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 |
|---|---|---|---|---|---|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
30,175
shares
|
$1.37 Million
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
30,025
shares
|
$1.36 Million
0.02% of portfolio
|
Q2 2025
Added 25.8%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
29,300
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.96%
|
|
|
O Donnell Financial Services, LLC
|
Jul 29, 2025 Q2 2025 |
27,755
shares
|
$1.26 Million
0.53% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
27,739
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
27,682
shares
|
$1.25 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
27,641
shares
|
$1.25 Million
0.16% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
27,590
shares
|
$1.25 Million
0.1% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
26,665
shares
|
$1.21 Million
0.14% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Kearns & Associates LLC
|
Oct 22, 2025 Q3 2025 |
25,755
shares
|
$1.17 Million
0.62% of portfolio
|
Q3 2024
Added 300.54%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
25,694
shares
|
$1.16 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
25,330
shares
|
$1.15 Million
0.9% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
24,915
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2025
Reduced 24.84%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
24,012
shares
|
$1.09 Million
0.45% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
23,348
shares
|
$1.06 Million
0.08% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
23,107
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2024
Reduced 49.26%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
23,041
shares
|
$1.04 Million
0.03% of portfolio
|
Q2 2025
Added 140.61%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
22,724
shares
|
$1.03 Million
0.4% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
22,461
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
21,643
shares
|
$980,644
0.12% of portfolio
|
Q3 2025
Reduced 17.27%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
20,991
shares
|
$951,102
0.58% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
20,785
shares
|
$941,768
0.11% of portfolio
|
Q2 2023
Added 27.87%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
19,337
shares
|
$876,159
0.14% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
19,190
shares
|
$869,498
0.25% of portfolio
|
Q4 2024
Reduced 26.73%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
18,623
shares
|
$843,808
0.64% of portfolio
|
Q2 2025
Added 1.85%
|