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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
6,921
shares
|
$273,310
0.01% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
6,730
shares
|
$265,767
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
6,684
shares
|
$263,951
0.0% of portfolio
|
Q3 2025
Added 25.22%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
6,622
shares
|
$261,502
0.0% of portfolio
|
Q2 2025
Reduced 69.59%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
6,617
shares
|
$261,305
0.01% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
6,595
shares
|
$260,436
0.05% of portfolio
|
Q1 2025
Added 56.13%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
6,529
shares
|
$257,830
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
6,319
shares
|
$249,537
0.06% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
6,273
shares
|
$247,720
0.06% of portfolio
|
Q3 2025
Reduced 9.01%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
6,092
shares
|
$240,573
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
5,966
shares
|
$235,597
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
5,816
shares
|
$229,673
0.04% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
5,500
shares
|
$217,195
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
5,477
shares
|
$216,286
0.01% of portfolio
|
Q2 2025
Reduced 94.69%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
5,384
shares
|
$212,614
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
5,244
shares
|
$207,085
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
5,237
shares
|
$206,809
0.02% of portfolio
|
Q3 2025
Reduced 36.61%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
5,136
shares
|
$202,820
0.0% of portfolio
|
Q2 2025
Added 77.35%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
4,694
shares
|
$185,366
0.17% of portfolio
|
Q2 2025
Reduced 18.7%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,272
shares
|
$168,701
0.0% of portfolio
|
Q2 2025
Added 2427.81%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
4,056
shares
|
$160,171
0.01% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
4,006
shares
|
$158,196
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
3,711
shares
|
$146,547
0.0% of portfolio
|
Q1 2025
Reduced 75.9%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
3,657
shares
|
$144,414
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
3,435
shares
|
$135,648
0.05% of portfolio
|
Q2 2024
Reduced 21.31%
|