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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
10,125
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
10,081
shares
|
$0
0.02% of portfolio
|
Q4 2024
Added 35.7%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
9,623
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
9,560
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,442
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
9,387
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 42.85%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
8,950
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
8,859
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 10.1%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
8,465
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
8,119
shares
|
$0
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,000
shares
|
$0
0.0% of portfolio
|
Q2 2022
Reduced 17.95%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,572
shares
|
$0
0.0% of portfolio
|
Q4 2022
Added 5.02%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
7,368
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
7,283
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
7,236
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 10.2%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
7,103
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 11.22%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
7,050
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
7,000
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
6,993
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
6,915
shares
|
$0
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
6,875
shares
|
$0
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
6,422
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 2.73%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Jan 31, 2025 Q4 2024 |
6,327
shares
|
$0
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
6,310
shares
|
$0
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
6,084
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 734.57%
|