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 179 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $458 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
25,949
shares
|
$963,226
0.32% of portfolio
|
Q1 2024
Added 3.93%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
24,545
shares
|
$911,110
0.0% of portfolio
|
Q1 2022
Added 165.93%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
24,530
shares
|
$910,553
0.49% of portfolio
|
Q1 2023
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
23,335
shares
|
$866,195
0.06% of portfolio
|
Q2 2023
Reduced 16.99%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
22,955
shares
|
$852,089
0.02% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
22,647
shares
|
$840,656
0.02% of portfolio
|
Q1 2024
Added 263.52%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,970
shares
|
$815,526
0.0% of portfolio
|
Q2 2024
Added 0.0%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
21,122
shares
|
$784,048
0.02% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
19,440
shares
|
$721,612
0.0% of portfolio
|
Q3 2024
Reduced 84.99%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,079
shares
|
$708,212
0.0% of portfolio
|
Q3 2024
Reduced 14.06%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
19,031
shares
|
$706,430
0.52% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,793
shares
|
$697,596
0.0% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
18,348
shares
|
$681,077
0.09% of portfolio
|
Q1 2024
Reduced 1.14%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
17,050
shares
|
$632,896
0.32% of portfolio
|
Q1 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
16,391
shares
|
$608,433
0.01% of portfolio
|
Q4 2024
Reduced 10.61%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
16,365
shares
|
$607,468
0.0% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
16,365
shares
|
$607,468
0.0% of portfolio
|
Q3 2024
Reduced 25.43%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
15,955
shares
|
$592,249
0.02% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
15,908
shares
|
$590,504
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
15,888
shares
|
$589,762
0.0% of portfolio
|
Q1 2024
Added 3.96%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
15,646
shares
|
$580,779
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
15,500
shares
|
$575,360
0.28% of portfolio
|
Q1 2024
Added 3.33%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
15,490
shares
|
$574,988
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
15,490
shares
|
$574,988
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
15,401
shares
|
$571,685
0.0% of portfolio
|
Q2 2024
Added 14.12%
|