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 181 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $461 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
88,068
shares
|
$3.26 Million
0.1% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
84,872
shares
|
$3.15 Million
2.04% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
81,425
shares
|
$3.02 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
80,141
shares
|
$2.97 Million
0.27% of portfolio
|
Q3 2024
Reduced 15.23%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
78,897
shares
|
$2.92 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
68,191
shares
|
$2.53 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
64,034
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2024
Added 40.39%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
62,374
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 29.44%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
61,965
shares
|
$2.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.88%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
60,341
shares
|
$2.24 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
60,067
shares
|
$2.23 Million
0.92% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
58,828
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
58,533
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 35.71%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
55,862
shares
|
$2.07 Million
0.02% of portfolio
|
Q3 2024
Reduced 23.23%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
55,420
shares
|
$2.05 Million
0.11% of portfolio
|
Q4 2024
Reduced 21.58%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
53,070
shares
|
$1.97 Million
0.11% of portfolio
|
Q4 2023
Reduced 11.06%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
53,043
shares
|
$1.97 Million
1.44% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
53,022
shares
|
$1.97 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
51,616
shares
|
$1.91 Million
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
51,058
shares
|
$1.89 Million
0.04% of portfolio
|
Q2 2024
Added 0.42%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
50,600
shares
|
$1.88 Million
0.07% of portfolio
|
Q3 2024
Added 15.67%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
48,223
shares
|
$1.79 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
47,482
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 71.22%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
43,284
shares
|
$1.6 Million
1.06% of portfolio
|
Q3 2024
Reduced 16.54%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
43,245
shares
|
$1.6 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.04%
|