Innovator U.S. Equity PowerPFEBETF
13F holders, Q2 2024 (June 30)182holders +5
13new positions
10sold out
1famous investor
$35.15avg. 13F price*
At the end of Q2 2024, 182 institutions reported holding Innovator U.S. Equity Power (PFEB) in their 13F filings, up 5 from Q1 2024. 13 opened new positions and 10 sold out. The largest holders were Alliancebernstein L.P. ($104.0M), Gradient Investments LLC ($78.9M) and Penserra Capital Management LLC ($36.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Innovator U.S. Equity Power
- CUSIP
- 45782C417
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $13.4M |
| Exits | 10 | $18.1M |
All 13F filers, Q1 2024 → Q2 2024: 1,028,628 shares bought and 2,489,156 shares sold, net −1,460,528 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 182 holders
| Alliancebernstein L.P. | 0.04% | Reduce -2.3% | 2,960,494 | $104.0M |
| Gradient Investments LLC | 1.77% | Add +3.6% | 2,246,531 | $78.9M |
| Penserra Capital Management LLC | 0.46% | Add +3.7% | 1,038,948 | $36.5M |
| Osaic Holdings, Inc. | 0.07% | Add +61.5% | 888,732 | $31.2M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -0.7% | 561,005 | $19.7M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -4.1% | 555,661 | $19.5M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -1.1% | 350,593 | $12.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -2.8% | 257,735 | $9.1M |
| NorthCoast Asset Management LLC | 0.07% | New | 231,223 | $8.1M |
| Cetera Investment Advisers | 0.02% | Reduce -13.8% | 216,086 | $7.6M |
| Brookstone Capital Management | 0.10% | Reduce -83.7% | 178,094 | $6.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.2% | 178,641 | $6.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -57.1% | 164,961 | $5.8M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -15.9% | 162,532 | $5.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.3% | 156,265 | $5.5M |
| Southland Equity Partners LLC | 1.53% | Reduce -0.2% | 152,296 | $5.4M |
| BCS Wealth Management | 2.41% | Reduce -0.5% | 140,950 | $5.0M |
| LPL Financial LLC | 0.00% | Add +37.4% | 130,010 | $4.6M |
| Cerity Partners LLC | 0.01% | Add +2.6% | 129,544 | $4.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.11% | Reduce -0.9% | 121,939 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -3.0% | 118,389 | $4.2M |
| AE Wealth Management LLC | 0.04% | Reduce -12.4% | 115,563 | $4.1M |
| Castle Rock Wealth Management, LLC | 0.97% | Reduce -2.5% | 110,489 | $3.9M |
| Weaver Consulting Group | 1.34% | No change | 109,392 | $3.8M |
| Sigma Planning Corp | 0.12% | Reduce -18.1% | 108,448 | $3.8M |
| Stephens Inc. | 0.05% | Reduce -3.5% | 101,875 | $3.6M |
| Tradition Wealth Management, LLC | 0.32% | Reduce -16.3% | 94,540 | $3.3M |
| NewEdge Advisors, LLC | 0.02% | Reduce -2.4% | 91,042 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -47.4% | 88,400 | $3.1M |
| Yarger Wealth Strategies, LLC | 1.83% | No change | 86,734 | $3.0M |
| World Investment Advisors | 0.19% | Add +12.6% | 86,247 | $3.0M |
| CoreCap Advisors, LLC | 0.30% | Reduce -4.5% | 82,345 | $2.9M |
| Stratos Wealth Advisors, LLC | 0.14% | No change | 79,903 | $2.8M |
| MTM Financial Group, LLC | 1.78% | Add +0.2% | 79,381 | $2.8M |
| Townsquare Capital LLC | 0.04% | Reduce -7.3% | 75,964 | $2.7M |
| OneDigital Investment Advisors LLC | 0.03% | Add +220.3% | 73,665 | $2.6M |
| MAI Capital Management | 0.03% | Reduce -39.1% | 72,766 | $2.6M |
| Diversify Advisory Services, LLC | 0.14% | Add +253.3% | 70,670 | $2.5M |
| Certified Advisory Corp | 0.29% | No change | 66,819 | $2.3M |
| WorthPointe, LLC | 1.03% | Reduce -0.1% | 64,457 | $2.3M |
| Blue Bell Private Wealth Management, LLC | 0.45% | Reduce -1.1% | 61,466 | $2.2M |
| KFG Wealth Management, LLC | 0.76% | Reduce -0.7% | 54,554 | $1.9M |
| Corrado Advisors, LLC | 1.24% | Reduce -1.2% | 54,441 | $1.9M |
| Truist Financial Corp. | 0.00% | Reduce -13.7% | 53,781 | $1.9M |
| Visionary Wealth Advisors | 0.12% | Reduce -1.1% | 53,216 | $1.9M |
| McAlister, Sweet & Associates, Inc. | 1.32% | Reduce -1.2% | 52,191 | $1.8M |
| Chris Bulman Inc | 1.25% | — | 51,865 | $1.8M |
| Sequoia Financial Advisors, LLC | 0.02% | No change | 51,616 | $1.8M |
| Advisory Services Network, LLC | 0.04% | Add +0.4% | 51,058 | $1.8M |
| Bullseye Investment Management, LLC | 1.18% | Reduce -9.0% | 48,355 | $1.7M |
| Global Strategic Investment Solutions, LLC | 0.21% | No change | 48,419 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +35.6% | 48,321 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -27.7% | 45,612 | $1.6M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -21.7% | 43,747 | $1.5M |
| Weaver Capital Management LLC | 0.49% | Reduce -11.2% | 43,264 | $1.5M |
| Gill Capital Partners, LLC | 0.58% | Reduce -5.4% | 42,628 | $1.5M |
| Old Mission Capital LLC | 0.04% | New | 42,608 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.02% | No change | 40,094 | $1.4M |
| Belpointe Asset Management LLC | 0.09% | Reduce -65.6% | 38,478 | $1.4M |
| Lineweaver Wealth Advisors, LLC | 0.28% | No change | 37,785 | $1.3M |
| Composition Wealth, LLC | 0.03% | Reduce -85.5% | 37,710 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -6.9% | 37,353 | $1.3M |
| FSA Advisors, Inc. | 1.32% | Reduce -0.2% | 35,991 | $1.3M |
| Trek Financial, LLC | 0.10% | No change | 34,502 | $1.2M |
| Wealth Alliance, LLC | 0.16% | Reduce -0.0% | 34,342 | $1.2M |
| Financial Network Wealth Advisors LLC | 0.89% | Reduce -1.7% | 33,937 | $1.2M |
| Apollon Wealth Management, LLC | 0.04% | No change | 33,700 | $1.2M |
| Cornerstone Wealth Group, LLC | 0.10% | Reduce -1.4% | 32,837 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.17% | Reduce -2.1% | 32,269 | $1.1M |
| Macroview Investment Management LLC | 1.20% | Add +1.0% | 32,103 | $1.1M |
| Diligent Investors, LLC | 0.28% | Reduce -0.7% | 31,762 | $1.1M |
| Keystone Wealth Services, LLC | 0.34% | No change | 31,089 | $1.1M |
| WPWealth LLP | 0.26% | No change | 30,285 | $1.1M |
| Continuum Advisory, LLC | 0.15% | Reduce -1.1% | 29,927 | $1.1M |
| BCGM Wealth Management, LLC | 0.36% | No change | 29,693 | $1.0M |
| CRA Financial Services, LLC | 0.21% | No change | 29,490 | $1.0M |
| MML Investors Services, LLC | 0.00% | Reduce -0.5% | 28,383 | $997K |
| Cape Investment Advisory, Inc. | 0.41% | Add +1.2% | 26,200 | $920K |
| Atticus Wealth Management, LLC | 0.30% | No change | 25,949 | $912K |
| Brown Financial Advisors | 0.40% | — | 25,734 | $904K |
| Foundations Investment Advisors, LLC | 0.02% | Add +10.5% | 23,864 | $838K |
| Focus Partners Wealth | 0.00% | New | 22,647 | $796K |
| Betterment LLC | 0.00% | Reduce -40.5% | 22,201 | $780K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 21,970 | $772K |
| Citadel Advisors | 0.00% | Reduce -22.6% | 21,947 | $771K |
| RFG Advisory, LLC | 0.02% | Add +2.4% | 21,201 | $745K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +38.7% | 21,150 | $743K |
| Frisch Financial Group, Inc. | 0.22% | No change | 20,637 | $725K |
| Raymond James & Associates | 0.00% | Reduce -0.4% | 19,113 | $671K |
| Wolverine Trading, LLC | 0.01% | New | 19,084 | $670K |
| Pinnacle Wealth Management Group, Inc. | 0.45% | No change | 19,031 | $669K |
| Kingsview Wealth Management, LLC | 0.02% | Add +13.1% | 18,933 | $665K |
| Bedel Financial Consulting, Inc. | 0.09% | No change | 18,348 | $645K |
| DHJJ Financial Advisors, Ltd. | 0.27% | Reduce -2.1% | 18,103 | $636K |
| Lakeridge Wealth Management LLC | 0.36% | No change | 17,050 | $599K |
| GTS Securities LLC | 0.01% | No change | 16,983 | $597K |
| Cwm, LLC | 0.00% | Add +0.4% | 16,527 | $581K |
| Focus Financial Network, Inc. | 0.02% | Add +8.7% | 16,078 | $569K |
| Kingswood Wealth Advisors, LLC | 0.05% | No change | 15,908 | $559K |
| Blair William & Co. | 0.00% | No change | 15,888 | $558K |
| Captrust Financial Advisors | 0.00% | No change | 15,806 | $555K |
| First Commonwealth Financial Corp | 0.14% | Reduce -1.2% | 15,713 | $552K |
| Mattson Financial Services, LLC | 0.20% | — | 15,646 | $550K |
| Orion Capital Management LLC | 0.29% | No change | 15,500 | $545K |
| Cardinal Point Capital Management ULC | 0.09% | No change | 15,490 | $544K |
| Allworth Financial LP | 0.00% | Add +14.1% | 15,401 | $543K |
| Valtinson Bruner Financial Planning LLC | 0.21% | Reduce -4.5% | 15,187 | $534K |
| ARS Wealth Advisors Group, LLC | 0.07% | Reduce -2.1% | 15,155 | $532K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.8% | 14,249 | $501K |
| WealthPlan Investment Management, LLC | 0.07% | Reduce -8.1% | 14,086 | $495K |
| Advisory Alpha, LLC | 0.02% | Reduce -9.5% | 13,847 | $486K |
| Foundry Financial Group, Inc. | 0.33% | No change | 13,700 | $481K |
| Spire Wealth Management | 0.02% | No change | 13,685 | $481K |
| New Republic Capital, LLC | 0.24% | No change | 13,548 | $476K |
| Straight Path Wealth Management | 0.24% | No change | 13,259 | $466K |
| Strategic Blueprint, LLC | 0.03% | Add +6.4% | 13,001 | $457K |
| Sugarloaf Wealth Management, LLC | 0.08% | No change | 12,934 | $454K |
| Arax Advisory Partners | 0.04% | No change | 12,799 | $450K |
| Valmark Advisers, Inc. | 0.01% | No change | 12,755 | $448K |
| Triad Wealth Partners, LLC | 0.23% | New | 12,706 | $446K |
| Jacobi Capital Management LLC | 0.04% | New | 12,529 | $440K |
| Beacon Financial Advisory LLC | 0.16% | No change | 12,250 | $430K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | No change | 12,209 | $429K |
| Cypress Wealth Services, LLC | 0.09% | No change | 12,053 | $423K |
| Alera Investment Advisors, LLC | 0.05% | Reduce -11.6% | 11,847 | $416K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -7.0% | 11,739 | $413K |
| Outlook Wealth Advisors, LLC | 0.13% | Reduce -28.6% | 7,383 | $413K |
| IFP Advisors, Inc | 0.02% | No change | 11,464 | $403K |
| Mariner, LLC | 0.00% | No change | 11,378 | $400K |
| Capital Analysts, LLC | 0.02% | No change | 10,746 | $378K |
| Cypress Financial Planning LLC | 0.16% | Reduce -1.4% | 10,630 | $373K |
| Transform Wealth, LLC | 0.03% | New | 10,357 | $364K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 10,000 | $351K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 9,853 | $346K |
| Firestone Capital Management | 0.09% | Reduce -33.9% | 9,507 | $334K |
| Summit Wealth Partners, LLC | 0.07% | Reduce -0.1% | 9,459 | $332K |
| Larson Financial Group LLC | 0.02% | Add +47873.7% | 9,115 | $320K |
| RPS Advisory Solutions LLC | 0.28% | — | 8,612 | $303K |
| Brown Wealth Management, LLC | 0.12% | Add +2.1% | 8,597 | $302K |
| PFG Advisors | 0.02% | Reduce -6.0% | 8,532 | $300K |
| Smith Shellnut Wilson LLC | 0.14% | No change | 8,212 | $288K |
| Sunbelt Securities, Inc. | 0.03% | No change | 8,047 | $283K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.8% | 7,670 | $270K |
| Catalina Capital Group, LLC | 0.10% | Reduce -4.4% | 7,600 | $267K |
| Creative Planning | 0.00% | No change | 7,441 | $261K |
| UBS Group AG | 0.00% | Add +1116.8% | 7,301 | $256K |
| Principal Securities, Inc. | 0.01% | No change | 7,150 | $251K |
| Independent Financial Group, LLC | 0.01% | Add +7.5% | 7,133 | $251K |
| Global Trust Asset Management, LLC | 0.10% | No change | 7,000 | $246K |
| Delta Investment Management, LLC | 0.05% | Reduce -15.2% | 6,966 | $245K |
| O'Connor Financial Group LLC | 0.14% | Add +0.3% | 6,955 | $244K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -32.2% | 6,619 | $233K |
| John W. Brooker & Co., CPAs | 0.11% | No change | 6,350 | $223K |
| Mitchell Capital Management Co. | 0.04% | New | 6,300 | $221K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -5.9% | 6,270 | $220K |
| Madison Wealth Partners, Inc | 0.07% | No change | 6,185 | $217K |
| Vista Investment Management | 0.09% | No change | 6,092 | $214K |
| PCA Investment Advisory Services Inc. | 0.11% | No change | 6,050 | $213K |
| Triumph Capital Management | 0.08% | New | 6,027 | $212K |
| Milestone Asset Management, LLC | 0.05% | No change | 5,944 | $209K |
| Fiduciary Alliance LLC | 0.03% | New | 5,700 | $201K |
| AdvisorNet Financial, Inc | 0.01% | No change | 4,029 | $142K |
| Royal Bank of Canada | 0.00% | Reduce -55.9% | 3,783 | $133K |
| Creative Financial Designs Inc. | 0.01% | Add +5.7% | 3,700 | $130K |
| Clear Point Advisors Inc. | 0.10% | No change | 3,469 | $122K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Reduce -21.3% | 3,435 | $121K |
| Harbour Investments, Inc. | 0.00% | No change | 2,216 | $78K |
| Wagner Wealth Management, LLC | 0.02% | No change | 2,000 | $70K |
| Bank of America Corp. | 0.00% | Reduce -73.5% | 2,000 | $70K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,321 | $46K |
| Castleview Partners, LLC | 0.03% | Reduce -71.4% | 1,268 | $45K |
| CNB Bank | 0.02% | No change | 1,024 | $36K |
| City Holding Co. | 0.00% | No change | 700 | $25K |
| Bank of Montreal | 0.00% | No change | 676 | $24K |
| Lanark Financial, Inc. | 0.00% | No change | 450 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 383 | $14K |
| Morgan Stanley | 0.00% | Reduce -73.4% | 350 | $12K |
| Anfield Capital Management, LLC | 0.01% | No change | 345 | $12K |
| Optimum Investment Advisors | 0.00% | No change | 250 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -66.6% | 120 | $4K |
| Wells Fargo & Company | 0.00% | New | 64 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 30 | $1K |
"% of holder's portfolio" is PFEB's weight in each manager's 13F, not the share of Innovator U.S. Equity Power the manager owns.