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 |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
10,141
shares
|
$404,930
0.02% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
10,000
shares
|
$399,300
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
9,708
shares
|
$387,640
0.05% of portfolio
|
Q3 2025
Reduced 31.49%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
9,700
shares
|
$387,321
0.03% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
9,496
shares
|
$379,175
0.07% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
9,249
shares
|
$369,312
0.25% of portfolio
|
Q2 2025
Added 49.2%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
9,150
shares
|
$365,359
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
9,106
shares
|
$363,602
0.06% of portfolio
|
Q2 2025
Added 29.51%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
9,044
shares
|
$361,126
0.03% of portfolio
|
Q3 2025
Reduced 19.35%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
8,917
shares
|
$356,055
0.08% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
8,875
shares
|
$354,378
0.0% of portfolio
|
Q3 2025
Added 34.02%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
8,564
shares
|
$341,960
0.1% of portfolio
|
Q4 2024
Added 26.82%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
8,146
shares
|
$325,269
0.05% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
8,004
shares
|
$319,599
0.19% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
7,999
shares
|
$319,400
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
7,980
shares
|
$318,641
0.12% of portfolio
|
Q3 2025
Reduced 29.78%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
7,702
shares
|
$307,540
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
7,637
shares
|
$304,945
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
7,481
shares
|
$298,716
0.04% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
7,383
shares
|
$294,803
0.09% of portfolio
|
Q2 2025
Reduced 86.0%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,326
shares
|
$292,527
0.0% of portfolio
|
Q3 2025
Reduced 34.18%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
7,000
shares
|
$279,510
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
6,810
shares
|
$271,923
0.02% of portfolio
|
Q3 2025
Reduced 18.06%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
6,730
shares
|
$268,728
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
6,684
shares
|
$266,892
0.0% of portfolio
|
Q3 2025
Added 25.22%
|
|