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 102 institutions that hold shares in the stock, with a total of 2.36 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
|
$32.7 Million
3.99% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
215,390
shares
|
$14.6 Million
0.03% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
106,557
shares
|
$7.23 Million
0.01% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
94,521
shares
|
$6.41 Million
0.01% of portfolio
|
Q3 2024
Added 112.76%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
84,991
shares
|
$5.76 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.88%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
79,348
shares
|
$5.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 40.12%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
75,929
shares
|
$5.15 Million
0.01% of portfolio
|
Q2 2025
Added 10.78%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
72,507
shares
|
$4.92 Million
0.26% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
64,953
shares
|
$4.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
56,500
shares
|
$3.83 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
46,824
shares
|
$3.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.74%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
44,274
shares
|
$3 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
42,998
shares
|
$2.92 Million
0.02% of portfolio
|
Q1 2025
Reduced 65.02%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
42,744
shares
|
$2.9 Million
0.86% of portfolio
|
Q1 2025
Reduced 24.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
34,253
shares
|
$2.32 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
33,439
shares
|
$2.27 Million
0.0% of portfolio
|
Q2 2025
Added 21.88%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
31,109
shares
|
$2.11 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
28,365
shares
|
$1.92 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
27,611
shares
|
$1.87 Million
0.45% of portfolio
|
Q1 2025
Reduced 11.67%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
27,532
shares
|
$1.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 38.07%
|
|
|
O Donnell Financial Services, LLC
|
May 05, 2025 Q1 2025 |
27,496
shares
|
$1.86 Million
0.82% of portfolio
|
Q1 2025
Reduced 35.28%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
27,191
shares
|
$1.84 Million
0.25% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
May 01, 2025 Q1 2025 |
26,906
shares
|
$1.82 Million
1.47% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
25,065
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 62.82%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
23,315
shares
|
$1.58 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.35%
|