Innovator U.S. Equity PowerPDECETF
13F holders, Q1 2024 (March 31)171holders
1famous investor
$36.59avg. 13F price*
At the end of Q1 2024, 171 institutions reported holding Innovator U.S. Equity Power (PDEC) in their 13F filings. The largest holders were Alliancebernstein L.P. ($191.6M), Strategic Wealth Partners Group, LLC ($39.6M) and Brookstone Capital Management ($37.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Innovator U.S. Equity Power
- CUSIP
- 45782C540
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $6.0M |
| Exits | 10 | $3.3M |
Ownership 171 holders
| Alliancebernstein L.P. | 0.07% | Reduce -2.6% | 5,235,522 | $191.6M |
| Strategic Wealth Partners Group, LLC | 4.37% | Reduce -5.3% | 1,083,141 | $39.6M |
| Brookstone Capital Management | 0.67% | Reduce -20.1% | 1,030,365 | $37.7M |
| Penserra Capital Management LLC | 0.43% | Add +8.3% | 942,005 | $34.5M |
| Cetera Investment Advisers | 0.06% | Add +48.8% | 643,391 | $23.5M |
| HighTower Advisors, LLC | 0.04% | Reduce -0.5% | 615,683 | $22.5M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -2.5% | 557,662 | $20.4M |
| Osaic Holdings, Inc. | 0.04% | Reduce -5.0% | 532,753 | $19.5M |
| Stephens Inc. | 0.22% | Reduce -0.4% | 384,703 | $14.1M |
| Blair William & Co. | 0.04% | Reduce -0.1% | 378,698 | $13.9M |
| MBL Wealth, LLC | 1.50% | Reduce -3.1% | 360,679 | $13.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.5% | 336,854 | $12.3M |
| Global Strategic Investment Solutions, LLC | 1.44% | Reduce -2.1% | 336,487 | $12.3M |
| Truist Financial Corp. | 0.02% | Add +3.2% | 294,611 | $10.8M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +0.7% | 282,601 | $10.3M |
| Lincoln National Corp. | 0.15% | Reduce -0.8% | 263,664 | $9.6M |
| Kestra Advisory Services, LLC | 0.06% | Add +53.8% | 260,467 | $9.5M |
| LPL Financial LLC | 0.00% | Add +126.9% | 208,766 | $7.6M |
| Foundations Investment Advisors, LLC | 0.20% | Add +204.9% | 207,591 | $7.6M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -6.0% | 194,600 | $7.1M |
| Weaver Capital Management LLC | 2.02% | Reduce -0.6% | 193,912 | $7.1M |
| Townsquare Capital LLC | 0.09% | Reduce -26.5% | 174,980 | $6.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -4.9% | 159,293 | $5.8M |
| WealthPlan Investment Management, LLC | 0.84% | Add +153.2% | 151,140 | $5.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.11% | Reduce -4.8% | 119,397 | $4.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -6.2% | 119,283 | $4.4M |
| Gill Capital Partners, LLC | 1.74% | Reduce -1.4% | 118,655 | $4.3M |
| AE Wealth Management LLC | 0.05% | Reduce -31.5% | 111,235 | $4.1M |
| Pathstone Holdings, LLC | 0.02% | Reduce -0.0% | 109,564 | $4.0M |
| Castle Rock Wealth Management, LLC | 0.94% | Reduce -0.7% | 95,229 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.8% | 89,732 | $3.3M |
| MML Investors Services, LLC | 0.01% | Add +0.1% | 82,364 | $3.0M |
| WealthPLAN Partners, LLC | 0.31% | Add +38.2% | 81,693 | $3.0M |
| Yarger Wealth Strategies, LLC | 2.02% | Reduce -7.2% | 81,065 | $3.0M |
| KFG Wealth Management, LLC | 1.18% | Add +1.3% | 78,388 | $2.9M |
| Sigma Planning Corp | 0.09% | Add +25.5% | 76,103 | $2.8M |
| NewEdge Advisors, LLC | 0.02% | Add +1.6% | 74,178 | $2.7M |
| Compass Advisory Group LLC | 1.19% | Reduce -1.2% | 73,572 | $2.7M |
| Milestone Asset Management, LLC | 0.76% | Reduce -0.3% | 72,752 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -1.2% | 69,468 | $2.5M |
| CoreCap Advisors, LLC | 0.13% | Reduce -31.9% | 68,982 | $2.5M |
| Bellwether Advisors, LLC | 0.53% | Add +0.2% | 66,050 | $2.4M |
| AlphaCore Capital LLC | 0.64% | No change | 65,800 | $2.4M |
| Pillar Wealth Advisors, LLC | 1.77% | Reduce -1.2% | 64,116 | $2.3M |
| Independent Financial Group, LLC | 0.10% | Reduce -0.4% | 61,848 | $2.3M |
| Jane Street Group, LLC | 0.00% | Add +120.3% | 61,736 | $2.3M |
| RFG Advisory, LLC | 0.07% | New | 56,901 | $2.1M |
| BCS Wealth Management | 0.65% | Reduce -1.7% | 55,000 | $2.0M |
| Outlook Wealth Advisors, LLC | 0.59% | Reduce -1.8% | 51,818 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -0.6% | 51,631 | $1.9M |
| Retirement Income Solutions, Inc. | 0.43% | No change | 51,272 | $1.9M |
| Diligent Investors, LLC | 0.47% | No change | 51,232 | $1.9M |
| CRA Financial Services, LLC | 0.41% | Reduce -5.5% | 51,086 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Reduce 0.0% | 49,932 | $1.8M |
| Corrado Advisors, LLC | 1.20% | Reduce -3.0% | 49,907 | $1.8M |
| MTM Financial Group, LLC | 1.18% | Add +1.1% | 48,645 | $1.8M |
| Atticus Wealth Management, LLC | 0.57% | No change | 47,728 | $1.7M |
| MAI Capital Management | 0.02% | Reduce -82.5% | 47,142 | $1.7M |
| Weaver Consulting Group | 0.59% | No change | 43,466 | $1.6M |
| Raymond James & Associates | 0.00% | Reduce -10.9% | 42,225 | $1.5M |
| City Holding Co. | 0.19% | Reduce -6.8% | 34,128 | $1.2M |
| Brown Wealth Management, LLC | 0.51% | No change | 33,748 | $1.2M |
| Pinnacle Wealth Management Group, Inc. | 0.91% | No change | 33,570 | $1.2M |
| Trek Financial, LLC | 0.10% | Add +23.4% | 33,087 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -14.3% | 33,038 | $1.2M |
| Wealth Alliance, LLC | 0.14% | No change | 29,499 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | No change | 29,257 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -14.0% | 29,237 | $1.1M |
| OneDigital Investment Advisors LLC | 0.02% | Add +0.6% | 27,712 | $1.0M |
| Advisory Alpha, LLC | 0.04% | Reduce -0.5% | 27,560 | $1.0M |
| Ameritas Advisory Services, LLC | 0.04% | New | 26,748 | $976K |
| Keystone Wealth Services, LLC | 0.32% | No change | 26,505 | $970K |
| Patriot Financial Group Insurance Agency, LLC | 0.15% | Add +7.8% | 26,387 | $966K |
| Southland Equity Partners LLC | 0.27% | No change | 26,321 | $963K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.03% | No change | 26,147 | $957K |
| Tradition Wealth Management, LLC | 0.10% | Reduce -63.6% | 26,085 | $955K |
| Capital Analysts, LLC | 0.04% | No change | 25,949 | $949K |
| Nations Financial Group Inc, /Ia/ | 0.08% | Reduce -19.8% | 25,821 | $945K |
| Long Island Wealth Management, Inc. | 0.66% | Reduce -27.7% | 25,544 | $935K |
| M Holdings Securities, Inc. | 0.15% | Add +129.4% | 23,931 | $876K |
| ARS Wealth Advisors Group, LLC | 0.12% | No change | 23,275 | $852K |
| Wedbush Securities Inc. | 0.03% | Reduce -14.2% | 22,247 | $814K |
| Visionary Wealth Advisors | 0.05% | Add +10.4% | 22,240 | $814K |
| Three Seasons Wealth, LLC | 0.56% | No change | 21,900 | $799K |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.3% | 21,715 | $795K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -2.4% | 21,377 | $782K |
| Continuum Advisory, LLC | 0.12% | Reduce -5.3% | 21,061 | $774K |
| Strategic Blueprint, LLC | 0.05% | Reduce -0.2% | 20,975 | $768K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -5.9% | 20,911 | $765K |
| Horan Capital Advisors, LLC. | 0.27% | Reduce -65.2% | 20,636 | $755K |
| Orion Capital Management LLC | 0.40% | No change | 20,500 | $750K |
| Royal Bank of Canada | 0.00% | Add +637.5% | 20,066 | $734K |
| AdvisorNet Financial, Inc | 0.07% | No change | 19,998 | $732K |
| FSA Advisors, Inc. | 0.76% | Add +2.0% | 19,475 | $713K |
| Captrust Financial Advisors | 0.00% | Add +3.4% | 19,450 | $712K |
| WPWealth LLP | 0.18% | Reduce -23.5% | 19,109 | $699K |
| IFP Advisors, Inc | 0.03% | No change | 19,096 | $699K |
| Sugarloaf Wealth Management, LLC | 0.14% | No change | 18,283 | $669K |
| Csenge Advisory Group | 0.04% | No change | 18,186 | $666K |
| SageView Advisory Group, LLC | 0.03% | New | 16,831 | $631K |
| Cornerstone Wealth Group, LLC | 0.05% | New | 15,985 | $585K |
| Firestone Capital Management | 0.16% | Reduce -2.0% | 15,967 | $584K |
| InterOcean Capital Group, LLC | 0.01% | Reduce -7.3% | 14,450 | $529K |
| Evolution Wealth Advisors, LLC | 0.10% | No change | 14,305 | $524K |
| Arax Advisory Partners | 0.05% | Reduce -2.4% | 13,796 | $505K |
| Waterloo Capital, L.P. | 0.06% | No change | 13,479 | $493K |
| DHJJ Financial Advisors, Ltd. | 0.22% | Reduce -1.3% | 13,422 | $491K |
| Spire Wealth Management | 0.01% | Reduce -0.0% | 13,359 | $489K |
| Cerity Partners LLC | 0.00% | No change | 13,250 | $485K |
| Crown Wealth Group, LLC | 0.25% | Reduce -39.4% | 13,130 | $481K |
| Cypress Financial Planning LLC | 0.21% | Add +106.6% | 12,670 | $464K |
| Soltis Investment Advisors LLC | 0.05% | Reduce -0.0% | 12,378 | $453K |
| Cedar Brook Financial Partners, LLC | 0.08% | Add +1.5% | 11,730 | $429K |
| Modera Wealth Management, LLC | 0.01% | No change | 11,531 | $422K |
| Cypress Wealth Services, LLC | 0.10% | No change | 11,483 | $420K |
| Focus Financial Network, Inc. | 0.02% | — | 11,414 | $411K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Reduce -46.2% | 10,902 | $399K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -36.7% | 10,673 | $391K |
| Harbour Investments, Inc. | 0.01% | No change | 10,230 | $374K |
| Integrated Wealth Concepts LLC | 0.01% | No change | 10,160 | $372K |
| Phoenix Wealth Advisors | 0.21% | No change | 9,560 | $350K |
| Valtinson Bruner Financial Planning LLC | 0.15% | Reduce -30.8% | 9,475 | $347K |
| XML Financial, LLC | 0.03% | No change | 9,309 | $341K |
| Certified Advisory Corp | 0.05% | No change | 9,249 | $338K |
| TFO Wealth Partners, LLC | 0.06% | No change | 8,710 | $319K |
| Ausdal Financial Partners, Inc. | 0.04% | No change | 8,327 | $305K |
| Belpointe Asset Management LLC | 0.02% | No change | 8,172 | $299K |
| Frisch Financial Group, Inc. | 0.10% | Reduce -1.9% | 8,171 | $299K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.11% | New | 8,119 | $297K |
| Mutual Advisors, LLC | 0.01% | No change | 8,110 | $297K |
| BLB&B Advisors, LLC | 0.02% | New | 8,015 | $293K |
| Mitchell Capital Management Co. | 0.06% | No change | 7,978 | $292K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 8,001 | $290K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 7,550 | $276K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -21.4% | 8,289 | $268K |
| Corient Private Wealth LP | 0.00% | No change | 7,284 | $267K |
| Clay Northam Wealth Management, LLC | 0.21% | No change | 7,050 | $258K |
| Bedel Financial Consulting, Inc. | 0.04% | No change | 6,950 | $254K |
| PCA Investment Advisory Services Inc. | 0.14% | Add +0.8% | 6,808 | $249K |
| BCGM Wealth Management, LLC | 0.09% | No change | 6,628 | $243K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -0.6% | 6,602 | $242K |
| Citadel Advisors | 0.00% | New | 6,303 | $231K |
| Beacon Financial Advisory LLC | 0.11% | Reduce -4.7% | 6,024 | $220K |
| Level Four Advisory Services, LLC | 0.01% | No change | 6,245 | $219K |
| Allworth Financial LP | 0.00% | New | 5,969 | $218K |
| Brown Brothers Harriman & Co. | 0.00% | New | 5,766 | $211K |
| Nikulski Financial, Inc. | 0.07% | No change | 5,700 | $209K |
| Bullseye Investment Management, LLC | 0.13% | New | 5,666 | $207K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 5,583 | $204K |
| NorthRock Partners, LLC | 0.01% | No change | 5,333 | $195K |
| Cape Investment Advisory, Inc. | 0.09% | Reduce -16.1% | 5,200 | $190K |
| Cwm, LLC | 0.00% | Add +3.4% | 5,157 | $189K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -24.9% | 5,020 | $184K |
| Archer Investment Corp | 0.05% | No change | 4,100 | $150K |
| Principal Securities, Inc. | 0.00% | Add +16.9% | 3,797 | $139K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 2,360 | $86K |
| Wagner Wealth Management, LLC | 0.02% | No change | 1,980 | $72K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,985 | $72K |
| Evergreen Private Wealth LLC | 0.03% | No change | 1,767 | $65K |
| WealthShield Partners, LLC | 0.01% | No change | 1,416 | $52K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,250 | $46K |
| Macroview Investment Management LLC | 0.03% | Add +7.6% | 626 | $23K |
| Geneos Wealth Management Inc. | 0.00% | No change | 500 | $18K |
| UBS Group AG | 0.00% | New | 490 | $18K |
| Wells Fargo & Company | 0.00% | New | 455 | $17K |
| Castleview Partners, LLC | 0.01% | No change | 423 | $15K |
| Rothschild Investment LLC | 0.00% | No change | 330 | $12K |
| Anfield Capital Management, LLC | 0.01% | New | 322 | $12K |
| Lanark Financial, Inc. | 0.00% | No change | 292 | $11K |
| Larson Financial Group LLC | 0.00% | Reduce -73.0% | 145 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 50 | $2K |
"% of holder's portfolio" is PDEC's weight in each manager's 13F, not the share of Innovator U.S. Equity Power the manager owns.