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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
148,412
shares
|
$6.26 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
142,829
shares
|
$6.02 Million
2.48% of portfolio
|
Q2 2024
Reduced 7.93%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
140,270
shares
|
$5.92 Million
0.01% of portfolio
|
Q1 2025
Reduced 56.04%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
136,367
shares
|
$5.75 Million
1.46% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Services Advisory Inc
|
May 12, 2025 Q1 2025 |
134,798
shares
|
$5.68 Million
2.05% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
133,865
shares
|
$5.65 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
131,146
shares
|
$5.53 Million
0.18% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
129,603
shares
|
$5.47 Million
0.63% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
110,425
shares
|
$4.66 Million
1.51% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
106,819
shares
|
$4.5 Million
0.12% of portfolio
|
Q1 2025
Reduced 40.78%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
106,173
shares
|
$4.48 Million
0.07% of portfolio
|
Q1 2025
Reduced 11.02%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
93,602
shares
|
$3.95 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
93,395
shares
|
$3.94 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
86,424
shares
|
$3.64 Million
0.04% of portfolio
|
Q1 2025
Added 54.28%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
85,773
shares
|
$3.62 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
81,932
shares
|
$3.46 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
80,712
shares
|
$3.4 Million
1.46% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
80,110
shares
|
$3.38 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
77,876
shares
|
$3.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
76,977
shares
|
$3.25 Million
0.08% of portfolio
|
Q1 2025
Added 535.91%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
74,137
shares
|
$3.13 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
68,291
shares
|
$2.88 Million
0.73% of portfolio
|
Q1 2025
Reduced 19.84%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
67,249
shares
|
$2.84 Million
1.2% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
64,635
shares
|
$2.73 Million
0.48% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
60,933
shares
|
$2.57 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.93%
|