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 |
|---|---|---|---|---|---|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
53,542
shares
|
$2.11 Million
0.37% of portfolio
|
Q2 2025
Added 106.94%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
53,070
shares
|
$2.1 Million
0.11% of portfolio
|
Q4 2023
Reduced 11.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
52,435
shares
|
$2.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
50,874
shares
|
$2.01 Million
0.27% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
49,945
shares
|
$1.97 Million
0.23% of portfolio
|
Q1 2025
Added 45.43%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
49,224
shares
|
$1.94 Million
0.1% of portfolio
|
Q1 2025
Reduced 37.03%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
46,312
shares
|
$1.83 Million
0.77% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
45,219
shares
|
$1.79 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
45,088
shares
|
$1.78 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.37%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
43,815
shares
|
$1.73 Million
0.67% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
42,458
shares
|
$1.68 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
41,849
shares
|
$1.65 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
39,340
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
39,018
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
38,991
shares
|
$1.54 Million
1.2% of portfolio
|
Q2 2025
Reduced 15.6%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
38,476
shares
|
$1.52 Million
0.17% of portfolio
|
Q1 2025
Reduced 16.79%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
37,400
shares
|
$1.48 Million
0.34% of portfolio
|
Q2 2025
Reduced 27.24%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
37,271
shares
|
$1.47 Million
0.91% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
36,766
shares
|
$1.45 Million
0.02% of portfolio
|
Q1 2025
Added 23.9%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
36,419
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2025
Added 44.47%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
35,837
shares
|
$1.42 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
34,722
shares
|
$1.37 Million
0.23% of portfolio
|
Q3 2025
Reduced 8.11%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
34,596
shares
|
$1.37 Million
0.38% of portfolio
|
Q1 2025
Added 33.32%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
34,531
shares
|
$1.36 Million
0.1% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
33,290
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.39%
|