Institutional Ownership Innovator U.S. Equity Power Bu (PAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PAPR). We have compiled data on the 210 institutions that hold shares in the stock, with a total of 17.2 Million shares, which have been reported (via 13F filing form) to have a value of $637 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
165,926
shares
|
$6.16 Million
0.02% of portfolio
|
Q3 2024
Reduced 22.63%
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
157,806
shares
|
$5.86 Million
2.23% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
157,382
shares
|
$5.84 Million
0.1% of portfolio
|
Q4 2024
Reduced 83.04%
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
156,141
shares
|
$5.8 Million
0.0% of portfolio
|
Q3 2024
Added 8.33%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
150,971
shares
|
$5.61 Million
1.58% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
145,344
shares
|
$5.4 Million
0.12% of portfolio
|
Q3 2024
Added 582.43%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
142,461
shares
|
$5.29 Million
0.06% of portfolio
|
Q3 2024
Reduced 18.83%
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
135,138
shares
|
$5.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
128,987
shares
|
$4.79 Million
3.51% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
128,783
shares
|
$4.78 Million
0.04% of portfolio
|
Q3 2024
Reduced 44.77%
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
114,964
shares
|
$4.27 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
109,957
shares
|
$4.08 Million
0.76% of portfolio
|
Q3 2024
Reduced 10.24%
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
107,177
shares
|
$3.98 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
99,964
shares
|
$3.71 Million
1.61% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
92,716
shares
|
$3.44 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
91,721
shares
|
$3.41 Million
0.16% of portfolio
|
Q3 2024
Added 3.62%
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
86,398
shares
|
$3.21 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
82,739
shares
|
$3.07 Million
0.02% of portfolio
|
Q3 2024
Reduced 21.98%
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
81,570
shares
|
$3.03 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
71,833
shares
|
$2.67 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
71,450
shares
|
$2.65 Million
0.49% of portfolio
|
Q3 2024
Added 6.3%
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
70,635
shares
|
$2.62 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
65,588
shares
|
$2.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
64,721
shares
|
$2.4 Million
0.73% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
61,693
shares
|
$2.29 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.88%
|