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 227 institutions that hold shares in the stock, with a total of 18.5 Million shares, which have been reported (via 13F filing form) to have a value of $731 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guild Investment Management, Inc.
|
Jul 23, 2025 Q2 2025 |
124,345
shares
|
$4.91 Million
4.67% of portfolio
|
Q2 2025
Added 203.28%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
114,685
shares
|
$4.53 Million
0.04% of portfolio
|
Q2 2025
Reduced 74.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
106,785
shares
|
$4.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.38%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
104,928
shares
|
$4.14 Million
0.13% of portfolio
|
Q2 2025
Added 63.34%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
103,769
shares
|
$4.1 Million
1.27% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
99,029
shares
|
$3.91 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
92,903
shares
|
$3.67 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
90,970
shares
|
$3.59 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
87,762
shares
|
$3.47 Million
1.18% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
86,670
shares
|
$3.42 Million
0.41% of portfolio
|
Q2 2025
Added 24.96%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
82,269
shares
|
$3.25 Million
0.02% of portfolio
|
Q1 2025
Added 61.4%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Oct 02, 2025 Q3 2025 |
81,232
shares
|
$3.21 Million
2.44% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
79,532
shares
|
$3.14 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
75,017
shares
|
$2.96 Million
1.73% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
72,853
shares
|
$2.88 Million
0.03% of portfolio
|
Q2 2025
Added 166.27%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
72,669
shares
|
$2.87 Million
0.01% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
70,727
shares
|
$2.79 Million
0.24% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
70,295
shares
|
$2.78 Million
1.4% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
67,973
shares
|
$2.68 Million
0.57% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
66,805
shares
|
$2.64 Million
0.01% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
60,971
shares
|
$2.41 Million
0.04% of portfolio
|
Q1 2025
Added 27.79%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
55,663
shares
|
$2.2 Million
1.25% of portfolio
|
Q1 2025
Added 572.42%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
55,033
shares
|
$2.17 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
54,956
shares
|
$2.17 Million
0.06% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
54,470
shares
|
$2.15 Million
0.56% of portfolio
|
Q1 2025
Added 78.26%
|