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 256 institutions that hold shares in the stock, with a total of 17.3 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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,429
shares
|
$102,430
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,422
shares
|
$102,135
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,296
shares
|
$96,822
0.01% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
2,000
shares
|
$84,340
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
1,905
shares
|
$80,333
0.1% of portfolio
|
Q1 2025
Added 12.46%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,900
shares
|
$80,123
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,685
shares
|
$71,056
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,650
shares
|
$69,580
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,458
shares
|
$61,483
0.0% of portfolio
|
Q1 2025
Reduced 75.09%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,325
shares
|
$55,875
0.0% of portfolio
|
Q3 2022
Added 307.69%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
1,200
shares
|
$50,604
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
884
shares
|
$37,278
0.0% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
855
shares
|
$36,055
0.0% of portfolio
|
Q1 2025
Added 250.41%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
802
shares
|
$33,820
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
793
shares
|
$33,440
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
785
shares
|
$33,103
0.0% of portfolio
|
Q1 2025
Added 9712.5%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
615
shares
|
$25,934
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
547
shares
|
$23,066
0.0% of portfolio
|
Q1 2025
Reduced 46.27%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
495
shares
|
$20,874
0.01% of portfolio
|
Q3 2023
Reduced 75.25%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
472
shares
|
$19,904
0.01% of portfolio
|
Q1 2025
Reduced 94.85%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
353
shares
|
$14,886
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
350
shares
|
$14,759
0.01% of portfolio
|
Q1 2025
Reduced 97.32%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
345
shares
|
$14,548
0.0% of portfolio
|
Q2 2023
Reduced 75.0%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
319
shares
|
$13,452
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
190
shares
|
$8,012
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|