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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
33,290
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
33,135
shares
|
$1.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
32,871
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
31,993
shares
|
$1.25 Million
0.09% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
31,991
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.6%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
31,406
shares
|
$1.23 Million
0.52% of portfolio
|
Q1 2025
Added 419.11%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
30,835
shares
|
$1.21 Million
0.15% of portfolio
|
Q2 2025
Added 64.46%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
30,322
shares
|
$1.19 Million
0.45% of portfolio
|
Q1 2023
Added 13.19%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
28,822
shares
|
$1.13 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
28,800
shares
|
$1.13 Million
0.18% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
28,712
shares
|
$1.12 Million
0.93% of portfolio
|
Q2 2025
Added 40.88%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
28,112
shares
|
$1.1 Million
0.08% of portfolio
|
Q2 2025
Reduced 41.93%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
26,640
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Added 23.11%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
26,327
shares
|
$1.03 Million
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
25,400
shares
|
$993,647
0.35% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
24,777
shares
|
$969,276
0.01% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
24,545
shares
|
$960,200
0.0% of portfolio
|
Q1 2022
Added 165.93%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
24,530
shares
|
$959,613
0.49% of portfolio
|
Q1 2023
New holding
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
24,483
shares
|
$957,774
0.25% of portfolio
|
Q2 2025
Added 12.33%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
24,037
shares
|
$940,327
0.1% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
23,500
shares
|
$919,319
0.02% of portfolio
|
Q1 2025
Reduced 24.19%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
23,335
shares
|
$912,865
0.06% of portfolio
|
Q2 2023
Reduced 16.99%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
23,006
shares
|
$899,994
1.4% of portfolio
|
Q1 2025
Added 10.93%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
22,647
shares
|
$885,950
0.02% of portfolio
|
Q1 2024
Added 263.52%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
22,097
shares
|
$864,434
0.33% of portfolio
|
Q2 2025
Reduced 4.33%
|