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 225 institutions that hold shares in the stock, with a total of 22.9 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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
149,922
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
149,262
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1208.97%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
125,058
shares
|
$0
0.18% of portfolio
|
Q4 2024
Added 958.74%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
121,466
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 764.22%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
118,907
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
117,883
shares
|
$0
0.01% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
115,796
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 25.65%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
115,576
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 41.53%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
110,814
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 111.88%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
110,318
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
109,176
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
106,897
shares
|
$0
2.63% of portfolio
|
Q1 2025
Added 53.24%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
103,240
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
99,735
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
95,867
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
94,951
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 36.39%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
94,804
shares
|
$0
0.94% of portfolio
|
Q1 2025
Reduced 48.76%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
91,815
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
89,772
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 142.59%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
87,054
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 60.13%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
86,962
shares
|
$0
0.01% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
82,895
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 18321.11%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
81,895
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
79,155
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 19.9%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
79,146
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 44.9%
|