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 179 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $458 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
42,549
shares
|
$1.58 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Bullseye Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
41,747
shares
|
$1.55 Million
2.2% of portfolio
|
Q3 2024
Reduced 13.67%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
37,785
shares
|
$1.4 Million
0.27% of portfolio
|
Q1 2024
Reduced 1.13%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
37,559
shares
|
$1.39 Million
0.53% of portfolio
|
Q4 2024
Reduced 11.4%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
36,329
shares
|
$1.35 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
35,841
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
35,795
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.92%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
34,502
shares
|
$1.28 Million
0.1% of portfolio
|
Q1 2024
Added 176.95%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
34,342
shares
|
$1.27 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
33,300
shares
|
$1.24 Million
1.47% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
32,158
shares
|
$1.19 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
31,950
shares
|
$1.19 Million
0.31% of portfolio
|
Q4 2024
Reduced 33.43%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
31,000
shares
|
$1.15 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
30,932
shares
|
$1.15 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
30,496
shares
|
$1.13 Million
0.91% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
30,322
shares
|
$1.13 Million
0.45% of portfolio
|
Q1 2023
Added 13.19%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
29,821
shares
|
$1.11 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
29,693
shares
|
$1.1 Million
0.37% of portfolio
|
Q1 2024
Added 11.62%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
29,674
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.98%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
29,603
shares
|
$1.1 Million
0.08% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
28,396
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
27,315
shares
|
$1.01 Million
0.29% of portfolio
|
Q3 2024
Reduced 12.14%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
26,720
shares
|
$991,846
0.18% of portfolio
|
Q3 2024
Reduced 9.39%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
26,029
shares
|
$966,196
0.39% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
26,000
shares
|
$965,119
0.38% of portfolio
|
Q3 2024
Reduced 0.76%
|