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 220 institutions that hold shares in the stock, with a total of 19.7 Million shares, which have been reported (via 13F filing form) to have a value of $837 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,324,821
shares
|
$141 Million
0.05% of portfolio
|
Q3 2025
Added 28.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,574,228
shares
|
$67 Million
0.1% of portfolio
|
Q3 2025
Added 93.76%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
1,481,872
shares
|
$63 Million
0.82% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
901,501
shares
|
$38.3 Million
0.53% of portfolio
|
Q3 2025
Added 437.29%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
606,095
shares
|
$25.8 Million
0.03% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
491,839
shares
|
$20.9 Million
0.1% of portfolio
|
Q3 2025
Added 8.51%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
444,382
shares
|
$18.9 Million
0.05% of portfolio
|
Q3 2025
Added 23.79%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
416,825
shares
|
$17.7 Million
0.01% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
406,712
shares
|
$17.3 Million
0.03% of portfolio
|
Q3 2025
Added 462.95%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
402,704
shares
|
$17.1 Million
0.02% of portfolio
|
Q3 2025
Added 18.76%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
392,648
shares
|
$16.7 Million
0.07% of portfolio
|
Q3 2025
Added 63.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
354,852
shares
|
$15.1 Million
0.02% of portfolio
|
Q3 2025
Added 36.08%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
326,263
shares
|
$13.9 Million
0.0% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
298,867
shares
|
$12.7 Million
0.06% of portfolio
|
Q3 2025
Reduced 22.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
288,363
shares
|
$12.3 Million
0.01% of portfolio
|
Q3 2024
Added 26.87%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
288,152
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 61.11%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
243,959
shares
|
$10.4 Million
1.22% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
237,195
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2025
Added 22.78%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
228,802
shares
|
$9.73 Million
0.27% of portfolio
|
Q3 2025
Added 59.72%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
227,804
shares
|
$9.69 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
206,834
shares
|
$8.8 Million
0.18% of portfolio
|
Q1 2024
Reduced 47.02%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
201,588
shares
|
$8.57 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
187,635
shares
|
$7.98 Million
0.07% of portfolio
|
Q3 2025
Added 8.66%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
186,140
shares
|
$7.92 Million
0.27% of portfolio
|
Q3 2025
Added 1416.91%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
175,641
shares
|
$7.47 Million
0.73% of portfolio
|
Q1 2024
Reduced 5.37%
|
|