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 269 institutions that hold shares in the stock, with a total of 22 Million shares, which have been reported (via 13F filing form) to have a value of $1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
10,312
shares
|
$471,052
0.01% of portfolio
|
Q3 2025
Added 90.36%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,287
shares
|
$469,910
0.0% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
10,158
shares
|
$464,017
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
9,889
shares
|
$451,729
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,634
shares
|
$440,081
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
9,450
shares
|
$431,676
0.24% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
9,133
shares
|
$417,195
0.03% of portfolio
|
Q3 2025
Added 22.26%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
9,125
shares
|
$416,830
0.01% of portfolio
|
Q3 2025
Reduced 8.9%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
8,979
shares
|
$410,160
0.01% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
8,869
shares
|
$405,135
0.07% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
8,851
shares
|
$404,313
0.09% of portfolio
|
Q4 2021
Reduced 26.58%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
8,740
shares
|
$399,243
0.04% of portfolio
|
Q3 2025
Added 14.64%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
8,322
shares
|
$380,148
0.01% of portfolio
|
Q1 2025
Reduced 20.2%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
8,266
shares
|
$377,590
0.29% of portfolio
|
Q3 2025
Reduced 10.59%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
8,055
shares
|
$367,952
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
8,026
shares
|
$366,627
0.02% of portfolio
|
Q3 2025
Added 45.21%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
7,922
shares
|
$361,876
0.01% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
7,600
shares
|
$347,168
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
7,490
shares
|
$342,143
0.02% of portfolio
|
Q3 2025
Reduced 7.3%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
7,304
shares
|
$333,646
0.07% of portfolio
|
Q3 2025
Added 1447.46%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
7,261
shares
|
$331,682
0.0% of portfolio
|
Q3 2025
Reduced 68.93%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
7,224
shares
|
$329,992
0.01% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
7,163
shares
|
$327,205
0.12% of portfolio
|
Q2 2023
Reduced 18.84%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
7,081
shares
|
$323,460
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
6,934
shares
|
$316,745
0.02% of portfolio
|
Q3 2025
Added 22.25%
|
|