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 |
|---|---|---|---|---|---|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
37,507
shares
|
$1.58 Million
0.41% of portfolio
|
Q1 2025
Reduced 16.82%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
37,374
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Added 90.81%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
37,032
shares
|
$1.56 Million
0.91% of portfolio
|
Q1 2025
Reduced 54.2%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
36,333
shares
|
$1.53 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
36,100
shares
|
$1.52 Million
0.13% of portfolio
|
Q1 2025
Added 106.9%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
34,644
shares
|
$1.46 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
33,484
shares
|
$1.41 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
33,196
shares
|
$1.4 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
33,148
shares
|
$1.4 Million
0.04% of portfolio
|
Q1 2025
Added 42.23%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
32,519
shares
|
$1.37 Million
0.19% of portfolio
|
Q1 2025
Reduced 19.97%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
32,290
shares
|
$1.36 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
|
$1.34 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
30,653
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
30,415
shares
|
$1.28 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
30,190
shares
|
$1.27 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
30,175
shares
|
$1.27 Million
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
30,047
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Added 3264.73%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
29,979
shares
|
$1.26 Million
0.11% of portfolio
|
Q1 2025
Reduced 11.61%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
29,906
shares
|
$1.26 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.81%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
29,300
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.96%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
29,297
shares
|
$1.24 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
O Donnell Financial Services, LLC
|
May 05, 2025 Q1 2025 |
28,545
shares
|
$1.2 Million
0.57% of portfolio
|
Q1 2025
Reduced 13.43%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
28,486
shares
|
$1.2 Million
0.36% of portfolio
|
Q1 2025
Added 67.23%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
28,482
shares
|
$1.2 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
27,682
shares
|
$1.17 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.11%
|