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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,500
shares
|
$88,825
0.01% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,391
shares
|
$84,952
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,043
shares
|
$72,587
0.0% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
2,000
shares
|
$71,060
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
1,670
shares
|
$59,335
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,569
shares
|
$55,746
0.0% of portfolio
|
Q4 2024
Reduced 13.74%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,457
shares
|
$51,767
0.01% of portfolio
|
Q3 2024
Reduced 10.72%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
1,317
shares
|
$46,793
0.01% of portfolio
|
Q4 2024
Reduced 57.75%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,243
shares
|
$44,163
0.0% of portfolio
|
Q4 2024
Added 57.34%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,156
shares
|
$41,072
0.0% of portfolio
|
Q1 2024
Reduced 60.01%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
519
shares
|
$18,440
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
430
shares
|
$15,277
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
381
shares
|
$13,536
0.01% of portfolio
|
Q4 2024
Added 220.21%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
340
shares
|
$12,080
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
332
shares
|
$11,795
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
283
shares
|
$10,054
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
254
shares
|
$9,024
0.0% of portfolio
|
Q4 2024
Reduced 15.33%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
223
shares
|
$7,923
0.0% of portfolio
|
Q4 2024
Reduced 56.87%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
143
shares
|
$5,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
127
shares
|
$4,512
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
118
shares
|
$4,192
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
41
shares
|
$1,456
0.0% of portfolio
|
Q4 2024
Reduced 87.31%
|