Institutional Ownership Innovator U.S. Equity Power Bu (PFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PFEB). We have compiled data on the 227 institutions that hold shares in the stock, with a total of 18.9 Million shares, which have been reported (via 13F filing form) to have a value of $738 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
3,674,042
shares
|
$144 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
1,542,531
shares
|
$60.3 Million
0.82% of portfolio
|
Q2 2025
Added 16.39%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,157,385
shares
|
$45.3 Million
0.06% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,155,859
shares
|
$45.2 Million
0.08% of portfolio
|
Q2 2025
Added 154.36%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
989,111
shares
|
$38.7 Million
0.57% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
512,215
shares
|
$20 Million
0.07% of portfolio
|
Q2 2025
Added 3816.62%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
406,081
shares
|
$15.9 Million
3.92% of portfolio
|
Q3 2023
Reduced 38.82%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
394,589
shares
|
$15.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
378,339
shares
|
$14.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
340,090
shares
|
$13.3 Million
0.06% of portfolio
|
Q4 2024
Reduced 35.57%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
331,289
shares
|
$13 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
325,964
shares
|
$12.8 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Rk Capital Management, Llc/Fl
Weston, FL |
Aug 12, 2025 Q2 2025 |
324,093
shares
|
$12.7 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
252,398
shares
|
$9.87 Million
0.02% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
248,803
shares
|
$9.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
237,590
shares
|
$9.29 Million
0.95% of portfolio
|
Q1 2024
Added 108.07%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
229,649
shares
|
$8.98 Million
0.03% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
222,140
shares
|
$8.69 Million
0.0% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
218,876
shares
|
$8.56 Million
0.0% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
176,465
shares
|
$6.9 Million
0.01% of portfolio
|
Q2 2025
Added 13.06%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
176,143
shares
|
$6.89 Million
0.07% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
176,060
shares
|
$6.89 Million
1.47% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
158,530
shares
|
$6.2 Million
0.14% of portfolio
|
Q2 2025
Added 26.12%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
148,327
shares
|
$5.8 Million
1.21% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
144,089
shares
|
$5.64 Million
0.23% of portfolio
|
Q2 2025
Added 63.94%
|