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 |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
14,978
shares
|
$684,195
0.27% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
14,651
shares
|
$669,257
0.02% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
14,576
shares
|
$665,831
0.02% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
14,519
shares
|
$663,227
0.01% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
14,437
shares
|
$659,482
0.61% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
13,980
shares
|
$638,606
0.05% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
13,628
shares
|
$622,527
0.04% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
13,594
shares
|
$620,973
0.32% of portfolio
|
Q2 2023
Reduced 4.66%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
13,155
shares
|
$600,920
0.01% of portfolio
|
Q1 2025
Reduced 34.87%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
12,758
shares
|
$582,785
0.08% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
12,681
shares
|
$579,268
0.04% of portfolio
|
Q3 2025
Added 45.32%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
12,677
shares
|
$579,085
0.1% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
12,545
shares
|
$573,055
0.38% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
12,480
shares
|
$570,086
0.21% of portfolio
|
Q3 2023
Added 88.98%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
12,210
shares
|
$557,752
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
12,013
shares
|
$548,753
0.1% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
11,940
shares
|
$545,419
0.33% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
11,748
shares
|
$536,648
0.17% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
11,734
shares
|
$536,009
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
11,668
shares
|
$532,994
0.0% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
11,341
shares
|
$518,056
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
11,298
shares
|
$516,092
0.52% of portfolio
|
Q4 2022
Reduced 35.5%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
11,243
shares
|
$513,580
0.01% of portfolio
|
Q3 2025
Added 73.16%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
11,200
shares
|
$511,616
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
11,025
shares
|
$503,622
0.03% of portfolio
|
Q4 2022
Reduced 13.11%
|
|