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 |
|---|---|---|---|---|---|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
59,625
shares
|
$2.51 Million
1.1% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
59,019
shares
|
$2.49 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
58,310
shares
|
$2.46 Million
0.6% of portfolio
|
Q1 2025
Reduced 23.04%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
55,793
shares
|
$2.35 Million
0.95% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
55,415
shares
|
$2.34 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
53,574
shares
|
$2.26 Million
0.05% of portfolio
|
Q1 2024
Reduced 5.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
53,532
shares
|
$2.26 Million
0.06% of portfolio
|
Q2 2020
Reduced 1.44%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
52,131
shares
|
$2.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
50,363
shares
|
$2.12 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.85%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
49,885
shares
|
$2.1 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
49,481
shares
|
$2.09 Million
0.51% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
49,137
shares
|
$2.07 Million
0.07% of portfolio
|
Q1 2025
Added 18.23%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
46,172
shares
|
$1.95 Million
0.47% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
44,137
shares
|
$1.86 Million
0.22% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
43,202
shares
|
$1.82 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
43,065
shares
|
$1.82 Million
0.42% of portfolio
|
Q1 2023
Added 23.52%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
42,281
shares
|
$1.78 Million
0.57% of portfolio
|
Q1 2025
Reduced 37.13%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
41,391
shares
|
$1.75 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.48%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
41,236
shares
|
$1.74 Million
0.06% of portfolio
|
Q1 2025
Added 18.54%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
41,138
shares
|
$1.73 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
40,674
shares
|
$1.72 Million
0.02% of portfolio
|
Q1 2025
Reduced 26.11%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
40,652
shares
|
$1.71 Million
0.13% of portfolio
|
Q3 2024
Added 533.11%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
39,971
shares
|
$1.69 Million
1.05% of portfolio
|
Q1 2025
Reduced 44.17%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
38,792
shares
|
$1.64 Million
0.47% of portfolio
|
Q1 2025
Added 25.08%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
38,386
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 56.87%
|