Institutional Ownership Innovator U.S. Equity Power Bu (PAUG)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PAUG). We have compiled data on the 209 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $640 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
2,627,369
shares
|
$109 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
1,457,662
shares
|
$60.4 Million
0.82% of portfolio
|
Q2 2025
Added 15.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
811,114
shares
|
$33.6 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
578,566
shares
|
$24 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
466,215
shares
|
$19.3 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
398,909
shares
|
$16.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
358,968
shares
|
$14.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 22.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
339,082
shares
|
$14 Million
0.02% of portfolio
|
Q2 2025
Reduced 36.7%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
298,836
shares
|
$12.4 Million
0.04% of portfolio
|
Q1 2025
Added 734.62%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
289,507
shares
|
$12 Million
0.06% of portfolio
|
Q1 2025
Reduced 28.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
288,363
shares
|
$11.9 Million
0.01% of portfolio
|
Q3 2024
Added 26.87%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
288,146
shares
|
$11.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
260,763
shares
|
$10.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
248,234
shares
|
$10.3 Million
1.28% of portfolio
|
Q1 2025
Reduced 46.5%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
245,610
shares
|
$10.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
236,344
shares
|
$9.79 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
206,834
shares
|
$8.57 Million
0.18% of portfolio
|
Q1 2024
Reduced 47.02%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
205,657
shares
|
$8.52 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
192,316
shares
|
$7.97 Million
0.08% of portfolio
|
Q1 2025
Added 16.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
177,345
shares
|
$7.35 Million
0.0% of portfolio
|
Q1 2025
Added 20.24%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
175,641
shares
|
$7.28 Million
0.73% of portfolio
|
Q1 2024
Reduced 5.37%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
167,787
shares
|
$6.95 Million
0.1% of portfolio
|
Q2 2025
Reduced 16.46%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
143,249
shares
|
$5.93 Million
0.18% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
132,320
shares
|
$5.48 Million
1.3% of portfolio
|
Q3 2023
Added 57.66%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
128,339
shares
|
$5.32 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.41%
|