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 211 institutions that hold shares in the stock, with a total of 15.4 Million shares, which have been reported (via 13F filing form) to have a value of $575 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
11,635
shares
|
$434,334
0.14% of portfolio
|
Q3 2024
Reduced 18.98%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
11,537
shares
|
$430,676
0.01% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
11,460
shares
|
$427,801
0.16% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
11,100
shares
|
$414,363
0.32% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
10,527
shares
|
$392,972
0.08% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
10,028
shares
|
$374,345
0.01% of portfolio
|
Q1 2025
Added 11.36%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
9,901
shares
|
$369,604
0.03% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
9,787
shares
|
$365,348
0.12% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
9,766
shares
|
$364,564
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
9,733
shares
|
$363,332
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
9,689
shares
|
$361,690
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
9,272
shares
|
$346,123
0.11% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
9,158
shares
|
$341,868
0.02% of portfolio
|
Q1 2025
Reduced 42.8%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
9,149
shares
|
$341,532
0.22% of portfolio
|
Q4 2024
Reduced 23.92%
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
8,971
shares
|
$334,887
0.17% of portfolio
|
Q1 2025
Reduced 22.62%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,866
shares
|
$330,967
0.01% of portfolio
|
Q2 2024
Added 12.57%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
8,766
shares
|
$327,234
0.0% of portfolio
|
Q1 2025
Reduced 58.05%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
8,528
shares
|
$318,350
0.23% of portfolio
|
Q1 2025
Reduced 17.59%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
8,471
shares
|
$316,222
0.0% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
8,345
shares
|
$311,518
0.03% of portfolio
|
Q1 2025
Reduced 16.3%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
8,084
shares
|
$301,775
0.0% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Tfo Tdc, LLC
|
May 08, 2025 Q1 2025 |
7,857
shares
|
$293,301
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
7,564
shares
|
$282,364
0.02% of portfolio
|
Q1 2025
Reduced 53.15%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
7,458
shares
|
$278,407
0.01% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
7,423
shares
|
$277,100
0.03% of portfolio
|
Q2 2025
Reduced 25.29%
|