Innovator U.S. Equity PowerPDECETF
13F holders, Q4 2024 (December 31)206holders +42
37new positions
7sold out
1famous investor
$38.44avg. 13F price*
At the end of Q4 2024, 206 institutions reported holding Innovator U.S. Equity Power (PDEC) in their 13F filings, up 42 from Q3 2024. 37 opened new positions and 7 sold out. The largest holders were Alliancebernstein L.P. ($203.5M), Osaic Holdings, Inc. ($52.3M) and Penserra Capital Management LLC ($46.3M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Innovator U.S. Equity Power
- CUSIP
- 45782C540
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $36.9M |
| Exits | 7 | $11.5M |
All 13F filers, Q3 2024 → Q4 2024: 4,966,120 shares bought and 854,122 shares sold, net +4,111,998 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 206 holders
| Alliancebernstein L.P. | 0.07% | Add +7.3% | 5,297,627 | $203.5M |
| Osaic Holdings, Inc. | 0.12% | Add +121.9% | 1,361,963 | $52.3M |
| Penserra Capital Management LLC | 0.85% | Add +17.5% | 1,204,172 | $46.3M |
| NorthCoast Asset Management LLC | 0.20% | Add +9.5% | 1,069,890 | $41.1M |
| Brookstone Capital Management | 0.53% | Add +275.6% | 950,579 | $36.5M |
| Blair William & Co. | 0.07% | Add +67.6% | 634,747 | $24.4M |
| Stephens Inc. | 0.33% | Add +61.5% | 618,463 | $23.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +23.8% | 617,262 | $23.7M |
| HighTower Advisors, LLC | 0.03% | Add +10.5% | 576,057 | $22.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.2% | 345,947 | $13.3M |
| Kestra Advisory Services, LLC | 0.06% | Add +13.5% | 269,854 | $10.4M |
| Raymond James Financial Inc. | 0.00% | — | 265,734 | $10.2M |
| Foundations Investment Advisors, LLC | 0.18% | Reduce -0.6% | 242,017 | $9.3M |
| LPL Financial LLC | 0.00% | Reduce -26.6% | 237,357 | $9.1M |
| Global Strategic Investment Solutions, LLC | 1.01% | Reduce -2.3% | 224,723 | $8.6M |
| West Michigan Advisors, LLC | 2.61% | New | 224,612 | $8.6M |
| Pathstone Holdings, LLC | 0.04% | Reduce -0.0% | 211,589 | $8.5M |
| Cetera Investment Advisers | 0.02% | Add +19.5% | 215,831 | $8.3M |
| Cresset Asset Management, LLC | 0.04% | Add +305.1% | 193,415 | $7.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +26.7% | 190,769 | $7.3M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -0.7% | 185,283 | $7.1M |
| Weaver Capital Management LLC | 2.00% | Reduce -2.2% | 185,011 | $7.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +109.8% | 155,232 | $6.0M |
| Truist Financial Corp. | 0.01% | Reduce -53.6% | 148,719 | $5.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +42.0% | 126,482 | $4.9M |
| Capital Analysts, LLC | 0.19% | Add +958.7% | 125,058 | $4.8M |
| HB Wealth Management, LLC | 0.05% | Add +0.8% | 118,411 | $4.5M |
| CoreCap Advisors, LLC | 0.21% | Add +81.5% | 117,998 | $4.5M |
| MBL Wealth, LLC | 0.39% | Reduce -4.3% | 100,870 | $3.9M |
| CRA Financial Services, LLC | 0.66% | Add +136.6% | 100,115 | $3.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.09% | Reduce -9.4% | 98,820 | $3.8M |
| Harbour Investments, Inc. | 0.11% | Add +861.0% | 97,825 | $3.8M |
| Castle Rock Wealth Management, LLC | 0.86% | Reduce -2.6% | 91,860 | $3.6M |
| Townsquare Capital LLC | 0.04% | Reduce -26.7% | 92,155 | $3.5M |
| KFG Wealth Management, LLC | 0.62% | Add +20.4% | 86,933 | $3.3M |
| MML Investors Services, LLC | 0.01% | Reduce -2.6% | 83,840 | $3.2M |
| Yarger Wealth Strategies, LLC | 1.82% | Add +6.0% | 82,349 | $3.2M |
| Gill Capital Partners, LLC | 1.12% | Reduce -27.3% | 81,663 | $3.1M |
| Diligent Investors, LLC | 0.71% | Add +58.4% | 80,656 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | Add +417.8% | 79,919 | $3.1M |
| NewEdge Advisors, LLC | 0.02% | Add +71.6% | 78,015 | $3.0M |
| Compass Advisory Group LLC | 1.01% | Add +2.9% | 73,564 | $2.8M |
| Corrado Advisors, LLC | 1.81% | New | 72,460 | $2.8M |
| Independent Financial Group, LLC | 0.09% | Add +14.4% | 71,062 | $2.7M |
| Catalina Capital Group, LLC | 0.88% | New | 69,758 | $2.7M |
| MAI Capital Management | 0.02% | Add +81.1% | 69,618 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | No change | 68,651 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +38.1% | 68,009 | $2.6M |
| Siligmueller & Norvid Wealth Advisors LLC | 1.10% | — | 67,262 | $2.6M |
| AlphaCore Capital LLC | 0.55% | No change | 65,800 | $2.5M |
| Milestone Asset Management, LLC | 0.56% | Reduce -0.3% | 65,742 | $2.5M |
| Farther Finance Advisors, LLC | 0.09% | New | 64,501 | $2.5M |
| Jacobi Capital Management LLC | 0.18% | No change | 64,116 | $2.5M |
| BCS Wealth Management | 0.59% | Add +14.7% | 61,501 | $2.4M |
| Southland Equity Partners LLC | 0.53% | Add +128.9% | 59,560 | $2.3M |
| Pinnacle Wealth Management Group, Inc. | 1.31% | Add +74.2% | 54,655 | $2.1M |
| Trek Financial, LLC | 0.16% | Add +67.2% | 54,365 | $2.1M |
| Chris Bulman Inc | 1.33% | Add +69.3% | 54,340 | $2.1M |
| Signaturefd, LLC | 0.04% | New | 54,072 | $2.1M |
| Heritage Wealth Partners, LLC | 2.58% | New | 53,447 | $2.1M |
| Weaver Consulting Group | 0.63% | Add +24.8% | 52,978 | $2.0M |
| Outlook Wealth Advisors, LLC | 0.58% | Add +0.3% | 52,300 | $2.0M |
| MTM Financial Group, LLC | 1.13% | Add +3.8% | 49,252 | $1.9M |
| Atticus Wealth Management, LLC | 0.57% | No change | 47,728 | $1.8M |
| AE Wealth Management LLC | 0.01% | Reduce -58.3% | 45,715 | $1.8M |
| SageView Advisory Group, LLC | 0.07% | New | 43,260 | $1.7M |
| Talon Private Wealth, LLC | 0.34% | New | 42,517 | $1.6M |
| Bellwether Advisors, LLC | 0.28% | Add +157.9% | 40,895 | $1.6M |
| Tradition Wealth Management, LLC | 0.13% | Add +88.7% | 38,317 | $1.5M |
| IFP Advisors, Inc | 0.05% | Add +112.3% | 38,253 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +113.0% | 37,913 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.04% | New | 37,651 | $1.4M |
| First Commonwealth Financial Corp | 0.34% | New | 37,006 | $1.4M |
| Wealth Alliance, LLC | 0.17% | Add +25.4% | 36,985 | $1.4M |
| Retirement Income Solutions, Inc. | 0.28% | Reduce -3.5% | 36,060 | $1.4M |
| Advisory Services Network, LLC | 0.03% | Add +15.3% | 35,939 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Add +23.5% | 34,740 | $1.3M |
| Brown Wealth Management, LLC | 0.46% | Add +19.2% | 33,586 | $1.3M |
| Focus Partners Wealth | 0.00% | Add +155.3% | 32,778 | $1.3M |
| Certified Advisory Corp | 0.13% | Add +235.7% | 30,596 | $1.2M |
| RFG Advisory, LLC | 0.03% | Reduce -60.0% | 29,640 | $1.1M |
| Cerity Partners LLC | 0.00% | Add +122.6% | 29,500 | $1.1M |
| Advisory Alpha, LLC | 0.04% | Add +6.5% | 29,251 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.15% | Add +12.2% | 28,655 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +32.4% | 27,686 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -39.6% | 27,041 | $1.0M |
| Visionary Wealth Advisors | 0.06% | Add +24.7% | 26,462 | $1.0M |
| City Holding Co. | 0.14% | Reduce -2.6% | 26,078 | $1.0M |
| Long Island Wealth Management, Inc. | 0.62% | Add +0.8% | 25,754 | $989K |
| Valmark Advisers, Inc. | 0.02% | Reduce -12.2% | 25,273 | $971K |
| Captrust Financial Advisors | 0.00% | Add +21.3% | 23,593 | $906K |
| Phoenix Financial Ltd. | 0.01% | New | 23,035 | $884K |
| Three Seasons Wealth, LLC | 0.43% | Add +4.8% | 22,950 | $882K |
| Ascent Wealth Partners, LLC | 0.11% | New | 20,805 | $799K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -3.0% | 20,624 | $792K |
| Sugarloaf Wealth Management, LLC | 0.15% | Add +24.8% | 20,305 | $780K |
| Orion Capital Management LLC | 0.34% | Reduce -1.0% | 20,300 | $780K |
| ARS Wealth Advisors Group, LLC | 0.11% | Reduce -4.5% | 20,291 | $780K |
| World Investment Advisors | 0.02% | Add +8.8% | 20,100 | $772K |
| Sagespring Wealth Partners, LLC | 0.02% | — | 19,323 | $742K |
| Spire Wealth Management | 0.02% | Add +44.5% | 19,310 | $742K |
| AdvisorNet Financial, Inc | 0.06% | Reduce -4.1% | 19,170 | $737K |
| FSA Advisors, Inc. | 0.89% | Reduce -1.6% | 18,916 | $725K |
| Csenge Advisory Group | 0.04% | No change | 18,050 | $693K |
| Continuum Advisory, LLC | 0.09% | Reduce -13.1% | 18,031 | $693K |
| Castellan Group | 0.29% | New | 17,661 | $679K |
| Garden State Investment Advisory Services LLC | 0.20% | New | 17,210 | $661K |
| Quest 10 Wealth Builders, Inc. | 0.65% | — | 17,067 | $656K |
| Helium Advisors LLC | 0.51% | — | 16,890 | $649K |
| Triton Financial Group Inc | 0.39% | New | 16,205 | $623K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -11.6% | 15,425 | $589K |
| WPWealth LLP | 0.12% | Add +36.9% | 15,320 | $589K |
| Firestone Capital Management | 0.15% | Reduce -17.2% | 15,310 | $588K |
| Ameritas Advisory Services, LLC | 0.02% | New | 15,248 | $586K |
| Arax Advisory Partners | 0.04% | Add +10.5% | 15,187 | $583K |
| Waterloo Capital, L.P. | 0.06% | Add +18.1% | 15,160 | $582K |
| Mutual Advisors, LLC | 0.02% | Add +107.8% | 15,009 | $580K |
| AQR Capital Management | 0.00% | No change | 14,675 | $564K |
| HBW Advisory Services LLC | 0.06% | New | 14,403 | $553K |
| Horan Capital Advisors, LLC. | 0.19% | Reduce -5.5% | 14,351 | $551K |
| Evolution Wealth Advisors, LLC | 0.09% | No change | 14,305 | $550K |
| Cornerstone Wealth Group, LLC | 0.04% | Reduce -9.1% | 14,118 | $542K |
| Mariner, LLC | 0.00% | New | 14,055 | $540K |
| Composition Wealth, LLC | 0.01% | New | 14,053 | $540K |
| Cypress Financial Planning LLC | 0.19% | Add +21.7% | 13,779 | $529K |
| Silver Oak Securities, Incorporated | 0.05% | New | 13,369 | $514K |
| Soltis Investment Advisors LLC | 0.05% | Add +33.2% | 12,915 | $496K |
| Strategic Blueprint, LLC | 0.03% | Reduce -19.1% | 12,901 | $496K |
| Wood Tarver Financial Group, LLC | 0.16% | — | 12,759 | $490K |
| Sigma Planning Corp | 0.01% | Reduce -29.7% | 12,471 | $479K |
| Coldstream Capital Management Inc. | 0.01% | Add +27.6% | 11,863 | $456K |
| Crown Wealth Group, LLC | 0.19% | Reduce -0.5% | 11,845 | $455K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.4% | 11,711 | $450K |
| Beacon Financial Advisory LLC | 0.15% | Add +93.0% | 11,624 | $447K |
| DHJJ Financial Advisors, Ltd. | 0.17% | Add +2.3% | 11,588 | $445K |
| Modera Wealth Management, LLC | 0.01% | No change | 11,531 | $443K |
| Belpointe Asset Management LLC | 0.03% | Add +37.0% | 11,403 | $435K |
| ACT Advisors, LLC. | 0.22% | New | 10,782 | $414K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +59.0% | 10,776 | $414K |
| Lakeridge Wealth Management LLC | 0.21% | New | 10,622 | $408K |
| Allegiance Financial Group Advisory Services LLC | 0.13% | New | 10,316 | $396K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.3% | 10,125 | $389K |
| Focus Financial Network, Inc. | 0.02% | Add +35.7% | 10,081 | $387K |
| Keystone Wealth Services, LLC | 0.10% | Reduce -8.4% | 9,623 | $370K |
| Phoenix Wealth Advisors | 0.16% | No change | 9,560 | $367K |
| Snowden Capital Advisors LLC | 0.01% | New | 9,442 | $363K |
| Wedbush Securities Inc. | 0.01% | Reduce -42.9% | 9,387 | $361K |
| Valtinson Bruner Financial Planning LLC | 0.12% | No change | 8,950 | $344K |
| Cypress Wealth Services, LLC | 0.07% | Reduce -10.1% | 8,859 | $340K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +1.7% | 8,465 | $325K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.09% | No change | 8,119 | $312K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Add +3.6% | 7,368 | $283K |
| TCTC Holdings, LLC | 0.01% | No change | 7,283 | $280K |
| Corient Private Wealth LP | 0.00% | Reduce -10.2% | 7,236 | $278K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 7,103 | $273K |
| Clay Northam Wealth Management, LLC | 0.17% | Reduce -0.3% | 7,050 | $271K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -2.8% | 7,000 | $269K |
| Greenup Street Wealth Management LLC | 0.05% | No change | 6,993 | $269K |
| Leading Edge Financial Planning LLC | 0.09% | New | 6,915 | $266K |
| O'Connor Financial Group LLC | 0.14% | New | 6,875 | $264K |
| Optima Capital LLC | 0.17% | — | 6,470 | $249K |
| Sunbelt Securities, Inc. | 0.02% | No change | 6,422 | $247K |
| Jessup Wealth Management, Inc | 0.10% | New | 6,327 | $243K |
| Keystone Financial Group, Inc. | 0.20% | — | 6,310 | $242K |
| Leigh Baldwin & Co., LLC | 0.20% | — | 6,200 | $238K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +734.6% | 6,084 | $234K |
| IHT Wealth Management, LLC | 0.01% | New | 6,048 | $232K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 5,908 | $231K |
| Nikulski Financial, Inc. | 0.07% | Add +8.1% | 6,000 | $231K |
| XML Financial, LLC | 0.02% | Reduce -24.9% | 5,973 | $229K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 5,766 | $222K |
| BCGM Wealth Management, LLC | 0.07% | No change | 5,752 | $221K |
| PCA Investment Advisory Services Inc. | 0.10% | Reduce -16.8% | 5,666 | $218K |
| WorthPointe, LLC | 0.09% | New | 5,557 | $214K |
| McAdam, LLC | 0.01% | New | 5,313 | $204K |
| Madison Wealth Partners, Inc | 0.06% | New | 5,268 | $202K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | No change | 5,231 | $201K |
| Cape Investment Advisory, Inc. | 0.08% | No change | 5,200 | $200K |
| Cwm, LLC | 0.00% | No change | 5,090 | $196K |
| Archer Investment Corp | 0.04% | No change | 4,100 | $158K |
| WealthShield Partners, LLC | 0.02% | New | 3,500 | $134K |
| Bernard Wealth Management Corp. | 0.05% | — | 3,037 | $117K |
| Stonebridge Financial Group, LLC | 0.01% | — | 2,976 | $114K |
| Principal Securities, Inc. | 0.00% | Add +17.9% | 2,932 | $113K |
| JPMorgan Chase & Co. | 0.00% | Add +7.5% | 2,800 | $108K |
| ORG Partners LLC | 0.01% | New | 2,500 | $96K |
| Sugar Maple Asset Management, LLC | 0.07% | New | 2,403 | $92K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 2,360 | $91K |
| Creative Financial Designs Inc. | 0.01% | Add +80.0% | 2,250 | $86K |
| Financial Network Wealth Advisors LLC | 0.16% | Reduce -46.3% | 2,206 | $85K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,985 | $76K |
| Wagner Wealth Management, LLC | 0.02% | No change | 1,980 | $76K |
| Allworth Financial LP | 0.00% | No change | 1,805 | $71K |
| Evergreen Private Wealth LLC | 0.03% | No change | 1,767 | $68K |
| Royal Bank of Canada | 0.00% | New | 1,595 | $61K |
| Morgan Stanley | 0.00% | New | 1,500 | $58K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 1,100 | $42K |
| Whipplewood Advisors, LLC | 0.02% | — | 870 | $33K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +1026.0% | 563 | $22K |
| Noble Wealth Management PBC | 0.01% | — | 450 | $17K |
| Avior Wealth Management, LLC | 0.00% | No change | 376 | $14K |
| Rothschild Investment LLC | 0.00% | No change | 330 | $13K |
| Anfield Capital Management, LLC | 0.00% | No change | 322 | $12K |
| Chapman Financial Group, LLC | 0.01% | — | 300 | $12K |
| Winnacle Wealth LLC | 0.00% | — | 49 | $2K |
| FMR LLC | 0.00% | New | 28 | $1K |
"% 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.