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 |
|---|---|---|---|---|---|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
2,000
shares
|
$89,020
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,900
shares
|
$84,569
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,685
shares
|
$74,999
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,650
shares
|
$73,441
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
1,579
shares
|
$70,281
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,458
shares
|
$64,895
0.0% of portfolio
|
Q1 2025
Reduced 75.09%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,325
shares
|
$58,975
0.0% of portfolio
|
Q3 2022
Added 307.69%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
1,200
shares
|
$53,412
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
893
shares
|
$39,747
0.02% of portfolio
|
Q2 2025
Reduced 97.03%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
884
shares
|
$39,346
0.0% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
841
shares
|
$37,432
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
802
shares
|
$35,697
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
615
shares
|
$27,373
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
590
shares
|
$26,260
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
495
shares
|
$22,032
0.01% of portfolio
|
Q3 2023
Reduced 75.25%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
481
shares
|
$21,409
0.01% of portfolio
|
Q2 2025
Added 222.82%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
472
shares
|
$21,008
0.01% of portfolio
|
Q1 2025
Reduced 94.85%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
350
shares
|
$15,578
0.01% of portfolio
|
Q1 2025
Reduced 97.32%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
345
shares
|
$15,355
0.0% of portfolio
|
Q2 2023
Reduced 75.0%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
319
shares
|
$14,198
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
190
shares
|
$8,456
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
150
shares
|
$6,676
0.0% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
94
shares
|
$4,183
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
52
shares
|
$2,314
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
26
shares
|
$1,157
0.0% of portfolio
|
Q2 2025
Reduced 95.25%
|