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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
41,355
shares
|
$1.87 Million
0.06% of portfolio
|
Q2 2025
Reduced 15.84%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
41,256
shares
|
$1.87 Million
0.02% of portfolio
|
Q2 2025
Added 82.14%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
41,046
shares
|
$1.86 Million
0.32% of portfolio
|
Q1 2025
Reduced 57.11%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
40,797
shares
|
$1.85 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
39,665
shares
|
$1.8 Million
0.4% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
39,335
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.03%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
38,479
shares
|
$1.74 Million
0.25% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
38,167
shares
|
$1.73 Million
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
37,539
shares
|
$1.7 Million
0.17% of portfolio
|
Q3 2025
Added 15.65%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
37,086
shares
|
$1.68 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
36,418
shares
|
$1.65 Million
0.2% of portfolio
|
Q3 2025
Added 193.34%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
36,383
shares
|
$1.65 Million
0.11% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
35,118
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
35,031
shares
|
$1.59 Million
0.11% of portfolio
|
Q2 2025
Reduced 52.75%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
33,619
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
33,196
shares
|
$1.5 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
32,396
shares
|
$1.47 Million
0.03% of portfolio
|
Q2 2025
Reduced 20.35%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
32,362
shares
|
$1.47 Million
0.35% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
31,959
shares
|
$1.45 Million
0.18% of portfolio
|
Q3 2025
Added 18.6%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
31,713
shares
|
$1.44 Million
0.72% of portfolio
|
Q3 2025
Added 18.26%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
31,681
shares
|
$1.44 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
31,606
shares
|
$1.43 Million
0.1% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
31,396
shares
|
$1.42 Million
0.25% of portfolio
|
Q2 2025
Added 44.35%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
30,653
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
30,322
shares
|
$1.37 Million
0.11% of portfolio
|
Q2 2025
Added 1.14%
|