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 |
|---|---|---|---|---|---|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
41,046
shares
|
$1.83 Million
0.32% of portfolio
|
Q1 2025
Reduced 57.11%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
40,797
shares
|
$1.82 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
39,665
shares
|
$1.77 Million
0.4% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
37,086
shares
|
$1.65 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
36,383
shares
|
$1.62 Million
0.11% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
35,724
shares
|
$1.59 Million
0.2% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
35,118
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
33,619
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
33,196
shares
|
$1.48 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
32,458
shares
|
$1.44 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
32,396
shares
|
$1.44 Million
0.03% of portfolio
|
Q2 2025
Reduced 20.35%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
32,290
shares
|
$1.44 Million
0.37% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
31,681
shares
|
$1.41 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
31,606
shares
|
$1.41 Million
0.1% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
31,396
shares
|
$1.4 Million
0.25% of portfolio
|
Q2 2025
Added 44.35%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
30,653
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
30,322
shares
|
$1.35 Million
0.11% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
30,175
shares
|
$1.34 Million
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
30,025
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2025
Added 25.8%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
29,300
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.96%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
29,218
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2025
Added 111.72%
|
|
|
O Donnell Financial Services, LLC
|
Jul 29, 2025 Q2 2025 |
27,755
shares
|
$1.24 Million
0.53% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
27,739
shares
|
$1.23 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
27,682
shares
|
$1.23 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
27,641
shares
|
$1.23 Million
0.16% of portfolio
|
Q2 2025
Reduced 8.44%
|