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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
124,769
shares
|
$4.88 Million
0.09% of portfolio
|
Q2 2025
Added 352.78%
|
|
|
Guild Investment Management, Inc.
|
Jul 23, 2025 Q2 2025 |
124,345
shares
|
$4.86 Million
4.67% of portfolio
|
Q2 2025
Added 203.28%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
114,685
shares
|
$4.49 Million
0.04% of portfolio
|
Q2 2025
Reduced 74.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
106,785
shares
|
$4.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.38%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
104,928
shares
|
$4.1 Million
0.13% of portfolio
|
Q2 2025
Added 63.34%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
103,769
shares
|
$4.06 Million
1.27% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
99,861
shares
|
$3.91 Million
0.98% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
92,903
shares
|
$3.63 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
90,970
shares
|
$3.56 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
87,762
shares
|
$3.43 Million
1.18% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
86,670
shares
|
$3.39 Million
0.41% of portfolio
|
Q2 2025
Added 24.96%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
82,269
shares
|
$3.22 Million
0.02% of portfolio
|
Q1 2025
Added 61.4%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jul 02, 2025 Q2 2025 |
81,632
shares
|
$3.19 Million
3.27% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
79,532
shares
|
$3.11 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
75,017
shares
|
$2.93 Million
1.73% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
73,300
shares
|
$2.87 Million
1.59% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
72,853
shares
|
$2.85 Million
0.03% of portfolio
|
Q2 2025
Added 166.27%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
72,669
shares
|
$2.84 Million
0.01% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
70,727
shares
|
$2.77 Million
0.24% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
69,594
shares
|
$2.72 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
66,805
shares
|
$2.61 Million
0.01% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
60,971
shares
|
$2.39 Million
0.04% of portfolio
|
Q1 2025
Added 27.79%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
56,036
shares
|
$2.19 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
55,663
shares
|
$2.18 Million
1.34% of portfolio
|
Q1 2025
Added 572.42%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
54,956
shares
|
$2.15 Million
0.06% of portfolio
|
Q2 2025
Added 2.7%
|