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 211 institutions that hold shares in the stock, with a total of 16.3 Million shares, which have been reported (via 13F filing form) to have a value of $687 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
|
$110 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
|
$61.6 Million
0.82% of portfolio
|
Q2 2025
Added 15.83%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
901,501
shares
|
$38.1 Million
0.53% of portfolio
|
Q3 2025
Added 437.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
812,460
shares
|
$34.3 Million
0.06% of portfolio
|
Q2 2025
Added 46.38%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
606,095
shares
|
$25.6 Million
0.03% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
453,282
shares
|
$19.2 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
398,909
shares
|
$16.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
386,368
shares
|
$16.3 Million
0.08% of portfolio
|
Q2 2025
Added 33.46%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
358,968
shares
|
$15.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 22.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
339,082
shares
|
$14.3 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
|
$13.5 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
|
$12.2 Million
0.01% of portfolio
|
Q3 2024
Added 26.87%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
288,152
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 61.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
260,763
shares
|
$11 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
243,959
shares
|
$10.3 Million
1.22% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
240,057
shares
|
$10.1 Million
0.05% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
236,344
shares
|
$9.99 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
|
$8.74 Million
0.18% of portfolio
|
Q1 2024
Reduced 47.02%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
201,588
shares
|
$8.52 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
193,190
shares
|
$8.16 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
|
$7.42 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
|
$7.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 10.21%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
154,597
shares
|
$6.53 Million
0.25% of portfolio
|
Q3 2025
Added 21.86%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
143,249
shares
|
$6.05 Million
0.18% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
132,320
shares
|
$5.59 Million
1.3% of portfolio
|
Q3 2023
Added 57.66%
|