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 |
|---|---|---|---|---|---|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
1,600
shares
|
$57,248
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,445
shares
|
$51,702
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,268
shares
|
$45,369
0.03% of portfolio
|
Q2 2024
Reduced 71.42%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
849
shares
|
$30,377
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
810
shares
|
$28,981
0.0% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
750
shares
|
$26,835
0.0% of portfolio
|
Q4 2024
Reduced 46.43%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
700
shares
|
$25,046
0.0% of portfolio
|
Q1 2023
Reduced 88.89%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
676
shares
|
$24,187
0.0% of portfolio
|
Q1 2023
Reduced 26.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
599
shares
|
$21,432
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
345
shares
|
$12,344
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
316
shares
|
$11,306
0.0% of portfolio
|
Q3 2024
Reduced 17.49%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
259
shares
|
$9,267
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
250
shares
|
$8,945
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
187
shares
|
$6,690
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
169
shares
|
$6,046
0.0% of portfolio
|
Q4 2024
Reduced 51.71%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
120
shares
|
$4,293
0.0% of portfolio
|
Q2 2024
Reduced 66.57%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
78
shares
|
$2,790
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
39
shares
|
$1,395
0.0% of portfolio
|
Q4 2024
Added 758.97%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
30
shares
|
$1,073
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|