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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
11,945
shares
|
$531,671
0.0% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
11,907
shares
|
$529,980
0.0% of portfolio
|
Q2 2025
Reduced 86.22%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
11,561
shares
|
$514,580
0.01% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
11,468
shares
|
$510,440
0.54% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
11,390
shares
|
$506,968
0.34% of portfolio
|
Q2 2025
Added 46.87%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
11,341
shares
|
$504,787
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
11,298
shares
|
$502,873
0.52% of portfolio
|
Q4 2022
Reduced 35.5%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
11,200
shares
|
$498,512
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
11,025
shares
|
$490,722
0.03% of portfolio
|
Q4 2022
Reduced 13.11%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
10,935
shares
|
$486,716
0.16% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
10,655
shares
|
$474,254
0.05% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,287
shares
|
$457,874
0.0% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
10,247
shares
|
$456,093
0.27% of portfolio
|
Q2 2025
Reduced 18.04%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
10,158
shares
|
$452,132
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
10,115
shares
|
$450,218
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
10,016
shares
|
$445,812
0.02% of portfolio
|
Q4 2024
Reduced 14.86%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
9,983
shares
|
$444,343
0.0% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
9,919
shares
|
$441,494
0.02% of portfolio
|
Q2 2025
Reduced 22.11%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
9,893
shares
|
$440,337
0.24% of portfolio
|
Q2 2025
Reduced 26.85%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
9,245
shares
|
$411,494
0.34% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
9,220
shares
|
$410,382
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
8,869
shares
|
$394,759
0.11% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
8,851
shares
|
$393,958
0.15% of portfolio
|
Q4 2021
Reduced 26.58%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Jul 31, 2025 Q2 2025 |
8,821
shares
|
$392,622
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
8,726
shares
|
$388,394
0.03% of portfolio
|
Q3 2024
New holding
|