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 |
|---|---|---|---|---|---|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
54,470
shares
|
$2.13 Million
0.56% of portfolio
|
Q1 2025
Added 78.26%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
53,542
shares
|
$2.09 Million
0.37% of portfolio
|
Q2 2025
Added 106.94%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
53,070
shares
|
$2.08 Million
0.11% of portfolio
|
Q4 2023
Reduced 11.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
52,435
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
50,874
shares
|
$1.99 Million
0.27% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
49,945
shares
|
$1.95 Million
0.23% of portfolio
|
Q1 2025
Added 45.43%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
49,224
shares
|
$1.93 Million
0.1% of portfolio
|
Q1 2025
Reduced 37.03%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
48,466
shares
|
$1.9 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
47,019
shares
|
$1.84 Million
0.77% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
45,219
shares
|
$1.77 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
45,088
shares
|
$1.76 Million
0.09% of portfolio
|
Q2 2025
Reduced 12.37%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
42,475
shares
|
$1.66 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
41,849
shares
|
$1.64 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
39,340
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
39,018
shares
|
$1.53 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
38,991
shares
|
$1.53 Million
1.2% of portfolio
|
Q2 2025
Reduced 15.6%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
38,476
shares
|
$1.51 Million
0.17% of portfolio
|
Q1 2025
Reduced 16.79%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
37,785
shares
|
$1.48 Million
0.26% of portfolio
|
Q1 2024
Reduced 1.13%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
37,400
shares
|
$1.46 Million
0.34% of portfolio
|
Q2 2025
Reduced 27.24%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
37,271
shares
|
$1.46 Million
0.96% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
36,766
shares
|
$1.44 Million
0.02% of portfolio
|
Q1 2025
Added 23.9%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
36,419
shares
|
$1.42 Million
0.02% of portfolio
|
Q2 2025
Added 44.47%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
35,937
shares
|
$1.41 Million
0.17% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
34,596
shares
|
$1.35 Million
0.38% of portfolio
|
Q1 2025
Added 33.32%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
34,531
shares
|
$1.35 Million
0.1% of portfolio
|
Q2 2025
Added 0.54%
|