Institutional Ownership Innovator Growth 100 Power Buf (NJUL)
This table provides information about the institutional ownership of Innovator Growth 100 Power Buf (NJUL). We have compiled data on the 107 institutions that hold shares in the stock, with a total of 2.36 Million shares, which have been reported (via 13F filing form) to have a value of $167 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
16,688
shares
|
$1.18 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
15,164
shares
|
$1.08 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
14,773
shares
|
$1.05 Million
0.23% of portfolio
|
Q1 2024
Reduced 3.92%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
14,263
shares
|
$1.01 Million
0.47% of portfolio
|
Q3 2022
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
13,458
shares
|
$954,710
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
13,153
shares
|
$933,073
0.0% of portfolio
|
Q2 2025
Added 36.41%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
13,091
shares
|
$928,675
0.0% of portfolio
|
Q2 2025
Reduced 47.77%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
12,668
shares
|
$898,667
0.7% of portfolio
|
Q2 2025
Added 16.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
11,810
shares
|
$837,801
0.01% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
11,553
shares
|
$819,569
0.01% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
11,344
shares
|
$804,743
0.0% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
11,075
shares
|
$785,660
0.14% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
10,647
shares
|
$755,298
0.02% of portfolio
|
Q2 2025
Reduced 30.74%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
10,550
shares
|
$748,417
0.05% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
10,548
shares
|
$748,275
0.03% of portfolio
|
Q3 2025
Added 20.71%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
10,498
shares
|
$744,728
0.05% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
9,870
shares
|
$700,177
0.02% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
9,809
shares
|
$695,850
0.05% of portfolio
|
Q2 2025
Added 20.8%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
9,620
shares
|
$682,442
0.03% of portfolio
|
Q2 2025
Reduced 14.42%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
9,337
shares
|
$662,366
0.61% of portfolio
|
Q3 2022
Added 17.48%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
9,000
shares
|
$638,460
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
8,702
shares
|
$617,319
0.02% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
8,672
shares
|
$615,191
0.09% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jul 15, 2025 Q2 2025 |
8,518
shares
|
$604,266
0.57% of portfolio
|
Q2 2025
Added 41.28%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
8,444
shares
|
$599,017
0.03% of portfolio
|
Q2 2025
Reduced 6.54%
|