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 220 institutions that hold shares in the stock, with a total of 17.4 Million shares, which have been reported (via 13F filing form) to have a value of $696 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,588,360
shares
|
$143 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
1,568,151
shares
|
$62.6 Million
0.81% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,261,719
shares
|
$50.4 Million
0.07% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,027,261
shares
|
$41 Million
0.05% of portfolio
|
Q3 2025
Reduced 11.24%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
964,742
shares
|
$38.5 Million
0.53% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
406,081
shares
|
$16.2 Million
3.92% of portfolio
|
Q3 2023
Reduced 38.82%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
330,755
shares
|
$13.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Rk Capital Management, Llc/Fl
Weston, FL |
Nov 13, 2025 Q3 2025 |
324,093
shares
|
$12.9 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
316,545
shares
|
$12.6 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
308,615
shares
|
$12.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
292,471
shares
|
$11.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 22.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
250,263
shares
|
$9.99 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
250,148
shares
|
$9.99 Million
0.0% of portfolio
|
Q3 2025
Added 12.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
248,803
shares
|
$9.93 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
|
$9.49 Million
0.95% of portfolio
|
Q1 2024
Added 108.07%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
221,095
shares
|
$8.83 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
212,927
shares
|
$8.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
170,616
shares
|
$6.81 Million
1.37% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
142,063
shares
|
$5.67 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
136,284
shares
|
$5.44 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.77%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
136,228
shares
|
$5.44 Million
1.32% of portfolio
|
Q3 2025
Reduced 8.16%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
128,198
shares
|
$5.12 Million
0.11% of portfolio
|
Q3 2025
Reduced 19.13%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
126,692
shares
|
$5.06 Million
0.04% of portfolio
|
Q3 2025
Reduced 28.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
105,153
shares
|
$4.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
103,505
shares
|
$4.13 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.36%
|
|