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 222 institutions that hold shares in the stock, with a total of 16.1 Million shares, which have been reported (via 13F filing form) to have a value of $652 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
3,756,249
shares
|
$151 Million
0.05% of portfolio
|
Q2 2024
Added 2.76%
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
929,754
shares
|
$37.5 Million
0.46% of portfolio
|
Q2 2024
Added 2.51%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
798,496
shares
|
$32.2 Million
0.58% of portfolio
|
Q2 2024
Added 333.07%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
570,717
shares
|
$23 Million
0.04% of portfolio
|
Q2 2024
Added 0.64%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
521,682
shares
|
$21 Million
0.06% of portfolio
|
Q2 2024
Added 220.44%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
400,915
shares
|
$16.2 Million
0.04% of portfolio
|
Q2 2024
Reduced 4.65%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
383,656
shares
|
$15.5 Million
0.08% of portfolio
|
Q2 2024
Added 99.57%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
350,015
shares
|
$14.1 Million
0.02% of portfolio
|
Q2 2024
Added 1.68%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
273,499
shares
|
$11 Million
0.0% of portfolio
|
Q2 2024
Added 15.57%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
272,193
shares
|
$11 Million
0.02% of portfolio
|
Q2 2024
Reduced 56.92%
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
266,870
shares
|
$10.8 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
260,426
shares
|
$10.5 Million
0.26% of portfolio
|
Q2 2024
Reduced 7.63%
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Aug 06, 2024 Q2 2024 |
211,742
shares
|
$8.53 Million
6.11% of portfolio
|
Q2 2024
Added 3.57%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
203,033
shares
|
$8.18 Million
0.03% of portfolio
|
Q2 2024
Reduced 13.69%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
188,427
shares
|
$7.59 Million
0.0% of portfolio
|
Q2 2024
Added 4.0%
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
187,350
shares
|
$7.55 Million
0.84% of portfolio
|
Q1 2024
Reduced 6.68%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
187,025
shares
|
$7.54 Million
0.02% of portfolio
|
Q2 2024
Reduced 11.71%
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 16, 2024 Q2 2024 |
170,080
shares
|
$6.85 Million
2.33% of portfolio
|
Q2 2024
Added 1.61%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
167,674
shares
|
$6.76 Million
0.71% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
155,024
shares
|
$6.25 Million
0.02% of portfolio
|
Q2 2024
Added 27.7%
|
|
Financial Services Advisory Inc
|
Jul 30, 2024 Q2 2024 |
154,248
shares
|
$6.22 Million
1.64% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 13, 2024 Q2 2024 |
142,829
shares
|
$5.76 Million
2.38% of portfolio
|
Q2 2024
Reduced 7.93%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
136,367
shares
|
$5.5 Million
1.46% of portfolio
|
Q3 2023
New holding
|
|
Miracle Mile Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
135,779
shares
|
$5.47 Million
0.13% of portfolio
|
Q2 2024
Reduced 57.11%
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Aug 20, 2024 Q2 2024 |
135,400
shares
|
$5.46 Million
3.35% of portfolio
|
Q2 2024
Reduced 66.47%
|