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 195 institutions that hold shares in the stock, with a total of 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $454 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
96,875
shares
|
$3.47 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
93,300
shares
|
$3.34 Million
0.03% of portfolio
|
Q4 2024
Reduced 13.25%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
84,872
shares
|
$3.04 Million
2.04% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
78,170
shares
|
$2.8 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
72,945
shares
|
$2.61 Million
0.0% of portfolio
|
Q4 2024
Reduced 52.47%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
72,391
shares
|
$2.59 Million
0.25% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
66,900
shares
|
$2.4 Million
0.12% of portfolio
|
Q4 2024
Reduced 17.84%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
59,610
shares
|
$2.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
58,414
shares
|
$2.09 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
57,946
shares
|
$2.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
56,254
shares
|
$2.01 Million
0.41% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
55,420
shares
|
$1.98 Million
0.11% of portfolio
|
Q4 2024
Reduced 21.58%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
53,070
shares
|
$1.9 Million
0.11% of portfolio
|
Q4 2023
Reduced 11.06%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
52,115
shares
|
$1.87 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
51,616
shares
|
$1.85 Million
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
50,973
shares
|
$1.82 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
50,412
shares
|
$1.8 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
49,945
shares
|
$1.79 Million
0.02% of portfolio
|
Q4 2024
Reduced 26.76%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
47,711
shares
|
$1.71 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
47,482
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 71.22%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
46,237
shares
|
$1.66 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
43,655
shares
|
$1.56 Million
0.05% of portfolio
|
Q4 2024
Reduced 13.73%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
43,245
shares
|
$1.55 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
40,207
shares
|
$1.44 Million
0.01% of portfolio
|
Q4 2024
Reduced 31.31%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
39,101
shares
|
$1.4 Million
0.92% of portfolio
|
Q4 2024
Reduced 9.66%
|