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 192 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $561 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
12,899
shares
|
$466,040
0.03% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
12,799
shares
|
$462,427
0.05% of portfolio
|
Q1 2024
Added 17.67%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
12,755
shares
|
$460,838
0.01% of portfolio
|
Q1 2024
Added 39.58%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
12,706
shares
|
$459,067
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,704
shares
|
$458,995
0.01% of portfolio
|
Q4 2020
Reduced 16.4%
|
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
12,529
shares
|
$452,672
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
12,250
shares
|
$442,592
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,209
shares
|
$441,111
0.01% of portfolio
|
Q1 2024
Reduced 9.28%
|
|
|
Alera Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
11,847
shares
|
$428,032
0.05% of portfolio
|
Q2 2024
Reduced 11.56%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
11,838
shares
|
$427,706
0.09% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
11,464
shares
|
$414,194
0.02% of portfolio
|
Q1 2024
Added 164.45%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
11,391
shares
|
$411,556
0.01% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
11,378
shares
|
$411,087
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
10,746
shares
|
$388,252
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
10,000
shares
|
$361,300
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
9,853
shares
|
$355,988
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Firestone Capital Management
|
Aug 09, 2024 Q2 2024 |
9,507
shares
|
$343,487
0.09% of portfolio
|
Q2 2024
Reduced 33.87%
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
9,115
shares
|
$329,324
0.02% of portfolio
|
Q2 2024
Added 47873.68%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
8,612
shares
|
$311,151
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 13, 2024 Q2 2024 |
8,597
shares
|
$310,609
0.12% of portfolio
|
Q2 2024
Added 2.1%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
8,555
shares
|
$309,092
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
8,279
shares
|
$299,120
0.11% of portfolio
|
Q3 2024
Reduced 22.12%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
8,212
shares
|
$296,699
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
8,111
shares
|
$293,050
0.12% of portfolio
|
Q3 2024
Added 353.38%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
8,047
shares
|
$290,738
0.03% of portfolio
|
Q4 2023
Reduced 6.18%
|