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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
42,537
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 11.2%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
39,695
shares
|
$0
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
39,351
shares
|
$0
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
38,677
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
37,913
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 112.96%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
37,090
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
36,985
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 25.38%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
36,120
shares
|
$0
0.37% of portfolio
|
Q2 2023
Reduced 5.19%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
35,939
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 15.35%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
33,586
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 24.2%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
32,618
shares
|
$0
0.87% of portfolio
|
Q2 2025
Reduced 12.24%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
30,433
shares
|
$0
0.91% of portfolio
|
Q1 2025
Added 60.88%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
30,382
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,135
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
29,500
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 122.64%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
29,166
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
28,961
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
28,670
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
27,901
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
26,524
shares
|
$0
0.61% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
26,147
shares
|
$0
0.0% of portfolio
|
Q2 2022
Reduced 63.67%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
25,968
shares
|
$0
0.0% of portfolio
|
Q1 2023
Added 23.5%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
25,809
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
25,036
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 20.34%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
24,748
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.1%
|