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 |
|---|---|---|---|---|---|
|
Clay Northam Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
7,050
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
6,993
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
6,915
shares
|
$0
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
6,893
shares
|
$0
0.12% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
6,825
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
6,224
shares
|
$0
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
6,200
shares
|
$0
0.19% of portfolio
|
Q4 2024
Reduced 97.4%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Apr 29, 2025 Q1 2025 |
6,189
shares
|
$0
0.1% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Crown Wealth Group, LLC
|
Apr 25, 2025 Q1 2025 |
6,175
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 47.87%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
6,012
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 13.05%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
6,000
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
5,908
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
5,880
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 54.42%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
5,800
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
5,766
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
5,752
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 13.22%
|
|
|
Optima Capital LLC
Portland, OR |
Jun 12, 2025 Q1 2025 |
5,679
shares
|
$0
0.14% of portfolio
|
Q1 2025
Reduced 12.23%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
5,636
shares
|
$0
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
5,557
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
5,489
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 24.14%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
5,396
shares
|
$0
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
5,200
shares
|
$0
0.08% of portfolio
|
Q1 2024
Reduced 16.13%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
5,090
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,020
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 24.85%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
4,100
shares
|
$0
0.04% of portfolio
|
Q1 2023
New holding
|