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 Million shares, which have been reported (via 13F filing form) to have a value of $650 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
8,191
shares
|
$313,141
0.09% of portfolio
|
Q2 2025
Reduced 16.31%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
8,084
shares
|
$309,051
0.0% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
7,900
shares
|
$302,017
0.12% of portfolio
|
Q3 2025
Reduced 48.7%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
7,840
shares
|
$299,723
0.08% of portfolio
|
Q2 2025
Reduced 15.44%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
7,590
shares
|
$290,165
0.03% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
7,541
shares
|
$288,292
0.07% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
7,459
shares
|
$285,157
0.01% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
7,458
shares
|
$285,119
0.01% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
7,112
shares
|
$271,891
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
6,890
shares
|
$263,404
0.09% of portfolio
|
Q2 2025
Added 16.98%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
6,719
shares
|
$256,867
0.03% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
6,229
shares
|
$238,134
0.01% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
6,217
shares
|
$237,675
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
6,211
shares
|
$237,446
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
5,926
shares
|
$226,550
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
5,838
shares
|
$223,186
0.0% of portfolio
|
Q2 2025
Added 185.76%
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
5,785
shares
|
$221,160
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
5,682
shares
|
$217,222
0.09% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
5,461
shares
|
$208,774
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,850
shares
|
$185,415
0.01% of portfolio
|
Q2 2025
Reduced 17.6%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
3,808
shares
|
$145,579
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
3,722
shares
|
$142,292
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
3,691
shares
|
$141,106
0.08% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,500
shares
|
$133,805
0.0% of portfolio
|
Q4 2021
Added 7.69%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,469
shares
|
$132,619
0.03% of portfolio
|
Q2 2023
New holding
|