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 |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
5,672
shares
|
$252,460
0.02% of portfolio
|
Q2 2024
Reduced 13.01%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,663
shares
|
$252,060
0.01% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,527
shares
|
$246,006
0.02% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,420
shares
|
$241,244
0.0% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
5,417
shares
|
$241,110
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
5,402
shares
|
$240,443
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
5,400
shares
|
$240,354
0.09% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
5,310
shares
|
$236,348
0.15% of portfolio
|
Q1 2025
Reduced 22.03%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
5,260
shares
|
$234,122
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
5,245
shares
|
$233,454
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
5,105
shares
|
$227,223
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
5,016
shares
|
$223,262
0.27% of portfolio
|
Q2 2025
Added 163.31%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,980
shares
|
$221,659
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
4,955
shares
|
$220,547
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
4,757
shares
|
$211,734
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mitchell Capital Management CO
|
Jul 25, 2025 Q2 2025 |
4,551
shares
|
$202,565
0.04% of portfolio
|
Q2 2025
Reduced 26.6%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
4,460
shares
|
$198,514
0.01% of portfolio
|
Q2 2025
Reduced 76.07%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
3,988
shares
|
$177,505
0.01% of portfolio
|
Q3 2024
Reduced 38.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,862
shares
|
$171,897
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
3,243
shares
|
$144,345
0.0% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
3,139
shares
|
$139,716
0.08% of portfolio
|
Q4 2023
Reduced 12.05%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
2,612
shares
|
$116,260
0.01% of portfolio
|
Q1 2025
Added 665.98%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,429
shares
|
$108,114
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
2,422
shares
|
$107,803
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,296
shares
|
$102,194
0.01% of portfolio
|
Q1 2025
Reduced 1.08%
|