Institutional Ownership Innovator U.S. Equity Power Bu (PFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PFEB). We have compiled data on the 190 institutions that hold shares in the stock, with a total of 16 Million shares, which have been reported (via 13F filing form) to have a value of $567 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
2,960,494
shares
|
$105 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
Gradient Investments LLC
|
Jul 18, 2024 Q2 2024 |
2,246,531
shares
|
$79.7 Million
2.25% of portfolio
|
Q2 2024
Added 3.6%
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
1,038,948
shares
|
$36.9 Million
0.46% of portfolio
|
Q2 2024
Added 3.69%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
888,732
shares
|
$31.5 Million
0.08% of portfolio
|
Q2 2024
Added 61.48%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
561,005
shares
|
$19.9 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
555,661
shares
|
$19.7 Million
0.03% of portfolio
|
Q2 2024
Reduced 4.06%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
406,081
shares
|
$14.4 Million
3.92% of portfolio
|
Q3 2023
Reduced 38.82%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
350,593
shares
|
$12.4 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
257,735
shares
|
$9.15 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
237,590
shares
|
$8.43 Million
0.95% of portfolio
|
Q1 2024
Added 108.07%
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
231,223
shares
|
$8.21 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
216,086
shares
|
$7.67 Million
0.02% of portfolio
|
Q2 2024
Reduced 13.77%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
178,641
shares
|
$6.34 Million
0.0% of portfolio
|
Q2 2024
Reduced 14.22%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
178,094
shares
|
$6.32 Million
0.12% of portfolio
|
Q2 2024
Reduced 83.69%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
164,961
shares
|
$5.85 Million
0.01% of portfolio
|
Q2 2024
Reduced 57.1%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
162,532
shares
|
$5.77 Million
0.07% of portfolio
|
Q2 2024
Reduced 15.91%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
156,265
shares
|
$5.55 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 12, 2024 Q2 2024 |
152,296
shares
|
$5.4 Million
1.53% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
Bcs Wealth Management
|
Jul 16, 2024 Q2 2024 |
140,950
shares
|
$5 Million
2.41% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
130,010
shares
|
$4.61 Million
0.0% of portfolio
|
Q2 2024
Added 37.39%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
129,544
shares
|
$4.6 Million
0.01% of portfolio
|
Q2 2024
Added 2.57%
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
121,939
shares
|
$4.33 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
118,389
shares
|
$4.2 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
115,563
shares
|
$4.1 Million
0.04% of portfolio
|
Q2 2024
Reduced 12.4%
|
|
Castle Rock Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
110,489
shares
|
$3.92 Million
1.0% of portfolio
|
Q2 2024
Reduced 2.5%
|