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 |
|---|---|---|---|---|---|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
13,515
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
13,250
shares
|
$0
0.46% of portfolio
|
Q3 2025
Reduced 21.55%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
13,135
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 34.65%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
13,125
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
12,949
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
12,787
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
12,438
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
12,374
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 13.78%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
12,362
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 41.45%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
11,963
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 8.94%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
11,938
shares
|
$0
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
11,838
shares
|
$0
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
11,623
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
11,601
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 12.59%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
11,531
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,414
shares
|
$0
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
11,080
shares
|
$0
0.1% of portfolio
|
Q2 2025
Reduced 35.41%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
10,650
shares
|
$0
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
10,640
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
10,625
shares
|
$0
0.02% of portfolio
|
Q1 2025
Reduced 31.12%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
10,567
shares
|
$0
0.2% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
10,510
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 78.86%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
10,125
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
10,119
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 18.88%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
9,826
shares
|
$0
0.23% of portfolio
|
Q3 2025
Reduced 5.24%
|
|