Innovator U.S. Equity PowerPDECETF
13F holders, Q2 2024 (June 30)173holders +2
16new positions
12sold out
1famous investor
$37.42avg. 13F price*
At the end of Q2 2024, 173 institutions reported holding Innovator U.S. Equity Power (PDEC) in their 13F filings, up 2 from Q1 2024. 16 opened new positions and 12 sold out. The largest holders were Alliancebernstein L.P. ($187.7M), NorthCoast Asset Management LLC ($37.7M) and Penserra Capital Management LLC ($36.3M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $47.8M |
| Exits | 12 | $20.2M |
All 13F filers, Q1 2024 → Q2 2024: 1,693,739 shares bought and 2,479,243 shares sold, net −785,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 173 holders
| Alliancebernstein L.P. | 0.07% | Reduce -4.4% | 5,005,197 | $187.7M |
| NorthCoast Asset Management LLC | 0.32% | New | 1,005,417 | $37.7M |
| Penserra Capital Management LLC | 0.46% | Add +2.8% | 968,087 | $36.3M |
| Osaic Holdings, Inc. | 0.06% | Add +28.4% | 684,111 | $25.7M |
| HighTower Advisors, LLC | 0.03% | Reduce -12.0% | 541,953 | $20.3M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -4.0% | 535,093 | $20.1M |
| Stephens Inc. | 0.22% | Reduce -0.4% | 383,203 | $14.4M |
| Blair William & Co. | 0.04% | No change | 378,698 | $14.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.7% | 349,223 | $13.1M |
| Global Strategic Investment Solutions, LLC | 1.49% | Reduce -2.1% | 329,349 | $12.4M |
| Cetera Investment Advisers | 0.03% | Reduce -49.9% | 322,425 | $12.1M |
| LPL Financial LLC | 0.01% | Add +53.1% | 319,641 | $12.0M |
| Truist Financial Corp. | 0.02% | Reduce -2.0% | 288,728 | $10.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -0.9% | 280,085 | $10.5M |
| Brookstone Capital Management | 0.17% | Reduce -73.9% | 268,547 | $10.1M |
| Kestra Advisory Services, LLC | 0.06% | Add +2.2% | 266,215 | $10.0M |
| Foundations Investment Advisors, LLC | 0.22% | Add +17.7% | 244,259 | $9.2M |
| MBL Wealth, LLC | 0.97% | Reduce -35.7% | 232,042 | $8.7M |
| Weaver Capital Management LLC | 2.29% | Reduce -2.3% | 189,491 | $7.1M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -2.7% | 189,282 | $7.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.1% | 157,618 | $5.9M |
| Townsquare Capital LLC | 0.07% | Reduce -16.7% | 145,700 | $5.5M |
| Gill Capital Partners, LLC | 1.71% | Reduce -0.8% | 117,696 | $4.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.11% | Reduce -1.5% | 117,561 | $4.4M |
| HB Wealth Management, LLC | 0.05% | New | 117,457 | $4.4M |
| AE Wealth Management LLC | 0.04% | Add +3.0% | 114,598 | $4.3M |
| Pathstone Holdings, LLC | 0.02% | Reduce -0.0% | 109,522 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -10.5% | 106,775 | $4.0M |
| Castle Rock Wealth Management, LLC | 0.89% | Reduce -0.3% | 94,934 | $3.6M |
| MML Investors Services, LLC | 0.01% | Add +15.2% | 94,886 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.5% | 92,844 | $3.5M |
| Yarger Wealth Strategies, LLC | 1.75% | Reduce -4.2% | 77,682 | $2.9M |
| KFG Wealth Management, LLC | 1.15% | Reduce -1.8% | 76,990 | $2.9M |
| NewEdge Advisors, LLC | 0.02% | Reduce 0.0% | 74,176 | $2.8M |
| Compass Advisory Group LLC | 1.22% | Reduce -0.1% | 73,472 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | No change | 69,468 | $2.6M |
| Milestone Asset Management, LLC | 0.63% | Reduce -8.3% | 66,706 | $2.5M |
| Bellwether Advisors, LLC | 0.52% | Reduce -0.2% | 65,898 | $2.5M |
| AlphaCore Capital LLC | 0.60% | No change | 65,800 | $2.5M |
| CoreCap Advisors, LLC | 0.25% | Reduce -5.2% | 65,393 | $2.5M |
| Independent Financial Group, LLC | 0.09% | Reduce -1.1% | 61,199 | $2.3M |
| RFG Advisory, LLC | 0.07% | Add +7.3% | 61,073 | $2.3M |
| BCS Wealth Management | 0.99% | Reduce -0.9% | 54,518 | $2.0M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -0.3% | 51,481 | $1.9M |
| Diligent Investors, LLC | 0.48% | No change | 51,232 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +0.0% | 49,933 | $1.9M |
| Atticus Wealth Management, LLC | 0.59% | No change | 47,728 | $1.8M |
| MTM Financial Group, LLC | 1.14% | Reduce -2.0% | 47,670 | $1.8M |
| CRA Financial Services, LLC | 0.36% | Reduce -7.1% | 47,464 | $1.8M |
| Retirement Income Solutions, Inc. | 0.42% | Reduce -9.8% | 46,263 | $1.7M |
| OneDigital Investment Advisors LLC | 0.02% | Add +63.0% | 45,162 | $1.7M |
| Pillar Wealth Advisors, LLC | 1.93% | Reduce -33.1% | 42,868 | $1.6M |
| Weaver Consulting Group | 0.56% | Reduce -2.3% | 42,464 | $1.6M |
| MAI Capital Management | 0.01% | Reduce -16.8% | 39,221 | $1.5M |
| Old Mission Capital LLC | 0.03% | New | 34,693 | $1.3M |
| Pinnacle Wealth Management Group, Inc. | 0.85% | No change | 33,570 | $1.3M |
| Raymond James & Associates | 0.00% | Reduce -20.6% | 33,509 | $1.3M |
| Trek Financial, LLC | 0.10% | No change | 33,087 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +6.6% | 31,156 | $1.2M |
| Chris Bulman Inc | 0.79% | — | 30,616 | $1.1M |
| Sigma Planning Corp | 0.04% | Reduce -60.3% | 30,234 | $1.1M |
| Wealth Alliance, LLC | 0.14% | No change | 29,499 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | No change | 29,257 | $1.1M |
| Brown Wealth Management, LLC | 0.43% | Reduce -16.4% | 28,228 | $1.1M |
| Advisory Alpha, LLC | 0.04% | Reduce -0.4% | 27,460 | $1.0M |
| City Holding Co. | 0.15% | Reduce -21.5% | 26,778 | $1.0M |
| Ameritas Advisory Services, LLC | 0.04% | No change | 26,748 | $1.0M |
| Keystone Wealth Services, LLC | 0.31% | No change | 26,505 | $994K |
| Patriot Financial Group Insurance Agency, LLC | 0.15% | No change | 26,387 | $990K |
| Southland Equity Partners LLC | 0.28% | No change | 26,321 | $987K |
| Clearstead Advisors, LLC | 0.02% | New | 26,147 | $981K |
| Long Island Wealth Management, Inc. | 0.68% | No change | 25,544 | $958K |
| Jane Street Group, LLC | 0.00% | Reduce -59.5% | 24,976 | $937K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -8.3% | 23,664 | $888K |
| Citadel Advisors | 0.00% | Add +271.3% | 23,400 | $878K |
| M Holdings Securities, Inc. | 0.11% | Reduce -4.3% | 22,913 | $859K |
| ARS Wealth Advisors Group, LLC | 0.11% | Reduce -2.6% | 22,672 | $850K |
| Capital Analysts, LLC | 0.04% | Reduce -14.7% | 22,123 | $830K |
| Tradition Wealth Management, LLC | 0.08% | Reduce -15.4% | 22,055 | $827K |
| Three Seasons Wealth, LLC | 0.45% | No change | 21,900 | $821K |
| Jacobi Capital Management LLC | 0.07% | New | 21,248 | $797K |
| CreativeOne Wealth, LLC | 0.04% | Reduce -0.6% | 21,251 | $797K |
| Visionary Wealth Advisors | 0.05% | Reduce -4.6% | 21,225 | $796K |
| Continuum Advisory, LLC | 0.11% | No change | 21,061 | $790K |
| Avantax Advisory Services, Inc. | 0.01% | No change | 20,911 | $784K |
| Orion Capital Management LLC | 0.40% | No change | 20,500 | $769K |
| Strategic Blueprint, LLC | 0.05% | Reduce -3.3% | 20,282 | $761K |
| AdvisorNet Financial, Inc | 0.07% | No change | 19,998 | $750K |
| FSA Advisors, Inc. | 0.76% | Add +0.2% | 19,508 | $731K |
| Captrust Financial Advisors | 0.00% | No change | 19,450 | $730K |
| IFP Advisors, Inc | 0.03% | Add +1.5% | 19,386 | $727K |
| Horan Capital Advisors, LLC. | 0.25% | Reduce -6.6% | 19,271 | $723K |
| Firestone Capital Management | 0.19% | Add +15.9% | 18,499 | $694K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +120.8% | 18,304 | $687K |
| Sugarloaf Wealth Management, LLC | 0.12% | No change | 18,283 | $686K |
| Csenge Advisory Group | 0.04% | No change | 18,186 | $682K |
| Wedbush Securities Inc. | 0.02% | Reduce -18.5% | 18,134 | $680K |
| Diversify Advisory Services, LLC | 0.04% | New | 17,450 | $658K |
| Cornerstone Wealth Group, LLC | 0.05% | Reduce -2.8% | 15,535 | $583K |
| Focus Partners Wealth | 0.00% | New | 14,450 | $542K |
| Evolution Wealth Advisors, LLC | 0.10% | No change | 14,305 | $537K |
| WPWealth LLP | 0.13% | Reduce -26.2% | 14,107 | $529K |
| Bank of Montreal | 0.00% | New | 14,018 | $526K |
| Arax Advisory Partners | 0.05% | No change | 13,796 | $517K |
| Waterloo Capital, L.P. | 0.06% | No change | 13,479 | $506K |
| Spire Wealth Management | 0.02% | Add +0.0% | 13,360 | $501K |
| DHJJ Financial Advisors, Ltd. | 0.21% | Reduce -0.8% | 13,322 | $500K |
| Cerity Partners LLC | 0.00% | No change | 13,250 | $497K |
| Cypress Financial Planning LLC | 0.20% | Reduce -0.5% | 12,611 | $473K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -62.0% | 12,563 | $471K |
| Crown Wealth Group, LLC | 0.23% | Reduce -8.0% | 12,077 | $453K |
| Modera Wealth Management, LLC | 0.01% | No change | 11,531 | $433K |
| Focus Financial Network, Inc. | 0.02% | Reduce -3.5% | 11,018 | $416K |
| Outlook Wealth Advisors, LLC | 0.13% | Reduce -0.3% | 51,669 | $403K |
| Harbour Investments, Inc. | 0.01% | No change | 10,230 | $384K |
| Integrated Wealth Concepts LLC | 0.01% | No change | 10,160 | $381K |
| Cypress Wealth Services, LLC | 0.08% | Reduce -14.2% | 9,854 | $370K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -21.7% | 9,697 | $364K |
| Phoenix Wealth Advisors | 0.18% | No change | 9,560 | $359K |
| Valtinson Bruner Financial Planning LLC | 0.14% | Reduce -1.3% | 9,350 | $351K |
| XML Financial, LLC | 0.04% | No change | 9,309 | $349K |
| Certified Advisory Corp | 0.04% | Reduce -1.5% | 9,114 | $342K |
| TFO Wealth Partners, LLC | 0.06% | No change | 8,710 | $327K |
| Ausdal Financial Partners, Inc. | 0.03% | No change | 8,327 | $312K |
| Belpointe Asset Management LLC | 0.02% | Add +1.7% | 8,309 | $312K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 8,265 | $310K |
| Frisch Financial Group, Inc. | 0.09% | No change | 8,171 | $306K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.09% | No change | 8,119 | $305K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -25.8% | 8,091 | $303K |
| Mitchell Capital Management Co. | 0.05% | No change | 7,978 | $299K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 7,550 | $283K |
| Mutual Advisors, LLC | 0.01% | Reduce -10.3% | 7,275 | $274K |
| Corient Private Wealth LP | 0.00% | No change | 7,284 | $273K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -11.2% | 7,103 | $267K |
| Clay Northam Wealth Management, LLC | 0.20% | No change | 7,050 | $264K |
| PCA Investment Advisory Services Inc. | 0.13% | No change | 6,808 | $255K |
| BCGM Wealth Management, LLC | 0.09% | No change | 6,628 | $249K |
| Bedel Financial Consulting, Inc. | 0.04% | Reduce -6.7% | 6,487 | $243K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +15.6% | 6,451 | $242K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -2.7% | 6,422 | $241K |
| Beacon Financial Advisory LLC | 0.08% | No change | 6,024 | $226K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 5,766 | $216K |
| Nikulski Financial, Inc. | 0.07% | Reduce -2.6% | 5,550 | $208K |
| WealthPLAN Partners, LLC | 0.02% | Reduce -93.4% | 5,414 | $203K |
| Cardinal Point Capital Management ULC | 0.04% | New | 5,405 | $203K |
| Cwm, LLC | 0.00% | Add +2.3% | 5,273 | $198K |
| Cape Investment Advisory, Inc. | 0.09% | No change | 5,200 | $195K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 5,020 | $188K |
| Financial Network Wealth Advisors LLC | 0.12% | New | 4,111 | $154K |
| Archer Investment Corp | 0.04% | No change | 4,100 | $154K |
| UBS Group AG | 0.00% | Add +718.4% | 4,010 | $150K |
| JPMorgan Chase & Co. | 0.00% | New | 3,195 | $120K |
| Principal Securities, Inc. | 0.00% | Reduce -18.4% | 3,097 | $116K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 2,360 | $89K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 1,985 | $75K |
| Wagner Wealth Management, LLC | 0.02% | No change | 1,980 | $74K |
| Allworth Financial LP | 0.00% | Reduce -69.8% | 1,805 | $68K |
| Evergreen Private Wealth LLC | 0.03% | No change | 1,767 | $66K |
| Royal Bank of Canada | 0.00% | Reduce -91.5% | 1,699 | $64K |
| WealthShield Partners, LLC | 0.01% | No change | 1,416 | $53K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,250 | $47K |
| Stuart Chaussee & Associates, Inc. | 0.01% | New | 1,100 | $41K |
| Macroview Investment Management LLC | 0.03% | No change | 626 | $23K |
| Geneos Wealth Management Inc. | 0.00% | No change | 500 | $19K |
| Avior Wealth Management, LLC | 0.00% | New | 376 | $14K |
| Rothschild Investment LLC | 0.00% | No change | 330 | $12K |
| Anfield Capital Management, LLC | 0.01% | No change | 322 | $12K |
| Lanark Financial, Inc. | 0.00% | No change | 292 | $10K |
| Larson Financial Group LLC | 0.00% | No change | 145 | $5K |
| Creekmur Asset Management LLC | 0.00% | New | 100 | $4K |
| Wells Fargo & Company | 0.00% | Reduce -86.8% | 60 | $2K |
| Mascoma Wealth Management LLC | 0.00% | New | 59 | $2K |
| 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.