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 |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
6,934
shares
|
$316,745
0.02% of portfolio
|
Q3 2025
Added 22.25%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
6,872
shares
|
$313,912
0.09% of portfolio
|
Q3 2025
Reduced 9.83%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
6,812
shares
|
$311,172
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
6,800
shares
|
$310,624
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Nov 14, 2025 Q3 2025 |
6,785
shares
|
$309,938
0.17% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
6,766
shares
|
$309,070
0.02% of portfolio
|
Q2 2025
Reduced 17.35%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
6,505
shares
|
$297,148
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
6,375
shares
|
$291,210
0.08% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
5,930
shares
|
$270,882
0.3% of portfolio
|
Q3 2025
Added 18.22%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
5,902
shares
|
$269,603
0.01% of portfolio
|
Q3 2025
Added 9.26%
|
|
|
Mitchell Capital Management CO
|
Nov 06, 2025 Q3 2025 |
5,901
shares
|
$269,557
0.05% of portfolio
|
Q3 2025
Added 29.66%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
5,834
shares
|
$266,497
0.01% of portfolio
|
Q3 2025
Reduced 27.1%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
5,748
shares
|
$262,568
0.03% of portfolio
|
Q2 2024
Reduced 11.13%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
5,666
shares
|
$258,822
0.03% of portfolio
|
Q3 2025
Added 20.46%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
5,595
shares
|
$255,579
0.03% of portfolio
|
Q3 2025
Reduced 17.17%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
5,479
shares
|
$250,280
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,428
shares
|
$247,951
0.01% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
5,388
shares
|
$246,123
0.02% of portfolio
|
Q3 2025
Reduced 9.94%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,361
shares
|
$244,890
0.0% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
5,332
shares
|
$243,565
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
5,310
shares
|
$242,560
0.14% of portfolio
|
Q1 2025
Reduced 22.03%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
5,260
shares
|
$240,276
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
5,245
shares
|
$239,591
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Oct 22, 2025 Q3 2025 |
5,224
shares
|
$238,632
0.1% of portfolio
|
Q3 2025
Reduced 40.78%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
5,213
shares
|
$238,129
0.06% of portfolio
|
Q3 2025
New holding
|
|