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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Nikulski Financial, Inc.
|
Jan 15, 2026 Q4 2025 |
9,326
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 60.79%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
9,257
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
8,935
shares
|
$0
0.09% of portfolio
|
Q3 2025
Reduced 14.7%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
8,750
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
8,500
shares
|
$0
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
8,352
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 57.72%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
8,350
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
8,248
shares
|
$0
0.01% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
8,190
shares
|
$0
0.01% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
8,148
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,000
shares
|
$0
0.0% of portfolio
|
Q2 2022
Reduced 17.95%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
7,870
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 49.72%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
7,639
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,572
shares
|
$0
0.0% of portfolio
|
Q4 2022
Added 5.02%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
7,499
shares
|
$0
0.09% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
7,232
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 18.37%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
7,050
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
7,008
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 31.9%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
7,008
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 6.13%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
6,904
shares
|
$0
0.12% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
6,891
shares
|
$0
0.2% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Cypress Financial Planning LLC
|
Jan 14, 2026 Q4 2025 |
6,837
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 49.41%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
6,731
shares
|
$0
0.11% of portfolio
|
Q2 2025
Added 24.74%
|
|