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 235 institutions that hold shares in the stock, with a total of 17.7 Million shares, which have been reported (via 13F filing form) to have a value of $728 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
3,756,249
shares
|
$154 Million
0.05% of portfolio
|
Q2 2024
Added 2.76%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
929,754
shares
|
$38.2 Million
0.46% of portfolio
|
Q2 2024
Added 2.51%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
766,632
shares
|
$31.5 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%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
549,250
shares
|
$22.6 Million
0.06% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
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%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
400,915
shares
|
$16.5 Million
0.04% of portfolio
|
Q2 2024
Reduced 4.65%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
383,656
shares
|
$15.8 Million
0.08% of portfolio
|
Q2 2024
Added 99.57%
|
|
|
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
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
272,193
shares
|
$11.2 Million
0.02% of portfolio
|
Q2 2024
Reduced 56.92%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
266,870
shares
|
$11 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
260,426
shares
|
$10.7 Million
0.26% of portfolio
|
Q2 2024
Reduced 7.63%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
226,674
shares
|
$9.32 Million
6.18% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
203,120
shares
|
$8.35 Million
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
188,427
shares
|
$7.75 Million
0.0% of portfolio
|
Q2 2024
Added 4.0%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
187,350
shares
|
$7.7 Million
0.84% of portfolio
|
Q1 2024
Reduced 6.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
187,025
shares
|
$7.69 Million
0.02% of portfolio
|
Q2 2024
Reduced 11.71%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
178,820
shares
|
$7.35 Million
2.1% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
167,674
shares
|
$6.89 Million
0.71% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
164,125
shares
|
$6.75 Million
0.21% of portfolio
|
Q3 2024
Added 90.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
155,024
shares
|
$6.37 Million
0.02% of portfolio
|
Q2 2024
Added 27.7%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
152,870
shares
|
$6.28 Million
1.51% of portfolio
|
Q3 2024
Added 25.2%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
152,351
shares
|
$6.26 Million
1.51% of portfolio
|
Q3 2024
Reduced 1.23%
|