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 |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
18,577
shares
|
$744,008
0.33% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
18,284
shares
|
$732,274
0.71% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
17,739
shares
|
$710,446
0.19% of portfolio
|
Q1 2025
Reduced 28.38%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
17,603
shares
|
$705,000
0.15% of portfolio
|
Q4 2024
Reduced 41.22%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
17,510
shares
|
$701,275
0.24% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
16,412
shares
|
$657,300
0.06% of portfolio
|
Q1 2025
Reduced 12.93%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
16,305
shares
|
$653,015
0.2% of portfolio
|
Q1 2025
Reduced 12.36%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
15,936
shares
|
$638,236
0.01% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
15,808
shares
|
$633,110
0.02% of portfolio
|
Q1 2025
Reduced 33.07%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
15,703
shares
|
$628,905
0.0% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
15,337
shares
|
$614,246
0.03% of portfolio
|
Q4 2024
Reduced 39.37%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Apr 29, 2025 Q1 2025 |
14,831
shares
|
$593,981
0.45% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
14,699
shares
|
$588,694
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
14,595
shares
|
$584,529
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
14,587
shares
|
$584,209
0.23% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
14,538
shares
|
$582,246
0.05% of portfolio
|
Q3 2024
Added 81.61%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
14,248
shares
|
$570,632
0.05% of portfolio
|
Q1 2025
Reduced 19.07%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
14,171
shares
|
$567,548
0.26% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
13,800
shares
|
$552,690
0.01% of portfolio
|
Q4 2024
Reduced 37.22%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
13,594
shares
|
$544,439
0.32% of portfolio
|
Q2 2023
Reduced 4.66%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
13,529
shares
|
$541,836
0.02% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
13,529
shares
|
$541,836
0.04% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Apr 08, 2025 Q1 2025 |
13,524
shares
|
$541,636
0.34% of portfolio
|
Q1 2025
Reduced 86.44%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
13,155
shares
|
$526,857
0.01% of portfolio
|
Q1 2025
Reduced 34.87%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
12,876
shares
|
$515,683
0.08% of portfolio
|
Q4 2024
Reduced 3.16%
|