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 18 Million shares, which have been reported (via 13F filing form) to have a value of $799 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
3,448,188
shares
|
$153 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
1,370,809
shares
|
$60.9 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%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
474,433
shares
|
$21.1 Million
0.05% of portfolio
|
Q4 2024
Added 14.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
462,167
shares
|
$20.5 Million
0.03% of portfolio
|
Q3 2024
Added 32.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
457,378
shares
|
$20.3 Million
0.01% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
426,259
shares
|
$18.9 Million
0.01% of portfolio
|
Q2 2025
Added 30.91%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
391,996
shares
|
$17.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
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%
|
|
|
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 |
May 06, 2025 Q1 2025 |
247,794
shares
|
$11 Million
0.02% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
244,453
shares
|
$10.9 Million
0.0% of portfolio
|
Q1 2025
Added 75.23%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
209,789
shares
|
$9.32 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
207,899
shares
|
$9.24 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
192,203
shares
|
$8.54 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.24%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
191,263
shares
|
$8.5 Million
1.81% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
187,627
shares
|
$8.34 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
|
$8.33 Million
0.84% of portfolio
|
Q1 2024
Reduced 6.68%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
175,875
shares
|
$7.82 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Jul 22, 2025 Q2 2025 |
171,584
shares
|
$7.63 Million
4.6% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
153,164
shares
|
$6.81 Million
1.47% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
152,072
shares
|
$6.76 Million
0.02% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
151,808
shares
|
$6.75 Million
0.7% of portfolio
|
Q2 2025
Added 1.41%
|