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 |
|---|---|---|---|---|---|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
12,641
shares
|
$465,694
0.22% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
12,529
shares
|
$461,568
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
12,250
shares
|
$451,290
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,209
shares
|
$449,779
0.01% of portfolio
|
Q1 2024
Reduced 9.28%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
12,209
shares
|
$449,779
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
11,838
shares
|
$436,111
0.09% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
11,464
shares
|
$422,333
0.02% of portfolio
|
Q1 2024
Added 164.45%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
11,391
shares
|
$419,644
0.01% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
11,378
shares
|
$419,165
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
10,746
shares
|
$395,882
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
10,000
shares
|
$368,400
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
9,960
shares
|
$366,926
0.0% of portfolio
|
Q3 2024
Reduced 75.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
9,450
shares
|
$348,138
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
8,917
shares
|
$328,502
0.08% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
8,612
shares
|
$317,266
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
8,555
shares
|
$315,166
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
8,279
shares
|
$304,998
0.11% of portfolio
|
Q3 2024
Reduced 22.12%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
8,212
shares
|
$302,530
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
8,111
shares
|
$298,809
0.12% of portfolio
|
Q3 2024
Added 353.38%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
8,047
shares
|
$296,451
0.03% of portfolio
|
Q4 2023
Reduced 6.18%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
7,931
shares
|
$292,178
0.02% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
7,652
shares
|
$281,899
0.01% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
7,600
shares
|
$279,984
0.09% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
7,441
shares
|
$274,126
0.0% of portfolio
|
Q1 2024
Reduced 28.33%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
7,405
shares
|
$272,800
0.05% of portfolio
|
Q3 2024
Reduced 21.71%
|