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 |
|---|---|---|---|---|---|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
8,322
shares
|
$370,412
0.01% of portfolio
|
Q1 2025
Reduced 20.2%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
8,292
shares
|
$369,076
0.02% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
8,080
shares
|
$359,640
0.03% of portfolio
|
Q2 2025
Reduced 60.21%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
8,003
shares
|
$356,213
0.01% of portfolio
|
Q1 2025
Reduced 18.48%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
7,922
shares
|
$352,608
0.01% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
7,836
shares
|
$348,780
0.0% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
7,624
shares
|
$339,344
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
7,621
shares
|
$339,210
0.09% of portfolio
|
Q2 2025
Reduced 18.41%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
7,470
shares
|
$332,489
0.03% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
7,359
shares
|
$327,549
0.03% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Aug 04, 2025 Q2 2025 |
7,165
shares
|
$318,914
0.18% of portfolio
|
Q1 2025
Reduced 60.96%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
7,163
shares
|
$318,825
0.12% of portfolio
|
Q2 2023
Reduced 18.84%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
7,124
shares
|
$317,089
0.02% of portfolio
|
Q2 2025
Reduced 47.34%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
6,980
shares
|
$310,679
0.01% of portfolio
|
Q2 2025
Added 23.98%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
6,875
shares
|
$306,006
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
6,856
shares
|
$305,160
0.18% of portfolio
|
Q2 2025
Reduced 89.81%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
6,766
shares
|
$301,154
0.02% of portfolio
|
Q2 2025
Reduced 17.35%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
6,755
shares
|
$300,665
0.04% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
6,505
shares
|
$289,537
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
6,493
shares
|
$289,003
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
6,373
shares
|
$283,662
0.09% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
6,321
shares
|
$281,347
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
6,302
shares
|
$280,502
0.11% of portfolio
|
Q2 2025
Added 13.9%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
5,983
shares
|
$266,303
0.02% of portfolio
|
Q2 2024
Added 0.74%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
5,748
shares
|
$255,843
0.03% of portfolio
|
Q2 2024
Reduced 11.13%
|