Innovator U.S. Equity PowerPDECETF
13F holders, Q1 2025 (March 31)209holders +3
22new positions
18sold out
2famous investors
$37.61avg. 13F price*
At the end of Q1 2025, 209 institutions reported holding Innovator U.S. Equity Power (PDEC) in their 13F filings, up 3 from Q4 2024. 22 opened new positions and 18 sold out. The largest holders were Alliancebernstein L.P. ($174.9M), Osaic Holdings, Inc. ($47.4M) and Penserra Capital Management LLC ($46.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $11.7M |
| Exits | 18 | $5.3M |
All 13F filers, Q4 2024 → Q1 2025: 2,048,777 shares bought and 1,262,682 shares sold, net +786,095 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 209 holders
| Alliancebernstein L.P. | 0.06% | Reduce -12.2% | 4,650,427 | $174.9M |
| Osaic Holdings, Inc. | 0.11% | Reduce -7.4% | 1,261,089 | $47.4M |
| Penserra Capital Management LLC | 0.84% | Add +3.6% | 1,247,345 | $46.9M |
| NorthCoast Asset Management LLC | 0.20% | Reduce -2.5% | 1,043,210 | $39.2M |
| Brookstone Capital Management | 0.54% | Add +5.1% | 999,404 | $37.6M |
| Blair William & Co. | 0.10% | Add +34.0% | 850,373 | $32.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +4.3% | 643,762 | $24.2M |
| Stephens Inc. | 0.34% | Reduce -0.6% | 614,711 | $23.1M |
| HighTower Advisors, LLC | 0.03% | Reduce -0.1% | 575,797 | $21.6M |
| LPL Financial LLC | 0.01% | Add +99.5% | 473,453 | $17.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.3% | 374,801 | $14.1M |
| Cetera Investment Advisers | 0.02% | Add +26.9% | 273,827 | $10.3M |
| Raymond James Financial Inc. | 0.00% | Add +0.7% | 267,679 | $10.1M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -4.7% | 257,248 | $9.7M |
| Foundations Investment Advisors, LLC | 0.17% | Add +1.1% | 244,567 | $9.2M |
| West Michigan Advisors, LLC | 2.79% | Reduce -0.4% | 223,765 | $8.4M |
| Pathstone Holdings, LLC | 0.04% | Reduce -0.0% | 211,511 | $8.3M |
| Global Strategic Investment Solutions, LLC | 0.91% | Reduce -7.0% | 209,033 | $7.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +8.1% | 206,252 | $7.8M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +9.5% | 202,824 | $7.6M |
| Bellwether Advisors, LLC | 1.58% | Add +393.1% | 201,633 | $7.6M |
| Cresset Asset Management, LLC | 0.04% | Reduce -0.8% | 191,897 | $7.2M |
| CRA Financial Services, LLC | 1.08% | Add +68.2% | 168,433 | $6.3M |
| Truist Financial Corp. | 0.01% | Add +0.8% | 149,922 | $5.6M |
| Belpointe Asset Management LLC | 0.29% | Add +1209.0% | 149,262 | $5.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -7.5% | 143,650 | $5.4M |
| Capital Analysts, LLC | 0.18% | No change | 125,058 | $4.7M |
| Mariner, LLC | 0.01% | Add +764.2% | 121,466 | $4.6M |
| HB Wealth Management, LLC | 0.04% | Add +0.4% | 118,907 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -6.8% | 117,883 | $4.4M |
| Townsquare Capital LLC | 0.05% | Add +25.6% | 115,796 | $4.4M |
| Gill Capital Partners, LLC | 1.51% | Add +41.5% | 115,576 | $4.3M |
| Outlook Wealth Advisors, LLC | 1.16% | Add +111.9% | 110,814 | $4.2M |
| CoreCap Advisors, LLC | 0.18% | Reduce -6.5% | 110,318 | $4.1M |
| Atria Investments, Inc | 0.05% | New | 109,176 | $4.1M |
| Catalina Capital Group, LLC | 2.68% | Add +53.2% | 106,897 | $4.0M |
| MBL Wealth, LLC | 0.39% | Add +2.4% | 103,240 | $3.9M |
| Harbour Investments, Inc. | 0.11% | Add +1.9% | 99,735 | $3.8M |
| KFG Wealth Management, LLC | 0.66% | Add +10.3% | 95,867 | $3.6M |
| MAI Capital Management | 0.03% | Add +36.4% | 94,951 | $3.6M |
| Weaver Capital Management LLC | 0.95% | Reduce -48.8% | 94,804 | $3.6M |
| Castle Rock Wealth Management, LLC | 0.93% | Reduce -0.1% | 91,815 | $3.5M |
| First Commonwealth Financial Corp | 0.80% | Add +142.6% | 89,772 | $3.4M |
| Trek Financial, LLC | 0.24% | Add +60.1% | 87,054 | $3.3M |
| MML Investors Services, LLC | 0.01% | Add +3.7% | 86,962 | $3.3M |
| Noble Wealth Management PBC | 2.13% | Add +18321.1% | 82,895 | $3.1M |
| Yarger Wealth Strategies, LLC | 1.80% | Reduce -0.6% | 81,895 | $3.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.07% | Reduce -19.9% | 79,155 | $3.0M |
| Siligmueller & Norvid Wealth Advisors LLC | 1.24% | Add +16.0% | 78,001 | $2.9M |
| Compass Advisory Group LLC | 0.97% | Add +1.2% | 74,414 | $2.8M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +8.2% | 73,565 | $2.8M |
| SageView Advisory Group, LLC | 0.12% | Add +66.5% | 72,040 | $2.7M |
| Corrado Advisors, LLC | 1.81% | Reduce -0.8% | 71,903 | $2.7M |
| Independent Financial Group, LLC | 0.09% | Add +0.4% | 71,378 | $2.7M |
| Brown Wealth Management, LLC | 0.91% | Add +110.7% | 70,762 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | No change | 68,651 | $2.6M |
| Southland Equity Partners LLC | 0.59% | Add +13.8% | 67,764 | $2.5M |
| Pinnacle Wealth Management Group, Inc. | 1.75% | Add +21.8% | 66,540 | $2.5M |
| AlphaCore Capital LLC | 0.21% | No change | 65,800 | $2.5M |
| Jacobi Capital Management LLC | 0.18% | No change | 64,116 | $2.4M |
| Diligent Investors, LLC | 0.59% | Reduce -20.7% | 63,962 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -19.5% | 62,834 | $2.4M |
| Milestone Asset Management, LLC | 0.49% | Reduce -7.1% | 61,079 | $2.3M |
| Farther Finance Advisors, LLC | 0.06% | Reduce -7.7% | 59,561 | $2.2M |
| Signaturefd, LLC | 0.04% | No change | 54,072 | $2.0M |
| Weaver Consulting Group | 0.60% | Reduce -0.3% | 52,832 | $2.0M |
| Talon Private Wealth, LLC | 0.26% | Add +23.0% | 52,306 | $2.0M |
| Chris Bulman Inc | 1.23% | Reduce -4.9% | 51,654 | $1.9M |
| BCS Wealth Management | 0.50% | Reduce -16.3% | 51,449 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -36.3% | 50,900 | $1.9M |
| MTM Financial Group, LLC | 1.10% | Add +1.2% | 49,827 | $1.9M |
| Atticus Wealth Management, LLC | 0.59% | No change | 47,728 | $1.8M |
| Tradition Wealth Management, LLC | 0.16% | Add +22.4% | 46,917 | $1.8M |
| AE Wealth Management LLC | 0.01% | Reduce -1.0% | 45,272 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +14.3% | 43,045 | $1.6M |
| IFP Advisors, Inc | 0.05% | Add +11.2% | 42,537 | $1.6M |
| Frisch Financial Group, Inc. | 0.42% | New | 39,351 | $1.5M |
| Retirement Income Solutions, Inc. | 0.30% | Add +7.3% | 38,677 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Add +6.8% | 37,090 | $1.4M |
| Wealth Alliance, LLC | 0.17% | No change | 36,985 | $1.4M |
| Advisory Services Network, LLC | 0.03% | No change | 35,939 | $1.4M |
| PTM Wealth Management, LLC | 1.38% | — | 37,167 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -10.2% | 34,045 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Add +24.2% | 33,586 | $1.3M |
| Focus Partners Wealth | 0.00% | Reduce -2.1% | 32,088 | $1.2M |
| FSA Advisors, Inc. | 0.91% | Add +60.9% | 30,433 | $1.1M |
| Certified Advisory Corp | 0.13% | Reduce -0.7% | 30,382 | $1.1M |
| Cerity Partners LLC | 0.00% | No change | 29,500 | $1.1M |
| Advisory Alpha, LLC | 0.04% | Reduce -0.3% | 29,166 | $1.1M |
| Citadel Advisors | 0.00% | New | 28,961 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Add +0.1% | 28,670 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.8% | 27,901 | $1.0M |
| Long Island Wealth Management, Inc. | 0.61% | Add +3.0% | 26,524 | $997K |
| Visionary Wealth Advisors | 0.06% | Reduce -2.5% | 25,809 | $970K |
| Ascent Wealth Partners, LLC | 0.13% | Add +20.3% | 25,036 | $941K |
| City Holding Co. | 0.13% | Reduce -5.1% | 24,748 | $930K |
| Three Seasons Wealth, LLC | 0.43% | No change | 22,950 | $863K |
| Valmark Advisers, Inc. | 0.01% | Reduce -9.7% | 22,823 | $858K |
| RFG Advisory, LLC | 0.02% | Reduce -28.8% | 21,114 | $794K |
| Continuum Advisory, LLC | 0.10% | Add +17.0% | 21,103 | $793K |
| Mutual Advisors, LLC | 0.02% | Add +38.5% | 20,786 | $778K |
| Orion Capital Management LLC | 0.32% | No change | 20,300 | $763K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -2.1% | 20,196 | $759K |
| World Investment Advisors | 0.02% | No change | 20,100 | $756K |
| Composition Wealth, LLC | 0.01% | Add +40.6% | 19,754 | $743K |
| Spire Wealth Management | 0.02% | No change | 19,310 | $726K |
| GTS Securities LLC | 0.03% | New | 19,185 | $721K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +74.7% | 18,822 | $708K |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -2.7% | 18,803 | $707K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -2.0% | 18,789 | $706K |
| Phoenix Financial Ltd. | 0.01% | Reduce -19.1% | 18,640 | $703K |
| Castellan Group | 0.19% | No change | 17,661 | $664K |
| Arkadios Wealth Advisors | 0.02% | New | 17,436 | $656K |
| Quest 10 Wealth Builders, Inc. | 0.69% | Reduce -0.2% | 17,030 | $648K |
| Garden State Investment Advisory Services LLC | 0.21% | Reduce -0.3% | 17,155 | $645K |
| Helium Advisors LLC | 0.46% | No change | 16,890 | $635K |
| Csenge Advisory Group | 0.03% | Reduce -7.2% | 16,750 | $611K |
| Captrust Financial Advisors | 0.00% | Reduce -31.2% | 16,240 | $611K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +84.9% | 15,653 | $589K |
| WPWealth LLP | 0.11% | No change | 15,320 | $576K |
| AQR Capital Management | 0.00% | Add +3.6% | 15,200 | $572K |
| HBW Advisory Services LLC | 0.08% | No change | 14,403 | $542K |
| Evolution Wealth Advisors, LLC | 0.09% | No change | 14,305 | $538K |
| Cypress Financial Planning LLC | 0.19% | Add +3.7% | 14,294 | $537K |
| Waterloo Capital, L.P. | 0.05% | Reduce -9.6% | 13,707 | $515K |
| ARS Wealth Advisors Group, LLC | 0.07% | Reduce -34.6% | 13,272 | $499K |
| Cornerstone Wealth Group, LLC | 0.04% | Reduce -7.0% | 13,137 | $494K |
| Wood Tarver Financial Group, LLC | 0.15% | Reduce -1.7% | 12,542 | $472K |
| Firestone Capital Management | 0.12% | Reduce -18.5% | 12,474 | $469K |
| Horan Capital Advisors, LLC. | 0.16% | Reduce -13.8% | 12,374 | $465K |
| Sigma Planning Corp | 0.01% | Reduce -4.0% | 11,975 | $450K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -10.3% | 11,990 | $450K |
| DHJJ Financial Advisors, Ltd. | 0.18% | Add +0.3% | 11,628 | $437K |
| Beacon Financial Advisory LLC | 0.13% | No change | 11,624 | $437K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -2.2% | 11,599 | $436K |
| Modera Wealth Management, LLC | 0.01% | No change | 11,531 | $434K |
| Keystone Financial Group, Inc. | 0.28% | Add +70.2% | 10,738 | $404K |
| Old Port Advisors | 0.12% | New | 10,650 | $400K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -31.1% | 10,625 | $398K |
| Lakeridge Wealth Management LLC | 0.20% | Reduce -0.5% | 10,567 | $397K |
| Allegiance Financial Group Advisory Services LLC | 0.12% | Add +1.5% | 10,475 | $394K |
| JPMorgan Chase & Co. | 0.00% | Add +272.4% | 10,426 | $392K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -13.1% | 10,179 | $383K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 10,125 | $381K |
| Keystone Wealth Services, LLC | 0.10% | No change | 9,623 | $362K |
| Phoenix Wealth Advisors | 0.16% | No change | 9,560 | $359K |
| Axxcess Wealth Management, LLC | 0.01% | New | 9,515 | $358K |
| Kingsview Wealth Management, LLC | 0.01% | New | 9,509 | $358K |
| Snowden Capital Advisors LLC | 0.01% | No change | 9,442 | $355K |
| Focus Financial Network, Inc. | 0.01% | Reduce -11.2% | 8,951 | $337K |
| Cypress Wealth Services, LLC | 0.07% | No change | 8,859 | $333K |
| Valtinson Bruner Financial Planning LLC | 0.11% | Reduce -1.1% | 8,850 | $333K |
| TFO Wealth Partners, LLC | 0.06% | New | 8,710 | $327K |
| Wedbush Securities Inc. | 0.01% | Reduce -8.9% | 8,547 | $321K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 8,350 | $314K |
| Arax Advisory Partners | 0.02% | Reduce -45.7% | 8,248 | $310K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.13% | No change | 8,119 | $305K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -38.0% | 8,005 | $301K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 7,368 | $277K |
| Mma Asset Management LLC | 0.12% | New | 7,315 | $275K |
| Grantvest Financial Group LLC | 0.22% | New | 7,228 | $272K |
| Clay Northam Wealth Management, LLC | 0.19% | No change | 7,050 | $265K |
| Greenup Street Wealth Management LLC | 0.05% | No change | 6,993 | $263K |
| Leading Edge Financial Planning LLC | 0.08% | No change | 6,915 | $260K |
| O'Connor Financial Group LLC | 0.13% | No change | 6,875 | $259K |
| Castle Wealth Management LLC | 0.10% | New | 6,825 | $257K |
| Riverchase Wealth Management, LLC | 0.16% | New | 6,224 | $234K |
| Leigh Baldwin & Co., LLC | 0.19% | No change | 6,200 | $233K |
| Jessup Wealth Management, Inc | 0.10% | Reduce -2.2% | 6,189 | $233K |
| Crown Wealth Group, LLC | 0.12% | Reduce -47.9% | 6,175 | $232K |
| Calton & Associates, Inc. | 0.05% | New | 6,012 | $226K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -14.3% | 6,000 | $226K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 5,908 | $222K |
| Strategic Blueprint, LLC | 0.01% | Reduce -54.4% | 5,880 | $221K |
| Nikulski Financial, Inc. | 0.07% | Reduce -3.3% | 5,800 | $218K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 5,766 | $217K |
| BCGM Wealth Management, LLC | 0.07% | No change | 5,752 | $216K |
| Optima Capital LLC | 0.14% | Reduce -12.2% | 5,679 | $214K |
| GWN Securities Inc. | 0.01% | New | 5,636 | $212K |
| WorthPointe, LLC | 0.10% | No change | 5,557 | $209K |
| Corient Private Wealth LP | 0.00% | Reduce -24.1% | 5,489 | $206K |
| Vantage Point Financial LLC | 0.10% | New | 5,396 | $203K |
| Cape Investment Advisory, Inc. | 0.08% | No change | 5,200 | $196K |
| Cwm, LLC | 0.00% | No change | 5,090 | $191K |
| Archer Investment Corp | 0.04% | No change | 4,100 | $154K |
| WealthShield Partners, LLC | 0.02% | No change | 3,500 | $132K |
| Stonebridge Financial Group, LLC | 0.01% | Add +4.3% | 3,103 | $117K |
| Bernard Wealth Management Corp. | 0.06% | No change | 3,037 | $114K |
| Principal Securities, Inc. | 0.00% | No change | 2,932 | $113K |
| Creative Financial Designs Inc. | 0.01% | Add +32.0% | 2,969 | $112K |
| BlackRock, Inc. | 0.00% | New | 2,780 | $105K |
| ORG Partners LLC | 0.02% | No change | 2,500 | $94K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 2,360 | $89K |
| Financial Network Wealth Advisors LLC | 0.11% | No change | 2,206 | $83K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,985 | $75K |
| Wagner Wealth Management, LLC | 0.02% | No change | 1,980 | $74K |
| Compass Financial Services Inc | 0.04% | New | 1,968 | $74K |
| Allworth Financial LP | 0.00% | No change | 1,805 | $67K |
| Evergreen Private Wealth LLC | 0.03% | No change | 1,767 | $66K |
| Morgan Stanley | 0.00% | No change | 1,500 | $56K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 1,100 | $41K |
| Whipplewood Advisors, LLC | 0.02% | Reduce -13.8% | 750 | $33K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -8.9% | 513 | $19K |
| Ameriflex Group, Inc. | 0.01% | New | 350 | $13K |
| Rothschild Investment LLC | 0.00% | No change | 330 | $12K |
| UBS Group AG | 0.00% | New | 326 | $12K |
| Lanark Financial, Inc. | 0.00% | — | 292 | $10K |
| Barclays PLC | 0.00% | New | 153 | $6K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -99.6% | 27 | $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.