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 |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
18,605
shares
|
$842,992
0.16% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
18,597
shares
|
$842,630
0.32% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
18,519
shares
|
$839,095
0.03% of portfolio
|
Q2 2025
Added 81.77%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
18,370
shares
|
$832,344
0.02% of portfolio
|
Q3 2025
Reduced 37.13%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
17,588
shares
|
$796,912
0.19% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
17,355
shares
|
$786,355
0.04% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
17,323
shares
|
$784,905
0.22% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
17,024
shares
|
$771,357
0.29% of portfolio
|
Q2 2025
Reduced 88.08%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 23, 2025 Q3 2025 |
16,472
shares
|
$746,346
0.28% of portfolio
|
Q3 2025
Added 161.38%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
16,392
shares
|
$742,721
0.06% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
16,375
shares
|
$741,951
0.2% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
15,119
shares
|
$685,041
0.67% of portfolio
|
Q3 2025
Added 31.84%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
15,022
shares
|
$680,646
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
14,978
shares
|
$678,653
0.27% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
14,878
shares
|
$674,122
0.09% of portfolio
|
Q2 2025
Added 24.91%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
14,684
shares
|
$665,332
0.19% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
14,651
shares
|
$663,836
0.02% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
14,576
shares
|
$660,438
0.02% of portfolio
|
Q3 2025
Added 9.04%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
14,437
shares
|
$654,140
0.61% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
14,412
shares
|
$653,007
0.05% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
14,199
shares
|
$643,356
0.01% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
13,980
shares
|
$633,433
0.05% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
13,594
shares
|
$615,944
0.32% of portfolio
|
Q2 2023
Reduced 4.66%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
13,155
shares
|
$596,053
0.01% of portfolio
|
Q1 2025
Reduced 34.87%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
12,758
shares
|
$578,064
0.08% of portfolio
|
Q2 2025
Reduced 0.92%
|