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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
54,177
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.11%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
53,513
shares
|
$2.03 Million
0.06% of portfolio
|
Q1 2025
Added 314.06%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
53,070
shares
|
$2.02 Million
0.11% of portfolio
|
Q4 2023
Reduced 11.06%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
52,732
shares
|
$2 Million
0.63% of portfolio
|
Q1 2025
Added 614.24%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
51,452
shares
|
$1.95 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
51,400
shares
|
$1.95 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Apr 28, 2025 Q1 2025 |
51,352
shares
|
$1.95 Million
2.43% of portfolio
|
Q1 2025
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
50,870
shares
|
$1.93 Million
0.83% of portfolio
|
Q1 2025
Reduced 12.91%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
50,412
shares
|
$1.92 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
49,945
shares
|
$1.9 Million
0.22% of portfolio
|
Q1 2025
Added 45.43%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
49,543
shares
|
$1.88 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
49,224
shares
|
$1.87 Million
0.1% of portfolio
|
Q1 2025
Reduced 37.03%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
49,090
shares
|
$1.86 Million
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
48,410
shares
|
$1.84 Million
0.13% of portfolio
|
Q1 2025
Added 43.88%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
47,520
shares
|
$1.81 Million
0.11% of portfolio
|
Q1 2025
Reduced 14.25%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
46,198
shares
|
$1.76 Million
1.31% of portfolio
|
Q1 2025
Added 38.73%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
42,475
shares
|
$1.61 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
42,359
shares
|
$1.61 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Guild Investment Management, Inc.
|
May 06, 2025 Q1 2025 |
41,000
shares
|
$1.56 Million
1.7% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
39,341
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
Added 79.07%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
39,070
shares
|
$1.48 Million
0.03% of portfolio
|
Q1 2025
Added 138.36%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
38,476
shares
|
$1.46 Million
0.17% of portfolio
|
Q1 2025
Reduced 16.79%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
37,785
shares
|
$1.44 Million
0.26% of portfolio
|
Q1 2024
Reduced 1.13%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
37,771
shares
|
$1.43 Million
1.14% of portfolio
|
Q1 2025
Added 98.47%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
36,766
shares
|
$1.4 Million
0.02% of portfolio
|
Q1 2025
Added 23.9%
|