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 |
|---|---|---|---|---|---|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
26,947
shares
|
$1.2 Million
0.16% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
26,816
shares
|
$1.19 Million
0.67% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
26,665
shares
|
$1.19 Million
0.14% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
26,453
shares
|
$1.18 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
26,220
shares
|
$1.17 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
26,162
shares
|
$1.16 Million
0.15% of portfolio
|
Q2 2025
Added 10.95%
|
|
|
Kearns & Associates LLC
|
Jul 09, 2025 Q2 2025 |
25,755
shares
|
$1.15 Million
0.65% of portfolio
|
Q3 2024
Added 300.54%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
25,330
shares
|
$1.13 Million
0.9% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
24,915
shares
|
$1.11 Million
0.04% of portfolio
|
Q2 2025
Reduced 24.84%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
24,012
shares
|
$1.07 Million
0.45% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
23,370
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
23,348
shares
|
$1.04 Million
0.08% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
23,107
shares
|
$1.03 Million
0.02% of portfolio
|
Q1 2024
Reduced 49.26%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
23,041
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Added 140.61%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
22,461
shares
|
$999,739
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
21,708
shares
|
$966,223
0.42% of portfolio
|
Q2 2025
Added 15.83%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
20,785
shares
|
$925,140
0.11% of portfolio
|
Q2 2023
Added 27.87%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
20,430
shares
|
$909,339
0.59% of portfolio
|
Q2 2025
Reduced 48.89%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
19,338
shares
|
$860,734
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
19,190
shares
|
$854,146
0.25% of portfolio
|
Q4 2024
Reduced 26.73%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
18,623
shares
|
$828,909
0.64% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
18,605
shares
|
$828,108
0.16% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
18,597
shares
|
$827,752
0.32% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
18,588
shares
|
$827,351
0.04% of portfolio
|
Q2 2025
Reduced 16.24%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
18,519
shares
|
$824,280
0.03% of portfolio
|
Q2 2025
Added 81.77%
|