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 187 institutions that hold shares in the stock, with a total of 14.9 Million shares, which have been reported (via 13F filing form) to have a value of $550 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,844,082
shares
|
$105 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
2,268,795
shares
|
$83.6 Million
2.16% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
1,100,052
shares
|
$40.5 Million
0.86% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
853,285
shares
|
$31.4 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
436,382
shares
|
$16.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 21.47%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
406,081
shares
|
$15 Million
3.92% of portfolio
|
Q3 2023
Reduced 38.82%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
349,215
shares
|
$12.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 37.75%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
327,829
shares
|
$12.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
248,803
shares
|
$9.17 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
|
$8.75 Million
0.95% of portfolio
|
Q1 2024
Added 108.07%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
221,202
shares
|
$8.15 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
192,593
shares
|
$7.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
160,134
shares
|
$5.9 Million
0.1% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
153,470
shares
|
$5.65 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
150,378
shares
|
$5.54 Million
1.32% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
140,954
shares
|
$5.19 Million
0.06% of portfolio
|
Q3 2024
Reduced 13.28%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
134,523
shares
|
$4.96 Million
2.06% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
119,688
shares
|
$4.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
119,148
shares
|
$4.39 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
115,818
shares
|
$4.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
110,570
shares
|
$4.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 29.24%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
110,452
shares
|
$4.07 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
107,548
shares
|
$3.96 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
105,625
shares
|
$3.89 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
104,916
shares
|
$3.87 Million
1.32% of portfolio
|
Q3 2024
Reduced 4.09%
|