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 112 institutions that hold shares in the stock, with a total of 2.91 Million shares, which have been reported (via 13F filing form) to have a value of $187 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
|
$31 Million
3.99% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
163,021
shares
|
$10.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
122,925
shares
|
$7.89 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
110,202
shares
|
$7.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
99,864
shares
|
$6.41 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
97,645
shares
|
$6.27 Million
0.58% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
94,521
shares
|
$6.07 Million
0.01% of portfolio
|
Q3 2024
Added 112.76%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
90,975
shares
|
$5.84 Million
0.01% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
71,285
shares
|
$4.57 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
67,419
shares
|
$4.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
65,929
shares
|
$4.23 Million
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
61,302
shares
|
$3.93 Million
0.01% of portfolio
|
Q4 2024
Added 14.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
60,227
shares
|
$3.86 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
56,657
shares
|
$3.64 Million
1.23% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
54,283
shares
|
$3.48 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
53,191
shares
|
$3.41 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
50,867
shares
|
$3.26 Million
0.33% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
48,432
shares
|
$3.11 Million
0.0% of portfolio
|
Q4 2024
Added 201.96%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
44,454
shares
|
$2.85 Million
0.02% of portfolio
|
Q4 2024
Added 45.52%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
44,274
shares
|
$2.84 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
42,482
shares
|
$2.73 Million
1.21% of portfolio
|
Q4 2024
Added 31.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
36,650
shares
|
$2.35 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
Feb 10, 2025 Q4 2024 |
36,432
shares
|
$2.34 Million
2.07% of portfolio
|
Q4 2024
New holding
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
31,260
shares
|
$2.01 Million
0.5% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
31,109
shares
|
$2 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.04%
|