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 173 institutions that hold shares in the stock, with a total of 17.7 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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
15,435
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
15,186
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 21.2%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
14,723
shares
|
$0
0.23% of portfolio
|
Q1 2023
Added 280.24%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
14,675
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
14,450
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 7.25%
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
14,305
shares
|
$0
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
14,018
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
13,740
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
13,360
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
13,250
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 15.8%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
12,839
shares
|
$0
0.05% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
12,380
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
11,906
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
11,812
shares
|
$0
0.02% of portfolio
|
Q3 2024
Reduced 46.61%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
11,531
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,414
shares
|
$0
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
11,327
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 14.98%
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
11,321
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
11,193
shares
|
$0
0.09% of portfolio
|
Q3 2024
Reduced 20.66%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
10,505
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 60.37%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
10,180
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
10,160
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 3.1%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
9,854
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 14.19%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 12, 2024 Q2 2024 |
9,697
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 21.66%
|
|
|
Phoenix Wealth Advisors
|
Nov 08, 2024 Q3 2024 |
9,560
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|