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 |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
23,335
shares
|
$886,496
0.06% of portfolio
|
Q2 2023
Reduced 16.99%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
23,097
shares
|
$877,455
0.36% of portfolio
|
Q1 2025
Added 53.98%
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
23,006
shares
|
$873,997
1.4% of portfolio
|
Q1 2025
Added 10.93%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
22,647
shares
|
$860,359
0.02% of portfolio
|
Q1 2024
Added 263.52%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
21,778
shares
|
$827,346
0.0% of portfolio
|
Q1 2025
Added 43.69%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
21,640
shares
|
$822,103
0.0% of portfolio
|
Q1 2025
Added 11.32%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
21,122
shares
|
$802,424
0.03% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
20,692
shares
|
$786,089
0.14% of portfolio
|
Q1 2025
Reduced 11.69%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
20,380
shares
|
$774,236
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
19,693
shares
|
$748,137
0.24% of portfolio
|
Q1 2025
Reduced 33.68%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
18,992
shares
|
$721,506
0.1% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,793
shares
|
$713,946
0.0% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
18,749
shares
|
$712,274
0.09% of portfolio
|
Q1 2025
Reduced 36.38%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
18,217
shares
|
$692,063
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
17,736
shares
|
$673,790
0.09% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
17,329
shares
|
$658,328
0.27% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
17,130
shares
|
$650,768
0.31% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
17,075
shares
|
$648,679
0.43% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
16,644
shares
|
$632,305
0.27% of portfolio
|
Q1 2025
Added 31.67%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
16,419
shares
|
$623,757
0.0% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
16,137
shares
|
$613,044
0.02% of portfolio
|
Q2 2025
Reduced 17.63%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
15,490
shares
|
$588,465
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
15,335
shares
|
$582,576
0.4% of portfolio
|
Q1 2025
Added 22.88%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,302
shares
|
$581,322
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
15,118
shares
|
$574,332
0.23% of portfolio
|
Q1 2025
Reduced 2.98%
|