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 218 institutions that hold shares in the stock, with a total of 17.4 Million shares, which have been reported (via 13F filing form) to have a value of $696 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
50,874
shares
|
$2.03 Million
0.27% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
50,113
shares
|
$2 Million
0.0% of portfolio
|
Q3 2025
Reduced 46.06%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
49,945
shares
|
$1.99 Million
0.22% of portfolio
|
Q1 2025
Added 45.43%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
48,699
shares
|
$1.94 Million
0.01% of portfolio
|
Q3 2025
Reduced 40.81%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
48,648
shares
|
$1.94 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
46,312
shares
|
$1.85 Million
0.77% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
44,612
shares
|
$1.78 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
44,019
shares
|
$1.76 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
43,815
shares
|
$1.75 Million
0.67% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
42,458
shares
|
$1.7 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
41,744
shares
|
$1.67 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
38,474
shares
|
$1.54 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
37,862
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
37,695
shares
|
$1.51 Million
1.18% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
37,428
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
37,400
shares
|
$1.49 Million
0.34% of portfolio
|
Q2 2025
Reduced 27.24%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
37,342
shares
|
$1.49 Million
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
37,271
shares
|
$1.49 Million
0.91% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 05, 2026 Q4 2025 |
36,911
shares
|
$1.47 Million
1.03% of portfolio
|
Q4 2025
Added 604.14%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
36,766
shares
|
$1.47 Million
0.02% of portfolio
|
Q1 2025
Added 23.9%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
35,837
shares
|
$1.43 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
34,892
shares
|
$1.39 Million
0.14% of portfolio
|
Q3 2025
Reduced 70.77%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
34,802
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2025
Added 714.65%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
34,794
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2025
Reduced 93.21%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
34,722
shares
|
$1.39 Million
0.23% of portfolio
|
Q3 2025
Reduced 8.11%
|
|