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 204 institutions that hold shares in the stock, with a total of 15.8 Million shares, which have been reported (via 13F filing form) to have a value of $616 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
2,627,369
shares
|
$102 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
1,258,484
shares
|
$49.1 Million
0.85% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
811,114
shares
|
$31.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
584,114
shares
|
$22.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 29.89%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
535,638
shares
|
$20.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
466,215
shares
|
$18.2 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
460,579
shares
|
$18 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
398,987
shares
|
$15.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
298,836
shares
|
$11.7 Million
0.04% of portfolio
|
Q1 2025
Added 734.62%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
289,507
shares
|
$11.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 28.09%
|
|
|
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%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
288,146
shares
|
$11.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
266,814
shares
|
$10.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
248,234
shares
|
$9.68 Million
1.28% of portfolio
|
Q1 2025
Reduced 46.5%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
245,610
shares
|
$9.58 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
236,733
shares
|
$9.23 Million
0.01% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
208,798
shares
|
$8.14 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
206,834
shares
|
$8.07 Million
0.18% of portfolio
|
Q1 2024
Reduced 47.02%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
200,847
shares
|
$7.83 Million
0.12% of portfolio
|
Q1 2025
Reduced 78.81%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
192,316
shares
|
$7.5 Million
0.08% of portfolio
|
Q1 2025
Added 16.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
177,345
shares
|
$6.92 Million
0.0% of portfolio
|
Q1 2025
Added 20.24%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
175,641
shares
|
$6.85 Million
0.73% of portfolio
|
Q1 2024
Reduced 5.37%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
163,240
shares
|
$6.37 Million
0.09% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
142,559
shares
|
$5.56 Million
0.18% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
132,320
shares
|
$5.16 Million
1.3% of portfolio
|
Q3 2023
Added 57.66%
|