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 265 institutions that hold shares in the stock, with a total of 17.9 Million shares, which have been reported (via 13F filing form) to have a value of $695 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
40,652
shares
|
$1.58 Million
0.13% of portfolio
|
Q3 2024
Added 533.11%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
37,967
shares
|
$1.48 Million
0.02% of portfolio
|
Q4 2024
Reduced 55.49%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
37,507
shares
|
$1.46 Million
0.41% of portfolio
|
Q1 2025
Reduced 16.82%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
35,716
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2024
Reduced 70.92%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
34,788
shares
|
$1.35 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.98%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
34,644
shares
|
$1.35 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
34,519
shares
|
$1.34 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
33,917
shares
|
$1.32 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
33,148
shares
|
$1.29 Million
0.04% of portfolio
|
Q1 2025
Added 42.23%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
32,972
shares
|
$1.28 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
32,519
shares
|
$1.27 Million
0.19% of portfolio
|
Q1 2025
Reduced 19.97%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
32,290
shares
|
$1.26 Million
0.38% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
31,681
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
31,013
shares
|
$1.21 Million
0.42% of portfolio
|
Q4 2024
Added 78.4%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
30,653
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
30,526
shares
|
$1.19 Million
0.1% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
30,355
shares
|
$1.18 Million
0.2% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
30,190
shares
|
$1.17 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
30,175
shares
|
$1.17 Million
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
30,047
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2025
Added 3264.73%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
29,906
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.81%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
29,297
shares
|
$1.14 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
29,165
shares
|
$1.14 Million
0.15% of portfolio
|
Q4 2024
Reduced 10.45%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
28,482
shares
|
$1.11 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
27,682
shares
|
$1.08 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.11%
|