Institutional Ownership Innovator Growth 100 Power Buf (NJUL)
This table provides information about the institutional ownership of Innovator Growth 100 Power Buf (NJUL). We have compiled data on the 105 institutions that hold shares in the stock, with a total of 2.3 Million shares, which have been reported (via 13F filing form) to have a value of $160 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
482,625
shares
|
$33.6 Million
3.99% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
181,648
shares
|
$12.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 15.67%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
112,774
shares
|
$7.84 Million
0.01% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
94,521
shares
|
$6.57 Million
0.01% of portfolio
|
Q3 2024
Added 112.76%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
88,685
shares
|
$6.17 Million
0.01% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
79,348
shares
|
$5.52 Million
0.01% of portfolio
|
Q2 2025
Reduced 40.12%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
75,929
shares
|
$5.28 Million
0.01% of portfolio
|
Q2 2025
Added 10.78%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
68,671
shares
|
$4.78 Million
0.26% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
61,135
shares
|
$4.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
61,129
shares
|
$4.25 Million
0.01% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
44,194
shares
|
$3.07 Million
0.02% of portfolio
|
Q2 2025
Added 60.52%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
43,587
shares
|
$3.03 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
42,998
shares
|
$2.99 Million
0.02% of portfolio
|
Q1 2025
Reduced 65.02%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
42,913
shares
|
$2.98 Million
0.91% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
42,268
shares
|
$2.94 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
38,592
shares
|
$2.68 Million
0.0% of portfolio
|
Q2 2025
Added 12.67%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
33,439
shares
|
$2.33 Million
0.0% of portfolio
|
Q2 2025
Added 21.88%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
29,065
shares
|
$2.02 Million
1.62% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
28,365
shares
|
$1.97 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
27,410
shares
|
$1.91 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
O Donnell Financial Services, LLC
|
Jul 29, 2025 Q2 2025 |
26,597
shares
|
$1.85 Million
0.79% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
24,074
shares
|
$1.67 Million
0.23% of portfolio
|
Q2 2025
Reduced 11.46%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
23,315
shares
|
$1.62 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
20,380
shares
|
$1.42 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
19,865
shares
|
$1.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.6%
|