INNOVATOR U.S. EQUITY POWER (PAUG) Institutional Ownership Changes & 13F Activity

INNOVATOR U.S. EQUITY POWER (PAUG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Alliancebernstein L.P., Osaic Holdings, Inc., Cresset Asset Management, Llc, Blair William & Co/Il, and Cetera Investment Advisers.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Dakota Wealth ManagementSell-41,360-77.2%12,247$529.68KQ4 2025Aug 26, 2026
Independent Financial Group, LlcSell-1,361-7.1%17,822$770.80KQ4 2025May 15, 2026
Cassady Wealth & Retirement Planning, LlcBuy+62,544—62,544$2.71MQ4 2025Apr 02, 2026
Bison Wealth, LlcBuy+6,400—6,400$272.32KQ4 2025Mar 24, 2026
Forty-Three Eighteen Advisors, LlcBuy+6,028—6,028$260.71KQ4 2025Mar 17, 2026
Sunbelt Securities, Inc.Buy+900—900$38.92KQ4 2025Feb 20, 2026
Bfi Wealth Solutions, LlcBuy+24,826—24,826$1.07MQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+322,038—322,038$13.93MQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+193,509—193,509$8.37MQ4 2025Feb 18, 2026
First Commonwealth Financial CorpBuy+65,840—65,840$2.85MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+36,676—36,676$1.59MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+18,066—18,066$781.36KQ4 2025Feb 18, 2026
Ameriflex Group, Inc.Buy+6,879—6,879$297.52KQ4 2025Feb 18, 2026
Garton & Associates Financial Advisors LlcBuy+200—200$8.65KQ4 2025Feb 18, 2026
Alliancebernstein L.P.Buy+3,291,706—3,291,706$142.37MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+1,416,037—1,416,037$61.24MQ4 2025Feb 17, 2026
Cresset Asset Management, LlcBuy+459,796—459,796$19.89MQ4 2025Feb 17, 2026
Blair William & Co/IlBuy+431,873—431,873$18.68MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+335,419—335,419$14.51MQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+78,773—78,773$3.41MQ4 2025Feb 17, 2026
Advisory Services Network, LlcBuy+39,471—39,471$1.71MQ4 2025Feb 17, 2026
Clay Northam Wealth Management, LlcBuy+37,370—37,370$1.62MQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+18,659—18,659$807.00KQ4 2025Feb 17, 2026
Beacon Financial Advisory LlcBuy+18,656—18,656$806.87KQ4 2025Feb 17, 2026
Cape Investment Advisory, Inc.Buy+16,395—16,395$709.08KQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+14,321—14,321$619.38KQ4 2025Feb 17, 2026
Two Sigma Securities, LlcBuy+9,007—9,007$389.55KQ4 2025Feb 17, 2026
Iht Wealth Management, LlcBuy+8,100—8,100$350.33KQ4 2025Feb 17, 2026
Garden State Investment Advisory Services LlcBuy+5,450—5,450$235.71KQ4 2025Feb 17, 2026
Faithward Advisors, LlcBuy+4,697—4,697$203.15KQ4 2025Feb 17, 2026
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Frequently asked questions about PAUG activity

  • Which institutional owners are buying PAUG?

    Institutional owners buying PAUG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PAUG activity?

    "Buy" means an investor increased their reported position in PAUG compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY POWER (PAUG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PAUG increasing?

    Institutional interest in PAUG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.