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 |
|---|---|---|---|---|---|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
9,249
shares
|
$365,243
0.26% of portfolio
|
Q2 2025
Added 49.2%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
9,150
shares
|
$361,333
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
9,106
shares
|
$359,595
0.06% of portfolio
|
Q2 2025
Added 29.51%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
9,044
shares
|
$357,147
0.03% of portfolio
|
Q3 2025
Reduced 19.35%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
8,917
shares
|
$352,132
0.08% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
8,736
shares
|
$344,984
0.01% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Smith Shellnut Wilson LLC
|
Aug 05, 2025 Q2 2025 |
8,712
shares
|
$344,036
0.15% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
8,665
shares
|
$342,180
0.05% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
8,564
shares
|
$338,192
0.1% of portfolio
|
Q4 2024
Added 26.82%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
8,535
shares
|
$337,047
0.01% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
8,311
shares
|
$328,201
0.02% of portfolio
|
Q1 2025
Reduced 47.76%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
8,097
shares
|
$319,750
0.02% of portfolio
|
Q2 2025
Added 12.77%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
8,047
shares
|
$317,776
0.03% of portfolio
|
Q2 2025
Added 60.94%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
8,004
shares
|
$316,077
0.2% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
7,999
shares
|
$315,880
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
7,980
shares
|
$315,130
0.12% of portfolio
|
Q3 2025
Reduced 29.78%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
7,702
shares
|
$304,151
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
7,637
shares
|
$301,585
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
7,481
shares
|
$295,424
0.04% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
7,383
shares
|
$291,554
0.09% of portfolio
|
Q2 2025
Reduced 86.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
7,268
shares
|
$287,013
0.0% of portfolio
|
Q2 2025
Reduced 78.72%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
7,190
shares
|
$283,933
0.02% of portfolio
|
Q1 2025
Reduced 53.58%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
7,141
shares
|
$281,998
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,000
shares
|
$276,430
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
6,958
shares
|
$274,771
0.01% of portfolio
|
Q2 2025
New holding
|