Innovator U.S. Equity PowerPFEBETF
13F holders, Q1 2025 (March 31)209holders +28
43new positions
15sold out
1famous investor
$35.82avg. 13F price*
At the end of Q1 2025, 209 institutions reported holding Innovator U.S. Equity Power (PFEB) in their 13F filings, up 28 from Q4 2024. 43 opened new positions and 15 sold out. The largest holders were Alliancebernstein L.P. ($133.1M), Penserra Capital Management LLC ($47.5M) and Commonwealth Equity Services, LLC ($40.7M). One famous investor held it 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $51.7M |
| Exits | 15 | $4.3M |
All 13F filers, Q4 2024 → Q1 2025: 6,556,696 shares bought and 728,489 shares sold, net +5,828,207 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 209 holders
| Alliancebernstein L.P. | 0.05% | Add +34.8% | 3,715,611 | $133.1M |
| Penserra Capital Management LLC | 0.85% | Add +3.6% | 1,325,275 | $47.5M |
| Commonwealth Equity Services, LLC | 0.06% | Add +183.9% | 1,136,550 | $40.7M |
| Brookstone Capital Management | 0.52% | Add +605.4% | 1,010,380 | $36.2M |
| Osaic Holdings, Inc. | 0.06% | Reduce -8.1% | 722,774 | $25.9M |
| AE Wealth Management LLC | 0.14% | Add +389.2% | 456,458 | $16.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +770.7% | 424,062 | $15.2M |
| Raymond James Financial Inc. | 0.01% | Add +50.6% | 395,386 | $14.2M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -2.0% | 334,244 | $12.0M |
| NorthCoast Asset Management LLC | 0.06% | Add +50.2% | 329,192 | $11.8M |
| Caprock Group, LLC | 0.36% | New | 325,964 | $11.7M |
| RK Capital Management, LLC | 11.02% | New | 324,093 | $11.6M |
| Cetera Investment Advisers | 0.02% | Add +45.3% | 250,362 | $9.0M |
| Blair William & Co. | 0.02% | Add +1338.0% | 228,462 | $8.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +194.6% | 214,888 | $7.7M |
| LPL Financial LLC | 0.00% | Add +82.6% | 213,131 | $7.6M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +42.6% | 191,852 | $6.9M |
| Southland Equity Partners LLC | 1.37% | Add +11.9% | 164,392 | $5.9M |
| HighTower Advisors, LLC | 0.01% | Add +43.5% | 156,084 | $5.6M |
| BCS Wealth Management | 1.42% | Add +15.6% | 153,825 | $5.5M |
| World Investment Advisors | 0.12% | Add +17.1% | 125,693 | $4.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +17.1% | 120,503 | $4.3M |
| Castle Rock Wealth Management, LLC | 1.02% | No change | 105,529 | $3.8M |
| Weaver Consulting Group | 1.12% | Reduce -0.1% | 103,769 | $3.7M |
| Sigma Planning Corp | 0.12% | Add +1.1% | 103,129 | $3.7M |
| Truist Financial Corp. | 0.01% | Add +62.9% | 94,396 | $3.4M |
| Stephens Inc. | 0.05% | Reduce -2.9% | 94,045 | $3.4M |
| CoreCap Advisors, LLC | 0.14% | Add +31.4% | 87,892 | $3.1M |
| MTM Financial Group, LLC | 1.84% | Add +18.0% | 87,756 | $3.1M |
| Gill Capital Partners, LLC | 1.07% | Add +130.4% | 86,526 | $3.1M |
| Yarger Wealth Strategies, LLC | 1.77% | Reduce -0.2% | 84,709 | $3.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.07% | Reduce -26.9% | 82,321 | $2.9M |
| MAI Capital Management | 0.02% | Add +61.4% | 82,269 | $2.9M |
| McAlister, Sweet & Associates, Inc. | 2.20% | New | 81,290 | $2.9M |
| Tradition Wealth Management, LLC | 0.23% | Add +2.7% | 74,373 | $2.7M |
| Chris Bulman Inc | 1.64% | Add +85.8% | 72,650 | $2.6M |
| KFG Wealth Management, LLC | 0.46% | Add +120.4% | 70,413 | $2.5M |
| Ascent Wealth Partners, LLC | 0.33% | New | 69,360 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +141.1% | 69,220 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -80.8% | 66,035 | $2.4M |
| Advisory Alpha, LLC | 0.08% | New | 64,238 | $2.3M |
| Advisory Services Network, LLC | 0.04% | Add +27.8% | 60,971 | $2.2M |
| Blue Bell Private Wealth Management, LLC | 0.38% | Reduce -0.0% | 56,247 | $2.0M |
| Riverchase Wealth Management, LLC | 1.40% | Add +572.4% | 55,663 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +7.0% | 55,212 | $2.0M |
| Talon Private Wealth, LLC | 0.26% | New | 54,729 | $2.0M |
| Diligent Investors, LLC | 0.48% | Add +78.3% | 54,470 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.1% | 54,177 | $1.9M |
| IFP Advisors, Inc | 0.06% | Add +314.1% | 53,513 | $1.9M |
| Outlook Wealth Advisors, LLC | 0.53% | Add +614.2% | 52,732 | $1.9M |
| Visionary Wealth Advisors | 0.11% | Reduce -1.3% | 51,452 | $1.8M |
| Archer Investment Corp | 0.48% | New | 51,400 | $1.8M |
| Wellment Financial | 2.43% | New | 51,352 | $1.8M |
| WorthPointe, LLC | 0.83% | Reduce -12.9% | 50,870 | $1.8M |
| Wealth Alliance, LLC | 0.22% | Add +45.4% | 49,945 | $1.8M |
| Townsquare Capital LLC | 0.02% | Reduce -0.8% | 49,543 | $1.8M |
| Stratos Wealth Advisors, LLC | 0.10% | Reduce -37.0% | 49,224 | $1.8M |
| JDM Financial Group LLC | 0.89% | New | 49,090 | $1.8M |
| Trek Financial, LLC | 0.13% | Add +43.9% | 48,410 | $1.7M |
| Diversify Advisory Services, LLC | 0.11% | Reduce -14.3% | 47,520 | $1.7M |
| FSA Advisors, Inc. | 1.31% | Add +38.7% | 46,198 | $1.7M |
| Weaver Capital Management LLC | 0.41% | Reduce -1.8% | 42,475 | $1.5M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -3.0% | 42,359 | $1.5M |
| Guild Investment Management, Inc. | 1.54% | New | 41,000 | $1.5M |
| Cresset Asset Management, LLC | 0.01% | Add +79.1% | 39,341 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Add +138.4% | 39,070 | $1.4M |
| Global Strategic Investment Solutions, LLC | 0.16% | Reduce -16.8% | 38,476 | $1.4M |
| Lineweaver Wealth Advisors, LLC | 0.23% | No change | 37,785 | $1.4M |
| Pinnacle Wealth Management Group, Inc. | 0.94% | Add +98.5% | 37,771 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +66.5% | 37,447 | $1.3M |
| Composition Wealth, LLC | 0.03% | Add +23.9% | 36,766 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -11.0% | 35,786 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.17% | Add +8.9% | 35,037 | $1.3M |
| Belpointe Asset Management LLC | 0.06% | Reduce -4.1% | 34,824 | $1.2M |
| Atticus Wealth Management, LLC | 0.40% | Add +33.3% | 34,596 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +8.5% | 34,458 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.09% | New | 34,347 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -1.6% | 34,151 | $1.2M |
| Cornerstone Wealth Group, LLC | 0.10% | Add +8.1% | 31,993 | $1.1M |
| PCA Investment Advisory Services Inc. | 0.59% | Add +419.1% | 31,406 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +221.7% | 31,235 | $1.1M |
| Corrado Advisors, LLC | 0.69% | New | 28,907 | $1.0M |
| CRA Financial Services, LLC | 0.18% | Add +7.8% | 28,800 | $1.0M |
| Farther Finance Advisors, LLC | 0.03% | Add +102.5% | 27,556 | $991K |
| OneDigital Investment Advisors LLC | 0.01% | Add +146.3% | 27,361 | $980K |
| Noble Wealth Management PBC | 0.64% | New | 26,327 | $943K |
| Cape Investment Advisory, Inc. | 0.37% | Add +7.9% | 25,900 | $928K |
| Bellwether Advisors, LLC | 0.19% | Add +1690.5% | 25,873 | $927K |
| Valmark Advisers, Inc. | 0.01% | Add +123.9% | 25,303 | $906K |
| Wood Tarver Financial Group, LLC | 0.29% | Add +139.4% | 25,236 | $904K |
| Foundations Investment Advisors, LLC | 0.02% | Add +9.8% | 25,208 | $903K |
| Certified Advisory Corp | 0.10% | New | 24,383 | $873K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -24.2% | 23,500 | $842K |
| Orion Capital Management LLC | 0.35% | Add +54.0% | 23,097 | $827K |
| Bullseye Investment Management, LLC | 0.53% | Add +10.9% | 23,006 | $824K |
| Keystone Wealth Services, LLC | 0.21% | Reduce -0.5% | 21,796 | $781K |
| AQR Capital Management | 0.00% | Add +43.7% | 21,778 | $780K |
| Cerity Partners LLC | 0.00% | Add +11.3% | 21,640 | $775K |
| AssuredPartners Investment Advisors, LLC | 0.14% | Reduce -11.7% | 20,692 | $741K |
| BCGM Wealth Management, LLC | 0.22% | Reduce -33.7% | 19,693 | $705K |
"% 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.