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 |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
39,037
shares
|
$1.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
37,785
shares
|
$1.35 Million
0.28% of portfolio
|
Q1 2024
Reduced 1.13%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
37,559
shares
|
$1.34 Million
0.53% of portfolio
|
Q4 2024
Reduced 11.4%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
36,329
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
34,723
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
34,342
shares
|
$1.23 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
33,646
shares
|
$1.2 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
33,300
shares
|
$1.19 Million
1.47% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
32,158
shares
|
$1.15 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
31,950
shares
|
$1.14 Million
0.31% of portfolio
|
Q4 2024
Reduced 33.43%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
31,762
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.38%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
31,000
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
30,557
shares
|
$1.09 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
30,322
shares
|
$1.09 Million
0.45% of portfolio
|
Q1 2023
Added 13.19%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
29,693
shares
|
$1.06 Million
0.38% of portfolio
|
Q1 2024
Added 11.62%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
29,674
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.98%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
29,603
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
29,471
shares
|
$1.06 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
28,713
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
28,102
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 56.11%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
26,720
shares
|
$956,575
0.18% of portfolio
|
Q3 2024
Reduced 9.39%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
25,949
shares
|
$928,974
0.32% of portfolio
|
Q1 2024
Added 3.93%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
24,545
shares
|
$878,710
0.0% of portfolio
|
Q1 2022
Added 165.93%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
24,530
shares
|
$878,173
0.49% of portfolio
|
Q1 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
24,000
shares
|
$859,199
0.35% of portfolio
|
Q4 2024
Reduced 7.69%
|