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 251 institutions that hold shares in the stock, with a total of 18.1 Million shares, which have been reported (via 13F filing form) to have a value of $804 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
3,367,875
shares
|
$150 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
1,370,809
shares
|
$61 Million
0.84% of portfolio
|
Q2 2025
Added 16.33%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
769,430
shares
|
$34.2 Million
0.04% of portfolio
|
Q2 2025
Added 10.98%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
602,915
shares
|
$26.8 Million
0.07% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
602,335
shares
|
$26.8 Million
0.05% of portfolio
|
Q2 2025
Added 329.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
471,740
shares
|
$21 Million
0.01% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
462,167
shares
|
$20.6 Million
0.03% of portfolio
|
Q3 2024
Added 32.04%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
426,259
shares
|
$19 Million
0.01% of portfolio
|
Q2 2025
Added 30.91%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
381,241
shares
|
$17 Million
0.04% of portfolio
|
Q2 2025
Reduced 19.64%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
350,501
shares
|
$15.6 Million
0.04% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
314,039
shares
|
$14 Million
0.06% of portfolio
|
Q2 2025
Added 49.69%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
299,346
shares
|
$13.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 23.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
255,366
shares
|
$11.4 Million
0.0% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
254,372
shares
|
$11.3 Million
0.04% of portfolio
|
Q2 2025
Added 21.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
245,934
shares
|
$10.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
219,020
shares
|
$9.75 Million
0.05% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
197,255
shares
|
$8.78 Million
0.02% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
191,263
shares
|
$8.51 Million
1.81% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
191,025
shares
|
$8.5 Million
0.35% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
187,627
shares
|
$8.35 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
187,350
shares
|
$8.34 Million
0.84% of portfolio
|
Q1 2024
Reduced 6.68%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
183,319
shares
|
$8.16 Million
0.04% of portfolio
|
Q2 2025
Added 123.75%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Jul 22, 2025 Q2 2025 |
171,584
shares
|
$7.64 Million
4.6% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
153,164
shares
|
$6.82 Million
1.47% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
152,072
shares
|
$6.77 Million
0.02% of portfolio
|
Q2 2025
Added 2.47%
|