Institutional Ownership Innovator U.S. Equity Power Bu (PDEC)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PDEC). We have compiled data on the 215 institutions that hold shares in the stock, with a total of 21.6 Million shares, which have been reported (via 13F filing form) to have a value of $0.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
155,232
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 109.76%
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
148,719
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 53.57%
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
126,482
shares
|
$0
0.01% of portfolio
|
Q4 2024
Added 42.03%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
125,058
shares
|
$0
0.19% of portfolio
|
Q4 2024
Added 958.74%
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
118,411
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.81%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
117,998
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 81.55%
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
105,420
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 54.57%
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
100,115
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 136.58%
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
98,820
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
97,825
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 860.95%
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
92,155
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 26.7%
|
|
Castle Rock Wealth Management, LLC
|
Mar 05, 2025 Q4 2024 |
91,860
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
86,933
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 20.44%
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
83,840
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
82,349
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.01%
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
81,663
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
80,656
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 58.39%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
79,919
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 417.78%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
78,015
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 71.64%
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
73,564
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.93%
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
72,460
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
69,758
shares
|
$0
0.88% of portfolio
|
Q4 2024
New holding
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
69,618
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 81.11%
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
68,651
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
68,009
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 38.08%
|