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 |
|---|---|---|---|---|---|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
78,001
shares
|
$0
1.24% of portfolio
|
Q1 2025
Added 15.97%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
74,414
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
73,565
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
72,040
shares
|
$0
0.12% of portfolio
|
Q1 2025
Added 66.53%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
May 01, 2025 Q1 2025 |
71,903
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
70,762
shares
|
$0
0.91% of portfolio
|
Q1 2025
Added 110.69%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
68,651
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
67,764
shares
|
$0
0.59% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
66,540
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 21.75%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
65,800
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
64,116
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 201.75%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
63,962
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 20.7%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
62,834
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 19.46%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
61,079
shares
|
$0
0.49% of portfolio
|
Q1 2025
Reduced 7.09%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
54,577
shares
|
$0
0.04% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
54,072
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
52,832
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
52,306
shares
|
$0
0.26% of portfolio
|
Q1 2025
Added 23.02%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
51,654
shares
|
$0
1.23% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
51,449
shares
|
$0
0.5% of portfolio
|
Q1 2025
Reduced 16.34%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
50,900
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 36.31%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
47,728
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 55.21%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
46,917
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 22.44%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
45,272
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
43,045
shares
|
$0
0.04% of portfolio
|
Q1 2025
Added 14.33%
|