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 195 institutions that hold shares in the stock, with a total of 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $456 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
23,431
shares
|
$838,361
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
23,335
shares
|
$834,926
0.06% of portfolio
|
Q2 2023
Reduced 16.99%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
22,955
shares
|
$821,329
0.02% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
22,647
shares
|
$810,309
0.02% of portfolio
|
Q1 2024
Added 263.52%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
21,970
shares
|
$786,086
0.0% of portfolio
|
Q2 2024
Added 0.0%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
21,901
shares
|
$783,617
0.23% of portfolio
|
Q4 2024
Reduced 19.82%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
21,122
shares
|
$755,745
0.03% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Bullseye Investment Management, LLC
|
Feb 12, 2025 Q4 2024 |
20,740
shares
|
$742,077
1.34% of portfolio
|
Q4 2024
Reduced 50.32%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
20,380
shares
|
$729,196
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
20,152
shares
|
$721,038
0.0% of portfolio
|
Q4 2024
Added 23.14%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
19,440
shares
|
$695,563
0.0% of portfolio
|
Q3 2024
Reduced 84.99%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
19,031
shares
|
$680,929
0.52% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,793
shares
|
$672,413
0.0% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
17,920
shares
|
$641,177
0.1% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
17,050
shares
|
$610,049
0.32% of portfolio
|
Q1 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
16,804
shares
|
$601,247
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
16,391
shares
|
$586,469
0.01% of portfolio
|
Q4 2024
Reduced 10.61%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
16,365
shares
|
$585,539
0.0% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
15,955
shares
|
$570,869
0.02% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
15,908
shares
|
$569,188
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
15,888
shares
|
$568,472
0.0% of portfolio
|
Q1 2024
Added 3.96%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
15,582
shares
|
$557,523
0.24% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
15,490
shares
|
$554,232
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
15,490
shares
|
$554,232
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
15,401
shares
|
$551,047
0.0% of portfolio
|
Q2 2024
Added 14.12%
|