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 |
|---|---|---|---|---|---|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,521
shares
|
$401,500
0.06% of portfolio
|
Q1 2025
Reduced 14.75%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
9,341
shares
|
$393,909
0.12% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
9,245
shares
|
$389,861
0.33% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
9,220
shares
|
$388,807
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Apr 28, 2025 Q1 2025 |
8,851
shares
|
$373,246
0.14% of portfolio
|
Q4 2021
Reduced 26.58%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
8,726
shares
|
$367,975
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
8,348
shares
|
$352,035
0.02% of portfolio
|
Q1 2025
Reduced 91.16%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
8,322
shares
|
$350,938
0.01% of portfolio
|
Q1 2025
Reduced 20.2%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
8,186
shares
|
$345,203
0.02% of portfolio
|
Q1 2025
Reduced 34.12%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
8,003
shares
|
$337,486
0.01% of portfolio
|
Q1 2025
Reduced 18.48%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
7,836
shares
|
$330,444
0.0% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
7,755
shares
|
$327,028
0.26% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
7,648
shares
|
$322,516
0.03% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
May 09, 2025 Q1 2025 |
7,624
shares
|
$321,504
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
7,572
shares
|
$319,311
0.02% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
7,247
shares
|
$305,605
0.03% of portfolio
|
Q1 2025
Reduced 97.57%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
May 09, 2025 Q1 2025 |
7,165
shares
|
$302,148
0.17% of portfolio
|
Q1 2025
Reduced 60.96%
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
7,163
shares
|
$302,063
0.15% of portfolio
|
Q2 2023
Reduced 18.84%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
6,785
shares
|
$286,123
0.04% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
6,519
shares
|
$274,906
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
6,505
shares
|
$274,315
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
6,493
shares
|
$273,809
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
6,430
shares
|
$271,153
0.09% of portfolio
|
Q4 2024
Reduced 94.32%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
6,365
shares
|
$268,412
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mitchell Capital Management CO
|
May 09, 2025 Q1 2025 |
6,200
shares
|
$261,454
0.05% of portfolio
|
Q3 2024
New holding
|