Institutional Ownership Innovator U.S. Equity Power Bu (PDEC)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PDEC). We have compiled data on the 224 institutions that hold shares in the stock, with a total of 21.4 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
160,414
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 17.5%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
155,112
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
148,947
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
143,737
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
139,805
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
125,058
shares
|
$0
0.15% of portfolio
|
Q4 2024
Added 958.74%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
120,473
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
110,513
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
109,239
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
107,755
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
100,090
shares
|
$0
0.01% of portfolio
|
Q3 2025
Reduced 17.63%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
100,047
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
97,578
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
93,190
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
86,973
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
84,542
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
81,354
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
78,634
shares
|
$0
0.72% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
74,956
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
71,462
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 9.71%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
71,283
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
69,156
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
68,650
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Compass Advisory Group LLC
|
Nov 06, 2025 Q3 2025 |
68,514
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
67,240
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.59%
|
|