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 218 institutions that hold shares in the stock, with a total of 17.4 Million shares, which have been reported (via 13F filing form) to have a value of $696 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
14,184
shares
|
$566,367
0.0% of portfolio
|
Q1 2025
Reduced 80.75%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
14,028
shares
|
$560,138
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
13,618
shares
|
$543,766
0.28% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
13,561
shares
|
$541,490
0.02% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
13,548
shares
|
$540,971
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
13,520
shares
|
$539,853
0.31% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
13,438
shares
|
$536,579
0.02% of portfolio
|
Q1 2025
Added 25.05%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
13,046
shares
|
$520,926
0.29% of portfolio
|
Q3 2025
Reduced 6.29%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
12,924
shares
|
$516,055
0.0% of portfolio
|
Q1 2025
Added 106.92%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,704
shares
|
$507,270
0.01% of portfolio
|
Q4 2020
Reduced 16.4%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
12,675
shares
|
$506,112
0.15% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
12,537
shares
|
$500,602
0.01% of portfolio
|
Q3 2025
Reduced 89.95%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
12,529
shares
|
$500,282
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
12,484
shares
|
$498,486
0.01% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
12,260
shares
|
$489,541
0.41% of portfolio
|
Q3 2025
Reduced 20.05%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,209
shares
|
$487,505
0.01% of portfolio
|
Q1 2024
Reduced 9.28%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
12,201
shares
|
$487,185
0.01% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
12,055
shares
|
$481,356
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
11,838
shares
|
$472,691
0.09% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,401
shares
|
$455,241
0.02% of portfolio
|
Q3 2025
Added 63.85%
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
11,123
shares
|
$444,141
0.14% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
10,842
shares
|
$432,921
0.12% of portfolio
|
Q2 2025
Added 25.46%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
10,667
shares
|
$425,933
0.03% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
10,505
shares
|
$419,464
0.02% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
10,194
shares
|
$407,046
0.07% of portfolio
|
Q1 2025
Added 54.15%
|
|