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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
31,408
shares
|
$1.3 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
31,188
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
31,147
shares
|
$1.29 Million
1.02% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
30,996
shares
|
$1.28 Million
0.05% of portfolio
|
Q2 2025
Reduced 24.35%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
30,016
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
29,419
shares
|
$1.22 Million
0.33% of portfolio
|
Q2 2025
Reduced 22.28%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
29,024
shares
|
$1.2 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
27,490
shares
|
$1.14 Million
0.08% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
27,122
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 36.38%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
26,406
shares
|
$1.09 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
25,750
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
24,942
shares
|
$1.03 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
24,122
shares
|
$999,374
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
23,849
shares
|
$988,064
0.05% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
23,065
shares
|
$955,582
0.7% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
22,659
shares
|
$938,762
0.29% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
22,524
shares
|
$933,169
0.02% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
20,544
shares
|
$851,137
0.1% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
20,482
shares
|
$848,569
0.0% of portfolio
|
Q2 2025
Reduced 72.6%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
19,680
shares
|
$815,342
0.0% of portfolio
|
Q2 2025
Reduced 51.36%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
19,389
shares
|
$803,286
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
19,136
shares
|
$792,804
0.01% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
19,109
shares
|
$791,685
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
19,104
shares
|
$791,478
0.03% of portfolio
|
Q3 2024
Added 13.55%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
18,656
shares
|
$772,918
0.22% of portfolio
|
Q2 2025
Reduced 8.89%
|