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 |
|---|---|---|---|---|---|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
22,950
shares
|
$0
0.11% of portfolio
|
Q4 2023
Reduced 4.58%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
22,823
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
21,114
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 28.77%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
21,103
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 17.04%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
20,786
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 38.49%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
20,305
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 24.82%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
20,300
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
20,196
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
20,100
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,950
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 0.99%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
19,754
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 40.57%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
19,310
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 44.54%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
19,185
shares
|
$0
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
18,822
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 74.67%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
18,803
shares
|
$0
0.02% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
18,799
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
18,789
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
18,640
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 19.08%
|
|
|
Castellan Group
Louisville, KY |
May 08, 2025 Q1 2025 |
17,661
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
17,436
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
17,155
shares
|
$0
0.21% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
17,030
shares
|
$0
0.69% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
16,890
shares
|
$0
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
16,750
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
16,240
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 31.17%
|