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 |
|---|---|---|---|---|---|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
16,205
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
15,653
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 84.91%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
15,320
shares
|
$0
0.12% of portfolio
|
Q4 2024
Added 36.87%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
15,200
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
14,723
shares
|
$0
0.23% of portfolio
|
Q1 2023
Added 280.24%
|
|
|
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
|
May 09, 2025 Q1 2025 |
14,305
shares
|
$0
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
14,129
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
14,126
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
13,707
shares
|
$0
0.05% of portfolio
|
Q1 2025
Reduced 9.58%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
13,505
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
13,137
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
12,542
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
12,474
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 18.52%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
12,374
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 13.78%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
11,975
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
11,628
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
11,624
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 92.96%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
11,601
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 12.59%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
11,599
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
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
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
10,738
shares
|
$0
0.28% of portfolio
|
Q1 2025
Added 70.17%
|
|
|
Old Port Advisors
|
May 06, 2025 Q1 2025 |
10,650
shares
|
$0
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
10,625
shares
|
$0
0.02% of portfolio
|
Q1 2025
Reduced 31.12%
|