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 256 institutions that hold shares in the stock, with a total of 17.3 Million shares, which have been reported (via 13F filing form) to have a value of $691 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
|
$138 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
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
|
May 09, 2025 Q1 2025 |
693,311
shares
|
$27.8 Million
0.04% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
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 |
May 12, 2025 Q1 2025 |
474,433
shares
|
$19 Million
0.05% of portfolio
|
Q1 2025
Reduced 14.6%
|
|
|
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 |
May 13, 2025 Q1 2025 |
457,378
shares
|
$18.3 Million
0.01% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
391,996
shares
|
$15.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
350,090
shares
|
$14 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
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 |
May 06, 2025 Q1 2025 |
247,794
shares
|
$9.92 Million
0.02% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
244,453
shares
|
$9.79 Million
0.0% of portfolio
|
Q1 2025
Added 75.23%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
209,789
shares
|
$8.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
209,099
shares
|
$8.37 Million
0.03% of portfolio
|
Q1 2025
Added 50.24%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
207,899
shares
|
$8.33 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
196,861
shares
|
$7.88 Million
0.2% of portfolio
|
Q1 2025
Reduced 11.13%
|
|
|
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%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
192,203
shares
|
$7.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.24%
|
|
|
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 |
May 09, 2025 Q1 2025 |
175,875
shares
|
$7.04 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
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 |
May 08, 2025 Q1 2025 |
153,870
shares
|
$6.16 Million
0.19% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
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%
|