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 |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
1,300
shares
|
$51,909
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,288
shares
|
$51,429
0.0% of portfolio
|
Q3 2025
Reduced 14.02%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
1,250
shares
|
$49,912
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
1,200
shares
|
$47,916
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
1,074
shares
|
$42,884
0.02% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
753
shares
|
$30,067
0.0% of portfolio
|
Q3 2025
Reduced 89.46%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
700
shares
|
$27,951
0.0% of portfolio
|
Q1 2023
Reduced 88.89%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
676
shares
|
$26,992
0.0% of portfolio
|
Q1 2023
Reduced 26.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
599
shares
|
$23,918
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
541
shares
|
$21,602
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
450
shares
|
$17,968
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
345
shares
|
$13,775
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
316
shares
|
$12,617
0.0% of portfolio
|
Q3 2024
Reduced 17.49%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
259
shares
|
$10,341
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
120
shares
|
$4,791
0.0% of portfolio
|
Q2 2024
Reduced 66.57%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
115
shares
|
$4,591
0.0% of portfolio
|
Q1 2025
Reduced 54.0%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
37
shares
|
$1,477
0.0% of portfolio
|
Q2 2025
Reduced 52.56%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|