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 268 institutions that hold shares in the stock, with a total of 18.1 Million shares, which have been reported (via 13F filing form) to have a value of $737 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
151,176
shares
|
$6.15 Million
0.71% of portfolio
|
Q3 2024
Added 31.58%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
148,765
shares
|
$6.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
142,829
shares
|
$5.81 Million
3.78% of portfolio
|
Q2 2024
Reduced 7.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
139,508
shares
|
$5.67 Million
0.0% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
139,179
shares
|
$5.66 Million
0.02% of portfolio
|
Q4 2024
Added 33.08%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
136,766
shares
|
$5.56 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Financial Services Advisory Inc
|
Feb 06, 2025 Q4 2024 |
136,457
shares
|
$5.55 Million
1.33% of portfolio
|
Q4 2024
Reduced 10.43%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
136,367
shares
|
$5.55 Million
1.46% of portfolio
|
Q3 2023
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
135,081
shares
|
$5.49 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
119,328
shares
|
$4.85 Million
0.08% of portfolio
|
Q4 2024
Reduced 84.43%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
119,281
shares
|
$4.85 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
112,080
shares
|
$4.56 Million
1.57% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 13, 2025 Q4 2024 |
99,747
shares
|
$4.06 Million
2.62% of portfolio
|
Q4 2024
Reduced 26.33%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
94,448
shares
|
$3.84 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
94,445
shares
|
$3.84 Million
0.04% of portfolio
|
Q4 2024
Reduced 21.11%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
94,038
shares
|
$3.82 Million
0.02% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
89,008
shares
|
$3.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
85,773
shares
|
$3.49 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
85,397
shares
|
$3.47 Million
1.54% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
85,198
shares
|
$3.47 Million
0.98% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
85,168
shares
|
$3.46 Million
0.02% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
80,853
shares
|
$3.29 Million
2.08% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
80,737
shares
|
$3.28 Million
0.18% of portfolio
|
Q3 2024
Reduced 11.95%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
77,905
shares
|
$3.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
75,768
shares
|
$3.08 Million
0.81% of portfolio
|
Q4 2024
Reduced 4.4%
|