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 |
|---|---|---|---|---|---|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
17,683
shares
|
$787,070
0.18% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
17,323
shares
|
$771,046
0.22% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
17,024
shares
|
$757,738
0.25% of portfolio
|
Q2 2025
Reduced 88.08%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
16,392
shares
|
$729,607
0.06% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
16,375
shares
|
$728,851
0.2% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
15,022
shares
|
$668,629
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
14,878
shares
|
$662,219
0.09% of portfolio
|
Q2 2025
Added 24.91%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
14,684
shares
|
$653,584
0.19% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
14,595
shares
|
$649,623
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
14,452
shares
|
$643,258
0.26% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
14,412
shares
|
$641,478
0.05% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
14,199
shares
|
$631,997
0.01% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
13,980
shares
|
$622,249
0.05% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
13,807
shares
|
$614,549
0.02% of portfolio
|
Q2 2025
Reduced 12.66%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
13,594
shares
|
$605,068
0.32% of portfolio
|
Q2 2023
Reduced 4.66%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
13,367
shares
|
$594,965
0.02% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
13,155
shares
|
$585,529
0.01% of portfolio
|
Q1 2025
Reduced 34.87%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
12,758
shares
|
$567,858
0.08% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
12,692
shares
|
$564,920
0.06% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
12,677
shares
|
$564,253
0.1% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
12,615
shares
|
$561,493
0.41% of portfolio
|
Q2 2025
Reduced 14.94%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
12,480
shares
|
$555,484
0.21% of portfolio
|
Q3 2023
Added 88.98%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
12,415
shares
|
$552,591
0.07% of portfolio
|
Q2 2025
Reduced 35.69%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
12,210
shares
|
$543,467
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
12,013
shares
|
$534,698
0.1% of portfolio
|
Q2 2025
Added 10.53%
|