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 |
|---|---|---|---|---|---|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
5,748
shares
|
$260,441
0.03% of portfolio
|
Q2 2024
Reduced 11.13%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
5,672
shares
|
$256,998
0.02% of portfolio
|
Q2 2024
Reduced 13.01%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,663
shares
|
$256,590
0.01% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
5,595
shares
|
$253,509
0.03% of portfolio
|
Q3 2025
Reduced 17.17%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,527
shares
|
$250,428
0.02% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,420
shares
|
$245,580
0.0% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
5,402
shares
|
$244,764
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
5,400
shares
|
$244,674
0.09% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
5,388
shares
|
$244,130
0.02% of portfolio
|
Q3 2025
Reduced 9.94%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
5,310
shares
|
$240,596
0.14% of portfolio
|
Q1 2025
Reduced 22.03%
|
|
|
Integral Investment Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
5,260
shares
|
$238,330
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
5,245
shares
|
$237,650
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Oct 22, 2025 Q3 2025 |
5,224
shares
|
$236,699
0.1% of portfolio
|
Q3 2025
Reduced 40.78%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
5,105
shares
|
$231,307
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
5,016
shares
|
$227,274
0.27% of portfolio
|
Q2 2025
Added 163.31%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,980
shares
|
$225,643
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
4,955
shares
|
$224,511
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
4,757
shares
|
$215,539
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
4,600
shares
|
$208,426
0.02% of portfolio
|
Q3 2025
Reduced 37.49%
|
|
|
Mitchell Capital Management CO
|
Jul 25, 2025 Q2 2025 |
4,551
shares
|
$206,205
0.04% of portfolio
|
Q2 2025
Reduced 26.6%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
4,460
shares
|
$202,082
0.01% of portfolio
|
Q2 2025
Reduced 76.07%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
3,988
shares
|
$180,696
0.01% of portfolio
|
Q3 2024
Reduced 38.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,862
shares
|
$174,987
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
3,243
shares
|
$146,940
0.0% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
3,139
shares
|
$142,228
0.08% of portfolio
|
Q4 2023
Reduced 12.05%
|