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 $606.69M 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 $137.31M in its March 31, 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 $145.97M, representing an estimated gain of +6.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed PAUG value among the investors covered in this analysis. Major shareholders include Alliancebernstein L.P., Osaic Holdings, Inc., Commonwealth Equity Services, Llc, 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
$606.69M
Largest Holder
Alliancebernstein L.P.
Largest Position
$137.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
83
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% | 3,174,746 | $137,307,765 | $145,974,821 | +$8,667,056 | +6.31% | |
| Osaic Holdings, Inc. | 0.05% | 791,757 | $33,823,842 | $36,404,987 | +$2,581,145 | +7.63% | |
| Commonwealth Equity Services, Llc | 0.03% | 511,719 | $23,354,866 | $23,528,840 | +$173,974 | +0.74% | |
| Focus Partners Wealth | 0.02% | 513,280 | $21,927,012 | $23,600,614 | +$1,673,602 | +7.63% | |
| Cresset Asset Management, Llc | 0.08% | 447,176 | $19,103,374 | $20,561,152 | +$1,457,778 | +7.63% | |
| Blair William & Co/Il | 0.05% | 404,463 | $17,278,659 | $18,597,209 | +$1,318,550 | +7.63% | |
| Hightower Advisors, Llc | 0.02% | 404,439 | $17,277,634 | $18,596,105 | +$1,318,471 | +7.63% | |
| Kestra Advisory Services, Llc | 0.05% | 356,698 | $16,279,693 | $16,400,974 | +$121,281 | +0.74% | |
| Cetera Investment Advisers | 0.01% | 318,614 | $13,611,190 | $14,649,872 | +$1,038,682 | +7.63% | |
| Raymond James Financial Inc | 0.00% | 307,062 | $13,117,689 | $14,118,711 | +$1,001,022 | +7.63% | |
| Creative Planning | 0.01% | 270,134 | $11,540,104 | $12,420,761 | +$880,657 | +7.63% | |
| Lpl Financial Llc | 0.00% | 253,724 | $10,839,074 | $11,666,230 | +$827,156 | +7.63% | |
| Advisory Alpha, Llc | 0.27% | 230,925 | $9,865,116 | $10,617,932 | +$752,816 | +7.63% | |
| Concurrent Investment Advisors, Llc | 0.08% | 206,911 | $9,443,435 | $9,513,768 | +$70,333 | +0.74% | |
| Envestnet Asset Management Inc | 0.00% | 220,358 | $9,413,694 | $10,132,061 | +$718,367 | +7.63% | |
| Truist Financial Corp | 0.01% | 180,690 | $8,246,687 | $8,308,126 | +$61,439 | +0.75% | |
| Beacon Pointe Advisors, Llc | 0.04% | 191,832 | $8,195,043 | $8,820,435 | +$625,392 | +7.63% | |
| Rothschild Wealth Llc | 0.68% | 176,212 | $7,527,777 | $8,102,228 | +$574,451 | +7.63% | |
| Composition Wealth, Llc | 0.09% | 159,083 | $7,260,548 | $7,314,636 | +$54,088 | +0.74% | |
| Cerity Partners Llc | 0.01% | 163,483 | $6,983,994 | $7,516,948 | +$532,954 | +7.63% | |
| Corecap Advisors, Llc | 0.20% | 148,465 | $6,775,943 | $6,826,421 | +$50,478 | +0.74% | |
| Brookstone Capital Management | 0.06% | 138,876 | $6,338,301 | $6,385,518 | +$47,217 | +0.74% | |
| Gill Capital Partners, Llc | 1.71% | 139,320 | $5,951,750 | $6,405,934 | +$454,184 | +7.63% | |
| Mcalister, Sweet & Associates, Inc. | 3.01% | 123,580 | $5,640,191 | $5,682,208 | +$42,017 | +0.74% | |
| Diligent Investors, Llc | 1.22% | 119,596 | $5,458,361 | $5,499,024 | +$40,663 | +0.74% | |
| Atria Investments, Inc | 0.05% | 104,514 | $4,770,019 | $4,805,554 | +$35,535 | +0.74% | |
| Capital Investment Advisory Services, Llc | 0.29% | 101,541 | $4,634,331 | $4,668,855 | +$34,524 | +0.74% | |
| Southland Equity Partners Llc | 0.66% | 82,461 | $3,763,520 | $3,791,557 | +$28,037 | +0.74% | |
| Bellwether Advisors, Llc | 0.61% | 84,532 | $3,611,207 | $3,886,781 | +$275,574 | +7.63% | |
| Trek Financial, Llc | 0.18% | 80,886 | $3,455,450 | $3,719,138 | +$263,688 | +7.63% | |
| Keating Financial Advisory Services, Inc. | 0.56% | 80,478 | $3,438,020 | $3,700,378 | +$262,358 | +7.63% | |
| Lineweaver Wealth Advisors, Llc | 0.41% | 74,853 | $3,416,291 | $3,441,741 | +$25,450 | +0.74% | |
| Onedigital Investment Advisors Llc | 0.03% | 78,555 | $3,355,861 | $3,611,959 | +$256,098 | +7.63% | |
| Mariner, Llc | 0.00% | 78,300 | $3,344,976 | $3,600,234 | +$255,258 | +7.63% | |
| Captrust Financial Advisors | 0.01% | 78,059 | $3,334,680 | $3,589,153 | +$254,473 | +7.63% | |
| Kfg Wealth Management, Llc | 0.36% | 69,241 | $3,160,159 | $3,183,701 | +$23,542 | +0.74% | |
| Mai Capital Management | 0.02% | 72,036 | $3,077,370 | $3,312,215 | +$234,845 | +7.63% | |
| First Commonwealth Financial Corp | 0.46% | 66,951 | $2,860,147 | $3,078,407 | +$218,260 | +7.63% | |
| Cassady Wealth & Retirement Planning, Llc | 1.32% | 62,298 | $2,843,281 | $2,864,462 | +$21,181 | +0.74% | |
| Cra Financial Services, Llc | 0.32% | 59,910 | $2,734,292 | $2,754,662 | +$20,370 | +0.74% | |
| Keystone Wealth Services, Llc | 0.58% | 63,833 | $2,726,946 | $2,935,041 | +$208,095 | +7.63% | |
| Yarger Wealth Strategies, Llc | 0.96% | 58,602 | $2,683,949 | $2,694,520 | +$10,571 | +0.39% | |
| Ae Wealth Management Llc | 0.01% | 61,881 | $2,643,556 | $2,845,288 | +$201,732 | +7.63% | |
| Chris Bulman Inc | 0.95% | 56,987 | $2,600,886 | $2,620,262 | +$19,376 | +0.74% | |
| Corrado Advisors, Llc | 1.16% | 55,384 | $2,527,726 | $2,546,556 | +$18,830 | +0.74% | |
| Bcs Wealth Management | 0.45% | 55,204 | $2,519,510 | $2,538,280 | +$18,770 | +0.74% | |
| Mutual Advisors, Llc | 0.05% | 52,715 | $2,251,993 | $2,423,836 | +$171,843 | +7.63% | |
| Cofg Advisors, Llc | 0.56% | 52,671 | $2,250,105 | $2,421,813 | +$171,708 | +7.63% | |
| Dhjj Financial Advisors, Ltd. | 0.64% | 48,486 | $2,212,902 | $2,229,386 | +$16,484 | +0.74% | |
| Global Assets Advisory, Llc | 0.46% | 46,250 | $2,111,313 | $2,126,575 | +$15,262 | +0.72% |
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.