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 90 institutions that hold shares in the stock, with a total of 2.61 Million shares, which have been reported (via 13F filing form) to have a value of $155 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
|
$28.7 Million
3.99% of portfolio
|
Q3 2022
New holding
|
|
Altfest L J & CO Inc
|
Apr 22, 2024 Q1 2024 |
446,560
shares
|
$26.6 Million
3.65% of portfolio
|
Q1 2024
Reduced 6.53%
|
|
Tradition Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
95,489
shares
|
$5.68 Million
0.58% of portfolio
|
Q1 2024
Reduced 55.87%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
90,794
shares
|
$5.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 57.39%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
90,450
shares
|
$5.38 Million
0.01% of portfolio
|
Q1 2024
Reduced 44.42%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
75,247
shares
|
$4.47 Million
0.0% of portfolio
|
Q1 2024
Added 1.53%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
75,025
shares
|
$4.46 Million
0.01% of portfolio
|
Q1 2024
Reduced 11.12%
|
|
Outlook Wealth Advisors, LLC
|
Apr 22, 2024 Q1 2024 |
68,325
shares
|
$4.06 Million
1.38% of portfolio
|
Q1 2024
Added 13.89%
|
|
Onyx Bridge Wealth Group LLC
|
Apr 29, 2024 Q1 2024 |
52,632
shares
|
$3.13 Million
0.54% of portfolio
|
Q1 2024
Added 12.96%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
51,599
shares
|
$3.07 Million
0.01% of portfolio
|
Q1 2024
Reduced 19.39%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
49,513
shares
|
$2.94 Million
0.0% of portfolio
|
Q1 2024
Added 251.95%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
48,471
shares
|
$2.88 Million
0.01% of portfolio
|
Q1 2024
Added 270.91%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
47,144
shares
|
$2.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.77%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
43,784
shares
|
$2.6 Million
0.19% of portfolio
|
Q1 2024
Reduced 0.92%
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
May 30, 2024 Q1 2024 |
40,694
shares
|
$2.42 Million
1.82% of portfolio
|
Q1 2024
Added 1.02%
|
|
Cypress Wealth Services, LLC
|
Apr 15, 2024 Q1 2024 |
35,917
shares
|
$2.14 Million
0.49% of portfolio
|
Q2 2023
New holding
|
|
O Donnell Financial Services, LLC
|
Apr 22, 2024 Q1 2024 |
34,835
shares
|
$2.07 Million
1.06% of portfolio
|
Q1 2024
Reduced 28.97%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
34,787
shares
|
$2.07 Million
0.0% of portfolio
|
Q1 2024
Added 829.89%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
33,905
shares
|
$2.02 Million
0.02% of portfolio
|
Q1 2024
Added 0.02%
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
32,607
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2024
Added 36.67%
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
32,426
shares
|
$1.93 Million
0.02% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
Diligent Investors, LLC
|
May 03, 2024 Q1 2024 |
30,673
shares
|
$1.82 Million
0.48% of portfolio
|
Q3 2023
Added 130.3%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
27,023
shares
|
$1.61 Million
0.04% of portfolio
|
Q1 2024
Added 475.08%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
25,439
shares
|
$1.51 Million
0.05% of portfolio
|
Q1 2024
Added 0.77%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
24,609
shares
|
$1.46 Million
0.69% of portfolio
|
Q1 2024
Reduced 2.2%
|