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 |
|---|---|---|---|---|---|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
13,658
shares
|
$534,300
0.3% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
13,548
shares
|
$529,997
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
13,438
shares
|
$525,694
0.02% of portfolio
|
Q1 2025
Added 25.05%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
12,924
shares
|
$505,586
0.0% of portfolio
|
Q1 2025
Added 106.92%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
12,785
shares
|
$500,149
0.15% of portfolio
|
Q2 2025
Reduced 49.34%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,704
shares
|
$496,980
0.01% of portfolio
|
Q4 2020
Reduced 16.4%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
12,529
shares
|
$490,134
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
12,513
shares
|
$489,508
0.01% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
12,219
shares
|
$478,007
0.01% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,209
shares
|
$477,616
0.01% of portfolio
|
Q1 2024
Reduced 9.28%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
12,055
shares
|
$471,591
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
11,838
shares
|
$463,102
0.09% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
11,365
shares
|
$444,598
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
11,352
shares
|
$444,090
0.08% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
11,253
shares
|
$440,217
0.14% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
11,214
shares
|
$438,691
0.04% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,130
shares
|
$435,405
0.0% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
10,880
shares
|
$425,625
0.03% of portfolio
|
Q2 2025
Reduced 18.82%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
10,842
shares
|
$424,139
0.12% of portfolio
|
Q2 2025
Added 25.46%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
10,527
shares
|
$411,816
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
10,239
shares
|
$400,549
0.02% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
10,200
shares
|
$399,024
0.25% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
10,194
shares
|
$398,789
0.07% of portfolio
|
Q1 2025
Added 54.15%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
10,153
shares
|
$397,185
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
10,000
shares
|
$391,200
0.03% of portfolio
|
Q4 2020
New holding
|