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 |
|---|---|---|---|---|---|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
11,253
shares
|
$427,501
0.14% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
11,214
shares
|
$426,019
0.04% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
10,799
shares
|
$410,254
0.02% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
10,527
shares
|
$399,920
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
10,000
shares
|
$379,900
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
9,981
shares
|
$379,178
0.07% of portfolio
|
Q1 2025
Added 62.74%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
9,920
shares
|
$376,860
0.03% of portfolio
|
Q1 2025
Added 168.11%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
9,150
shares
|
$347,608
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
9,106
shares
|
$345,936
0.06% of portfolio
|
Q2 2025
Added 29.51%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
8,917
shares
|
$338,756
0.09% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
8,833
shares
|
$335,565
0.0% of portfolio
|
Q1 2025
Reduced 68.57%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
8,720
shares
|
$331,272
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
8,712
shares
|
$330,968
0.15% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
8,704
shares
|
$330,664
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
8,642
shares
|
$328,309
0.1% of portfolio
|
Q1 2025
Reduced 6.57%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
8,564
shares
|
$325,346
0.11% of portfolio
|
Q4 2024
Added 26.82%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
8,311
shares
|
$315,734
0.01% of portfolio
|
Q1 2025
Reduced 47.76%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
8,261
shares
|
$313,835
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
8,074
shares
|
$306,731
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
8,004
shares
|
$304,071
0.2% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
7,999
shares
|
$303,882
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
7,749
shares
|
$294,384
0.01% of portfolio
|
Q1 2025
Added 249.68%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
7,677
shares
|
$291,649
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
7,637
shares
|
$290,129
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
7,566
shares
|
$287,432
0.04% of portfolio
|
Q1 2025
New holding
|