Innovator U.S. Equity PowerPDECETF

13F holders, Q1 2026 (March 31)
229holders −3
12new positions
19sold out
2famous investors
$42.64avg. 13F price*

At the end of Q1 2026, 229 institutions reported holding Innovator U.S. Equity Power (PDEC) in their 13F filings, down 3 from Q4 2025. 12 opened new positions and 19 sold out. The largest holders were Alliancebernstein L.P. ($140.9M), Penserra Capital Management LLC ($65.3M) and Focus Partners Wealth ($47.2M). 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

050100150200250 Q1 2024: 171Q1 2024Q2 2024: 173Q2 2024Q3 2024: 164Q3 2024Q4 2024: 206Q4 2024Q1 2025: 209Q1 2025Q2 2025: 214Q2 2025Q3 2025: 206Q3 2025Q4 2025: 232Q4 2025Q1 2026: 229Q1 2026Q2 2026: 224Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions12$5.2M
Exits19$4.9M

All 13F filers, Q4 2025 → Q1 2026: 491,648 shares bought and 1,560,735 shares sold, net −1,069,087 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 229 holders

Alliancebernstein L.P. 0.05% Reduce -0.8% 3,248,253 $140.9M
Penserra Capital Management LLC 0.77% Add +6.0% 1,537,056 $65.3M
Focus Partners Wealth 0.05% Reduce -0.3% 1,109,644 $47.2M
Brookstone Capital Management 0.40% Reduce -1.2% 830,456 $35.3M
Blair William & Co. 0.09% Reduce -2.7% 734,990 $31.2M
Commonwealth Equity Services, LLC 0.04% Add +0.1% 661,998 $28.1M
LPL Financial LLC 0.01% Reduce -4.1% 603,176 $25.6M
Osaic Holdings, Inc. 0.04% Reduce -23.9% 598,835 $25.5M
HighTower Advisors, LLC 0.02% Reduce -9.5% 471,508 $20.0M
Kestra Advisory Services, LLC 0.05% Add +19.3% 315,262 $13.4M
Cetera Investment Advisers 0.01% Reduce -15.1% 295,846 $12.6M
Caprock Group, LLC 0.27% No change 259,763 $11.0M
Envestnet Asset Management Inc. 0.00% Add +12.3% 257,907 $11.0M
Raymond James Financial Inc. 0.00% Reduce -3.4% 249,610 $10.6M
Bellwether Advisors, LLC 1.73% Reduce -3.2% 240,852 $10.2M
Beacon Pointe Advisors, LLC 0.05% Add +19.7% 211,864 $9.0M
MBL Wealth, LLC 0.54% Add +29.5% 168,601 $7.2M
Truist Financial Corp. 0.01% Add +1.9% 156,041 $6.6M
Belpointe Asset Management LLC 0.23% Reduce -4.2% 148,419 $6.3M
CRA Financial Services, LLC 0.73% Reduce -2.5% 131,792 $5.6M
Janney Montgomery Scott LLC 0.01% Add +4.7% 130,409 $5.5M
Catalina Capital Group, LLC 3.29% Add +7.2% 126,094 $5.4M
CoreCap Advisors, LLC 0.18% Reduce -4.7% 125,500 $5.3M
Gill Capital Partners, LLC 1.43% Add +0.5% 116,719 $5.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -15.3% 116,163 $4.9M
Global Strategic Investment Solutions, LLC 0.48% Reduce -24.7% 115,481 $4.9M
GTS Financial, LLC 3.79% — 127,194 $4.8M
Pathstone Holdings, LLC 0.02% Reduce -48.3% 109,233 $4.6M
First Commonwealth Financial Corp 0.67% Reduce -6.2% 99,774 $4.2M
MML Investors Services, LLC 0.01% Reduce -31.0% 96,690 $4.1M
Trek Financial, LLC 0.20% Reduce -6.9% 86,581 $3.7M
Capital Analysts, LLC 0.09% No change 84,937 $3.6M
KFG Wealth Management, LLC 0.46% Add +6.8% 84,091 $3.6M
Castle Rock Wealth Management, LLC 0.76% Reduce -1.4% 82,719 $3.5M
Cassady Wealth & Retirement Planning, LLC 1.81% Reduce -0.0% 77,939 $3.5M
OneDigital Investment Advisors LLC 0.03% Reduce -3.0% 81,787 $3.5M
Keating Financial Advisory Services, Inc. 0.54% Reduce -3.0% 78,233 $3.3M
Corrado Advisors, LLC 1.73% Reduce -1.5% 77,896 $3.3M
Independent Financial Group, LLC 0.07% Reduce -0.3% 76,121 $3.2M
Compass Advisory Group LLC 0.83% Add +0.2% 72,844 $3.1M
Pinnacle Wealth Management Group, Inc. 1.49% Reduce -0.9% 71,605 $3.0M
Outlook Wealth Advisors, LLC 0.72% Reduce -37.2% 69,623 $3.0M
Steward Partners Investment Advisory, LLC 0.02% Reduce -0.4% 69,528 $3.0M
Yarger Wealth Strategies, LLC 1.19% Reduce -6.9% 69,115 $2.9M
Weaver Capital Management LLC 0.62% Reduce -1.4% 67,710 $2.9M
MAI Capital Management 0.02% Reduce -3.3% 66,676 $2.8M
Mariner, LLC 0.00% Reduce -46.3% 66,019 $2.8M
Cerity Partners LLC 0.00% Reduce -1.2% 65,467 $2.8M
AlphaCore Capital LLC 0.07% Reduce -1.5% 64,800 $2.8M
Patriot Financial Group Insurance Agency, LLC 0.15% Add +108.6% 64,464 $2.7M
Diligent Investors, LLC 0.68% Reduce -2.8% 64,236 $2.7M
Forvis Mazars Wealth Advisors, LLC 0.05% Reduce -5.3% 61,409 $2.6M
Southland Equity Partners LLC 0.50% Reduce -1.2% 60,123 $2.6M
Fortune Financial Group, Inc. 2.28% Add +5.3% 59,684 $2.5M
Weaver Consulting Group 0.59% Add +5.6% 58,190 $2.5M
Chris Bulman Inc 1.06% Reduce -1.2% 56,985 $2.4M
Atria Investments, Inc 0.03% Reduce -49.3% 54,510 $2.3M
Signaturefd, LLC 0.04% No change 54,072 $2.3M
Jacobi Capital Management LLC 0.13% Reduce -14.1% 54,066 $2.3M
Noble Wealth Management PBC 1.15% Reduce -9.9% 52,942 $2.3M
Milestone Asset Management, LLC 0.41% Reduce -6.0% 52,480 $2.2M
NewEdge Advisors, LLC 0.01% Reduce -8.8% 52,231 $2.2M
BCS Wealth Management 0.45% Reduce -50.4% 52,045 $2.2M
Cresset Asset Management, LLC 0.01% No change 51,902 $2.2M
MTM Financial Group, LLC 1.00% Add +0.8% 50,204 $2.1M
Harbour Investments, Inc. 0.03% Reduce -7.0% 46,609 $2.0M
Foundations Investment Advisors, LLC 0.02% Add +0.5% 46,380 $2.0M
Concurrent Investment Advisors, LLC 0.02% No change 46,259 $2.0M
Tradition Wealth Management, LLC 0.14% Reduce -5.2% 46,055 $2.0M
Atticus Wealth Management, LLC 0.53% Reduce -3.3% 46,048 $2.0M
Captrust Financial Advisors 0.00% No change 44,543 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -78.5% 43,424 $1.9M
Farther Finance Advisors, LLC 0.02% Reduce -3.8% 42,571 $1.8M
Red Reef Advisors LLC 1.90% Reduce -1.1% 42,630 $1.8M
Retirement Guys Formula LLC 0.81% Add +3.1% 41,353 $1.8M
AE Wealth Management LLC 0.01% Reduce -1.6% 40,929 $1.7M
Liberty Atlantic Advisors LLC 1.44% Reduce -0.1% 39,665 $1.7M
Sagespring Wealth Partners, LLC 0.03% Reduce -1.2% 38,611 $1.6M
Wealth Alliance, LLC 0.16% Reduce -3.4% 37,391 $1.6M
Advisory Services Network, LLC 0.02% Reduce -0.6% 36,777 $1.6M
Northern Trust Corp. 0.00% New 35,000 $1.5M
Susquehanna International Group, LLP 0.00% Reduce -18.8% 33,946 $1.4M
Triton Financial Group Inc 2.43% Add +100.0% 32,410 $1.4M
Ascent Wealth Partners, LLC 0.16% Reduce -3.5% 31,751 $1.3M
Integrity Advisory Solutions, LLC 0.17% Add +133.2% 30,776 $1.3M
Retirement Income Solutions, Inc. 0.22% No change 29,708 $1.3M
Forty-three Eighteen Advisors, LLC 0.94% No change 29,324 $1.2M
FSA Advisors, Inc. 0.82% Reduce -0.3% 29,306 $1.2M
Arkadios Wealth Advisors 0.02% Add +7.6% 28,614 $1.2M
Mgo One Seven LLC 0.02% Reduce -4.4% 28,069 $1.2M
IFP Advisors, Inc 0.02% Reduce -14.8% 27,608 $1.2M
Talon Private Wealth, LLC 0.16% — 27,560 $1.2M
Long Island Wealth Management, Inc. 0.51% Reduce -3.0% 25,724 $1.1M
Silver Oak Securities, Incorporated 0.08% Reduce -0.1% 25,719 $1.1M
Nations Financial Group Inc, /Ia/ 0.06% Add +0.4% 25,451 $1.1M
Financial Solutions Advisory Group, Inc. 0.14% — 23,794 $1.0M
Three Seasons Wealth, LLC 0.37% No change 22,950 $975K
CreativeOne Wealth, LLC 0.02% Reduce -5.8% 22,034 $936K
BFI Wealth Solutions, LLC 0.89% Add +40.3% 21,680 $927K
First City Capital Management, Inc. 0.49% Reduce -3.0% 21,810 $927K
HB Wealth Management, LLC 0.01% No change 21,701 $922K
Spire Wealth Management 0.03% No change 21,622 $919K
AdvisorNet Financial, Inc 0.05% No change 21,264 $904K
Orion Capital Management LLC 0.31% Reduce -0.0% 20,984 $892K
Valmark Advisers, Inc. 0.01% Reduce -19.9% 20,738 $881K
TopTier Wealth Management, LLC 0.50% No change 19,310 $821K
Visionary Wealth Advisors 0.04% Reduce -19.8% 18,785 $798K
City Holding Co. 0.10% Reduce -0.1% 17,950 $763K
Dynamic Advisor Solutions LLC 0.02% Add +31.8% 17,761 $755K
World Investment Advisors 0.01% Add +24.8% 17,443 $741K
TrustBank 0.29% Add +0.1% 17,366 $738K
Continuum Advisory, LLC 0.07% No change 17,266 $734K
Blue Sky Capital Consultants Group, Inc. 0.35% No change 17,049 $725K
Annis Gardner Whiting Capital Advisors, LLC 0.11% No change 16,164 $687K
Csenge Advisory Group 0.03% Reduce -1.2% 16,050 $682K
Phoenix Financial Ltd. 0.01% Reduce -16.1% 15,680 $666K
Atlantic Private Wealth, LLC 0.43% Add +1661.8% 15,451 $657K
WPWealth LLP 0.10% No change 15,320 $651K
Quest 10 Wealth Builders, Inc. 0.57% Reduce -10.9% 15,174 $645K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -2.1% 15,158 $644K
Commerce Advisors, LLC 0.54% — 14,991 $637K
Lakeridge Wealth Management LLC 0.27% No change 14,729 $626K
NewCorp Financial Services, Inc. 0.53% Reduce -7.0% 14,452 $614K
Old Mission Capital LLC 0.01% New 14,348 $610K
Evolution Wealth Advisors, LLC 0.06% No change 14,305 $608K
Mutual Advisors, LLC 0.01% Reduce -11.1% 13,980 $594K
TSG Advice Partners, LLC 0.09% No change 13,906 $591K
Waterloo Capital, L.P. 0.04% No change 13,582 $577K
Mercer Global Advisors Inc. 0.00% Reduce -47.7% 13,368 $568K
Beacon Financial Advisory LLC 0.13% No change 13,212 $562K
Lineweaver Wealth Advisors, LLC 0.07% No change 12,979 $552K
Mma Asset Management LLC 0.19% No change 12,470 $530K
Old Port Advisors 0.12% No change 12,380 $526K
Insigneo Advisory Services, LLC 0.04% New 12,234 $520K
RFG Advisory, LLC 0.01% Reduce -0.8% 12,230 $520K
HORAN Wealth, LLC 0.05% No change 11,838 $503K
Advisory Alpha, LLC 0.01% Reduce -2.9% 11,680 $496K
ARS Wealth Advisors Group, LLC 0.04% No change 11,601 $493K
Private Advisor Group, LLC 0.00% No change 11,555 $491K
Modera Wealth Management, LLC 0.01% No change 11,531 $490K
Dakota Wealth Management 0.01% Add +5.3% 11,526 $490K
Merit Financial Group, LLC 0.00% Add +2.1% 11,457 $487K
Garden State Investment Advisory Services LLC 0.12% No change 11,404 $485K
Brown Wealth Management, LLC 0.12% No change 11,292 $480K
Clay Northam Wealth Management, LLC 0.27% No change 11,200 $476K
Cornerstone Wealth Group, LLC 0.03% Reduce -2.3% 10,708 $475K
Blue Water Asset Management 0.16% Reduce -2.8% 10,950 $465K
LeClair Wealth Partners LLC 0.16% New 10,950 $465K
Stratos Wealth Advisors, LLC 0.03% No change 10,948 $465K
Citadel Advisors 0.00% New 10,727 $456K
Sanders Morris Harris LLC 0.07% New 10,500 $446K
Galvin, Gaustad & Stein, LLC 0.04% Reduce -1.1% 10,256 $436K
AlphaStar Capital Management, LLC 0.03% New 9,948 $423K
Sigma Planning Corp 0.01% Reduce -3.9% 9,925 $422K
Diversify Wealth Management, LLC 0.01% New 9,026 $403K
Pacific Park Financial, Inc. 0.26% Reduce -2.2% 9,408 $400K
McAdam, LLC 0.02% Add +1.0% 9,405 $400K
Nikulski Financial, Inc. 0.10% Reduce -0.9% 9,243 $393K
Valtinson Bruner Financial Planning LLC 0.11% No change 9,038 $384K
Focus Financial Network, Inc. 0.01% Add +5.9% 8,674 $369K
DHJJ Financial Advisors, Ltd. 0.12% No change 8,507 $362K
Arax Advisory Partners 0.01% Add +3.0% 8,316 $353K
Capital Investment Advisory Services, LLC 0.03% No change 8,293 $352K
Vestmark Advisory Solutions, Inc. 0.00% No change 8,000 $340K
AQR Capital Management 0.00% Reduce -17.2% 7,851 $334K
Composition Wealth, LLC 0.00% Reduce -6.7% 7,789 $331K
Capital Square, LLC 0.15% No change 7,336 $328K
Greenup Street Wealth Management LLC 0.05% No change 7,639 $325K
Soltis Investment Advisors LLC 0.02% Reduce -97.2% 7,541 $320K
Wedbush Securities Inc. 0.01% No change 7,482 $318K
Cypress Wealth Services, LLC 0.04% No change 7,232 $307K
Castle Wealth Management LLC 0.10% No change 7,096 $302K
Cornerstone Wealth, LLC 0.17% — 6,722 $300K
Wood Tarver Financial Group, LLC 0.08% Reduce -7.0% 6,945 $295K
Sound View Wealth Advisors Group, LLC 0.02% Reduce -1.4% 6,908 $294K
Grantvest Financial Group LLC 0.19% No change 6,837 $291K
Vantage Point Financial LLC 0.10% Reduce -0.2% 6,764 $287K
PTM Wealth Management, LLC 0.15% Reduce -79.4% 6,696 $286K
Allegiance Financial Group Advisory Services LLC 0.05% Reduce -44.2% 6,392 $272K
Allworth Financial LP 0.00% Reduce -13.9% 6,208 $264K
Coldstream Capital Management Inc. 0.00% Reduce -2.5% 6,007 $255K
AssuredPartners Investment Advisors, LLC 0.03% No change 5,966 $255K
Bedel Financial Consulting, Inc. 0.03% No change 5,908 $251K
Delta Investment Management, LLC 0.04% No change 5,818 $247K
Ameriflex Group, Inc. 0.12% Reduce -2.7% 5,808 $247K
Brown Brothers Harriman & Co. 0.00% No change 5,766 $245K
BCGM Wealth Management, LLC 0.06% No change 5,752 $244K
Cypress Financial Planning LLC 0.07% Reduce -16.7% 5,697 $242K
ATX Financial Planning, LLC 0.18% Reduce -19.5% 5,603 $238K
WealthShield Partners, LLC 0.03% No change 5,582 $237K
Jane Street Group, LLC 0.00% Reduce -88.2% 5,469 $232K
HRT Financial LP 0.00% New 5,305 $225K
Sowell Financial Services LLC 0.01% No change 5,240 $223K
Hubbell Strickland Wealth Management, LLC 0.09% No change 5,231 $222K
Cape Investment Advisory, Inc. 0.07% No change 5,200 $221K
Firestone Capital Management 0.05% No change 5,164 $219K
WealthPlan Investment Management, LLC 0.01% No change 5,136 $218K
Crown Wealth Group, LLC 0.06% Reduce -2.7% 5,083 $216K
Waddell & Associates, LLC 0.01% No change 5,030 $214K
Calton & Associates, Inc. 0.03% Reduce -35.9% 4,963 $211K
WorthPointe, LLC 0.06% No change 4,914 $209K
Madison Wealth Partners, Inc 0.03% No change 4,868 $207K
Ausdal Financial Partners, Inc. 0.01% Reduce -4.2% 4,857 $206K
Evolution Wealth Management Inc. 0.13% No change 4,309 $183K
PFS Partners, LLC 0.06% No change 3,200 $136K
Bernard Wealth Management Corp. 0.05% Reduce -0.2% 3,015 $128K
Creative Financial Designs Inc. 0.01% Reduce -3.4% 2,680 $114K
Financial Network Wealth Advisors LLC 0.11% No change 2,437 $104K
Ritter Daniher Financial Advisory LLC / DE 0.02% Reduce -2.0% 2,435 $103K
Evermay Wealth Management LLC 0.01% No change 2,235 $95K
Global Assets Advisory, LLC 0.03% New 2,197 $93K
Blue Bell Private Wealth Management, LLC 0.01% No change 2,018 $86K
EverSource Wealth Advisors, LLC 0.00% No change 1,985 $84K
Wagner Wealth Management, LLC 0.02% No change 1,980 $84K
BlackRock, Inc. 0.00% No change 1,928 $82K
Keystone Financial Group, Inc. 0.04% Reduce -81.4% 1,826 $78K
Cwm, LLC 0.00% Reduce -65.8% 1,736 $74K
Morgan Stanley 0.00% Reduce -4.8% 1,500 $64K
Whipplewood Advisors, LLC 0.02% No change 870 $37K
JPMorgan Chase & Co. 0.00% No change 874 $36K
Wells Fargo & Company 0.00% New 500 $21K
Lanark Financial, Inc. 0.00% Reduce -16.7% 484 $21K
Rothschild Investment LLC 0.00% No change 330 $14K
Anfield Capital Management, LLC 0.00% No change 322 $14K
Chapman Financial Group, LLC 0.01% No change 300 $13K
GHP Investment Advisors, Inc. 0.00% New 236 $10K
Elevated Capital Advisors, LLC 0.00% No change 176 $7K
Global Wealth Strategies & Associates 0.00% No change 165 $7K
Sunbelt Securities, Inc. 0.00% No change 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.