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 224 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 |
|---|---|---|---|---|---|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
39,080
shares
|
$0
0.03% of portfolio
|
Q4 2025
Added 145.54%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
38,677
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
36,985
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 25.38%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
36,120
shares
|
$0
0.37% of portfolio
|
Q2 2023
Reduced 5.19%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
35,753
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jan 09, 2026 Q4 2025 |
32,444
shares
|
$0
0.8% of portfolio
|
Q4 2025
Reduced 0.12%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
30,336
shares
|
$0
0.36% of portfolio
|
Q3 2025
Reduced 57.11%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
30,308
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 31.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,135
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
29,392
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
29,296
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
29,120
shares
|
$0
0.97% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
28,736
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
28,545
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 15.41%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
28,356
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 06, 2025 Q3 2025 |
26,524
shares
|
$0
0.54% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
26,147
shares
|
$0
0.0% of portfolio
|
Q2 2022
Reduced 63.67%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
25,968
shares
|
$0
0.0% of portfolio
|
Q1 2023
Added 23.5%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
25,735
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 188.02%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
25,547
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 150.98%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
24,922
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 80.94%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
23,912
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
22,950
shares
|
$0
0.1% of portfolio
|
Q4 2023
Reduced 4.58%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
22,823
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
First City Capital Management, Inc.
|
Jan 14, 2026 Q4 2025 |
22,480
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 356.45%
|
|