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 103 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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
20,655
shares
|
$1.4 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
20,395
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.31%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
17,797
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2025
Reduced 17.49%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
May 09, 2025 Q1 2025 |
15,519
shares
|
$1.05 Million
0.89% of portfolio
|
Q1 2025
Reduced 9.46%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
15,373
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
15,219
shares
|
$1.03 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
14,773
shares
|
$1 Million
0.23% of portfolio
|
Q1 2024
Reduced 3.92%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
14,263
shares
|
$967,174
0.47% of portfolio
|
Q3 2022
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
12,579
shares
|
$852,981
0.0% of portfolio
|
Q1 2025
Reduced 11.33%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
11,794
shares
|
$799,751
0.01% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
11,722
shares
|
$794,868
0.01% of portfolio
|
Q1 2025
Reduced 47.35%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,241
shares
|
$762,252
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
11,033
shares
|
$748,147
0.06% of portfolio
|
Q1 2025
Reduced 88.7%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
10,846
shares
|
$735,467
0.52% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
10,353
shares
|
$702,036
0.05% of portfolio
|
Q2 2025
Added 42.72%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
10,343
shares
|
$701,358
0.04% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
10,272
shares
|
$696,544
0.03% of portfolio
|
Q1 2025
Added 129.23%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
10,126
shares
|
$686,644
0.02% of portfolio
|
Q1 2025
Reduced 34.93%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
9,833
shares
|
$666,775
0.05% of portfolio
|
Q3 2024
Added 134.85%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
9,642
shares
|
$653,824
0.0% of portfolio
|
Q1 2025
Added 17755.56%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
9,337
shares
|
$633,141
0.02% of portfolio
|
Q1 2025
Reduced 33.17%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
9,337
shares
|
$633,141
0.61% of portfolio
|
Q3 2022
Added 17.48%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
9,172
shares
|
$621,953
0.1% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
9,035
shares
|
$612,663
0.03% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
8,738
shares
|
$592,523
0.02% of portfolio
|
Q2 2025
Reduced 14.32%
|