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 193 institutions that hold shares in the stock, with a total of 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $472 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
12,034
shares
|
$446,220
0.05% of portfolio
|
Q4 2024
Reduced 9.44%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
12,031
shares
|
$446,109
0.01% of portfolio
|
Q4 2024
Reduced 99.47%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
11,838
shares
|
$438,953
0.09% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
11,451
shares
|
$424,603
0.0% of portfolio
|
Q4 2024
Added 33.85%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
11,391
shares
|
$422,378
0.01% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
11,299
shares
|
$418,966
0.01% of portfolio
|
Q4 2024
Reduced 11.42%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
11,108
shares
|
$411,884
0.0% of portfolio
|
Q4 2024
Reduced 82.07%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
10,746
shares
|
$398,461
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
10,384
shares
|
$385,038
0.01% of portfolio
|
Q4 2024
Reduced 14.95%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
10,000
shares
|
$370,800
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
9,710
shares
|
$360,046
0.01% of portfolio
|
Q4 2024
Reduced 50.83%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
9,710
shares
|
$360,046
0.0% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
9,250
shares
|
$342,990
0.12% of portfolio
|
Q4 2024
Reduced 24.49%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,158
shares
|
$339,578
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
8,917
shares
|
$330,642
0.08% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
8,878
shares
|
$329,196
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
8,612
shares
|
$319,332
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
8,564
shares
|
$317,553
0.12% of portfolio
|
Q4 2024
Added 26.82%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
8,279
shares
|
$306,985
0.11% of portfolio
|
Q3 2024
Reduced 22.12%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
8,278
shares
|
$306,948
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
8,212
shares
|
$304,500
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
8,047
shares
|
$298,382
0.03% of portfolio
|
Q4 2023
Reduced 6.18%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
7,652
shares
|
$283,736
0.01% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
7,600
shares
|
$281,808
0.09% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
7,441
shares
|
$275,912
0.0% of portfolio
|
Q1 2024
Reduced 28.33%
|