PAUG Institutional Ownership & Shareholders
INNOVATOR U.S. EQUITY POWER (PAUG) is currently held by 216 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $718.52M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $144.93M, representing an estimated gain of +8.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% 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
216
Total Reported Value
$718.52M
Largest Holder
Alliancebernstein L.P.
Largest Position
$132.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
21
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alliancebernstein L.P. | 0.04% | 3,112,734 | $132,975,996 | $144,928,895 | +$11,952,899 | +8.99% | |
| Penserra Capital Management Llc | 0.56% | 1,605,965 | $73,296,000 | $74,773,730 | +$1,477,730 | +2.02% | |
| Osaic Holdings, Inc. | 0.05% | 928,265 | $42,366,030 | $43,220,018 | +$853,988 | +2.02% | |
| Brookstone Capital Management | 0.32% | 694,670 | $32,406,356 | $32,343,835 | -$62,521 | -0.19% | |
| Commonwealth Equity Services, Llc | 0.03% | 511,719 | $23,354,866 | $23,825,637 | +$470,771 | +2.02% | |
| Focus Partners Wealth | 0.02% | 498,072 | $22,732,038 | $23,190,232 | +$458,194 | +2.02% | |
| Cresset Asset Management, Llc | 0.07% | 439,838 | $20,074,235 | $20,478,857 | +$404,622 | +2.02% | |
| Blair William & Co/Il | 0.04% | 377,754 | $17,240,693 | $17,588,226 | +$347,533 | +2.02% | |
| Kestra Advisory Services, Llc | 0.05% | 356,698 | $16,279,693 | $16,607,859 | +$328,166 | +2.02% | |
| Cetera Investment Advisers | 0.01% | 285,739 | $13,041,128 | $13,304,008 | +$262,880 | +2.02% | |
| Raymond James Financial Inc | 0.00% | 282,430 | $12,890,106 | $13,149,941 | +$259,835 | +2.02% | |
| Lpl Financial Llc | 0.00% | 254,548 | $11,617,555 | $11,851,755 | +$234,200 | +2.02% | |
| Concurrent Investment Advisors, Llc | 0.07% | 219,919 | $10,259,241 | $10,239,429 | -$19,812 | -0.19% | |
| Envestnet Asset Management Inc | 0.00% | 215,694 | $9,844,274 | $10,042,713 | +$198,439 | +2.02% | |
| Ascent Wealth Partners, Llc | 0.94% | 203,878 | $9,510,909 | $9,492,560 | -$18,349 | -0.19% | |
| Beacon Pointe Advisors, Llc | 0.04% | 191,998 | $8,762,767 | $8,939,427 | +$176,660 | +2.02% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 170,970 | $8,037,300 | $7,960,363 | -$76,937 | -0.96% | |
| Rothschild Wealth Llc | 0.62% | 170,627 | $7,787,416 | $7,944,393 | +$156,977 | +2.02% | |
| Corecap Advisors, Llc | 0.21% | 157,429 | $7,344,063 | $7,329,894 | -$14,169 | -0.19% | |
| Composition Wealth, Llc | 0.09% | 159,083 | $7,260,548 | $7,406,904 | +$146,356 | +2.02% | |
| Cerity Partners Llc | 0.01% | 139,971 | $6,388,276 | $6,517,050 | +$128,774 | +2.02% | |
| Truist Financial Corp | 0.01% | 133,830 | $6,243,165 | $6,231,125 | -$12,040 | -0.19% | |
| Gill Capital Partners, Llc | 1.60% | 125,748 | $5,866,144 | $5,854,827 | -$11,317 | -0.19% | |
| Diligent Investors, Llc | 1.21% | 118,476 | $5,526,905 | $5,516,243 | -$10,662 | -0.19% | |
| Susquehanna International Group, Llp | 0.00% | 108,475 | $4,950,799 | $5,050,596 | +$99,797 | +2.02% | |
| Atria Investments, Inc | 0.05% | 102,544 | $4,783,678 | $4,774,449 | -$9,229 | -0.19% | |
| Mariner, Llc | 0.00% | 103,816 | $4,738,162 | $4,833,673 | +$95,511 | +2.02% | |
| Capital Investment Advisory Services, Llc | 0.29% | 99,116 | $4,623,761 | $4,614,841 | -$8,920 | -0.19% | |
| Lineweaver Wealth Advisors, Llc | 0.48% | 89,661 | $4,182,686 | $4,174,616 | -$8,070 | -0.19% | |
| Bellwether Advisors, Llc | 0.57% | 84,532 | $3,858,040 | $3,935,810 | +$77,770 | +2.02% | |
| Southland Equity Partners Llc | 0.64% | 79,739 | $3,719,824 | $3,712,648 | -$7,176 | -0.19% | |
| Keating Financial Advisory Services, Inc. | 0.48% | 80,659 | $3,681,277 | $3,755,483 | +$74,206 | +2.02% | |
| Captrust Financial Advisors | 0.01% | 77,886 | $3,554,717 | $3,626,372 | +$71,655 | +2.02% | |
| Onedigital Investment Advisors Llc | 0.03% | 74,535 | $3,401,790 | $3,470,350 | +$68,560 | +2.02% | |
| Trek Financial, Llc | 0.16% | 72,811 | $3,396,633 | $3,390,080 | -$6,553 | -0.19% | |
| Janney Montgomery Scott Llc | 0.01% | 73,089 | $3,336,000 | $3,403,024 | +$67,024 | +2.01% | |
| Kfg Wealth Management, Llc | 0.35% | 69,767 | $3,254,631 | $3,248,352 | -$6,279 | -0.19% | |
| Mml Investors Services, Llc | 0.01% | 70,685 | $3,226,063 | $3,291,094 | +$65,031 | +2.02% | |
| Corrado Advisors, Llc | 1.48% | 64,437 | $3,005,987 | $3,000,187 | -$5,800 | -0.19% | |
| Chris Bulman Inc | 1.05% | 64,426 | $3,005,473 | $2,999,675 | -$5,798 | -0.19% | |
| First Commonwealth Financial Corp | 0.42% | 65,824 | $3,004,207 | $3,064,765 | +$60,558 | +2.02% | |
| Advisory Alpha, Llc | 0.07% | 63,105 | $2,880,112 | $2,938,169 | +$58,057 | +2.02% | |
| Cassady Wealth & Retirement Planning, Llc | 1.32% | 62,298 | $2,843,281 | $2,900,595 | +$57,314 | +2.02% | |
| Keystone Wealth Services, Llc | 0.51% | 60,091 | $2,742,553 | $2,797,837 | +$55,284 | +2.02% | |
| Yarger Wealth Strategies, Llc | 0.96% | 58,602 | $2,683,949 | $2,728,509 | +$44,560 | +1.66% | |
| Mai Capital Management | 0.01% | 58,698 | $2,678,968 | $2,732,979 | +$54,011 | +2.02% | |
| Bcs Wealth Management | 0.45% | 55,204 | $2,519,510 | $2,570,298 | +$50,788 | +2.02% | |
| Cra Financial Services, Llc | 0.28% | 53,910 | $2,514,902 | $2,510,050 | -$4,852 | -0.19% | |
| Global Assets Advisory, Llc | 0.53% | 50,724 | $2,384,637 | $2,361,709 | -$22,928 | -0.96% | |
| Cofg Advisors, Llc | 0.41% | 51,992 | $2,372,915 | $2,420,748 | +$47,833 | +2.02% |
Frequently asked questions about PAUG
Who are the largest institutional holders of PAUG?
The largest institutional holders of PAUG reported in the latest SEC Form 13F filings include Alliancebernstein L.P., Penserra Capital Management Llc, Osaic Holdings, Inc., Brookstone Capital Management, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported PAUG position.
What is PAUG institutional ownership?
This page tracks PAUG positions reported by institutional investment managers through SEC Form 13F. INNOVATOR U.S. EQUITY POWER (PAUG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PAUG?
InsiderSet currently tracks 216 institutional managers reporting PAUG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PAUG shareholders.
How much PAUG stock do institutions own?
Institutional investment managers disclosed approximately $718.52M in PAUG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PAUG institutional ownership last updated?
The latest PAUG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PAUG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PAUG position after the reporting date.
Are institutions buying or selling PAUG?
Institutional buying and selling can be analyzed by comparing PAUG positions across consecutive 13F reporting periods. InsiderSet's PAUG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PAUG ownership changes.
How has PAUG institutional ownership changed over time?
InsiderSet tracks PAUG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.