Innovator U.S. Equity PowerPFEBETF

13F holders, Q1 2026 (March 31)
235holders +25
40new positions
17sold out
1famous investor
$40.29avg. 13F price*

At the end of Q1 2026, 235 institutions reported holding Innovator U.S. Equity Power (PFEB) in their 13F filings, up 25 from Q4 2025. 40 opened new positions and 17 sold out. The largest holders were Alliancebernstein L.P. ($154.2M), Penserra Capital Management LLC ($65.3M) and Osaic Holdings, Inc. ($45.5M). 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

050100150200250 Q1 2024: 177Q1 2024Q2 2024: 182Q2 2024Q3 2024: 176Q3 2024Q4 2024: 181Q4 2024Q1 2025: 209Q1 2025Q2 2025: 208Q2 2025Q3 2025: 199Q3 2025Q4 2025: 210Q4 2025Q1 2026: 235Q1 2026Q2 2026: 228Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions40$32.9M
Exits17$11.6M

All 13F filers, Q4 2025 → Q1 2026: 3,673,994 shares bought and 638,951 shares sold, net +3,035,043 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 235 holders

Alliancebernstein L.P. 0.05% Add +8.4% 3,786,640 $154.2M
Penserra Capital Management LLC 0.77% Add +6.0% 1,628,391 $65.3M
Osaic Holdings, Inc. 0.07% Reduce -4.9% 1,133,620 $45.5M
Brookstone Capital Management 0.41% Add +479.8% 902,110 $36.2M
Commonwealth Equity Services, LLC 0.03% Add +31.4% 580,198 $23.3M
Focus Partners Wealth 0.02% Add +23.5% 472,199 $18.9M
Raymond James Financial Inc. 0.00% Add +12.7% 340,372 $13.6M
Kestra Advisory Services, LLC 0.05% Add +11.3% 334,764 $13.4M
LPL Financial LLC 0.00% Add +21.8% 324,499 $13.0M
Cetera Investment Advisers 0.01% Add +35.7% 275,252 $11.0M
Beacon Pointe Advisors, LLC 0.06% Add +102.4% 260,251 $10.4M
Blair William & Co. 0.03% Add +18.2% 246,692 $9.9M
Integrity Advisory Solutions, LLC 1.29% New 243,038 $9.7M
Envestnet Asset Management Inc. 0.00% Add +370.9% 236,737 $9.5M
Cassady Wealth & Retirement Planning, LLC 4.21% Add +50.2% 192,620 $8.1M
HighTower Advisors, LLC 0.01% Add +19.3% 161,902 $6.5M
Southland Equity Partners LLC 1.26% Reduce -4.1% 161,134 $6.5M
World Investment Advisors 0.10% Add +8.9% 159,203 $6.4M
CoreCap Advisors, LLC 0.21% Add +11.2% 156,646 $6.3M
Cornerstone Wealth, LLC 3.04% — 128,563 $5.4M
Americana Partners, LLC 0.14% New 131,428 $5.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +12.5% 120,788 $4.8M
BCS Wealth Management 0.94% Reduce -52.2% 114,488 $4.6M
Advisory Alpha, LLC 0.12% Add +9.0% 111,910 $4.5M
Weaver Consulting Group 0.99% Add +3.9% 103,506 $4.2M
Vestmark Advisory Solutions, Inc. 0.04% Add +20.6% 100,189 $4.0M
Castle Rock Wealth Management, LLC 0.84% Reduce -3.1% 95,869 $3.9M
Keating Financial Advisory Services, Inc. 0.60% Add +9.2% 92,694 $3.7M
Ascent Wealth Partners, LLC 0.41% Add +6.2% 88,781 $3.6M
Steward Partners Investment Advisory, LLC 0.02% Add +73560.8% 88,393 $3.5M
MML Investors Services, LLC 0.01% Add +18.5% 87,705 $3.5M
MTM Financial Group, LLC 1.60% Add +1.4% 85,161 $3.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +44.7% 82,720 $3.3M
Bellwether Advisors, LLC 0.55% Add +51.0% 80,854 $3.2M
Yarger Wealth Strategies, LLC 1.25% Add +5.3% 76,609 $3.1M
Gill Capital Partners, LLC 0.88% Add +0.4% 76,430 $3.1M
Diligent Investors, LLC 0.76% Add +40.8% 76,420 $3.1M
AE Wealth Management LLC 0.02% Reduce -2.2% 75,768 $3.0M
Advisory Services Network, LLC 0.04% Add +23.3% 75,198 $3.0M
Patriot Financial Group Insurance Agency, LLC 0.17% Add +114.1% 74,918 $3.0M
Chris Bulman Inc 1.25% Add +11.3% 71,175 $2.9M
KFG Wealth Management, LLC 0.33% Add +31.2% 63,841 $2.6M
Janney Montgomery Scott LLC 0.01% Add +0.8% 63,054 $2.5M
Forvis Mazars Wealth Advisors, LLC 0.05% Reduce -10.2% 62,888 $2.5M
Cerity Partners LLC 0.00% Add +135.7% 62,783 $2.5M
Blue Water Asset Management 0.86% Add +631.2% 62,171 $2.5M
LeClair Wealth Partners LLC 0.86% New 62,171 $2.5M
OneDigital Investment Advisors LLC 0.02% Add +11.8% 61,840 $2.5M
MAI Capital Management 0.01% Add +50.6% 59,166 $2.4M
Nations Financial Group Inc, /Ia/ 0.12% Add +79.7% 58,972 $2.4M
Tradition Wealth Management, LLC 0.17% Reduce -8.4% 58,738 $2.4M
Truist Financial Corp. 0.00% Add +16.2% 55,986 $2.2M
Riverchase Wealth Management, LLC 1.16% No change 55,663 $2.2M
Cresset Asset Management, LLC 0.01% Add +40.1% 53,031 $2.1M
Stratos Wealth Advisors, LLC 0.12% Add +4.7% 50,428 $2.0M
Blue Bell Private Wealth Management, LLC 0.29% Reduce -0.4% 50,261 $2.0M
Wealth Alliance, LLC 0.20% Reduce -0.5% 49,699 $2.0M
Capital Analysts, LLC 0.05% Add +255.1% 47,713 $1.9M
CreativeOne Wealth, LLC 0.04% Add +8.5% 45,231 $1.8M
Foundations Investment Advisors, LLC 0.02% Add +45.6% 43,492 $1.7M
Trek Financial, LLC 0.09% Add +58.5% 43,067 $1.7M
Corrado Advisors, LLC 0.90% Add +50.6% 42,914 $1.7M
Weaver Capital Management LLC 0.35% No change 40,578 $1.6M
Archer Investment Corp 0.34% Add +6.5% 39,837 $1.6M
Lineweaver Wealth Advisors, LLC 0.21% Add +13.8% 39,497 $1.6M
Global Assets Advisory, LLC 0.45% Add +5.9% 39,493 $1.6M
FSA Advisors, Inc. 1.04% Add +1.9% 39,226 $1.6M
Diversify Wealth Management, LLC 0.03% New 36,896 $1.5M
Visionary Wealth Advisors 0.07% Reduce -12.5% 38,317 $1.5M
PCA Investment Advisory Services Inc. 0.51% Add +21.5% 38,157 $1.5M
Pinnacle Wealth Management Group, Inc. 0.74% Add +10.1% 37,728 $1.5M
Sequoia Financial Advisors, LLC 0.01% No change 37,428 $1.5M
BFI Wealth Solutions, LLC 1.43% Add +26.8% 37,038 $1.5M
Mercer Global Advisors Inc. 0.00% Reduce -3.0% 34,546 $1.4M
Atticus Wealth Management, LLC 0.37% Reduce -0.5% 34,421 $1.4M
NewEdge Advisors, LLC 0.00% Add +13.0% 33,782 $1.4M
Lakeridge Wealth Management LLC 0.54% Add +67.9% 31,197 $1.3M
Spire Wealth Management 0.04% Add +128.9% 31,043 $1.2M
Cornerstone Wealth Group, LLC 0.08% Reduce -3.9% 29,752 $1.2M
IFP Advisors, Inc 0.03% Reduce -41.1% 30,446 $1.2M
Arkadios Wealth Advisors 0.02% New 29,518 $1.2M
Talon Private Wealth, LLC 0.16% — 29,123 $1.2M
Concurrent Investment Advisors, LLC 0.01% Add +53.0% 28,829 $1.2M
Continuum Advisory, LLC 0.11% Add +4.2% 28,047 $1.1M
AssuredPartners Investment Advisors, LLC 0.12% Add +32.8% 27,822 $1.1M
Phoenix Financial Ltd. 0.01% Add +95.7% 28,134 $1.1M
Composition Wealth, LLC 0.02% Reduce -0.6% 27,832 $1.1M
Blossom Wealth Management 1.63% New 27,468 $1.1M
CRA Financial Services, LLC 0.14% Reduce -2.7% 27,285 $1.1M
Farther Finance Advisors, LLC 0.01% Add +120.1% 26,798 $1.1M
Beacon Financial Advisory LLC 0.24% Add +208.6% 26,667 $1.1M
Cape Investment Advisory, Inc. 0.35% Add +1.9% 26,215 $1.1M
TrustBank 0.40% Add +395.3% 26,005 $1.0M
Apollon Wealth Management, LLC 0.02% Add +10.0% 25,850 $1.0M
COFG Advisors, LLC 0.25% Add +41.3% 25,385 $1.0M
Syon Capital LLC 0.05% New 25,236 $1.0M
Susquehanna International Group, LLP 0.00% Add +2.2% 25,003 $1.0M
Mariner, LLC 0.00% Add +96.4% 23,562 $945K
Forty-three Eighteen Advisors, LLC 0.70% No change 23,296 $934K
Certified Advisory Corp 0.08% Add +1.1% 22,905 $918K

"% 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.

Show all 235 holders