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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
65,925
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 10.39%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
65,800
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
64,563
shares
|
$0
0.55% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
64,518
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 89.88%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
62,928
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
62,916
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
58,749
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 16.14%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
58,461
shares
|
$0
0.46% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
57,226
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
55,426
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 82.08%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
54,590
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
54,072
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
52,494
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 18.85%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
50,995
shares
|
$0
0.03% of portfolio
|
Q3 2025
Reduced 6.56%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
49,241
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 72.33%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
49,234
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.83%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
48,435
shares
|
$0
0.27% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
47,728
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 55.21%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
45,630
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
44,455
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 53.18%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
44,203
shares
|
$0
0.03% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 20, 2025 Q3 2025 |
41,330
shares
|
$0
0.87% of portfolio
|
Q3 2025
Reduced 17.54%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
40,183
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
39,695
shares
|
$0
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
39,096
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 9.24%
|
|