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 |
| Focus Financial Network, Inc. | 0.03% | Add +22.8% | 19,591 | $702K |
| HBW Advisory Services LLC | 0.10% | New | 19,314 | $692K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -10.6% | 18,881 | $676K |
| Continuum Advisory, LLC | 0.09% | Reduce -36.4% | 18,749 | $672K |
| Arkadios Wealth Advisors | 0.02% | New | 18,217 | $653K |
| Bedel Financial Consulting, Inc. | 0.09% | Reduce -1.0% | 17,736 | $635K |
| DHJJ Financial Advisors, Ltd. | 0.25% | Add +40.7% | 17,464 | $626K |
| Lakeridge Wealth Management LLC | 0.31% | Add +0.5% | 17,130 | $614K |
| PTM Wealth Management, LLC | 0.63% | — | 17,992 | $602K |
| Straight Path Wealth Management | 0.24% | Add +31.7% | 16,644 | $596K |
| Cwm, LLC | 0.00% | Add +0.3% | 16,419 | $588K |
| WPWealth LLP | 0.11% | Reduce -68.8% | 15,714 | $563K |
| Helium Advisors LLC | 0.40% | Add +22.9% | 15,335 | $549K |
| Valtinson Bruner Financial Planning LLC | 0.18% | Reduce -3.0% | 15,118 | $542K |
| Spire Wealth Management | 0.02% | Add +9.9% | 14,957 | $536K |
| Triad Wealth Partners, LLC | 0.16% | Add +21.9% | 14,676 | $526K |
| Keystone Financial Group, Inc. | 0.37% | Add +1.8% | 14,633 | $524K |
| First Commonwealth Financial Corp | 0.12% | Reduce -0.9% | 14,595 | $523K |
| Axxcess Wealth Management, LLC | 0.01% | New | 14,585 | $522K |
| RFG Advisory, LLC | 0.01% | Add +49.7% | 14,533 | $521K |
| Seros Financial, LLC | 0.39% | No change | 14,450 | $518K |
| Phoenix Financial Ltd. | 0.01% | New | 14,375 | $515K |
| Independent Financial Group, LLC | 0.02% | Add +98.1% | 14,133 | $506K |
| Foundry Financial Group, Inc. | 0.30% | No change | 13,658 | $489K |
| New Republic Capital, LLC | 0.21% | No change | 13,548 | $485K |
| Capital Analysts, LLC | 0.02% | Add +25.1% | 13,438 | $481K |
| WealthPlan Investment Management, LLC | 0.05% | Add +11.4% | 13,402 | $480K |
| Old Mission Capital LLC | 0.01% | Reduce -66.5% | 13,078 | $468K |
| Mariner, LLC | 0.00% | Add +106.9% | 12,924 | $463K |
| Chicago Partners Investment Group LLC | 0.02% | Add +10.7% | 12,612 | $453K |
| Jacobi Capital Management LLC | 0.03% | No change | 12,529 | $449K |
| Benjamin Edwards Inc. | 0.01% | Add +19.2% | 12,380 | $443K |
| Three Seasons Wealth, LLC | 0.21% | New | 12,055 | $432K |
| Betterment LLC | 0.00% | Reduce -6.9% | 11,950 | $428K |
| Silver Oak Securities, Incorporated | 0.04% | Add +55.3% | 11,550 | $413K |
| Tounjian Advisory Partners, LLC | 0.08% | — | 11,450 | $410K |
| Leigh Baldwin & Co., LLC | 0.33% | No change | 11,400 | $408K |
| Cypress Financial Planning LLC | 0.14% | Add +32.5% | 10,972 | $393K |
| Strategic Blueprint, LLC | 0.02% | Reduce -10.9% | 10,799 | $387K |
| Ausdal Financial Partners, Inc. | 0.03% | New | 10,527 | $377K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 10,000 | $358K |
| Summit Wealth Partners, LLC | 0.07% | Add +62.7% | 9,981 | $358K |
| Creative Financial Designs Inc. | 0.03% | Add +168.1% | 9,920 | $355K |
| Apriem Advisors | 0.04% | New | 9,150 | $328K |
| Gradient Investments LLC | 0.01% | Reduce -25.3% | 8,993 | $322K |
| BridgePort Financial Solutions, LLC | 0.14% | No change | 8,936 | $320K |
| Firestone Capital Management | 0.08% | No change | 8,917 | $319K |
| Jane Street Group, LLC | 0.00% | Reduce -68.6% | 8,833 | $316K |
| Faithward Advisors, LLC | 0.05% | New | 8,720 | $312K |
| Smith Shellnut Wilson LLC | 0.14% | Add +6.1% | 8,712 | $312K |
| Cypress Wealth Services, LLC | 0.06% | New | 8,704 | $312K |
| Beacon Financial Advisory LLC | 0.09% | Reduce -6.6% | 8,642 | $310K |
| Sequent Planning LLC | 0.11% | No change | 8,564 | $307K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -47.8% | 8,311 | $298K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 8,074 | $289K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 7,999 | $288K |
| Catalina Capital Group, LLC | 0.19% | Add +5.3% | 8,004 | $287K |
| NovaPoint Capital, LLC | 0.09% | New | 7,775 | $279K |
| Harbour Investments, Inc. | 0.01% | Add +249.7% | 7,749 | $278K |
| GWN Securities Inc. | 0.02% | New | 7,677 | $275K |
| Waterloo Capital, L.P. | 0.03% | New | 7,637 | $274K |
| WealthShield Partners, LLC | 0.03% | New | 7,566 | $271K |
| Creative Planning | 0.00% | No change | 7,441 | $267K |
| Cardinal Point Capital Management ULC | 0.02% | Reduce -53.6% | 7,190 | $258K |
| Arax Advisory Partners | 0.02% | Reduce -43.5% | 7,180 | $257K |
| Mutual Advisors, LLC | 0.01% | Reduce -6.2% | 7,178 | $255K |
| Global Trust Asset Management, LLC | 0.15% | No change | 7,000 | $251K |
| Luminist Capital LLC | 0.27% | New | 6,903 | $247K |
| Fiduciary Financial Group, LLC | 0.05% | New | 7,031 | $242K |
| PFG Advisors | 0.01% | Add +17.9% | 6,733 | $241K |
| Prasad Wealth Partners, LLC | 0.08% | New | 6,730 | $241K |
| Calton & Associates, Inc. | 0.05% | New | 6,595 | $236K |
| Ameritas Advisory Services, LLC | 0.01% | New | 6,537 | $234K |
| Madison Wealth Partners, Inc | 0.06% | Add +2.2% | 6,319 | $226K |
| Grantvest Financial Group LLC | 0.18% | New | 6,199 | $222K |
| Vista Investment Management | 0.09% | No change | 6,092 | $218K |
| Captrust Financial Advisors | 0.00% | No change | 5,980 | $214K |
| Milestone Asset Management, LLC | 0.04% | Reduce -2.1% | 5,816 | $208K |
| Quest 10 Wealth Builders, Inc. | 0.22% | Reduce -35.0% | 5,774 | $207K |
| Mitchell Capital Management Co. | 0.04% | New | 5,700 | $204K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -37.9% | 5,000 | $179K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +13253.3% | 4,006 | $143K |
| Allworth Financial LP | 0.00% | Reduce -75.9% | 3,711 | $131K |
| Evermay Wealth Management LLC | 0.02% | New | 3,657 | $131K |
| Hazlett, Burt & Watson, Inc. | 0.06% | No change | 3,435 | $123K |
| Coldstream Capital Management Inc. | 0.00% | New | 3,206 | $115K |
| JPMorgan Chase & Co. | 0.00% | Reduce -31.6% | 3,137 | $112K |
| Financial Network Wealth Advisors LLC | 0.14% | Add +21.0% | 3,077 | $110K |
| Principal Securities, Inc. | 0.00% | No change | 2,896 | $107K |
| Royal Bank of Canada | 0.00% | Add +1360.4% | 2,731 | $98K |
| Lord & Richards Wealth Management, LLC | 0.09% | New | 2,265 | $81K |
| Wagner Wealth Management, LLC | 0.02% | No change | 2,000 | $72K |
| Runnymede Capital Advisors, Inc. | 0.07% | Reduce -43.5% | 1,950 | $70K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -7.0% | 1,798 | $64K |
| Investment Management Corp. /Va/ | 0.05% | No change | 1,600 | $57K |
| Bernard Wealth Management Corp. | 0.02% | Add +266.6% | 1,228 | $44K |
| City Holding Co. | 0.00% | No change | 700 | $25K |
| Bank of Montreal | 0.00% | No change | 676 | $24K |
| Wells Fargo & Company | 0.00% | No change | 599 | $21K |
| Trifecta Capital Advisors, LLC | 0.00% | New | 541 | $19K |
| Park Square Financial Group, LLC | 0.01% | New | 468 | $17K |
| Lanark Financial, Inc. | 0.00% | — | 450 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 316 | $11K |
| Morgan Stanley | 0.00% | No change | 169 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 120 | $4K |
| Optimum Investment Advisors | 0.00% | Reduce -54.0% | 115 | $4K |
| Assetmark, Inc. | 0.00% | No change | 78 | $3K |
| Capital A Wealth Management, LLC | 0.00% | New | 25 | $896 |
| Transce3nd, LLC | 0.00% | New | 10 | $358 |
"% 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.