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 270 institutions that hold shares in the stock, with a total of 22.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
893
shares
|
$40,792
0.03% of portfolio
|
Q2 2025
Reduced 97.03%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
841
shares
|
$38,416
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
802
shares
|
$36,635
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
615
shares
|
$28,093
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
583
shares
|
$26,631
0.0% of portfolio
|
Q3 2025
Reduced 60.01%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
551
shares
|
$25,169
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
495
shares
|
$22,611
0.01% of portfolio
|
Q3 2023
Reduced 75.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
434
shares
|
$19,825
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
345
shares
|
$15,759
0.0% of portfolio
|
Q2 2023
Reduced 75.0%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
319
shares
|
$14,571
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
248
shares
|
$11,328
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
228
shares
|
$10,415
0.0% of portfolio
|
Q4 2025
Reduced 35.59%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
190
shares
|
$8,679
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
150
shares
|
$6,852
0.0% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
113
shares
|
$5,161
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
91
shares
|
$4,156
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
52
shares
|
$2,375
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
35
shares
|
$1,598
0.0% of portfolio
|
Q3 2025
Reduced 96.04%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
26
shares
|
$1,187
0.0% of portfolio
|
Q2 2025
Reduced 95.25%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|