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 |
|---|---|---|---|---|---|
|
Mc Alister, Sweet & Associates, Inc.
|
Oct 02, 2025 Q3 2025 |
124,137
shares
|
$5.25 Million
3.96% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
119,246
shares
|
$5.04 Million
0.02% of portfolio
|
Q2 2025
Reduced 60.1%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
118,243
shares
|
$5 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
107,229
shares
|
$4.53 Million
1.54% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
102,907
shares
|
$4.35 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
102,865
shares
|
$4.35 Million
0.92% of portfolio
|
Q3 2025
Added 15.91%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
90,612
shares
|
$3.83 Million
0.04% of portfolio
|
Q2 2025
Added 51.26%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
90,411
shares
|
$3.82 Million
0.06% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
86,264
shares
|
$3.65 Million
0.74% of portfolio
|
Q3 2025
Added 13.42%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
82,877
shares
|
$3.5 Million
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
77,218
shares
|
$3.26 Million
0.79% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
75,421
shares
|
$3.19 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
74,853
shares
|
$3.16 Million
0.54% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
72,408
shares
|
$3.06 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
72,247
shares
|
$3.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 42.93%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
71,147
shares
|
$3.01 Million
0.01% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
71,040
shares
|
$3 Million
1.75% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
67,651
shares
|
$2.86 Million
0.01% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
66,810
shares
|
$2.82 Million
0.42% of portfolio
|
Q3 2025
Reduced 19.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
64,521
shares
|
$2.73 Million
0.01% of portfolio
|
Q2 2025
Reduced 50.37%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
64,504
shares
|
$2.73 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
61,462
shares
|
$2.6 Million
1.31% of portfolio
|
Q3 2025
Added 38.24%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
60,936
shares
|
$2.58 Million
0.63% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
60,738
shares
|
$2.57 Million
0.56% of portfolio
|
Q3 2025
Added 109.27%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
60,614
shares
|
$2.56 Million
0.22% of portfolio
|
Q2 2025
Reduced 4.79%
|