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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
14,957
shares
|
$568,216
0.02% of portfolio
|
Q1 2025
Added 9.86%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
14,595
shares
|
$554,464
0.13% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
14,585
shares
|
$554,084
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
14,533
shares
|
$552,108
0.01% of portfolio
|
Q1 2025
Added 49.67%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
14,450
shares
|
$548,955
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
14,375
shares
|
$546,106
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
14,171
shares
|
$538,356
0.11% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
14,028
shares
|
$532,923
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
13,922
shares
|
$528,896
0.34% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
13,658
shares
|
$518,867
0.3% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
13,548
shares
|
$514,688
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
13,438
shares
|
$510,509
0.02% of portfolio
|
Q1 2025
Added 25.05%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
13,402
shares
|
$509,141
0.05% of portfolio
|
Q1 2025
Added 11.37%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
13,078
shares
|
$496,833
0.0% of portfolio
|
Q1 2025
Reduced 66.5%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
12,924
shares
|
$490,982
0.0% of portfolio
|
Q1 2025
Added 106.92%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,704
shares
|
$482,624
0.01% of portfolio
|
Q4 2020
Reduced 16.4%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
12,612
shares
|
$479,129
0.02% of portfolio
|
Q1 2025
Added 10.72%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
12,529
shares
|
$475,976
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
12,380
shares
|
$470,316
0.01% of portfolio
|
Q1 2025
Added 19.22%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,209
shares
|
$463,819
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
|
$457,969
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,950
shares
|
$453,980
0.0% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
11,838
shares
|
$449,725
0.09% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
11,400
shares
|
$433,086
0.33% of portfolio
|
Q4 2024
Reduced 97.28%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
11,352
shares
|
$431,262
0.08% of portfolio
|
Q2 2025
Reduced 0.86%
|