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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
28,396
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
27,315
shares
|
$1.01 Million
0.29% of portfolio
|
Q3 2024
Reduced 12.14%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
26,720
shares
|
$984,364
0.19% of portfolio
|
Q3 2024
Reduced 9.39%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
26,029
shares
|
$958,908
0.39% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
26,000
shares
|
$957,840
0.38% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
25,949
shares
|
$955,961
0.33% of portfolio
|
Q1 2024
Added 3.93%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
24,545
shares
|
$904,237
0.0% of portfolio
|
Q1 2022
Added 165.93%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
24,530
shares
|
$903,685
0.49% of portfolio
|
Q1 2023
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
23,335
shares
|
$859,661
0.06% of portfolio
|
Q2 2023
Reduced 16.99%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
23,225
shares
|
$855,609
0.02% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
22,647
shares
|
$834,315
0.02% of portfolio
|
Q1 2024
Added 263.52%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,970
shares
|
$809,374
0.0% of portfolio
|
Q2 2024
Added 0.0%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
21,122
shares
|
$778,134
0.02% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
19,746
shares
|
$727,442
0.02% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
19,440
shares
|
$716,169
0.0% of portfolio
|
Q3 2024
Reduced 84.99%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,079
shares
|
$702,870
0.0% of portfolio
|
Q3 2024
Reduced 14.06%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
19,031
shares
|
$701,102
0.51% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,793
shares
|
$692,334
0.0% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
18,348
shares
|
$675,940
0.09% of portfolio
|
Q1 2024
Reduced 1.14%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
18,336
shares
|
$675,498
0.01% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
18,101
shares
|
$666,840
0.29% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
17,050
shares
|
$628,122
0.34% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
16,365
shares
|
$602,886
0.0% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
16,365
shares
|
$602,886
0.0% of portfolio
|
Q3 2024
Reduced 25.43%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
16,128
shares
|
$594,155
0.02% of portfolio
|
Q3 2024
Added 0.31%
|