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 265 institutions that hold shares in the stock, with a total of 17.9 Million shares, which have been reported (via 13F filing form) to have a value of $695 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
13,083
shares
|
$509,190
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
12,876
shares
|
$501,133
0.08% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
12,677
shares
|
$493,388
0.1% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
12,607
shares
|
$490,664
0.0% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
12,503
shares
|
$486,616
0.34% of portfolio
|
Q4 2024
Reduced 16.94%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
12,495
shares
|
$486,305
0.02% of portfolio
|
Q4 2024
Reduced 14.27%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
12,480
shares
|
$485,721
0.21% of portfolio
|
Q3 2023
Added 88.98%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
12,425
shares
|
$483,581
0.03% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
12,415
shares
|
$483,191
0.07% of portfolio
|
Q3 2024
Added 26.17%
|
|
|
City Center Advisors, LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
12,369
shares
|
$481,401
0.58% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
12,171
shares
|
$473,695
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
11,993
shares
|
$466,767
0.07% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
11,897
shares
|
$463,031
0.01% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
11,305
shares
|
$439,990
0.16% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
11,298
shares
|
$439,718
0.52% of portfolio
|
Q4 2022
Reduced 35.5%
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
11,200
shares
|
$435,904
0.24% of portfolio
|
Q3 2023
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,168
shares
|
$434,658
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
11,038
shares
|
$429,598
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
11,025
shares
|
$429,093
0.03% of portfolio
|
Q4 2022
Reduced 13.11%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
10,914
shares
|
$424,772
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
10,873
shares
|
$423,177
0.14% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
10,869
shares
|
$423,021
0.09% of portfolio
|
Q3 2022
Added 41.71%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
10,454
shares
|
$406,869
0.03% of portfolio
|
Q4 2024
Reduced 10.19%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,287
shares
|
$400,370
0.0% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
10,158
shares
|
$395,349
0.0% of portfolio
|
Q1 2024
New holding
|