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 210 institutions that hold shares in the stock, with a total of 15.4 Million shares, which have been reported (via 13F filing form) to have a value of $566 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
35,804
shares
|
$1.31 Million
0.11% of portfolio
|
Q1 2025
Added 138.82%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
35,261
shares
|
$1.29 Million
0.57% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
33,607
shares
|
$1.23 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
32,791
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
31,947
shares
|
$1.17 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
31,379
shares
|
$1.15 Million
0.16% of portfolio
|
Q4 2024
Reduced 24.17%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
31,246
shares
|
$1.15 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
30,860
shares
|
$1.13 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.02%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
30,354
shares
|
$1.11 Million
0.23% of portfolio
|
Q2 2024
Added 10.91%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
29,301
shares
|
$1.07 Million
0.14% of portfolio
|
Q2 2023
Added 163.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
29,119
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 41.14%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
28,238
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Added 29.03%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
27,671
shares
|
$1.01 Million
0.31% of portfolio
|
Q1 2025
Added 77.73%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
27,338
shares
|
$1 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
25,839
shares
|
$947,257
0.39% of portfolio
|
Q2 2022
Added 76.09%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
25,824
shares
|
$946,707
0.08% of portfolio
|
Q1 2025
Reduced 12.54%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
25,671
shares
|
$941,098
0.42% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
25,644
shares
|
$940,109
0.18% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
25,641
shares
|
$939,999
0.01% of portfolio
|
Q1 2025
Reduced 24.82%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
25,620
shares
|
$939,229
0.3% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
24,890
shares
|
$912,467
0.77% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
24,152
shares
|
$885,412
0.63% of portfolio
|
Q1 2025
Reduced 21.75%
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
23,919
shares
|
$876,870
0.16% of portfolio
|
Q2 2024
Reduced 14.49%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
23,634
shares
|
$866,422
0.02% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
22,973
shares
|
$842,190
0.22% of portfolio
|
Q1 2025
Reduced 48.19%
|