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 225 institutions that hold shares in the stock, with a total of 21.4 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 |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
20,305
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 24.82%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,950
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 0.99%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
19,895
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
19,472
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 85.89%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
19,310
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 44.54%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
19,218
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
18,875
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 15.17%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
18,799
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
18,640
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 19.08%
|
|
|
Castellan Group
Louisville, KY |
Oct 23, 2025 Q3 2025 |
17,661
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
17,263
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 14.56%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
17,196
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 8.48%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
17,030
shares
|
$0
0.66% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
16,789
shares
|
$0
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
16,360
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 85.87%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
16,250
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
16,240
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 31.17%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Nov 03, 2025 Q3 2025 |
16,205
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
16,164
shares
|
$0
0.14% of portfolio
|
Q2 2025
Added 99.09%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
15,916
shares
|
$0
0.01% of portfolio
|
Q3 2025
Reduced 15.81%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
15,320
shares
|
$0
0.11% of portfolio
|
Q4 2024
Added 36.87%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
14,723
shares
|
$0
0.23% of portfolio
|
Q1 2023
Added 280.24%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
14,450
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 7.25%
|
|
|
Evolution Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
14,305
shares
|
$0
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
13,707
shares
|
$0
0.04% of portfolio
|
Q1 2025
Reduced 9.58%
|
|