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 |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
3,077
shares
|
$116,895
0.14% of portfolio
|
Q1 2025
Added 21.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,896
shares
|
$110,019
0.0% of portfolio
|
Q4 2024
Reduced 57.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,731
shares
|
$103,750
0.0% of portfolio
|
Q1 2025
Added 1360.43%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
2,265
shares
|
$86,047
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
2,000
shares
|
$75,980
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
1,950
shares
|
$74,080
0.07% of portfolio
|
Q1 2025
Reduced 43.51%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
1,621
shares
|
$61,581
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
1,600
shares
|
$60,784
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,498
shares
|
$56,909
0.0% of portfolio
|
Q2 2025
Reduced 16.69%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
1,228
shares
|
$46,651
0.02% of portfolio
|
Q1 2025
Added 266.57%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
1,200
shares
|
$45,588
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
700
shares
|
$26,593
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
700
shares
|
$26,593
0.0% of portfolio
|
Q1 2023
Reduced 88.89%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
676
shares
|
$25,681
0.0% of portfolio
|
Q1 2023
Reduced 26.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
599
shares
|
$22,756
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
541
shares
|
$20,552
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
470
shares
|
$17,855
0.0% of portfolio
|
Q2 2025
Reduced 92.81%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
468
shares
|
$17,779
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
450
shares
|
$17,095
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
316
shares
|
$12,004
0.0% of portfolio
|
Q3 2024
Reduced 17.49%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
259
shares
|
$9,839
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
169
shares
|
$6,420
0.0% of portfolio
|
Q2 2024
Added 107.1%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
120
shares
|
$4,558
0.0% of portfolio
|
Q2 2024
Reduced 66.57%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
115
shares
|
$4,368
0.0% of portfolio
|
Q1 2025
Reduced 54.0%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
78
shares
|
$2,963
0.0% of portfolio
|
Q4 2024
New holding
|