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 |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
35,937
shares
|
$1.37 Million
0.17% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
35,786
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
34,596
shares
|
$1.31 Million
0.38% of portfolio
|
Q1 2025
Added 33.32%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
34,458
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
34,347
shares
|
$1.3 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
34,151
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
33,135
shares
|
$1.26 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
31,993
shares
|
$1.22 Million
0.09% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
31,406
shares
|
$1.19 Million
0.61% of portfolio
|
Q1 2025
Added 419.11%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
31,235
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2025
Added 221.68%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
30,322
shares
|
$1.15 Million
0.45% of portfolio
|
Q1 2023
Added 13.19%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
May 01, 2025 Q1 2025 |
28,907
shares
|
$1.1 Million
0.94% of portfolio
|
Q1 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
28,800
shares
|
$1.09 Million
0.18% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
27,361
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Added 146.32%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
26,327
shares
|
$1 Million
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
25,900
shares
|
$983,941
0.37% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
25,873
shares
|
$982,915
0.2% of portfolio
|
Q1 2025
Added 1690.52%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
25,303
shares
|
$961,260
0.01% of portfolio
|
Q1 2025
Added 123.94%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
25,236
shares
|
$958,715
0.35% of portfolio
|
Q1 2025
Added 139.41%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
25,208
shares
|
$957,651
0.02% of portfolio
|
Q1 2025
Added 9.81%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
24,545
shares
|
$932,464
0.0% of portfolio
|
Q1 2022
Added 165.93%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
24,530
shares
|
$931,894
0.49% of portfolio
|
Q1 2023
New holding
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
24,483
shares
|
$930,109
0.25% of portfolio
|
Q2 2025
Added 12.33%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
24,383
shares
|
$926,310
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
23,500
shares
|
$892,765
0.02% of portfolio
|
Q1 2025
Reduced 24.19%
|