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 221 institutions that hold shares in the stock, with a total of 18 Million shares, which have been reported (via 13F filing form) to have a value of $680 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
38,127
shares
|
$1.44 Million
0.18% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
38,015
shares
|
$1.44 Million
0.18% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
37,261
shares
|
$1.41 Million
0.34% of portfolio
|
Q2 2025
Added 62.19%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
37,031
shares
|
$1.4 Million
2.21% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
36,889
shares
|
$1.39 Million
0.03% of portfolio
|
Q2 2025
Added 26.68%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
35,728
shares
|
$1.35 Million
0.55% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
34,671
shares
|
$1.31 Million
0.18% of portfolio
|
Q2 2025
Reduced 57.77%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
34,579
shares
|
$1.31 Million
0.33% of portfolio
|
Q2 2025
Reduced 50.11%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
34,535
shares
|
$1.3 Million
0.1% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Macroview Investment Management LLC
|
Jul 22, 2025 Q2 2025 |
33,715
shares
|
$1.27 Million
1.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
33,512
shares
|
$1.27 Million
0.04% of portfolio
|
Q2 2025
Added 55.21%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
32,696
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2025
Added 102.9%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
32,307
shares
|
$1.22 Million
0.04% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
32,138
shares
|
$1.21 Million
0.05% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
31,484
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2025
Added 96.55%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
31,246
shares
|
$1.18 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
30,354
shares
|
$1.15 Million
0.23% of portfolio
|
Q2 2024
Added 10.91%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
30,208
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
29,301
shares
|
$1.11 Million
0.14% of portfolio
|
Q2 2023
Added 163.97%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
28,980
shares
|
$1.09 Million
0.41% of portfolio
|
Q2 2025
Added 12.89%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
28,954
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2025
Added 22.51%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
27,789
shares
|
$1.05 Million
0.18% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
27,765
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
27,267
shares
|
$1.03 Million
0.83% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
27,148
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Added 23.23%
|