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 |
|---|---|---|---|---|---|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
34,596
shares
|
$1.38 Million
0.38% of portfolio
|
Q1 2025
Added 33.32%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
33,681
shares
|
$1.34 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
33,290
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
32,871
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
31,514
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
31,406
shares
|
$1.25 Million
0.47% of portfolio
|
Q1 2025
Added 419.11%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
31,293
shares
|
$1.25 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
30,901
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2025
Reduced 15.15%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
30,322
shares
|
$1.21 Million
0.45% of portfolio
|
Q1 2023
Added 13.19%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
28,800
shares
|
$1.15 Million
0.17% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
28,502
shares
|
$1.14 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
28,112
shares
|
$1.12 Million
0.07% of portfolio
|
Q2 2025
Reduced 41.93%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
27,768
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2025
Reduced 16.2%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
27,396
shares
|
$1.09 Million
0.75% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
26,954
shares
|
$1.08 Million
0.13% of portfolio
|
Q3 2025
Reduced 12.59%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
26,640
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 23.11%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
24,545
shares
|
$980,081
0.0% of portfolio
|
Q1 2022
Added 165.93%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
24,530
shares
|
$979,482
0.49% of portfolio
|
Q1 2023
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
24,521
shares
|
$979,123
0.01% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
23,976
shares
|
$957,361
0.02% of portfolio
|
Q3 2025
Added 19.96%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
23,500
shares
|
$938,355
0.02% of portfolio
|
Q1 2025
Reduced 24.19%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
23,338
shares
|
$931,886
0.09% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
23,335
shares
|
$931,766
0.06% of portfolio
|
Q2 2023
Reduced 16.99%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
23,170
shares
|
$925,178
0.22% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
23,006
shares
|
$918,629
1.4% of portfolio
|
Q1 2025
Added 10.93%
|
|