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 |
|---|---|---|---|---|---|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
63,498
shares
|
$2.88 Million
0.97% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
61,869
shares
|
$2.8 Million
0.1% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
57,475
shares
|
$2.6 Million
0.42% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
56,552
shares
|
$2.56 Million
0.07% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
55,904
shares
|
$2.53 Million
1.07% of portfolio
|
Q2 2025
Reduced 30.74%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
55,289
shares
|
$2.51 Million
0.95% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
55,186
shares
|
$2.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
54,648
shares
|
$2.48 Million
0.96% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
54,193
shares
|
$2.46 Million
0.18% of portfolio
|
Q3 2025
Added 23.26%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
53,978
shares
|
$2.45 Million
0.48% of portfolio
|
Q2 2025
Added 89.49%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
53,574
shares
|
$2.43 Million
0.05% of portfolio
|
Q1 2024
Reduced 5.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
53,532
shares
|
$2.43 Million
0.06% of portfolio
|
Q2 2020
Reduced 1.44%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Oct 06, 2025 Q3 2025 |
51,110
shares
|
$2.32 Million
2.22% of portfolio
|
Q3 2025
Added 138.4%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
50,038
shares
|
$2.27 Million
0.56% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
47,714
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2025
Added 377.95%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
46,353
shares
|
$2.1 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Berkshire Money Management, Inc.
|
Oct 14, 2025 Q3 2025 |
44,137
shares
|
$2 Million
0.24% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
43,726
shares
|
$1.98 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
43,212
shares
|
$1.96 Million
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
43,065
shares
|
$1.95 Million
0.42% of portfolio
|
Q1 2023
Added 23.52%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
42,315
shares
|
$1.92 Million
0.96% of portfolio
|
Q2 2025
Added 14.27%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
42,077
shares
|
$1.91 Million
0.06% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
41,842
shares
|
$1.9 Million
0.85% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
41,688
shares
|
$1.89 Million
0.13% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
41,671
shares
|
$1.89 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.44%
|