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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
8,084
shares
|
$305,413
0.0% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
7,840
shares
|
$296,195
0.08% of portfolio
|
Q2 2025
Reduced 15.44%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
7,830
shares
|
$295,817
0.03% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
7,541
shares
|
$284,898
0.07% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
7,480
shares
|
$282,594
0.34% of portfolio
|
Q2 2025
Added 52.25%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
7,459
shares
|
$281,801
0.01% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
7,458
shares
|
$281,763
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
|
$280,440
0.03% of portfolio
|
Q2 2025
Reduced 25.29%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
7,112
shares
|
$268,691
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
6,890
shares
|
$260,304
0.09% of portfolio
|
Q2 2025
Added 16.98%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
6,229
shares
|
$235,331
0.01% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
6,217
shares
|
$234,878
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
6,211
shares
|
$234,651
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
6,074
shares
|
$229,475
0.1% of portfolio
|
Q2 2025
Added 397.87%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
5,988
shares
|
$226,226
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
5,926
shares
|
$223,884
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
5,838
shares
|
$220,559
0.0% of portfolio
|
Q2 2025
Added 185.76%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
5,785
shares
|
$218,557
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
5,461
shares
|
$206,316
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,850
shares
|
$183,233
0.01% of portfolio
|
Q2 2025
Reduced 17.6%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
3,808
shares
|
$143,866
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
3,691
shares
|
$139,445
0.08% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,500
shares
|
$132,230
0.0% of portfolio
|
Q4 2021
Added 7.69%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,469
shares
|
$131,058
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
3,117
shares
|
$117,760
0.01% of portfolio
|
Q1 2025
Added 136.67%
|