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 |
|---|---|---|---|---|---|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
12,734
shares
|
$536,992
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
12,677
shares
|
$534,589
0.1% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
12,503
shares
|
$527,251
0.34% of portfolio
|
Q4 2024
Reduced 16.94%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
12,480
shares
|
$526,281
0.21% of portfolio
|
Q3 2023
Added 88.98%
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
12,369
shares
|
$521,600
0.58% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
12,171
shares
|
$513,251
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
12,137
shares
|
$511,817
0.06% of portfolio
|
Q1 2025
Reduced 12.88%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,945
shares
|
$503,720
0.0% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
11,911
shares
|
$502,286
0.07% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
11,846
shares
|
$499,545
0.01% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
11,305
shares
|
$476,731
0.16% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
11,298
shares
|
$476,436
0.52% of portfolio
|
Q4 2022
Reduced 35.5%
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
11,200
shares
|
$472,304
0.24% of portfolio
|
Q3 2023
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
11,195
shares
|
$472,093
0.0% of portfolio
|
Q1 2025
Reduced 15.51%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
11,025
shares
|
$464,924
0.03% of portfolio
|
Q4 2022
Reduced 13.11%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
10,914
shares
|
$460,243
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
10,869
shares
|
$458,345
0.09% of portfolio
|
Q3 2022
Added 41.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,287
shares
|
$433,802
0.0% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
10,188
shares
|
$429,627
0.01% of portfolio
|
Q1 2025
Reduced 18.46%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
10,158
shares
|
$428,362
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
10,016
shares
|
$422,374
0.02% of portfolio
|
Q4 2024
Reduced 14.86%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
9,983
shares
|
$420,983
0.0% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
9,948
shares
|
$419,507
0.0% of portfolio
|
Q1 2025
Added 810.99%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
9,576
shares
|
$403,819
0.02% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
9,562
shares
|
$403,229
0.09% of portfolio
|
Q1 2025
Reduced 12.06%
|