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 256 institutions that hold shares in the stock, with a total of 17.3 Million shares, which have been reported (via 13F filing form) to have a value of $691 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
5,983
shares
|
$239,619
0.02% of portfolio
|
Q2 2024
Added 0.74%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,923
shares
|
$237,216
0.0% of portfolio
|
Q1 2025
Added 14.23%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
5,870
shares
|
$235,093
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
5,748
shares
|
$230,207
0.03% of portfolio
|
Q2 2024
Reduced 11.13%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
5,700
shares
|
$228,284
0.09% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
5,672
shares
|
$227,163
0.02% of portfolio
|
Q2 2024
Reduced 13.01%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,663
shares
|
$226,803
0.01% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
5,630
shares
|
$225,481
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Apr 29, 2025 Q1 2025 |
5,533
shares
|
$221,596
0.09% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
5,416
shares
|
$216,910
0.0% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,402
shares
|
$216,350
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,357
shares
|
$214,547
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
5,310
shares
|
$212,665
0.15% of portfolio
|
Q1 2025
Reduced 22.03%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
5,260
shares
|
$210,662
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
5,245
shares
|
$210,062
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
5,116
shares
|
$204,895
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
5,105
shares
|
$204,455
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,980
shares
|
$199,449
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
4,437
shares
|
$177,701
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
3,988
shares
|
$159,719
0.01% of portfolio
|
Q3 2024
Reduced 38.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
3,862
shares
|
$154,673
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
3,243
shares
|
$129,882
0.0% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
3,139
shares
|
$125,716
0.08% of portfolio
|
Q4 2023
Reduced 12.05%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
2,612
shares
|
$104,610
0.01% of portfolio
|
Q1 2025
Added 665.98%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
2,564
shares
|
$102,688
0.08% of portfolio
|
Q3 2024
New holding
|