Institutional Ownership Innovator U.S. Equity Power Bu (PAUG)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PAUG). We have compiled data on the 215 institutions that hold shares in the stock, with a total of 17.8 Million shares, which have been reported (via 13F filing form) to have a value of $695 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
2,637,380
shares
|
$103 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
1,214,924
shares
|
$47.3 Million
0.86% of portfolio
|
Q4 2024
Added 14.2%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
947,996
shares
|
$36.9 Million
0.61% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
859,274
shares
|
$33.5 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
833,121
shares
|
$32.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
607,484
shares
|
$23.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.1%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
477,936
shares
|
$18.6 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
469,877
shares
|
$18.3 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
463,947
shares
|
$18.1 Million
2.43% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
417,136
shares
|
$16.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
402,603
shares
|
$15.7 Million
0.09% of portfolio
|
Q4 2024
Added 32.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
388,047
shares
|
$15.1 Million
0.03% of portfolio
|
Q3 2024
Added 246.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
298,786
shares
|
$11.6 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
290,311
shares
|
$11.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
288,363
shares
|
$11.2 Million
0.01% of portfolio
|
Q3 2024
Added 26.87%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
249,298
shares
|
$9.71 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
228,938
shares
|
$8.92 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
210,476
shares
|
$8.2 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
208,319
shares
|
$8.12 Million
1.48% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
206,834
shares
|
$8.06 Million
0.18% of portfolio
|
Q1 2024
Reduced 47.02%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
175,641
shares
|
$6.84 Million
0.73% of portfolio
|
Q1 2024
Reduced 5.37%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
175,590
shares
|
$6.84 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
165,694
shares
|
$6.46 Million
0.07% of portfolio
|
Q4 2024
Reduced 10.08%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
148,181
shares
|
$5.77 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
147,493
shares
|
$5.75 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.2%
|