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 |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,302
shares
|
$547,505
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
15,156
shares
|
$542,281
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
15,000
shares
|
$536,700
0.25% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
14,733
shares
|
$527,146
0.14% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
14,450
shares
|
$517,021
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
14,379
shares
|
$514,480
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
14,289
shares
|
$511,260
0.07% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
14,028
shares
|
$501,921
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
13,658
shares
|
$488,683
0.31% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
13,615
shares
|
$487,144
0.02% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
13,607
shares
|
$486,858
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
13,548
shares
|
$484,747
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
13,132
shares
|
$469,862
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
12,924
shares
|
$462,420
0.02% of portfolio
|
Q4 2024
Reduced 55.78%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,839
shares
|
$459,379
0.0% of portfolio
|
Q4 2024
Reduced 32.71%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
12,719
shares
|
$455,085
0.03% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,704
shares
|
$454,549
0.01% of portfolio
|
Q4 2020
Reduced 16.4%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
12,641
shares
|
$452,294
0.2% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
12,529
shares
|
$448,287
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
Feb 18, 2025 Q4 2024 |
12,480
shares
|
$446,534
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
12,415
shares
|
$444,208
0.2% of portfolio
|
Q4 2024
Reduced 31.41%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
12,357
shares
|
$442,133
0.14% of portfolio
|
Q4 2024
Reduced 21.02%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,209
shares
|
$436,838
0.01% of portfolio
|
Q1 2024
Reduced 9.28%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
12,120
shares
|
$433,653
0.03% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
12,037
shares
|
$430,683
0.16% of portfolio
|
Q4 2024
Reduced 5.27%
|