Institutional Ownership Innovator U.S. Equity Power Bu (PJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUL). We have compiled data on the 261 institutions that hold shares in the stock, with a total of 17.6 Million shares, which have been reported (via 13F filing form) to have a value of $707 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,591,080
shares
|
$144 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
1,178,382
shares
|
$47.2 Million
0.84% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
648,374
shares
|
$26 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.79%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
575,346
shares
|
$23 Million
0.07% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
555,547
shares
|
$22.2 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
462,167
shares
|
$18.5 Million
0.03% of portfolio
|
Q3 2024
Added 32.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
455,105
shares
|
$18.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
392,543
shares
|
$15.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.28%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
356,650
shares
|
$14.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
325,602
shares
|
$13 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
230,367
shares
|
$9.23 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.18%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
221,519
shares
|
$8.87 Million
0.22% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
219,007
shares
|
$8.77 Million
0.03% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
218,993
shares
|
$8.77 Million
0.05% of portfolio
|
Q4 2024
Reduced 45.26%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
216,564
shares
|
$8.67 Million
0.03% of portfolio
|
Q4 2024
Reduced 15.5%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
214,084
shares
|
$8.57 Million
0.19% of portfolio
|
Q4 2024
Reduced 97.57%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
209,099
shares
|
$8.37 Million
0.03% of portfolio
|
Q1 2025
Added 50.24%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
194,171
shares
|
$7.78 Million
1.9% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
187,350
shares
|
$7.5 Million
0.84% of portfolio
|
Q1 2024
Reduced 6.68%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
177,917
shares
|
$7.13 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Apr 23, 2025 Q1 2025 |
173,894
shares
|
$6.96 Million
4.64% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
159,421
shares
|
$6.38 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
151,151
shares
|
$6.05 Million
1.41% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
149,495
shares
|
$5.99 Million
0.01% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
148,412
shares
|
$5.94 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.08%
|