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 191 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $564 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
|
$108 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
2,268,795
shares
|
$82.8 Million
2.16% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
1,038,948
shares
|
$37.9 Million
0.46% of portfolio
|
Q2 2024
Added 3.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
888,732
shares
|
$32.4 Million
0.08% of portfolio
|
Q2 2024
Added 61.48%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
436,382
shares
|
$15.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 21.47%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
406,081
shares
|
$14.8 Million
3.92% of portfolio
|
Q3 2023
Reduced 38.82%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
350,593
shares
|
$12.8 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
349,215
shares
|
$12.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 37.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
248,803
shares
|
$9.08 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
|
$8.67 Million
0.95% of portfolio
|
Q1 2024
Added 108.07%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
231,223
shares
|
$8.44 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
216,086
shares
|
$7.88 Million
0.02% of portfolio
|
Q2 2024
Reduced 13.77%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
162,532
shares
|
$5.93 Million
0.07% of portfolio
|
Q2 2024
Reduced 15.91%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
160,134
shares
|
$5.84 Million
0.1% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
156,265
shares
|
$5.7 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
153,470
shares
|
$5.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
150,378
shares
|
$5.49 Million
1.32% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
134,523
shares
|
$4.91 Million
2.06% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
130,010
shares
|
$4.74 Million
0.0% of portfolio
|
Q2 2024
Added 37.39%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
129,544
shares
|
$4.73 Million
0.01% of portfolio
|
Q2 2024
Added 2.57%
|
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
121,939
shares
|
$4.45 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
115,818
shares
|
$4.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
115,563
shares
|
$4.22 Million
0.04% of portfolio
|
Q2 2024
Reduced 12.4%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
110,452
shares
|
$4.03 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Weaver Consulting Group
|
Jul 12, 2024 Q2 2024 |
109,392
shares
|
$3.99 Million
1.45% of portfolio
|
Q1 2024
Added 12.16%
|