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 |
|---|---|---|---|---|---|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
12,692
shares
|
$575,074
0.06% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
12,677
shares
|
$574,394
0.1% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
12,545
shares
|
$568,413
0.38% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
12,480
shares
|
$565,468
0.21% of portfolio
|
Q3 2023
Added 88.98%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
12,210
shares
|
$553,235
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
12,013
shares
|
$544,309
0.1% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
11,945
shares
|
$541,227
0.0% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
11,940
shares
|
$541,001
0.33% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
11,748
shares
|
$532,301
0.17% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
11,561
shares
|
$523,828
0.01% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
11,341
shares
|
$513,860
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
11,298
shares
|
$511,912
0.52% of portfolio
|
Q4 2022
Reduced 35.5%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
11,200
shares
|
$507,472
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
11,025
shares
|
$499,542
0.03% of portfolio
|
Q4 2022
Reduced 13.11%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
10,655
shares
|
$482,778
0.05% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
10,312
shares
|
$467,236
0.01% of portfolio
|
Q3 2025
Added 90.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,287
shares
|
$466,103
0.0% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
10,247
shares
|
$464,291
0.27% of portfolio
|
Q2 2025
Reduced 18.04%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
10,158
shares
|
$460,258
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
10,115
shares
|
$458,310
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
10,016
shares
|
$453,824
0.02% of portfolio
|
Q4 2024
Reduced 14.86%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
9,919
shares
|
$449,429
0.02% of portfolio
|
Q2 2025
Reduced 22.11%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
9,889
shares
|
$448,070
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
9,245
shares
|
$418,890
0.34% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
9,220
shares
|
$417,758
0.01% of portfolio
|
Q1 2025
New holding
|