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 |
|---|---|---|---|---|---|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
151,808
shares
|
$6.76 Million
0.7% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
150,908
shares
|
$6.72 Million
0.01% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
137,829
shares
|
$6.13 Million
0.19% of portfolio
|
Q2 2025
Added 5.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
136,506
shares
|
$6.08 Million
0.17% of portfolio
|
Q2 2025
Reduced 11.28%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
136,367
shares
|
$6.07 Million
1.46% of portfolio
|
Q3 2023
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
134,800
shares
|
$6 Million
0.23% of portfolio
|
Q2 2025
Added 778.92%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
130,712
shares
|
$5.82 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
122,567
shares
|
$5.46 Million
0.61% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
118,841
shares
|
$5.29 Million
0.12% of portfolio
|
Q2 2025
Added 11.25%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
112,424
shares
|
$5 Million
0.1% of portfolio
|
Q2 2025
Added 46.05%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
110,425
shares
|
$4.92 Million
1.51% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
101,245
shares
|
$4.51 Million
0.05% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
98,760
shares
|
$4.4 Million
0.02% of portfolio
|
Q2 2025
Added 26.82%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
93,444
shares
|
$4.16 Million
0.02% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
86,424
shares
|
$3.85 Million
0.04% of portfolio
|
Q1 2025
Added 54.28%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
85,325
shares
|
$3.8 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
81,656
shares
|
$3.63 Million
0.05% of portfolio
|
Q2 2025
Reduced 23.09%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
77,763
shares
|
$3.46 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
75,358
shares
|
$3.35 Million
0.04% of portfolio
|
Q2 2025
Added 44.56%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
74,137
shares
|
$3.3 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
72,325
shares
|
$3.22 Million
0.03% of portfolio
|
Q2 2025
Added 353.85%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
68,291
shares
|
$3.04 Million
0.73% of portfolio
|
Q1 2025
Reduced 19.84%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
68,052
shares
|
$3.03 Million
1.14% of portfolio
|
Q2 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
61,623
shares
|
$2.74 Million
0.45% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
60,395
shares
|
$2.69 Million
0.61% of portfolio
|
Q2 2025
Added 3.58%
|