Institutional Ownership Innovator U.S. Equity Power Bu (PFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PFEB). We have compiled data on the 200 institutions that hold shares in the stock, with a total of 13.3 Million shares, which have been reported (via 13F filing form) to have a value of $467 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
2,757,412
shares
|
$96.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
1,279,402
shares
|
$44.9 Million
0.86% of portfolio
|
Q4 2024
Added 16.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
804,758
shares
|
$28.2 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
424,062
shares
|
$14.9 Million
0.03% of portfolio
|
Q1 2025
Added 770.66%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
419,520
shares
|
$14.7 Million
0.36% of portfolio
|
Q4 2024
Reduced 97.28%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
406,081
shares
|
$14.2 Million
3.92% of portfolio
|
Q3 2023
Reduced 38.82%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
400,300
shares
|
$14 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
341,143
shares
|
$12 Million
0.07% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
262,447
shares
|
$9.21 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
248,803
shares
|
$8.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
237,590
shares
|
$8.34 Million
0.95% of portfolio
|
Q1 2024
Added 108.07%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
219,122
shares
|
$7.69 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
172,319
shares
|
$6.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
164,392
shares
|
$5.77 Million
1.37% of portfolio
|
Q1 2025
Added 11.88%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
153,825
shares
|
$5.4 Million
1.42% of portfolio
|
Q1 2025
Added 15.57%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
143,243
shares
|
$5.03 Million
0.09% of portfolio
|
Q4 2024
Reduced 10.55%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
134,532
shares
|
$4.72 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
120,503
shares
|
$4.23 Million
0.01% of portfolio
|
Q1 2025
Added 17.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
116,744
shares
|
$4.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
112,590
shares
|
$3.95 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
108,760
shares
|
$3.82 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
107,294
shares
|
$3.76 Million
0.11% of portfolio
|
Q4 2024
Added 21.83%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
105,529
shares
|
$3.7 Million
1.09% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
103,825
shares
|
$3.64 Million
1.3% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
102,002
shares
|
$3.58 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.43%
|