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 205 institutions that hold shares in the stock, with a total of 15.4 Million shares, which have been reported (via 13F filing form) to have a value of $639 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
2,591,649
shares
|
$107 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
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%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
740,922
shares
|
$30.7 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
578,566
shares
|
$24 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
555,024
shares
|
$23 Million
0.05% of portfolio
|
Q2 2025
Reduced 31.57%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
453,282
shares
|
$18.8 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
398,909
shares
|
$16.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
386,368
shares
|
$16 Million
0.08% of portfolio
|
Q2 2025
Added 33.46%
|
|
|
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%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
319,897
shares
|
$13.3 Million
0.0% of portfolio
|
Q2 2025
Added 11.02%
|
|
|
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%
|
|
|
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 |
Aug 12, 2025 Q2 2025 |
240,234
shares
|
$9.95 Million
1.22% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
240,057
shares
|
$9.95 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
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%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
193,190
shares
|
$8 Million
0.0% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
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%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
172,676
shares
|
$7.15 Million
0.07% of portfolio
|
Q2 2025
Reduced 10.21%
|
|
|
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 |
Aug 14, 2025 Q2 2025 |
126,868
shares
|
$5.26 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.15%
|