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 |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
8,240
shares
|
$584,545
0.11% of portfolio
|
Q4 2024
Reduced 34.9%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,993
shares
|
$567,023
0.01% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,902
shares
|
$560,567
0.02% of portfolio
|
Q3 2024
Added 104.61%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
7,897
shares
|
$560,213
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
7,669
shares
|
$544,038
0.02% of portfolio
|
Q2 2025
Reduced 24.26%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
7,628
shares
|
$541,130
0.0% of portfolio
|
Q4 2024
Reduced 11.36%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
7,230
shares
|
$512,896
0.13% of portfolio
|
Q3 2025
Added 40.8%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,088
shares
|
$502,822
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
6,698
shares
|
$475,156
0.24% of portfolio
|
Q2 2025
Added 45.99%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
6,558
shares
|
$465,224
0.24% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
6,467
shares
|
$458,768
0.02% of portfolio
|
Q3 2025
Added 20.12%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
6,259
shares
|
$444,013
0.01% of portfolio
|
Q2 2025
Reduced 39.49%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
6,192
shares
|
$439,260
0.0% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
6,100
shares
|
$432,734
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
5,968
shares
|
$423,369
0.0% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
5,921
shares
|
$420,035
0.04% of portfolio
|
Q2 2025
Reduced 18.34%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
5,905
shares
|
$418,900
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
5,905
shares
|
$418,900
0.09% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
5,414
shares
|
$384,069
0.31% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
5,396
shares
|
$382,792
0.02% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
5,248
shares
|
$372,293
0.03% of portfolio
|
Q2 2025
Reduced 52.43%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
5,109
shares
|
$362,432
0.22% of portfolio
|
Q1 2025
Reduced 22.13%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
5,102
shares
|
$361,935
0.01% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
5,058
shares
|
$358,814
0.03% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
5,000
shares
|
$354,700
0.1% of portfolio
|
Q3 2023
Reduced 73.4%
|