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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,866
shares
|
$315,008
0.01% of portfolio
|
Q2 2024
Added 12.57%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
8,288
shares
|
$294,472
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
8,013
shares
|
$284,701
0.0% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Feb 14, 2025 Q4 2024 |
7,964
shares
|
$282,960
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
7,788
shares
|
$276,707
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
7,481
shares
|
$265,799
0.01% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
7,443
shares
|
$264,449
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
7,354
shares
|
$261,287
0.01% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
7,263
shares
|
$258,054
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
7,032
shares
|
$249,846
0.0% of portfolio
|
Q4 2024
Reduced 20.69%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
6,539
shares
|
$232,330
0.09% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
6,434
shares
|
$228,600
0.01% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
5,940
shares
|
$211,048
0.01% of portfolio
|
Q4 2024
Reduced 41.88%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
5,926
shares
|
$210,550
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
5,907
shares
|
$209,875
0.0% of portfolio
|
Q4 2024
Reduced 84.91%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
5,804
shares
|
$206,216
0.0% of portfolio
|
Q4 2024
Added 4136.5%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
5,600
shares
|
$198,968
0.14% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
5,590
shares
|
$198,612
0.08% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
4,377
shares
|
$155,514
0.3% of portfolio
|
Q4 2024
Reduced 53.23%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
3,691
shares
|
$131,141
0.08% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,500
shares
|
$124,355
0.0% of portfolio
|
Q4 2021
Added 7.69%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,469
shares
|
$123,253
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
2,897
shares
|
$102,930
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
2,773
shares
|
$98,524
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
2,750
shares
|
$97,707
0.0% of portfolio
|
Q3 2023
New holding
|