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 221 institutions that hold shares in the stock, with a total of 16.5 Million shares, which have been reported (via 13F filing form) to have a value of $590 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
|
$98.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
1,325,275
shares
|
$47.3 Million
0.85% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,136,550
shares
|
$40.6 Million
0.06% of portfolio
|
Q1 2025
Added 183.92%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
1,010,380
shares
|
$36.1 Million
0.6% of portfolio
|
Q1 2025
Added 605.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
804,758
shares
|
$28.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
456,458
shares
|
$16.3 Million
0.16% of portfolio
|
Q1 2025
Added 389.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
424,062
shares
|
$15.1 Million
0.03% of portfolio
|
Q1 2025
Added 770.66%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
419,520
shares
|
$15 Million
0.36% of portfolio
|
Q4 2024
Reduced 97.28%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
406,081
shares
|
$14.5 Million
3.92% of portfolio
|
Q3 2023
Reduced 38.82%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
341,143
shares
|
$12.2 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
|
$9.37 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
250,362
shares
|
$8.94 Million
0.02% of portfolio
|
Q1 2025
Added 45.29%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
248,803
shares
|
$8.88 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
|
$8.48 Million
0.95% of portfolio
|
Q1 2024
Added 108.07%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
228,462
shares
|
$8.15 Million
0.03% of portfolio
|
Q1 2025
Added 1337.95%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
219,122
shares
|
$7.82 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
214,888
shares
|
$7.67 Million
0.0% of portfolio
|
Q1 2025
Added 194.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
213,131
shares
|
$7.61 Million
0.0% of portfolio
|
Q1 2025
Added 82.56%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
164,392
shares
|
$5.87 Million
1.37% of portfolio
|
Q1 2025
Added 11.88%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
153,825
shares
|
$5.49 Million
1.42% of portfolio
|
Q1 2025
Added 15.57%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
134,532
shares
|
$4.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
125,693
shares
|
$4.49 Million
0.12% of portfolio
|
Q1 2025
Added 17.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
120,503
shares
|
$4.3 Million
0.01% of portfolio
|
Q1 2025
Added 17.06%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
112,590
shares
|
$4.02 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
108,760
shares
|
$3.88 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.64%
|