Institutional Ownership Innovator U.S. Equity Power Bu (PAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PAPR). We have compiled data on the 222 institutions that hold shares in the stock, with a total of 17.7 Million shares, which have been reported (via 13F filing form) to have a value of $628 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
178,787
shares
|
$6.35 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
167,355
shares
|
$5.95 Million
0.02% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
157,806
shares
|
$5.61 Million
2.23% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
157,382
shares
|
$5.59 Million
0.1% of portfolio
|
Q4 2024
Reduced 83.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
153,787
shares
|
$5.46 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
149,310
shares
|
$5.3 Million
0.06% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
149,201
shares
|
$5.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 20.11%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
147,263
shares
|
$5.23 Million
0.11% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
147,052
shares
|
$5.22 Million
1.4% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
143,476
shares
|
$5.1 Million
2.24% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
134,620
shares
|
$4.78 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
128,987
shares
|
$4.58 Million
3.51% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
128,783
shares
|
$4.58 Million
0.04% of portfolio
|
Q3 2024
Reduced 44.77%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
110,585
shares
|
$3.93 Million
1.22% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
107,177
shares
|
$3.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
99,964
shares
|
$3.55 Million
1.61% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
96,776
shares
|
$3.44 Million
0.01% of portfolio
|
Q4 2024
Added 64.87%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
92,716
shares
|
$3.29 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
86,398
shares
|
$3.07 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
84,972
shares
|
$3.02 Million
0.15% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
82,444
shares
|
$2.93 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
78,070
shares
|
$2.77 Million
0.73% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
76,827
shares
|
$2.73 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
70,635
shares
|
$2.51 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
70,060
shares
|
$2.49 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.95%
|