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 |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
7,441
shares
|
$282,683
0.0% of portfolio
|
Q1 2024
Reduced 28.33%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
7,190
shares
|
$273,148
0.02% of portfolio
|
Q1 2025
Reduced 53.58%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
7,180
shares
|
$272,768
0.02% of portfolio
|
Q1 2025
Reduced 43.55%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
7,178
shares
|
$272,692
0.01% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,000
shares
|
$265,930
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
6,903
shares
|
$262,244
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
6,733
shares
|
$255,786
0.01% of portfolio
|
Q1 2025
Added 17.94%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
6,730
shares
|
$255,672
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
6,595
shares
|
$250,544
0.06% of portfolio
|
Q1 2025
Added 56.13%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
6,319
shares
|
$240,058
0.06% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
6,199
shares
|
$235,500
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
6,092
shares
|
$231,435
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
5,980
shares
|
$227,180
0.0% of portfolio
|
Q4 2024
Reduced 59.56%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
5,966
shares
|
$226,648
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
5,816
shares
|
$220,949
0.04% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
5,774
shares
|
$219,354
0.22% of portfolio
|
Q1 2025
Reduced 34.96%
|
|
|
Mitchell Capital Management CO
|
May 09, 2025 Q1 2025 |
5,700
shares
|
$216,543
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
5,500
shares
|
$208,945
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
5,000
shares
|
$189,950
0.02% of portfolio
|
Q1 2025
Reduced 37.87%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
4,006
shares
|
$152,187
0.01% of portfolio
|
Q1 2025
Added 13253.33%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,711
shares
|
$140,980
0.0% of portfolio
|
Q1 2025
Reduced 75.9%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
3,657
shares
|
$138,929
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
3,435
shares
|
$130,495
0.06% of portfolio
|
Q2 2024
Reduced 21.31%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
3,206
shares
|
$121,795
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,137
shares
|
$119,174
0.0% of portfolio
|
Q1 2025
Reduced 31.64%
|