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 19.2 Million shares, which have been reported (via 13F filing form) to have a value of $870 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
152,967
shares
|
$6.93 Million
0.68% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
152,401
shares
|
$6.91 Million
1.41% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
152,072
shares
|
$6.89 Million
0.02% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
150,908
shares
|
$6.84 Million
0.01% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
137,829
shares
|
$6.25 Million
0.19% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
136,506
shares
|
$6.19 Million
0.17% of portfolio
|
Q2 2025
Reduced 11.28%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
136,367
shares
|
$6.18 Million
1.46% of portfolio
|
Q3 2023
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
134,800
shares
|
$6.11 Million
0.23% of portfolio
|
Q2 2025
Added 778.92%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
128,013
shares
|
$5.8 Million
0.12% of portfolio
|
Q3 2025
Added 7.72%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
125,230
shares
|
$5.67 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
122,567
shares
|
$5.55 Million
0.61% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
110,425
shares
|
$5 Million
1.51% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
101,245
shares
|
$4.59 Million
0.05% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
98,760
shares
|
$4.47 Million
0.02% of portfolio
|
Q2 2025
Added 26.82%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
93,444
shares
|
$4.23 Million
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
86,424
shares
|
$3.92 Million
0.04% of portfolio
|
Q1 2025
Added 54.28%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
85,325
shares
|
$3.87 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
85,253
shares
|
$3.86 Million
0.58% of portfolio
|
Q3 2025
Added 38.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
81,620
shares
|
$3.7 Million
0.06% of portfolio
|
Q3 2025
Reduced 27.4%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
81,469
shares
|
$3.69 Million
0.8% of portfolio
|
Q3 2025
Added 19.3%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
79,909
shares
|
$3.62 Million
0.77% of portfolio
|
Q3 2025
Added 32.31%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
77,763
shares
|
$3.52 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
75,358
shares
|
$3.41 Million
0.04% of portfolio
|
Q2 2025
Added 44.56%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
72,325
shares
|
$3.28 Million
0.03% of portfolio
|
Q2 2025
Added 353.85%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
68,052
shares
|
$3.08 Million
1.14% of portfolio
|
Q2 2025
New holding
|