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 |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
6,595
shares
|
$263,338
0.04% of portfolio
|
Q1 2025
Added 56.13%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
6,529
shares
|
$260,702
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
6,319
shares
|
$252,317
0.06% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
6,273
shares
|
$250,480
0.06% of portfolio
|
Q3 2025
Reduced 9.01%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,092
shares
|
$243,253
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,082
shares
|
$242,854
0.01% of portfolio
|
Q3 2025
Reduced 30.38%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
5,966
shares
|
$238,222
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
5,816
shares
|
$232,232
0.04% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
5,629
shares
|
$224,765
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
5,500
shares
|
$219,615
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
5,427
shares
|
$216,700
0.01% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
5,384
shares
|
$214,983
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
5,244
shares
|
$209,392
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
5,218
shares
|
$208,354
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
5,000
shares
|
$199,650
0.02% of portfolio
|
Q3 2025
Reduced 37.87%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
4,694
shares
|
$187,431
0.17% of portfolio
|
Q2 2025
Reduced 18.7%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
3,976
shares
|
$158,761
0.01% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
3,657
shares
|
$146,024
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
3,435
shares
|
$137,159
0.05% of portfolio
|
Q2 2024
Reduced 21.31%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
3,077
shares
|
$122,864
0.13% of portfolio
|
Q1 2025
Added 21.0%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
2,434
shares
|
$97,189
0.0% of portfolio
|
Q3 2025
Added 22.07%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
2,194
shares
|
$87,606
0.02% of portfolio
|
Q4 2025
Reduced 13.25%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
2,000
shares
|
$79,860
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
1,574
shares
|
$62,849
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
1,300
shares
|
$51,909
0.01% of portfolio
|
Q2 2025
New holding
|
|