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 |
|---|---|---|---|---|---|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
10,567
shares
|
$0
0.2% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
10,475
shares
|
$0
0.12% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
10,446
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 12.88%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10,426
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 272.36%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
10,179
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
10,125
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
9,623
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
9,560
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
9,515
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
9,509
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
9,442
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
8,859
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 10.1%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
8,850
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Tfo Tdc, LLC
|
May 08, 2025 Q1 2025 |
8,710
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
8,547
shares
|
$0
0.01% of portfolio
|
Q1 2025
Reduced 8.95%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
8,350
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
8,248
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 45.69%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
8,190
shares
|
$0
0.01% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
8,119
shares
|
$0
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
8,005
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 38.02%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,000
shares
|
$0
0.0% of portfolio
|
Q2 2022
Reduced 17.95%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,572
shares
|
$0
0.0% of portfolio
|
Q4 2022
Added 5.02%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
7,368
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
7,315
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
7,228
shares
|
$0
0.22% of portfolio
|
Q1 2025
New holding
|