Innovator U.S. Equity PowerPFEBETF
13F holders, Q4 2025 (December 31)210holders +11
15new positions
13sold out
2famous investors
$40.73avg. 13F price*
At the end of Q4 2025, 210 institutions reported holding Innovator U.S. Equity Power (PFEB) in their 13F filings, up 11 from Q3 2025. 15 opened new positions and 13 sold out. The largest holders were Alliancebernstein L.P. ($142.2M), Penserra Capital Management LLC ($62.6M) and Osaic Holdings, Inc. ($48.6M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $7.2M |
| Exits | 13 | $33.1M |
All 13F filers, Q3 2025 → Q4 2025: 741,285 shares bought and 3,333,296 shares sold, net −2,592,011 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 210 holders
| Alliancebernstein L.P. | 0.04% | Reduce -2.7% | 3,492,048 | $142.2M |
| Penserra Capital Management LLC | 0.74% | Reduce -2.0% | 1,536,231 | $62.6M |
| Osaic Holdings, Inc. | 0.07% | Reduce -5.5% | 1,192,439 | $48.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -57.0% | 441,631 | $18.0M |
| Focus Partners Wealth | 0.02% | Add +673.3% | 382,285 | $15.6M |
| Raymond James Financial Inc. | 0.00% | Add +3.3% | 301,974 | $12.3M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -2.6% | 300,717 | $12.2M |
| LPL Financial LLC | 0.00% | Add +6.5% | 266,535 | $10.9M |
| BCS Wealth Management | 0.98% | Add +75.8% | 239,484 | $9.8M |
| Blair William & Co. | 0.02% | Reduce -5.6% | 208,668 | $8.5M |
| Cetera Investment Advisers | 0.01% | Reduce -19.0% | 202,818 | $8.3M |
| Southland Equity Partners LLC | 1.35% | Reduce -1.5% | 168,027 | $6.8M |
| Brookstone Capital Management | 0.07% | Reduce -83.9% | 155,588 | $6.3M |
| World Investment Advisors | 0.10% | Add +14.0% | 146,120 | $5.9M |
| CoreCap Advisors, LLC | 0.20% | Reduce -0.9% | 140,814 | $5.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.5% | 135,669 | $5.5M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +1.5% | 128,574 | $5.2M |
| Cassady Wealth & Retirement Planning, LLC | 3.41% | — | 128,260 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.1% | 107,376 | $4.4M |
| Advisory Alpha, LLC | 0.11% | Reduce -0.8% | 102,690 | $4.2M |
| Castle Rock Wealth Management, LLC | 0.88% | Reduce -0.1% | 98,958 | $4.1M |
| Weaver Consulting Group | 0.99% | Reduce -1.9% | 99,658 | $4.1M |
| Keating Financial Advisory Services, Inc. | 0.47% | — | 84,873 | $3.5M |
| MTM Financial Group, LLC | 1.63% | Reduce -3.0% | 83,946 | $3.4M |
| Ascent Wealth Partners, LLC | 0.39% | Reduce -3.5% | 83,605 | $3.4M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Reduce -0.6% | 83,096 | $3.4M |
| McAlister, Sweet & Associates, Inc. | 2.50% | Reduce -0.3% | 81,024 | $3.3M |
| AE Wealth Management LLC | 0.02% | Reduce -14.1% | 77,478 | $3.2M |
| Gill Capital Partners, LLC | 0.94% | Reduce -7.6% | 76,103 | $3.1M |
| MML Investors Services, LLC | 0.01% | Add +21.1% | 73,998 | $3.0M |
| Yarger Wealth Strategies, LLC | 1.27% | Reduce -1.2% | 72,771 | $3.0M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Reduce -9.6% | 70,008 | $2.9M |
| Tradition Wealth Management, LLC | 0.19% | Reduce -2.6% | 64,106 | $2.6M |
| Chris Bulman Inc | 1.15% | Reduce -9.0% | 63,976 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +7.5% | 62,543 | $2.5M |
| Advisory Services Network, LLC | 0.04% | No change | 60,971 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -30.2% | 57,169 | $2.3M |
| Riverchase Wealth Management, LLC | 1.23% | No change | 55,663 | $2.3M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -15.7% | 55,299 | $2.3M |
| Diligent Investors, LLC | 0.54% | No change | 54,270 | $2.2M |
| Bellwether Advisors, LLC | 0.35% | No change | 53,542 | $2.2M |
| IFP Advisors, Inc | 0.05% | Reduce -2.3% | 51,694 | $2.1M |
| Blue Bell Private Wealth Management, LLC | 0.30% | Reduce -8.3% | 50,451 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -76.4% | 50,277 | $2.0M |
| Wealth Alliance, LLC | 0.20% | No change | 49,945 | $2.0M |
| Jane Street Group, LLC | 0.00% | New | 49,574 | $2.0M |
| KFG Wealth Management, LLC | 0.27% | Reduce -28.4% | 48,669 | $2.0M |
| Truist Financial Corp. | 0.00% | Reduce -3.9% | 48,185 | $2.0M |
| Stratos Wealth Advisors, LLC | 0.09% | Reduce -1.0% | 48,155 | $2.0M |
| Visionary Wealth Advisors | 0.08% | Reduce -1.8% | 43,803 | $1.8M |
| WorthPointe, LLC | 0.46% | Reduce -0.8% | 43,446 | $1.8M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -0.1% | 41,682 | $1.7M |
| Weaver Capital Management LLC | 0.35% | Reduce -4.4% | 40,578 | $1.7M |
| Diversify Advisory Services, LLC | 0.05% | Reduce -11.4% | 39,020 | $1.6M |
| MAI Capital Management | 0.01% | Reduce -19.3% | 39,280 | $1.6M |
| FSA Advisors, Inc. | 1.09% | Add +2.1% | 38,486 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | No change | 37,862 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.01% | No change | 37,428 | $1.5M |
| Archer Investment Corp | 0.34% | No change | 37,400 | $1.5M |
| Global Assets Advisory, LLC | 0.43% | Reduce -0.1% | 37,289 | $1.5M |
| Commons Capital, LLC | 1.06% | Add +604.1% | 36,911 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -30.5% | 35,596 | $1.4M |
| Global Strategic Investment Solutions, LLC | 0.14% | Reduce -8.0% | 35,396 | $1.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.17% | Reduce -2.4% | 34,987 | $1.4M |
| Lineweaver Wealth Advisors, LLC | 0.19% | No change | 34,722 | $1.4M |
| Atticus Wealth Management, LLC | 0.35% | No change | 34,596 | $1.4M |
| Pinnacle Wealth Management Group, Inc. | 0.70% | Reduce -8.1% | 34,271 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -2.6% | 32,817 | $1.3M |
| PCA Investment Advisory Services Inc. | 0.45% | No change | 31,406 | $1.3M |
| Cornerstone Wealth Group, LLC | 0.09% | Reduce -1.1% | 30,955 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.2% | 29,884 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -3.4% | 29,864 | $1.2M |
| BFI Wealth Solutions, LLC | 1.13% | — | 29,208 | $1.2M |
| Corrado Advisors, LLC | 0.58% | No change | 28,502 | $1.2M |
| CRA Financial Services, LLC | 0.15% | Reduce -2.6% | 28,045 | $1.1M |
| Composition Wealth, LLC | 0.02% | Reduce -23.8% | 28,007 | $1.1M |
| Trek Financial, LLC | 0.06% | Reduce -3.3% | 27,172 | $1.1M |
| Continuum Advisory, LLC | 0.11% | Reduce -0.1% | 26,930 | $1.1M |
| Cerity Partners LLC | 0.00% | No change | 26,640 | $1.1M |
| Cape Investment Advisory, Inc. | 0.32% | New | 25,730 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | New | 24,474 | $997K |
| RK Capital Management, LLC | 0.06% | Reduce -92.7% | 23,800 | $969K |
| Apollon Wealth Management, LLC | 0.02% | No change | 23,500 | $957K |
| Forty-three Eighteen Advisors, LLC | 0.74% | — | 23,296 | $949K |
| Certified Advisory Corp | 0.08% | Reduce -2.9% | 22,665 | $923K |
| Fortune Financial Group, Inc. | 0.90% | — | 19,284 | $911K |
| Belpointe Asset Management LLC | 0.03% | Reduce -21.2% | 21,884 | $891K |
| Orion Capital Management LLC | 0.29% | No change | 21,292 | $867K |
| AssuredPartners Investment Advisors, LLC | 0.13% | Add +234.0% | 20,949 | $853K |
| Citadel Advisors | 0.00% | Add +265.8% | 20,591 | $838K |
| BCGM Wealth Management, LLC | 0.20% | No change | 19,693 | $802K |
| Principal Securities, Inc. | 0.01% | Reduce -9.0% | 19,516 | $795K |
| Valmark Advisers, Inc. | 0.01% | Reduce -21.5% | 19,246 | $784K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.3% | 18,837 | $767K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -14.6% | 18,823 | $766K |
| Lakeridge Wealth Management LLC | 0.34% | No change | 18,580 | $757K |
| COFG Advisors, LLC | 0.18% | — | 17,964 | $731K |
| Bedel Financial Consulting, Inc. | 0.08% | No change | 17,736 | $722K |
| PTM Wealth Management, LLC | 0.39% | Reduce -0.1% | 17,038 | $696K |
| Chapman Financial Group, LLC | 0.47% | Reduce -37.8% | 17,028 | $693K |
| DHJJ Financial Advisors, Ltd. | 0.23% | Reduce -3.2% | 16,772 | $683K |
| Mgo One Seven LLC | 0.01% | No change | 16,681 | $679K |
| Noble Wealth Management PBC | 0.34% | Reduce -22.8% | 16,665 | $679K |
| Straight Path Wealth Management | 0.18% | No change | 16,644 | $678K |
| HBW Advisory Services LLC | 0.07% | Reduce -14.3% | 16,174 | $659K |
| Focus Financial Network, Inc. | 0.02% | No change | 16,137 | $657K |
| Old Mission Capital LLC | 0.02% | Reduce -55.3% | 15,553 | $633K |
| HRT Financial LP | 0.00% | New | 14,719 | $599K |
| Royal Bank of Canada | 0.00% | Add +2.0% | 14,469 | $589K |
| Phoenix Financial Ltd. | 0.01% | No change | 14,375 | $585K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 14,314 | $583K |
| Valtinson Bruner Financial Planning LLC | 0.17% | No change | 14,221 | $579K |
| Foundry Financial Group, Inc. | 0.28% | No change | 13,618 | $555K |
| Spire Wealth Management | 0.02% | No change | 13,561 | $552K |
| Seros Financial, LLC | 0.32% | No change | 13,520 | $551K |
| Cwm, LLC | 0.00% | Reduce -8.3% | 13,509 | $550K |
| Capital Analysts, LLC | 0.02% | No change | 13,438 | $547K |
| New Republic Capital, LLC | 0.14% | Reduce -2.4% | 13,223 | $538K |
| Keystone Financial Group, Inc. | 0.28% | No change | 13,046 | $531K |
| Jacobi Capital Management LLC | 0.03% | No change | 12,529 | $510K |
| Arax Advisory Partners | 0.01% | New | 12,418 | $506K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -2.9% | 12,174 | $496K |
| Mariner, LLC | 0.00% | Reduce -7.2% | 11,999 | $489K |
| Benjamin Edwards Inc. | 0.01% | Reduce -4.1% | 11,975 | $488K |
| IHT Wealth Management, LLC | 0.01% | New | 11,814 | $487K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -3.0% | 11,831 | $486K |
| Three Seasons Wealth, LLC | 0.05% | Reduce -3.7% | 11,605 | $473K |
| Wood Tarver Financial Group, LLC | 0.13% | Reduce -9.4% | 11,483 | $467K |
| Ballast Rock Private Wealth LLC | 0.29% | — | 11,438 | $466K |
| First Commonwealth Financial Corp | 0.07% | Reduce -34.7% | 10,591 | $431K |
| Triad Wealth Partners, LLC | 0.04% | Add +9.1% | 10,590 | $431K |
| Galvin, Gaustad & Stein, LLC | 0.03% | New | 10,547 | $429K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -0.2% | 10,482 | $427K |
| Cypress Financial Planning LLC | 0.12% | Reduce -8.1% | 10,224 | $417K |
| WPWealth LLP | 0.07% | No change | 10,194 | $415K |
| Mma Asset Management LLC | 0.15% | Reduce -50.0% | 10,153 | $413K |
| Independent Financial Group, LLC | 0.01% | Reduce -35.2% | 10,133 | $413K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 10,000 | $407K |
| Creative Financial Designs Inc. | 0.03% | Add +2.1% | 9,900 | $403K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -13.0% | 9,280 | $378K |
| Grantvest Financial Group LLC | 0.24% | No change | 9,249 | $377K |
| Apriem Advisors | 0.03% | No change | 9,150 | $373K |
| Fiduciary Financial Group, LLC | 0.05% | No change | 9,106 | $371K |
| Silver Oak Securities, Incorporated | 0.03% | Add +0.4% | 9,081 | $370K |
| AQR Capital Management | 0.00% | No change | 8,875 | $361K |
| Two Sigma Securities, LLC | 0.05% | New | 8,787 | $358K |
| Firestone Capital Management | 0.08% | Reduce -2.2% | 8,717 | $355K |
| Beacon Financial Advisory LLC | 0.08% | Reduce -20.3% | 8,642 | $352K |
| Blue Water Asset Management | 0.12% | — | 8,503 | $346K |
| Catalina Capital Group, LLC | 0.20% | No change | 8,004 | $326K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | No change | 7,999 | $326K |
| Lido Advisors, LLC | 0.00% | New | 7,980 | $325K |
| Summit Wealth Partners, LLC | 0.06% | Reduce -16.4% | 7,937 | $323K |
| Waterloo Capital, L.P. | 0.02% | No change | 7,637 | $311K |
| WealthShield Partners, LLC | 0.03% | No change | 7,481 | $305K |
| Outlook Wealth Advisors, LLC | 0.07% | No change | 7,383 | $301K |
| Betterment LLC | 0.00% | Reduce -0.3% | 7,302 | $297K |
| ATX Financial Planning, LLC | 0.22% | — | 7,032 | $286K |
| Global Trust Asset Management, LLC | 0.11% | No change | 7,000 | $285K |
| Kingswood Wealth Advisors, LLC | 0.01% | No change | 6,810 | $277K |
| Prasad Wealth Partners, LLC | 0.07% | No change | 6,730 | $274K |
| Merit Financial Group, LLC | 0.00% | Add +2.7% | 6,708 | $273K |
| DAVENPORT & Co LLC | 0.00% | No change | 6,684 | $272K |
| Calton & Associates, Inc. | 0.04% | No change | 6,595 | $269K |
| Madison Wealth Partners, Inc | 0.05% | No change | 6,319 | $257K |
| Mutual Advisors, LLC | 0.01% | Reduce -58.1% | 6,256 | $255K |
| Faithward Advisors, LLC | 0.04% | Reduce -23.6% | 6,223 | $253K |
| Helium Advisors LLC | 0.25% | Reduce -50.2% | 6,100 | $248K |
| Vista Investment Management | 0.08% | No change | 6,092 | $248K |
| Ameritas Advisory Services, LLC | 0.01% | New | 6,067 | $247K |
| Pacific Park Financial, Inc. | 0.15% | — | 5,983 | $244K |
| Bullseye Investment Management, LLC | 0.12% | Reduce -74.7% | 5,815 | $237K |
| Milestone Asset Management, LLC | 0.04% | Reduce -1.3% | 5,738 | $234K |
| Clay Northam Wealth Management, LLC | 0.12% | No change | 5,500 | $224K |
| Harbour Investments, Inc. | 0.00% | Reduce -10.1% | 5,467 | $223K |
| Sigma Planning Corp | 0.01% | Reduce -0.9% | 5,377 | $219K |
| TrustBank | 0.09% | — | 5,250 | $214K |
| Cypress Wealth Services, LLC | 0.03% | No change | 5,244 | $214K |
| BridgePort Financial Solutions, LLC | 0.06% | No change | 5,218 | $212K |
| Sunbelt Securities, Inc. | 0.01% | No change | 5,000 | $204K |
| Quest 10 Wealth Builders, Inc. | 0.17% | No change | 4,694 | $191K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 3,976 | $162K |
| Hazlett, Burt & Watson, Inc. | 0.04% | No change | 3,435 | $140K |
| Financial Network Wealth Advisors LLC | 0.13% | No change | 3,077 | $125K |
| SageView Advisory Group, LLC | 0.00% | New | 2,420 | $99K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -13.3% | 2,194 | $89K |
| JDM Financial Group LLC | 0.03% | Reduce -95.3% | 2,154 | $88K |
| Wagner Wealth Management, LLC | 0.02% | No change | 2,000 | $81K |
| IMG Wealth Management, Inc. | 0.04% | No change | 1,574 | $64K |
| Evermay Wealth Management LLC | 0.01% | Reduce -58.0% | 1,534 | $62K |
| Jessup Wealth Management, Inc | 0.02% | New | 1,495 | $61K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 1,300 | $53K |
| Evolution Wealth Management Inc. | 0.04% | No change | 1,250 | $51K |
| PFS Partners, LLC | 0.02% | No change | 1,200 | $49K |
| Bernard Wealth Management Corp. | 0.02% | No change | 1,074 | $44K |
| Morgan Stanley | 0.00% | Reduce -97.7% | 802 | $33K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -37.9% | 800 | $33K |
| UBS Group AG | 0.00% | Reduce -0.3% | 751 | $31K |
| Barclays PLC | 0.00% | Reduce -69.8% | 735 | $30K |
| City Holding Co. | 0.00% | No change | 700 | $28K |
| Bank of Montreal | 0.00% | No change | 676 | $28K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 541 | $22K |
| Lanark Financial, Inc. | 0.00% | No change | 450 | $18K |
| Anfield Capital Management, LLC | 0.00% | No change | 345 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 316 | $13K |
| Elevated Capital Advisors, LLC | 0.00% | New | 185 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 120 | $5K |
| CIBC Private Wealth Group LLC | 0.00% | New | 57 | $2K |
| Triumph Capital Management | 0.00% | New | 41 | $2K |
| Assetmark, Inc. | 0.00% | No change | 37 | $2K |
"% 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.