Institutional Ownership Innovator U.S. Equity Power Bu (PJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUL). We have compiled data on the 249 institutions that hold shares in the stock, with a total of 19.9 Million shares, which have been reported (via 13F filing form) to have a value of $814 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,748,439
shares
|
$154 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
984,438
shares
|
$40.5 Million
0.86% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
766,632
shares
|
$31.6 Million
0.52% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
726,799
shares
|
$29.9 Million
0.04% of portfolio
|
Q3 2024
Added 27.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
590,919
shares
|
$24.3 Million
0.06% of portfolio
|
Q3 2024
Added 47.39%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
549,250
shares
|
$22.6 Million
0.06% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
499,198
shares
|
$20.6 Million
2.87% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
462,167
shares
|
$19 Million
0.03% of portfolio
|
Q3 2024
Added 32.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
442,443
shares
|
$18.2 Million
0.03% of portfolio
|
Q3 2024
Added 62.55%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
400,034
shares
|
$16.5 Million
0.09% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
361,855
shares
|
$14.9 Million
0.04% of portfolio
|
Q3 2024
Added 272.67%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
356,568
shares
|
$14.7 Million
0.0% of portfolio
|
Q3 2024
Added 30.37%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
349,395
shares
|
$14.4 Million
0.03% of portfolio
|
Q3 2024
Added 168.51%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 30, 2024 Q3 2024 |
318,928
shares
|
$13.1 Million
5.54% of portfolio
|
Q3 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
256,278
shares
|
$10.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
253,642
shares
|
$10.4 Million
0.02% of portfolio
|
Q3 2024
Added 35.62%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
233,835
shares
|
$9.63 Million
0.22% of portfolio
|
Q3 2024
Reduced 10.21%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
226,674
shares
|
$9.33 Million
6.18% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
203,575
shares
|
$8.38 Million
0.03% of portfolio
|
Q3 2024
Added 31.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
203,120
shares
|
$8.36 Million
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
187,350
shares
|
$7.72 Million
0.84% of portfolio
|
Q1 2024
Reduced 6.68%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
181,117
shares
|
$7.46 Million
0.35% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
178,820
shares
|
$7.36 Million
2.1% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
164,125
shares
|
$6.76 Million
0.21% of portfolio
|
Q3 2024
Added 90.68%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
163,672
shares
|
$6.74 Million
0.21% of portfolio
|
Q3 2024
Added 94.59%
|