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 229 institutions that hold shares in the stock, with a total of 18.1 Million shares, which have been reported (via 13F filing form) to have a value of $701 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
3,715,611
shares
|
$144 Million
0.05% of portfolio
|
Q1 2025
Added 34.75%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
1,542,531
shares
|
$59.7 Million
0.82% of portfolio
|
Q2 2025
Added 16.39%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,157,385
shares
|
$44.8 Million
0.06% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
989,111
shares
|
$38.3 Million
0.57% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
722,774
shares
|
$28 Million
0.06% of portfolio
|
Q4 2024
Added 8.79%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
406,081
shares
|
$15.7 Million
3.92% of portfolio
|
Q3 2023
Reduced 38.82%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
395,386
shares
|
$15.3 Million
0.01% of portfolio
|
Q1 2025
Added 50.65%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
394,589
shares
|
$15.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
334,244
shares
|
$12.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
329,192
shares
|
$12.7 Million
0.06% of portfolio
|
Q1 2025
Added 50.23%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
325,964
shares
|
$12.6 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Rk Capital Management, Llc/Fl
Weston, FL |
Jul 17, 2025 Q1 2025 |
324,093
shares
|
$12.6 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
252,398
shares
|
$9.78 Million
0.02% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
248,803
shares
|
$9.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
237,590
shares
|
$9.2 Million
0.95% of portfolio
|
Q1 2024
Added 108.07%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
229,649
shares
|
$8.89 Million
0.03% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
218,876
shares
|
$8.48 Million
0.0% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
213,131
shares
|
$8.25 Million
0.0% of portfolio
|
Q1 2025
Added 82.56%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
191,852
shares
|
$7.43 Million
0.08% of portfolio
|
Q1 2025
Added 42.61%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
176,060
shares
|
$6.82 Million
1.47% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
158,530
shares
|
$6.14 Million
0.14% of portfolio
|
Q2 2025
Added 26.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
156,084
shares
|
$6.05 Million
0.01% of portfolio
|
Q1 2025
Added 43.51%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
148,327
shares
|
$5.74 Million
1.21% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
124,769
shares
|
$4.83 Million
0.09% of portfolio
|
Q2 2025
Added 352.78%
|
|
|
Guild Investment Management, Inc.
|
Jul 23, 2025 Q2 2025 |
124,345
shares
|
$4.82 Million
4.67% of portfolio
|
Q2 2025
Added 203.28%
|