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 217 institutions that hold shares in the stock, with a total of 17.4 Million shares, which have been reported (via 13F filing form) to have a value of $695 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
101,564
shares
|
$4.06 Million
1.34% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
99,029
shares
|
$3.95 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
90,155
shares
|
$3.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 21.39%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
86,670
shares
|
$3.46 Million
0.41% of portfolio
|
Q2 2025
Added 24.96%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
85,380
shares
|
$3.41 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
83,578
shares
|
$3.34 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
82,368
shares
|
$3.29 Million
1.1% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jan 02, 2026 Q4 2025 |
81,024
shares
|
$3.24 Million
2.87% of portfolio
|
Q4 2025
Reduced 0.26%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
77,461
shares
|
$3.09 Million
0.06% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
73,651
shares
|
$2.94 Million
1.6% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
67,973
shares
|
$2.71 Million
0.57% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
65,842
shares
|
$2.63 Million
0.22% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
65,602
shares
|
$2.62 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.95%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jan 14, 2026 Q4 2025 |
63,976
shares
|
$2.55 Million
1.15% of portfolio
|
Q4 2025
Reduced 8.99%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
61,111
shares
|
$2.44 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.9%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
60,971
shares
|
$2.43 Million
0.04% of portfolio
|
Q1 2025
Added 27.79%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
58,158
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.94%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
57,169
shares
|
$2.28 Million
0.0% of portfolio
|
Q4 2025
Reduced 30.21%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
55,663
shares
|
$2.22 Million
1.25% of portfolio
|
Q1 2025
Added 572.42%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
55,033
shares
|
$2.2 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
54,270
shares
|
$2.17 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
53,542
shares
|
$2.14 Million
0.37% of portfolio
|
Q2 2025
Added 106.94%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
53,070
shares
|
$2.12 Million
0.11% of portfolio
|
Q4 2023
Reduced 11.06%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
52,914
shares
|
$2.11 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
51,189
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.38%
|
|