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 |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
37,438
shares
|
$1.33 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
37,318
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.73%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
37,050
shares
|
$1.32 Million
0.67% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Bullseye Investment Management, LLC
|
Feb 12, 2025 Q4 2024 |
36,653
shares
|
$1.3 Million
2.36% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
36,316
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
35,836
shares
|
$1.27 Million
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
34,803
shares
|
$1.24 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
34,334
shares
|
$1.22 Million
0.42% of portfolio
|
Q4 2024
Added 78.41%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
34,107
shares
|
$1.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 40.29%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
33,761
shares
|
$1.2 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
32,791
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
31,951
shares
|
$1.14 Million
0.04% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
31,379
shares
|
$1.11 Million
0.17% of portfolio
|
Q4 2024
Reduced 24.17%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
31,246
shares
|
$1.11 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Helium Advisors LLC
Everett, WA |
Feb 18, 2025 Q4 2024 |
30,866
shares
|
$1.1 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
30,354
shares
|
$1.08 Million
0.23% of portfolio
|
Q2 2024
Added 10.91%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
30,286
shares
|
$1.08 Million
0.16% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
29,660
shares
|
$1.05 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
29,525
shares
|
$1.05 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
29,301
shares
|
$1.04 Million
0.14% of portfolio
|
Q2 2023
Added 163.97%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
28,238
shares
|
$1 Million
0.01% of portfolio
|
Q4 2024
Added 29.03%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
28,188
shares
|
$1 Million
0.0% of portfolio
|
Q4 2024
Added 216.75%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
27,371
shares
|
$972,491
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
27,061
shares
|
$961,477
0.03% of portfolio
|
Q4 2024
Reduced 16.52%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
26,581
shares
|
$944,422
0.01% of portfolio
|
Q4 2024
Reduced 4.85%
|