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 235 institutions that hold shares in the stock, with a total of 17.5 Million shares, which have been reported (via 13F filing form) to have a value of $703 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
11,200
shares
|
$451,472
0.25% of portfolio
|
Q3 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
11,025
shares
|
$444,417
0.03% of portfolio
|
Q4 2022
Reduced 13.11%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
10,995
shares
|
$443,208
0.06% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Aug 01, 2024 Q2 2024 |
10,869
shares
|
$438,129
0.1% of portfolio
|
Q3 2022
Added 41.71%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
10,429
shares
|
$420,392
0.01% of portfolio
|
Q4 2023
Added 0.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,287
shares
|
$414,668
0.0% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
10,158
shares
|
$409,468
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
10,045
shares
|
$404,913
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
10,022
shares
|
$403,986
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Range Financial Group LLC
|
Oct 18, 2024 Q3 2024 |
9,761
shares
|
$393,465
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
9,717
shares
|
$391,692
0.0% of portfolio
|
Q4 2023
Reduced 3.24%
|
|
|
Souders Financial Advisors
|
Aug 28, 2024 Q2 2024 |
9,711
shares
|
$391,450
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
9,543
shares
|
$384,678
0.0% of portfolio
|
Q2 2024
Added 9.75%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 12, 2024 Q2 2024 |
9,161
shares
|
$369,279
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
9,026
shares
|
$363,838
0.0% of portfolio
|
Q2 2024
Reduced 60.9%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 23, 2024 Q2 2024 |
8,851
shares
|
$356,783
0.14% of portfolio
|
Q4 2021
Reduced 26.58%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
8,726
shares
|
$351,745
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
8,695
shares
|
$350,495
0.0% of portfolio
|
Q2 2024
Reduced 42.44%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 13, 2024 Q2 2024 |
8,567
shares
|
$345,335
0.04% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 09, 2024 Q2 2024 |
8,456
shares
|
$340,861
0.1% of portfolio
|
Q1 2024
Reduced 24.69%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
8,400
shares
|
$338,604
0.25% of portfolio
|
Q3 2024
Reduced 26.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
8,125
shares
|
$327,518
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
8,043
shares
|
$324,213
0.0% of portfolio
|
Q2 2024
Reduced 4.77%
|
|
|
Founders Financial Securities LLC
|
Aug 02, 2024 Q2 2024 |
7,968
shares
|
$321,190
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
7,657
shares
|
$308,653
0.02% of portfolio
|
Q3 2024
Reduced 7.18%
|