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 16.6 Million shares, which have been reported (via 13F filing form) to have a value of $662 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
22,647
shares
|
$904,294
0.02% of portfolio
|
Q1 2024
Added 263.52%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
22,036
shares
|
$879,897
0.02% of portfolio
|
Q3 2025
Reduced 43.52%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
21,436
shares
|
$855,939
0.01% of portfolio
|
Q3 2025
Added 317.37%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
21,292
shares
|
$850,189
0.3% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
20,306
shares
|
$810,818
0.28% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Bcgm Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
19,693
shares
|
$786,341
0.23% of portfolio
|
Q1 2025
Reduced 33.68%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
18,897
shares
|
$754,557
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
18,871
shares
|
$753,519
0.09% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,793
shares
|
$750,404
0.0% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
18,580
shares
|
$741,899
0.34% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
17,736
shares
|
$708,198
0.09% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
17,329
shares
|
$691,946
0.27% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jan 09, 2026 Q4 2025 |
17,038
shares
|
$680,327
0.39% of portfolio
|
Q4 2025
Reduced 0.1%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
16,681
shares
|
$666,072
0.02% of portfolio
|
Q3 2025
Reduced 11.65%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
16,665
shares
|
$665,433
0.49% of portfolio
|
Q4 2025
Reduced 22.76%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
16,644
shares
|
$664,594
0.18% of portfolio
|
Q1 2025
Added 31.67%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
16,224
shares
|
$647,824
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
16,137
shares
|
$644,350
0.02% of portfolio
|
Q2 2025
Reduced 17.63%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
15,490
shares
|
$618,515
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,302
shares
|
$611,008
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
14,932
shares
|
$596,234
0.01% of portfolio
|
Q3 2025
Added 115.75%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
14,740
shares
|
$588,568
0.0% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
14,375
shares
|
$573,993
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
14,314
shares
|
$571,558
0.01% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
14,221
shares
|
$567,844
0.21% of portfolio
|
Q2 2025
Reduced 5.93%
|
|