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 228 institutions that hold shares in the stock, with a total of 18.2 Million shares, which have been reported (via 13F filing form) to have a value of $693 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
120,503
shares
|
$4.58 Million
0.01% of portfolio
|
Q1 2025
Added 17.06%
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
105,529
shares
|
$4.01 Million
1.09% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
103,769
shares
|
$3.94 Million
1.27% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
103,129
shares
|
$3.92 Million
0.12% of portfolio
|
Q1 2025
Added 1.1%
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
94,045
shares
|
$3.57 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
92,903
shares
|
$3.53 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
87,892
shares
|
$3.34 Million
0.14% of portfolio
|
Q1 2025
Added 31.38%
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
86,526
shares
|
$3.29 Million
1.18% of portfolio
|
Q1 2025
Added 130.37%
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
84,709
shares
|
$3.22 Million
2.04% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
82,321
shares
|
$3.13 Million
0.07% of portfolio
|
Q1 2025
Reduced 26.88%
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
82,269
shares
|
$3.13 Million
0.02% of portfolio
|
Q1 2025
Added 61.4%
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jul 02, 2025 Q2 2025 |
81,632
shares
|
$3.1 Million
3.27% of portfolio
|
Q2 2025
Added 0.42%
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
74,373
shares
|
$2.83 Million
0.26% of portfolio
|
Q1 2025
Added 2.74%
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
73,300
shares
|
$2.78 Million
1.59% of portfolio
|
Q2 2025
Added 0.89%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
69,594
shares
|
$2.64 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
69,360
shares
|
$2.63 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
69,220
shares
|
$2.63 Million
0.01% of portfolio
|
Q1 2025
Added 141.08%
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
66,805
shares
|
$2.54 Million
0.01% of portfolio
|
Q2 2025
Added 1.17%
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
64,238
shares
|
$2.44 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
60,971
shares
|
$2.32 Million
0.04% of portfolio
|
Q1 2025
Added 27.79%
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
56,247
shares
|
$2.14 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
55,663
shares
|
$2.11 Million
1.4% of portfolio
|
Q1 2025
Added 572.42%
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
55,212
shares
|
$2.1 Million
0.02% of portfolio
|
Q1 2025
Added 6.97%
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
54,729
shares
|
$2.08 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
54,470
shares
|
$2.07 Million
0.56% of portfolio
|
Q1 2025
Added 78.26%
|