Innovator U.S. Equity PowerPDECETF
13F holders, Q2 2025 (June 30)214holders +5
18new positions
13sold out
1famous investor
$40.44avg. 13F price*
At the end of Q2 2025, 214 institutions reported holding Innovator U.S. Equity Power (PDEC) in their 13F filings, up 5 from Q1 2025. 18 opened new positions and 13 sold out. The largest holders were Alliancebernstein L.P. ($183.9M), Penserra Capital Management LLC ($58.7M) and Osaic Holdings, Inc. ($48.3M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $6.5M |
| Exits | 13 | $27.4M |
All 13F filers, Q1 2025 → Q2 2025: 1,726,458 shares bought and 2,072,330 shares sold, net −345,872 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 214 holders
| Alliancebernstein L.P. | 0.06% | Reduce -1.2% | 4,595,108 | $183.9M |
| Penserra Capital Management LLC | 0.82% | Add +17.5% | 1,465,981 | $58.7M |
| Osaic Holdings, Inc. | 0.09% | Reduce -4.2% | 1,207,997 | $48.3M |
| NorthCoast Asset Management LLC | 0.19% | Add +4.2% | 1,087,402 | $43.5M |
| Brookstone Capital Management | 0.49% | Reduce -7.0% | 929,495 | $37.2M |
| Blair William & Co. | 0.09% | Reduce -9.8% | 766,577 | $30.7M |
| Commonwealth Equity Services, LLC | 0.04% | Add +5.4% | 678,655 | $27.2M |
| Cerity Partners LLC | 0.05% | Add +2060.9% | 637,470 | $25.5M |
| HighTower Advisors, LLC | 0.03% | Reduce -5.7% | 543,141 | $21.7M |
| LPL Financial LLC | 0.01% | Add +1.4% | 480,225 | $19.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.2% | 416,731 | $16.6M |
| Harbour Investments, Inc. | 0.31% | Add +210.2% | 309,329 | $12.4M |
| Raymond James Financial Inc. | 0.00% | Add +11.3% | 297,797 | $11.9M |
| Cetera Investment Advisers | 0.02% | Add +0.8% | 275,901 | $11.0M |
| Kestra Advisory Services, LLC | 0.05% | Add +6.0% | 272,664 | $10.9M |
| Foundations Investment Advisors, LLC | 0.16% | Add +6.0% | 259,232 | $10.4M |
| West Michigan Advisors, LLC | 2.55% | Add +0.9% | 225,796 | $9.0M |
| Bellwether Advisors, LLC | 1.40% | Add +1.5% | 204,711 | $8.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -4.8% | 196,398 | $7.9M |
| Global Strategic Investment Solutions, LLC | 0.83% | Reduce -6.9% | 194,661 | $7.8M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -4.1% | 194,440 | $7.8M |
| CRA Financial Services, LLC | 1.03% | Reduce -0.0% | 168,383 | $6.7M |
| Mariner, LLC | 0.01% | Add +25.5% | 152,400 | $6.1M |
| Belpointe Asset Management LLC | 0.25% | Reduce -0.2% | 148,919 | $6.0M |
| Truist Financial Corp. | 0.01% | Reduce -3.4% | 144,891 | $5.8M |
| Atria Investments, Inc | 0.07% | Add +28.6% | 140,382 | $5.6M |
| SageView Advisory Group, LLC | 0.21% | Add +84.9% | 133,170 | $5.4M |
| Capital Analysts, LLC | 0.17% | No change | 125,058 | $5.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.1% | 121,509 | $4.9M |
| MBL Wealth, LLC | 0.45% | Add +12.6% | 116,235 | $4.7M |
| Gill Capital Partners, LLC | 1.47% | Reduce -1.2% | 114,226 | $4.6M |
| Outlook Wealth Advisors, LLC | 1.14% | Add +0.3% | 111,183 | $4.4M |
| CoreCap Advisors, LLC | 0.18% | Add +0.2% | 110,493 | $4.4M |
| Trek Financial, LLC | 0.27% | Add +16.3% | 101,271 | $4.1M |
| KFG Wealth Management, LLC | 0.63% | Add +2.9% | 98,690 | $3.9M |
| First Commonwealth Financial Corp | 0.81% | Add +4.2% | 93,555 | $3.7M |
| Castle Rock Wealth Management, LLC | 0.82% | Reduce -5.0% | 87,192 | $3.5M |
| MML Investors Services, LLC | 0.01% | Add +0.3% | 87,178 | $3.5M |
| Weaver Capital Management LLC | 0.81% | Reduce -12.8% | 82,623 | $3.3M |
| Yarger Wealth Strategies, LLC | 1.70% | Reduce -0.5% | 81,461 | $3.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -44.9% | 79,146 | $3.2M |
| OneDigital Investment Advisors LLC | 0.03% | Add +131.1% | 77,603 | $3.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.06% | Reduce -9.5% | 71,608 | $2.9M |
| Corrado Advisors, LLC | 1.75% | Reduce -0.7% | 71,430 | $2.9M |
| Independent Financial Group, LLC | 0.08% | Reduce -0.4% | 71,078 | $2.8M |
| Brown Wealth Management, LLC | 0.88% | Reduce -0.0% | 70,735 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | No change | 68,651 | $2.7M |
| Compass Advisory Group LLC | 0.86% | Reduce -8.2% | 68,314 | $2.7M |
| Southland Equity Partners LLC | 0.59% | Reduce -0.1% | 67,694 | $2.7M |
| Pinnacle Wealth Management Group, Inc. | 1.55% | Add +1.6% | 67,640 | $2.7M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -10.4% | 65,925 | $2.6M |
| AlphaCore Capital LLC | 0.10% | No change | 65,800 | $2.6M |
| Diligent Investors, LLC | 0.60% | Reduce -1.5% | 62,978 | $2.5M |
| Jacobi Capital Management LLC | 0.17% | Reduce -1.9% | 62,916 | $2.5M |
| MAI Capital Management | 0.02% | Reduce -37.0% | 59,772 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -6.0% | 59,076 | $2.4M |
| Milestone Asset Management, LLC | 0.50% | Reduce -4.0% | 58,632 | $2.3M |
| BCS Wealth Management | 0.48% | Add +7.3% | 55,213 | $2.2M |
| Weaver Consulting Group | 0.60% | Add +3.3% | 54,590 | $2.2M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -8.4% | 54,577 | $2.2M |
| Signaturefd, LLC | 0.04% | No change | 54,072 | $2.2M |
| Chris Bulman Inc | 1.14% | Reduce -3.0% | 50,123 | $2.0M |
| MTM Financial Group, LLC | 1.08% | Reduce -0.2% | 49,736 | $2.0M |
| Cresset Asset Management, LLC | 0.01% | Reduce -74.3% | 49,241 | $2.0M |
| Talon Private Wealth, LLC | 0.27% | Reduce -7.4% | 48,435 | $1.9M |
| Atticus Wealth Management, LLC | 0.52% | No change | 47,728 | $1.9M |
| Tradition Wealth Management, LLC | 0.15% | Reduce -0.5% | 46,686 | $1.9M |
| AE Wealth Management LLC | 0.01% | Reduce -1.8% | 44,462 | $1.8M |
| Crown Wealth Group, LLC | 0.66% | Add +615.3% | 44,169 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +0.6% | 43,295 | $1.7M |
| IFP Advisors, Inc | 0.05% | Add +1.3% | 43,076 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Add +8.5% | 40,229 | $1.6M |
| Frisch Financial Group, Inc. | 0.38% | Reduce -1.4% | 38,802 | $1.6M |
| Retirement Income Solutions, Inc. | 0.28% | No change | 38,677 | $1.5M |
| Wealth Alliance, LLC | 0.17% | No change | 36,985 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Add +0.4% | 36,098 | $1.5M |
| UBS Group AG | 0.00% | Add +11113.5% | 36,556 | $1.5M |
| Mgo One Seven LLC | 0.04% | New | 33,745 | $1.4M |
| PTM Wealth Management, LLC | 0.87% | Reduce -12.2% | 32,618 | $1.3M |
| FSA Advisors, Inc. | 0.99% | Add +0.1% | 30,454 | $1.2M |
| Advisory Alpha, LLC | 0.04% | Add +1.8% | 29,676 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Add +2.6% | 29,410 | $1.2M |
| Ascent Wealth Partners, LLC | 0.14% | Add +15.8% | 29,001 | $1.2M |
| Certified Advisory Corp | 0.12% | Reduce -4.9% | 28,895 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +1.6% | 28,356 | $1.1M |
| Long Island Wealth Management, Inc. | 0.55% | No change | 26,524 | $1.1M |
| Old Mission Capital LLC | 0.03% | New | 26,422 | $1.1M |
| Visionary Wealth Advisors | 0.05% | Reduce -2.4% | 25,195 | $1.0M |
| Focus Partners Wealth | 0.00% | Reduce -22.4% | 24,906 | $996K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.38% | Reduce -69.2% | 24,067 | $968K |
| Three Seasons Wealth, LLC | 0.11% | No change | 22,950 | $918K |
| Valmark Advisers, Inc. | 0.01% | No change | 22,823 | $913K |
| City Holding Co. | 0.12% | Reduce -10.1% | 22,250 | $890K |
| HB Wealth Management, LLC | 0.01% | Reduce -81.8% | 21,701 | $868K |
| Catalina Capital Group, LLC | 0.56% | Reduce -80.5% | 20,794 | $832K |
| Orion Capital Management LLC | 0.31% | Reduce -0.0% | 20,295 | $812K |
| Continuum Advisory, LLC | 0.10% | Reduce -4.3% | 20,204 | $808K |
| Arkadios Wealth Advisors | 0.02% | Add +13.9% | 19,862 | $795K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -1.9% | 19,819 | $793K |
| Spire Wealth Management | 0.03% | No change | 19,310 | $773K |
| Jane Street Group, LLC | 0.00% | New | 19,053 | $762K |
| Sagespring Wealth Partners, LLC | 0.02% | Add +0.5% | 18,905 | $756K |
| AdvisorNet Financial, Inc | 0.05% | No change | 18,789 | $752K |
| Phoenix Financial Ltd. | 0.01% | No change | 18,640 | $744K |
| Castellan Group | 0.13% | No change | 17,661 | $707K |
| Quest 10 Wealth Builders, Inc. | 0.66% | No change | 17,030 | $681K |
| Helium Advisors LLC | 0.43% | No change | 16,890 | $676K |
| Townsquare Capital LLC | 0.06% | Reduce -85.9% | 16,360 | $655K |
| Captrust Financial Advisors | 0.00% | No change | 16,240 | $650K |
| Csenge Advisory Group | 0.03% | No change | 16,750 | $650K |
| Triton Financial Group Inc | 0.47% | — | 16,205 | $648K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.22% | Add +99.1% | 16,164 | $647K |
| Ausdal Financial Partners, Inc. | 0.04% | No change | 15,653 | $626K |
| WPWealth LLP | 0.11% | No change | 15,320 | $613K |
| Evolution Wealth Advisors, LLC | 0.08% | No change | 14,305 | $572K |
| HBW Advisory Services LLC | 0.07% | Reduce -1.9% | 14,129 | $565K |
| Cypress Financial Planning LLC | 0.19% | Reduce -1.2% | 14,126 | $565K |
| Mma Asset Management LLC | 0.21% | Add +88.3% | 13,774 | $551K |
| Waterloo Capital, L.P. | 0.04% | No change | 13,707 | $548K |
| Dynamic Advisor Solutions LLC | 0.02% | New | 13,505 | $540K |
| Cornerstone Wealth Group, LLC | 0.04% | No change | 13,137 | $526K |
| World Investment Advisors | 0.01% | Reduce -34.6% | 13,135 | $526K |
| Beacon Financial Advisory LLC | 0.13% | Add +10.0% | 12,787 | $512K |
| Sigma Planning Corp | 0.02% | Add +6.5% | 12,757 | $510K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -32.3% | 12,750 | $510K |
| Firestone Capital Management | 0.12% | No change | 12,474 | $499K |
| RFG Advisory, LLC | 0.01% | Reduce -41.5% | 12,362 | $495K |
| HORAN Wealth, LLC | 0.14% | — | 11,838 | $474K |
| DHJJ Financial Advisors, Ltd. | 0.17% | No change | 11,628 | $465K |
| ARS Wealth Advisors Group, LLC | 0.05% | Reduce -12.6% | 11,601 | $464K |
| Coldstream Capital Management Inc. | 0.01% | No change | 11,599 | $464K |
| Modera Wealth Management, LLC | 0.01% | No change | 11,531 | $461K |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.0% | 11,192 | $448K |
| Garden State Investment Advisory Services LLC | 0.12% | Reduce -35.4% | 11,080 | $443K |
| Diversify Advisory Services, LLC | 0.02% | No change | 10,625 | $436K |
| Old Port Advisors | 0.12% | No change | 10,650 | $426K |
| Lakeridge Wealth Management LLC | 0.19% | No change | 10,567 | $423K |
| Allegiance Financial Group Advisory Services LLC | 0.11% | No change | 10,475 | $419K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 10,475 | $419K |
| Keystone Financial Group, Inc. | 0.27% | Reduce -3.4% | 10,369 | $418K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -12.9% | 10,446 | $418K |
| Mercer Global Advisors Inc. | 0.00% | No change | 10,179 | $407K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 10,125 | $405K |
| Keystone Wealth Services, LLC | 0.09% | No change | 9,623 | $385K |
| Phoenix Wealth Advisors | 0.16% | No change | 9,560 | $382K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 9,515 | $381K |
| Snowden Capital Advisors LLC | 0.01% | No change | 9,442 | $378K |
| Cypress Wealth Services, LLC | 0.06% | No change | 8,859 | $354K |
| Citadel Advisors | 0.00% | Reduce -69.7% | 8,791 | $352K |
| Valtinson Bruner Financial Planning LLC | 0.11% | Reduce -1.1% | 8,750 | $350K |
| ORBA Wealth Advisors, L.L.C. | 0.31% | New | 8,500 | $340K |
| Composition Wealth, LLC | 0.01% | Reduce -57.7% | 8,352 | $334K |
| Vestmark Advisory Solutions, Inc. | 0.00% | No change | 8,350 | $334K |
| Arax Advisory Partners | 0.02% | Add +0.0% | 8,249 | $330K |
| Wedbush Securities Inc. | 0.01% | Reduce -3.5% | 8,248 | $330K |
| Focus Financial Network, Inc. | 0.01% | Reduce -8.5% | 8,190 | $328K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +1494.2% | 8,178 | $327K |
| Wood Tarver Financial Group, LLC | 0.09% | Reduce -38.7% | 7,687 | $307K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -4.4% | 7,652 | $306K |
| Greenup Street Wealth Management LLC | 0.05% | Add +9.2% | 7,639 | $306K |
| Blue Sky Capital Consultants Group, Inc. | 0.16% | New | 7,632 | $305K |
| Clay Northam Wealth Management, LLC | 0.18% | No change | 7,050 | $282K |
| O'Connor Financial Group LLC | 0.12% | Add +0.3% | 6,893 | $277K |
| Grantvest Financial Group LLC | 0.20% | Reduce -4.7% | 6,891 | $276K |
| Vantage Point Financial LLC | 0.12% | Add +24.7% | 6,731 | $269K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -10.4% | 6,603 | $264K |
| Jessup Wealth Management, Inc | 0.10% | No change | 6,189 | $248K |
| Sunbelt Securities, Inc. | 0.02% | Add +23685.2% | 6,422 | $247K |
| Calton & Associates, Inc. | 0.04% | No change | 6,012 | $241K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 6,000 | $240K |
| Mutual Advisors, LLC | 0.01% | Reduce -71.7% | 5,876 | $239K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 5,908 | $236K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -38.9% | 5,815 | $233K |
| Nikulski Financial, Inc. | 0.06% | No change | 5,800 | $232K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 5,766 | $231K |
| BCGM Wealth Management, LLC | 0.06% | No change | 5,752 | $230K |
| GWN Securities Inc. | 0.04% | Reduce -1.3% | 5,562 | $223K |
| WorthPointe, LLC | 0.09% | No change | 5,557 | $222K |
| Corient Private Wealth LP | 0.00% | No change | 5,489 | $220K |
| Strategic Blueprint, LLC | 0.01% | Reduce -8.9% | 5,357 | $214K |
| McAdam, LLC | 0.01% | New | 5,313 | $213K |
| Hubbell Strickland Wealth Management, LLC | 0.09% | New | 5,231 | $209K |
| Cape Investment Advisory, Inc. | 0.08% | No change | 5,200 | $208K |
| Cwm, LLC | 0.00% | Add +1.8% | 5,182 | $207K |
| Capital Square, LLC | 0.11% | New | 5,131 | $206K |
| Dakota Wealth Management | 0.00% | New | 5,147 | $206K |
| WealthPlan Investment Management, LLC | 0.01% | New | 5,136 | $205K |
| Waddell & Associates, LLC | 0.02% | New | 5,030 | $201K |
| Sanders Morris Harris LLC | 0.05% | New | 5,000 | $200K |
| Archer Investment Corp | 0.04% | No change | 4,100 | $164K |
| WealthShield Partners, LLC | 0.02% | No change | 3,500 | $140K |
| PFS Partners, LLC | 0.06% | New | 3,200 | $128K |
| Bernard Wealth Management Corp. | 0.06% | No change | 3,037 | $122K |
| Principal Securities, Inc. | 0.00% | No change | 2,932 | $117K |
| Creative Financial Designs Inc. | 0.01% | Reduce -1.3% | 2,930 | $117K |
| Allworth Financial LP | 0.00% | Add +55.4% | 2,805 | $112K |
| ORG Partners LLC | 0.02% | No change | 2,500 | $100K |
| Blue Bell Private Wealth Management, LLC | 0.02% | No change | 2,360 | $94K |
| Financial Network Wealth Advisors LLC | 0.11% | No change | 2,206 | $88K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,985 | $79K |
| Wagner Wealth Management, LLC | 0.02% | No change | 1,980 | $79K |
| Compass Financial Services Inc | 0.04% | No change | 1,968 | $79K |
| Bank of America Corp. | 0.00% | New | 1,793 | $72K |
| Evergreen Private Wealth LLC | 0.03% | No change | 1,767 | $71K |
| Morgan Stanley | 0.00% | Add +5.0% | 1,575 | $63K |
| Barclays PLC | 0.00% | Add +762.8% | 1,320 | $53K |
| Whipplewood Advisors, LLC | 0.02% | Add +16.0% | 870 | $35K |
| Ameritas Advisory Services, LLC | 0.00% | New | 848 | $34K |
| JPMorgan Chase & Co. | 0.00% | Reduce -92.3% | 800 | $32K |
| Stuart Chaussee & Associates, Inc. | 0.00% | Reduce -68.2% | 350 | $14K |
| Rothschild Investment LLC | 0.00% | No change | 330 | $13K |
| Anfield Capital Management, LLC | 0.00% | New | 322 | $13K |
| Chapman Financial Group, LLC | 0.01% | — | 300 | $12K |
| Lanark Financial, Inc. | 0.00% | No change | 292 | $11K |
"% 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.