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 16 Million shares, which have been reported (via 13F filing form) to have a value of $571 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wp Wealth LLP
Fort Worth, TX |
Aug 08, 2024 Q2 2024 |
30,285
shares
|
$1.08 Million
0.26% of portfolio
|
Q1 2024
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
29,927
shares
|
$1.07 Million
0.15% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
Bcgm Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
29,693
shares
|
$1.06 Million
0.38% of portfolio
|
Q1 2024
Added 11.62%
|
|
Cra Financial Services, LLC
|
Jul 11, 2024 Q2 2024 |
29,490
shares
|
$1.05 Million
0.22% of portfolio
|
Q1 2024
Added 168.95%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
28,383
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
26,200
shares
|
$937,174
0.41% of portfolio
|
Q2 2024
Added 1.16%
|
|
Atticus Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
25,949
shares
|
$928,195
0.34% of portfolio
|
Q1 2024
Added 3.93%
|
|
Brown Financial Advisors
Milford, OH |
Aug 30, 2024 Q2 2024 |
25,734
shares
|
$920,505
0.4% of portfolio
|
Q2 2024
New holding
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
24,545
shares
|
$877,974
0.0% of portfolio
|
Q1 2022
Added 165.93%
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
24,530
shares
|
$877,438
0.49% of portfolio
|
Q1 2023
New holding
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
23,864
shares
|
$853,615
0.02% of portfolio
|
Q2 2024
Added 10.52%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
23,335
shares
|
$834,692
0.06% of portfolio
|
Q2 2023
Reduced 16.99%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
22,647
shares
|
$810,083
0.02% of portfolio
|
Q1 2024
Added 263.52%
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
22,201
shares
|
$794,129
0.0% of portfolio
|
Q2 2024
Reduced 40.47%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
21,970
shares
|
$785,866
0.0% of portfolio
|
Q2 2024
Added 0.0%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
21,947
shares
|
$785,044
0.0% of portfolio
|
Q2 2024
Reduced 22.64%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
21,201
shares
|
$758,359
0.02% of portfolio
|
Q2 2024
Added 2.38%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
21,150
shares
|
$756,535
0.02% of portfolio
|
Q2 2024
Added 38.7%
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 09, 2024 Q2 2024 |
20,637
shares
|
$738,185
0.22% of portfolio
|
Q1 2024
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
19,113
shares
|
$683,672
0.0% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
19,084
shares
|
$682,634
0.0% of portfolio
|
Q2 2024
New holding
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 24, 2024 Q2 2024 |
19,031
shares
|
$680,738
0.5% of portfolio
|
Q1 2024
New holding
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
18,933
shares
|
$677,233
0.02% of portfolio
|
Q2 2024
Added 13.13%
|
|
Bedel Financial Consulting, Inc.
|
Aug 05, 2024 Q2 2024 |
18,348
shares
|
$656,307
0.09% of portfolio
|
Q1 2024
Reduced 1.14%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
18,103
shares
|
$647,544
0.3% of portfolio
|
Q2 2024
Reduced 2.14%
|