Innovator U.S. Equity PowerPFEBETF
13F holders, Q4 2024 (December 31)181holders +5
10new positions
19sold out
2famous investors
$36.80avg. 13F price*
At the end of Q4 2024, 181 institutions reported holding Innovator U.S. Equity Power (PFEB) in their 13F filings, up 5 from Q3 2024. 10 opened new positions and 19 sold out. The largest holders were Alliancebernstein L.P. ($101.5M), Penserra Capital Management LLC ($47.1M) and Osaic Holdings, Inc. ($28.9M). 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
- 45782C417
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.6M |
| Exits | 19 | $13.1M |
All 13F filers, Q3 2024 → Q4 2024: 320,404 shares bought and 3,371,034 shares sold, net −3,050,630 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 181 holders
| Alliancebernstein L.P. | 0.03% | Reduce -3.0% | 2,757,412 | $101.5M |
| Penserra Capital Management LLC | 0.86% | Add +16.3% | 1,279,402 | $47.1M |
| Osaic Holdings, Inc. | 0.07% | Reduce -7.8% | 786,319 | $28.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -8.3% | 400,300 | $14.7M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -1.6% | 343,568 | $12.6M |
| Kestra Advisory Services, LLC | 0.07% | Add +4.1% | 341,143 | $12.6M |
| Raymond James Financial Inc. | 0.00% | — | 262,447 | $9.7M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -0.9% | 219,122 | $8.1M |
| Cetera Investment Advisers | 0.01% | Reduce -10.5% | 172,319 | $6.3M |
| Southland Equity Partners LLC | 1.26% | Reduce -2.3% | 146,931 | $5.4M |
| Brookstone Capital Management | 0.08% | Reduce -10.6% | 143,243 | $5.3M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -4.6% | 134,532 | $5.0M |
| BCS Wealth Management | 1.22% | Reduce -1.1% | 133,101 | $4.9M |
| LPL Financial LLC | 0.00% | Reduce -2.5% | 116,744 | $4.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.10% | Reduce -5.5% | 112,590 | $4.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.6% | 108,760 | $4.0M |
| World Investment Advisors | 0.11% | Add +21.8% | 107,294 | $3.9M |
| Castle Rock Wealth Management, LLC | 0.94% | Reduce -4.5% | 105,529 | $3.9M |
| Weaver Consulting Group | 1.18% | Reduce -1.0% | 103,825 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -11.1% | 102,941 | $3.8M |
| Sigma Planning Corp | 0.12% | Reduce -3.4% | 102,002 | $3.8M |
| Stephens Inc. | 0.05% | Reduce -2.1% | 96,875 | $3.6M |
| AE Wealth Management LLC | 0.03% | Reduce -13.3% | 93,300 | $3.4M |
| Yarger Wealth Strategies, LLC | 1.80% | Reduce -1.2% | 84,872 | $3.1M |
| Stratos Wealth Advisors, LLC | 0.14% | Reduce -0.9% | 78,170 | $2.9M |
| MTM Financial Group, LLC | 1.64% | Reduce -1.7% | 74,367 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -52.5% | 72,945 | $2.7M |
| Tradition Wealth Management, LLC | 0.23% | Reduce -9.7% | 72,391 | $2.7M |
| CoreCap Advisors, LLC | 0.11% | Reduce -17.8% | 66,900 | $2.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -4.4% | 59,610 | $2.2M |
| WorthPointe, LLC | 0.89% | Reduce -2.8% | 58,414 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -1.5% | 57,946 | $2.1M |
| Blue Bell Private Wealth Management, LLC | 0.39% | Reduce -6.8% | 56,254 | $2.1M |
| Diversify Advisory Services, LLC | 0.11% | Reduce -21.6% | 55,420 | $2.0M |
| Visionary Wealth Advisors | 0.11% | Reduce -1.7% | 52,115 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.02% | No change | 51,616 | $1.9M |
| MAI Capital Management | 0.01% | Reduce -8.8% | 50,973 | $1.9M |
| WPWealth LLP | 0.38% | New | 50,412 | $1.9M |
| Townsquare Capital LLC | 0.02% | Reduce -26.8% | 49,945 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.6% | 48,706 | $1.8M |
| Advisory Services Network, LLC | 0.03% | Reduce -6.6% | 47,711 | $1.8M |
| Global Strategic Investment Solutions, LLC | 0.20% | Reduce -4.1% | 46,237 | $1.7M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -13.7% | 43,655 | $1.6M |
| Weaver Capital Management LLC | 0.45% | No change | 43,245 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -31.3% | 40,207 | $1.5M |
| Chris Bulman Inc | 0.92% | Reduce -9.7% | 39,101 | $1.4M |
| Old Mission Capital LLC | 0.03% | Reduce -8.3% | 39,037 | $1.4M |
| Lineweaver Wealth Advisors, LLC | 0.26% | No change | 37,785 | $1.4M |
| Gill Capital Partners, LLC | 0.50% | Reduce -11.4% | 37,559 | $1.4M |
| Belpointe Asset Management LLC | 0.08% | No change | 36,329 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -3.0% | 34,723 | $1.3M |
| Wealth Alliance, LLC | 0.15% | No change | 34,342 | $1.3M |
| Trek Financial, LLC | 0.09% | Reduce -2.5% | 33,646 | $1.2M |
| FSA Advisors, Inc. | 1.47% | Reduce -2.0% | 33,300 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.16% | Reduce -0.3% | 32,158 | $1.2M |
| KFG Wealth Management, LLC | 0.22% | Reduce -33.4% | 31,950 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -11.4% | 31,762 | $1.2M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -8.0% | 31,000 | $1.1M |
| Diligent Investors, LLC | 0.26% | Reduce -1.2% | 30,557 | $1.1M |
| BCGM Wealth Management, LLC | 0.35% | No change | 29,693 | $1.1M |
| Composition Wealth, LLC | 0.02% | Reduce -13.0% | 29,674 | $1.1M |
| Cornerstone Wealth Group, LLC | 0.09% | Reduce -9.8% | 29,603 | $1.1M |
| Continuum Advisory, LLC | 0.14% | Reduce -1.2% | 29,471 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +1.1% | 28,713 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -56.1% | 28,102 | $1.0M |
| CRA Financial Services, LLC | 0.17% | No change | 26,720 | $983K |
| Atticus Wealth Management, LLC | 0.30% | No change | 25,949 | $955K |
| Cape Investment Advisory, Inc. | 0.35% | Reduce -7.7% | 24,000 | $883K |
| AssuredPartners Investment Advisors, LLC | 0.17% | — | 23,431 | $862K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -1.2% | 22,955 | $845K |
| Focus Partners Wealth | 0.00% | Reduce -0.7% | 22,497 | $828K |
| Cresset Asset Management, LLC | 0.00% | No change | 21,970 | $808K |
| Keystone Wealth Services, LLC | 0.21% | Reduce -19.8% | 21,901 | $806K |
| B. Riley Wealth Advisors, Inc. | 0.03% | No change | 21,122 | $777K |
| Bullseye Investment Management, LLC | 0.53% | Reduce -50.3% | 20,740 | $764K |
| Chapman Financial Group, LLC | 0.60% | — | 20,380 | $750K |
| Citadel Advisors | 0.00% | Add +23.1% | 20,152 | $742K |
| Cerity Partners LLC | 0.00% | No change | 19,440 | $715K |
| Pinnacle Wealth Management Group, Inc. | 0.44% | No change | 19,031 | $700K |
| Bedel Financial Consulting, Inc. | 0.09% | Reduce -2.3% | 17,920 | $667K |
| Lakeridge Wealth Management LLC | 0.32% | No change | 17,050 | $627K |
| HRT Financial LP | 0.00% | New | 16,804 | $618K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -10.6% | 16,391 | $603K |
| Cwm, LLC | 0.00% | No change | 16,365 | $602K |
| Focus Financial Network, Inc. | 0.02% | Reduce -1.1% | 15,955 | $587K |
| Kingswood Wealth Advisors, LLC | 0.04% | No change | 15,908 | $585K |
| Blair William & Co. | 0.00% | No change | 15,888 | $585K |
| Valtinson Bruner Financial Planning LLC | 0.20% | Add +2.6% | 15,582 | $573K |
| Allworth Financial LP | 0.00% | No change | 15,401 | $571K |
| Cardinal Point Capital Management ULC | 0.09% | No change | 15,490 | $570K |
| AQR Capital Management | 0.00% | No change | 15,156 | $558K |
| Orion Capital Management LLC | 0.24% | Reduce -3.2% | 15,000 | $552K |
| First Commonwealth Financial Corp | 0.13% | No change | 14,733 | $542K |
| Keystone Financial Group, Inc. | 0.43% | — | 14,379 | $529K |
| ARS Wealth Advisors Group, LLC | 0.07% | Reduce -2.4% | 14,289 | $526K |
| Seros Financial, LLC | 0.46% | — | 14,450 | $508K |
| Foundry Financial Group, Inc. | 0.31% | Reduce -0.3% | 13,658 | $503K |
| Spire Wealth Management | 0.02% | No change | 13,615 | $501K |
| Farther Finance Advisors, LLC | 0.02% | New | 13,607 | $501K |
| New Republic Capital, LLC | 0.33% | No change | 13,548 | $499K |
| Whipplewood Advisors, LLC | 0.27% | — | 13,132 | $483K |
| IFP Advisors, Inc | 0.02% | Reduce -55.8% | 12,924 | $476K |
| Betterment LLC | 0.00% | Reduce -32.7% | 12,839 | $472K |
| Arax Advisory Partners | 0.03% | Reduce -0.4% | 12,719 | $468K |
| Straight Path Wealth Management | 0.18% | No change | 12,641 | $465K |
| Jacobi Capital Management LLC | 0.03% | No change | 12,529 | $461K |
| Helium Advisors LLC | 0.36% | — | 12,480 | $459K |
| DHJJ Financial Advisors, Ltd. | 0.18% | Reduce -31.4% | 12,415 | $457K |
| Strategic Blueprint, LLC | 0.03% | Reduce -6.0% | 12,120 | $446K |
| Mattson Financial Services, LLC | 0.14% | Reduce -21.0% | 12,357 | $445K |
| Triad Wealth Partners, LLC | 0.16% | Reduce -5.3% | 12,037 | $443K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -9.4% | 12,034 | $443K |
| Gradient Investments LLC | 0.01% | Reduce -99.5% | 12,031 | $443K |
| Sugarloaf Wealth Management, LLC | 0.08% | No change | 11,838 | $436K |
| HB Wealth Management, LLC | 0.00% | Add +33.9% | 11,451 | $421K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 11,391 | $420K |
| Leigh Baldwin & Co., LLC | 0.35% | — | 11,400 | $420K |
| Valmark Advisers, Inc. | 0.01% | Reduce -11.4% | 11,299 | $416K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -82.1% | 11,108 | $409K |
| Capital Analysts, LLC | 0.02% | No change | 10,746 | $395K |
| Wood Tarver Financial Group, LLC | 0.13% | — | 10,541 | $387K |
| Benjamin Edwards Inc. | 0.01% | Reduce -14.9% | 10,384 | $382K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 10,000 | $368K |
| RFG Advisory, LLC | 0.01% | Reduce -50.8% | 9,710 | $357K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -2.5% | 9,710 | $357K |
| Beacon Financial Advisory LLC | 0.11% | Reduce -24.5% | 9,250 | $340K |
| Two Sigma Securities, LLC | 0.06% | New | 9,158 | $337K |
| Firestone Capital Management | 0.08% | No change | 8,917 | $328K |
| BridgePort Financial Solutions, LLC | 0.15% | — | 8,936 | $327K |
| Quest 10 Wealth Builders, Inc. | 0.33% | — | 8,878 | $327K |
| RPS Advisory Solutions LLC | 0.20% | No change | 8,612 | $317K |
| Sequent Planning LLC | 0.12% | Add +26.8% | 8,564 | $315K |
| Cypress Financial Planning LLC | 0.11% | No change | 8,279 | $305K |
| Riverchase Wealth Management, LLC | 0.23% | — | 8,278 | $305K |
| Smith Shellnut Wilson LLC | 0.13% | No change | 8,212 | $302K |
| Sunbelt Securities, Inc. | 0.03% | No change | 8,047 | $296K |
| Mutual Advisors, LLC | 0.01% | No change | 7,652 | $283K |
| Catalina Capital Group, LLC | 0.09% | No change | 7,600 | $280K |
| Silver Oak Securities, Incorporated | 0.03% | Add +5.0% | 7,439 | $274K |
| Creative Planning | 0.00% | No change | 7,441 | $274K |
| Outlook Wealth Advisors, LLC | 0.08% | No change | 7,383 | $272K |
| Independent Financial Group, LLC | 0.01% | No change | 7,133 | $262K |
| Global Trust Asset Management, LLC | 0.10% | No change | 7,000 | $258K |
| Delta Investment Management, LLC | 0.05% | No change | 6,966 | $256K |
| Mariner, LLC | 0.00% | Reduce -45.1% | 6,246 | $230K |
| Madison Wealth Partners, Inc | 0.06% | No change | 6,185 | $228K |
| Summit Wealth Partners, LLC | 0.05% | Reduce -17.2% | 6,133 | $226K |
| Vista Investment Management | 0.09% | No change | 6,092 | $224K |
| PCA Investment Advisory Services Inc. | 0.10% | No change | 6,050 | $223K |
| Captrust Financial Advisors | 0.00% | Reduce -59.6% | 5,980 | $220K |
| Riggs Capital Management LLC | 0.22% | — | 5,966 | $220K |
| Milestone Asset Management, LLC | 0.05% | No change | 5,944 | $219K |
| PFG Advisors | 0.01% | Reduce -28.0% | 5,709 | $210K |
| JPMorgan Chase & Co. | 0.00% | New | 4,589 | $169K |
| Creative Financial Designs Inc. | 0.01% | No change | 3,700 | $136K |
| Runnymede Capital Advisors, Inc. | 0.11% | — | 3,452 | $127K |
| Hazlett, Burt & Watson, Inc. | 0.06% | No change | 3,435 | $126K |
| Principal Securities, Inc. | 0.00% | Reduce -57.9% | 2,896 | $107K |
| Financial Network Wealth Advisors LLC | 0.17% | Reduce -91.7% | 2,543 | $94K |
| Harbour Investments, Inc. | 0.00% | No change | 2,216 | $82K |
| Wagner Wealth Management, LLC | 0.02% | No change | 2,000 | $74K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -52.0% | 1,933 | $71K |
| Investment Management Corp. /Va/ | 0.05% | — | 1,600 | $59K |
| Bellwether Advisors, LLC | 0.01% | New | 1,445 | $53K |
| Castleview Partners, LLC | 0.03% | No change | 1,268 | $47K |
| Sugar Maple Asset Management, LLC | 0.02% | New | 849 | $31K |
| Barclays PLC | 0.00% | Reduce -6.5% | 810 | $30K |
| Bank of America Corp. | 0.00% | Reduce -46.4% | 750 | $28K |
| City Holding Co. | 0.00% | No change | 700 | $26K |
| Bank of Montreal | 0.00% | No change | 676 | $25K |
| Wells Fargo & Company | 0.00% | New | 599 | $22K |
| Anfield Capital Management, LLC | 0.00% | No change | 345 | $13K |
| Bernard Wealth Management Corp. | 0.01% | — | 335 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 316 | $12K |
| Optimum Investment Advisors | 0.00% | No change | 250 | $9K |
| Royal Bank of Canada | 0.00% | New | 187 | $7K |
| Morgan Stanley | 0.00% | Reduce -51.7% | 169 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 120 | $4K |
| Assetmark, Inc. | 0.00% | New | 78 | $3K |
| Winnacle Wealth LLC | 0.00% | — | 53 | $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.