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 |
|---|---|---|---|---|---|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
19,693
shares
|
$777,676
0.23% of portfolio
|
Q1 2025
Reduced 33.68%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
18,910
shares
|
$746,755
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
18,881
shares
|
$745,610
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
18,871
shares
|
$745,215
0.09% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,793
shares
|
$742,135
0.0% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
18,580
shares
|
$733,724
0.33% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
17,736
shares
|
$700,394
0.09% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
17,329
shares
|
$684,322
0.27% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
17,075
shares
|
$674,291
0.43% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
16,644
shares
|
$657,271
0.24% of portfolio
|
Q1 2025
Added 31.67%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
16,258
shares
|
$642,028
0.14% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
16,137
shares
|
$637,250
0.02% of portfolio
|
Q2 2025
Reduced 17.63%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
15,490
shares
|
$611,700
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
15,335
shares
|
$605,579
0.37% of portfolio
|
Q1 2025
Added 22.88%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,302
shares
|
$604,275
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
14,740
shares
|
$582,082
0.0% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
14,585
shares
|
$575,961
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
14,450
shares
|
$570,630
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
14,375
shares
|
$567,668
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
14,221
shares
|
$561,587
0.21% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
14,171
shares
|
$559,612
0.11% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
14,028
shares
|
$553,965
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
13,702
shares
|
$541,091
0.02% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
13,658
shares
|
$539,354
0.3% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
13,548
shares
|
$535,010
0.18% of portfolio
|
Q4 2023
New holding
|