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 256 institutions that hold shares in the stock, with a total of 17.3 Million shares, which have been reported (via 13F filing form) to have a value of $691 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
26,788
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
26,665
shares
|
$1.07 Million
0.13% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
26,453
shares
|
$1.06 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
26,220
shares
|
$1.05 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
26,124
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 229.1%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
26,051
shares
|
$1.04 Million
0.83% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Kearns & Associates LLC
|
May 15, 2025 Q1 2025 |
25,755
shares
|
$1.03 Million
0.67% of portfolio
|
Q3 2024
Added 300.54%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
23,867
shares
|
$955,873
0.02% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
23,581
shares
|
$944,419
0.13% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
23,348
shares
|
$935,087
0.09% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
23,107
shares
|
$925,435
0.02% of portfolio
|
Q1 2024
Reduced 49.26%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
22,651
shares
|
$907,172
0.02% of portfolio
|
Q1 2025
Added 72.51%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
22,461
shares
|
$899,563
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
22,192
shares
|
$888,789
0.05% of portfolio
|
Q1 2025
Reduced 16.03%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
21,779
shares
|
$872,248
0.01% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
21,750
shares
|
$871,087
0.19% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
21,087
shares
|
$844,534
0.4% of portfolio
|
Q1 2025
Reduced 7.42%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
20,785
shares
|
$832,439
0.11% of portfolio
|
Q2 2023
Added 27.87%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
20,305
shares
|
$813,215
0.07% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
19,338
shares
|
$774,486
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
19,305
shares
|
$773,165
0.11% of portfolio
|
Q1 2025
Added 55.5%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
19,190
shares
|
$768,559
0.27% of portfolio
|
Q4 2024
Reduced 26.73%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
18,742
shares
|
$750,617
0.38% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
18,636
shares
|
$746,371
0.06% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
18,605
shares
|
$745,130
0.16% of portfolio
|
Q3 2024
Added 13.45%
|