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 249 institutions that hold shares in the stock, with a total of 19.9 Million shares, which have been reported (via 13F filing form) to have a value of $827 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
9,161
shares
|
$380,639
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
8,997
shares
|
$373,825
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
8,851
shares
|
$367,759
0.14% of portfolio
|
Q4 2021
Reduced 26.58%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
8,726
shares
|
$362,565
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
8,456
shares
|
$351,346
0.1% of portfolio
|
Q1 2024
Reduced 24.69%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
8,400
shares
|
$349,020
0.25% of portfolio
|
Q3 2024
Reduced 26.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
8,125
shares
|
$337,593
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
8,048
shares
|
$334,394
0.03% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
8,043
shares
|
$334,186
0.0% of portfolio
|
Q2 2024
Reduced 4.77%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,751
shares
|
$322,054
0.0% of portfolio
|
Q3 2024
Reduced 18.78%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
7,657
shares
|
$318,148
0.02% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
7,528
shares
|
$312,788
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Act Advisors, Llc.
|
Oct 18, 2024 Q3 2024 |
7,218
shares
|
$299,907
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
7,163
shares
|
$297,622
0.14% of portfolio
|
Q2 2023
Reduced 18.84%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
6,977
shares
|
$289,894
0.04% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
6,910
shares
|
$287,110
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
6,505
shares
|
$270,282
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
6,493
shares
|
$269,784
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
6,365
shares
|
$264,465
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
6,200
shares
|
$257,609
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
6,103
shares
|
$253,579
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
6,000
shares
|
$249,299
0.1% of portfolio
|
Q3 2024
Added 17.88%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
5,983
shares
|
$248,593
0.02% of portfolio
|
Q2 2024
Added 0.74%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
5,970
shares
|
$248,053
0.01% of portfolio
|
Q1 2024
Reduced 72.56%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
5,889
shares
|
$244,687
0.01% of portfolio
|
Q3 2024
Reduced 0.67%
|