INNOVATOR U.S. EQUITY POWER (PAUG) Institutional Shareholders

INNOVATOR U.S. EQUITY POWER (PAUG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $666.52M in PAUG holdings during the latest filing period.

Alliancebernstein L.P. is currently the largest disclosed institutional shareholder of PAUG tracked by InsiderSet, reporting ownership valued at approximately $132.98M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $145.08M, representing an estimated gain of +9.10% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed PAUG value among the investors covered in this analysis. Major shareholders include Alliancebernstein L.P., Penserra Capital Management Llc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY POWER (PAUG).

This page ranks the largest institutional PAUG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

204

Total Reported Value

$666.52M

Largest Holder

Alliancebernstein L.P.

Largest Position

$132.98M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

20

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Alliancebernstein L.P.0.04%3,112,734$132,975,996$145,078,618+$12,102,622+9.10%
Penserra Capital Management Llc0.56%1,605,965$73,296,000$74,850,977+$1,554,977+2.12%
Osaic Holdings, Inc.0.05%928,265$42,366,030$43,264,668+$898,638+2.12%
Commonwealth Equity Services, Llc0.03%511,719$23,354,866$23,850,250+$495,384+2.12%
Focus Partners Wealth0.02%498,072$22,732,038$23,214,190+$482,152+2.12%
Cresset Asset Management, Llc0.07%439,838$20,074,235$20,500,013+$425,778+2.12%
Blair William & Co/Il0.04%377,754$17,240,693$17,606,396+$365,703+2.12%
Kestra Advisory Services, Llc0.05%356,698$16,279,693$16,625,016+$345,323+2.12%
Cetera Investment Advisers0.01%285,739$13,041,128$13,317,752+$276,624+2.12%
Raymond James Financial Inc0.00%282,430$12,890,106$13,163,526+$273,420+2.12%
Lpl Financial Llc0.00%254,548$11,617,555$11,863,999+$246,444+2.12%
Envestnet Asset Management Inc0.00%215,694$9,844,274$10,053,088+$208,814+2.12%
Concurrent Investment Advisors, Llc0.08%206,911$9,443,435$9,643,729+$200,294+2.12%
Beacon Pointe Advisors, Llc0.04%191,998$8,762,767$8,948,662+$185,895+2.12%
Truist Financial Corp0.01%180,690$8,246,687$8,421,618+$174,931+2.12%
Rothschild Wealth Llc0.62%170,627$7,787,416$7,952,600+$165,184+2.12%
Composition Wealth, Llc0.09%159,083$7,260,548$7,414,556+$154,008+2.12%
Corecap Advisors, Llc0.20%148,465$6,775,943$6,919,672+$143,729+2.12%
Cerity Partners Llc0.01%139,971$6,388,276$6,523,782+$135,506+2.12%
Brookstone Capital Management0.06%138,876$6,338,301$6,472,746+$134,445+2.12%
Gill Capital Partners, Llc1.60%131,965$6,022,883$6,150,638+$127,755+2.12%
Mcalister, Sweet & Associates, Inc.3.01%123,580$5,640,191$5,759,829+$119,638+2.12%
Diligent Investors, Llc1.22%119,596$5,458,361$5,574,142+$115,781+2.12%
Susquehanna International Group, Llp0.00%108,475$4,950,799$5,055,814+$105,015+2.12%
Atria Investments, Inc0.05%104,514$4,770,019$4,871,199+$101,180+2.12%
Mariner, Llc0.00%103,816$4,738,162$4,838,667+$100,505+2.12%
Capital Investment Advisory Services, Llc0.29%101,541$4,634,331$4,732,633+$98,302+2.12%
Bellwether Advisors, Llc0.57%84,532$3,858,040$3,939,876+$81,836+2.12%
Southland Equity Partners Llc0.66%82,461$3,763,520$3,843,351+$79,831+2.12%
Keating Financial Advisory Services, Inc.0.48%80,659$3,681,277$3,759,363+$78,086+2.12%
Captrust Financial Advisors0.01%77,886$3,554,717$3,630,118+$75,401+2.12%
Lineweaver Wealth Advisors, Llc0.41%74,853$3,416,291$3,488,756+$72,465+2.12%
Onedigital Investment Advisors Llc0.03%74,535$3,401,790$3,473,935+$72,145+2.12%
Janney Montgomery Scott Llc0.01%73,089$3,336,000$3,406,539+$70,539+2.11%
Mml Investors Services, Llc0.01%70,685$3,226,063$3,294,494+$68,431+2.12%
Kfg Wealth Management, Llc0.36%69,241$3,160,159$3,227,191+$67,032+2.12%
Trek Financial, Llc0.15%67,503$3,080,837$3,146,187+$65,350+2.12%
First Commonwealth Financial Corp0.42%65,824$3,004,207$3,067,932+$63,725+2.12%
Advisory Alpha, Llc0.07%63,105$2,880,112$2,941,204+$61,092+2.12%
Cassady Wealth & Retirement Planning, Llc1.32%62,298$2,843,281$2,903,591+$60,310+2.12%
Keystone Wealth Services, Llc0.51%60,091$2,742,553$2,800,727+$58,174+2.12%
Cra Financial Services, Llc0.32%59,910$2,734,292$2,792,291+$57,999+2.12%
Yarger Wealth Strategies, Llc0.96%58,602$2,683,949$2,731,328+$47,379+1.77%
Mai Capital Management0.01%58,698$2,678,968$2,735,802+$56,834+2.12%
Chris Bulman Inc0.95%56,987$2,600,886$2,656,056+$55,170+2.12%
Corrado Advisors, Llc1.16%55,384$2,527,726$2,581,343+$53,617+2.12%
Bcs Wealth Management0.45%55,204$2,519,510$2,572,954+$53,444+2.12%
Cofg Advisors, Llc0.41%51,992$2,372,915$2,423,248+$50,333+2.12%
Old Mission Capital Llc0.06%50,280$2,294,779$2,343,455+$48,676+2.12%
Dakota Wealth Management0.05%53,607$2,276,690$2,498,520+$221,830+9.74%
Showing 50 of 204

Frequently asked questions about PAUG

  • Who owns the most PAUG stock?

    The largest holders of PAUG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR U.S. EQUITY POWER (PAUG).

  • Is PAUG widely held by superinvestors?

    Many widely followed stocks like PAUG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PAUG is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.