
19,190
shares
|
$876,599
0.24% of portfolio
|
Q4 2024
Reduced 26.73%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
18,860
shares
|
$861,524
0.25% of portfolio
|
Q3 2025
Added 28.44%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
18,605
shares
|
$849,876
0.16% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
18,597
shares
|
$849,510
0.3% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
18,375
shares
|
$839,370
0.22% of portfolio
|
Q3 2025
Added 12.21%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
18,370
shares
|
$839,141
0.02% of portfolio
|
Q3 2025
Reduced 37.13%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
17,588
shares
|
$803,419
0.19% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
17,355
shares
|
$792,776
0.04% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
17,215
shares
|
$786,381
0.23% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
17,024
shares
|
$777,656
0.29% of portfolio
|
Q2 2025
Reduced 88.08%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 23, 2025 Q3 2025 |
16,472
shares
|
$752,440
0.28% of portfolio
|
Q3 2025
Added 161.38%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
16,392
shares
|
$748,786
0.06% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 05, 2026 Q4 2025 |
16,288
shares
|
$744,035
0.7% of portfolio
|
Q4 2025
Added 7.73%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
15,936
shares
|
$727,956
0.0% of portfolio
|
Q3 2025
Reduced 77.97%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
15,068
shares
|
$688,306
0.08% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
15,022
shares
|
$686,204
0.02% of portfolio
|
Q2 2025
New holding
|
|