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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
11,464
shares
|
$425,543
0.02% of portfolio
|
Q1 2024
Added 164.45%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
11,451
shares
|
$425,061
0.0% of portfolio
|
Q4 2024
Added 33.85%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
11,391
shares
|
$422,833
0.01% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
11,378
shares
|
$422,351
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
11,299
shares
|
$419,418
0.01% of portfolio
|
Q4 2024
Reduced 11.42%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
10,746
shares
|
$398,891
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
10,000
shares
|
$371,200
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
9,710
shares
|
$360,435
0.01% of portfolio
|
Q4 2024
Reduced 50.83%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
9,710
shares
|
$360,435
0.0% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
9,450
shares
|
$350,784
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
9,250
shares
|
$343,360
0.12% of portfolio
|
Q4 2024
Reduced 24.49%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
8,917
shares
|
$330,999
0.08% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
8,612
shares
|
$319,677
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
8,279
shares
|
$307,316
0.11% of portfolio
|
Q3 2024
Reduced 22.12%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
8,212
shares
|
$304,829
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
8,047
shares
|
$298,704
0.03% of portfolio
|
Q4 2023
Reduced 6.18%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
7,931
shares
|
$294,398
0.02% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
7,652
shares
|
$284,042
0.01% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
7,600
shares
|
$282,112
0.09% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
7,441
shares
|
$276,209
0.0% of portfolio
|
Q1 2024
Reduced 28.33%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
7,439
shares
|
$276,135
0.03% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
7,383
shares
|
$274,056
0.09% of portfolio
|
Q2 2024
Reduced 28.6%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
7,350
shares
|
$272,832
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
7,000
shares
|
$259,839
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
6,966
shares
|
$258,577
0.06% of portfolio
|
Q2 2024
Reduced 15.18%
|