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 |
|---|---|---|---|---|---|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
67,262
shares
|
$0
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
65,800
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
65,742
shares
|
$0
0.56% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
64,501
shares
|
$0
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
64,116
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 201.75%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
61,501
shares
|
$0
0.59% of portfolio
|
Q4 2024
Added 14.67%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
59,560
shares
|
$0
0.53% of portfolio
|
Q4 2024
Added 128.92%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
54,655
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 74.23%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
54,365
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 67.2%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
54,340
shares
|
$0
1.33% of portfolio
|
Q4 2024
Added 69.26%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
54,072
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
53,447
shares
|
$0
2.58% of portfolio
|
Q4 2024
New holding
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
52,978
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 24.76%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
52,300
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
47,728
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 55.21%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
45,715
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 58.31%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
43,260
shares
|
$0
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
40,895
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 157.91%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
39,695
shares
|
$0
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
38,317
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 88.71%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
38,253
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 112.33%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
37,913
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 112.96%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
37,651
shares
|
$0
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
37,006
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
36,985
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 25.38%
|