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 |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
59,582
shares
|
$2.65 Million
0.46% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
59,019
shares
|
$2.63 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
58,028
shares
|
$2.58 Million
1.1% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
56,552
shares
|
$2.52 Million
0.07% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
55,904
shares
|
$2.49 Million
1.07% of portfolio
|
Q2 2025
Reduced 30.74%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
55,289
shares
|
$2.46 Million
0.95% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
55,186
shares
|
$2.46 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
53,978
shares
|
$2.4 Million
0.48% of portfolio
|
Q2 2025
Added 89.49%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
53,574
shares
|
$2.38 Million
0.05% of portfolio
|
Q1 2024
Reduced 5.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
53,532
shares
|
$2.38 Million
0.06% of portfolio
|
Q2 2020
Reduced 1.44%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
47,847
shares
|
$2.13 Million
0.45% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
46,444
shares
|
$2.07 Million
0.6% of portfolio
|
Q2 2025
Added 19.73%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
44,210
shares
|
$1.97 Million
0.03% of portfolio
|
Q2 2025
Added 102.99%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
44,137
shares
|
$1.96 Million
0.23% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
43,967
shares
|
$1.96 Million
0.15% of portfolio
|
Q2 2025
Added 21.79%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
43,726
shares
|
$1.95 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
43,212
shares
|
$1.92 Million
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
43,065
shares
|
$1.92 Million
0.42% of portfolio
|
Q1 2023
Added 23.52%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
42,315
shares
|
$1.88 Million
0.96% of portfolio
|
Q2 2025
Added 14.27%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
42,077
shares
|
$1.87 Million
0.06% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
41,688
shares
|
$1.86 Million
0.13% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
41,671
shares
|
$1.85 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
41,355
shares
|
$1.84 Million
0.06% of portfolio
|
Q2 2025
Reduced 15.84%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
41,256
shares
|
$1.84 Million
0.02% of portfolio
|
Q2 2025
Added 82.14%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
41,138
shares
|
$1.83 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.85%
|