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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $32.9M |
| Exits | 17 | $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 |
| IHT Wealth Management, LLC | 0.02% | Add +92.1% | 22,698 | $910K |
| First Commonwealth Financial Corp | 0.14% | Add +112.1% | 22,468 | $901K |
| Keystone Wealth Services, LLC | 0.19% | New | 22,270 | $893K |
| McAdam, LLC | 0.04% | New | 22,253 | $892K |
| Advisory Advocates, LLC | 0.89% | New | 21,727 | $871K |
| Global Strategic Investment Solutions, LLC | 0.08% | Reduce -39.8% | 21,293 | $854K |
| Mgo One Seven LLC | 0.02% | Add +26.8% | 21,157 | $848K |
| Orion Capital Management LLC | 0.29% | Reduce -3.1% | 20,624 | $827K |
| Sunbelt Securities, Inc. | 0.05% | Add +311.3% | 20,563 | $825K |
| Belpointe Asset Management LLC | 0.03% | Reduce -8.6% | 20,004 | $802K |
| Principal Securities, Inc. | 0.01% | Add +2.3% | 19,956 | $800K |
| Focus Financial Network, Inc. | 0.03% | Add +22.5% | 19,769 | $793K |
| BCGM Wealth Management, LLC | 0.20% | No change | 19,693 | $790K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.0% | 18,820 | $755K |
| Valmark Advisers, Inc. | 0.01% | Reduce -2.7% | 18,734 | $751K |
| Fortune Financial Group, Inc. | 0.67% | Reduce -3.6% | 18,588 | $745K |
| Frisch Financial Group, Inc. | 0.16% | New | 18,585 | $745K |
| Triton Financial Group Inc | 1.29% | New | 18,371 | $739K |
| Old Mission Capital LLC | 0.02% | Add +18.2% | 18,387 | $737K |
| FreeGulliver LLC | 0.31% | New | 18,292 | $734K |
| Straight Path Wealth Management | 0.19% | Add +7.4% | 17,876 | $717K |
| Bedel Financial Consulting, Inc. | 0.08% | No change | 17,736 | $711K |
| Chapman Financial Group, LLC | 0.49% | Add +0.8% | 17,166 | $688K |
| HBW Advisory Services LLC | 0.07% | Add +0.6% | 16,271 | $652K |
| Noble Wealth Management PBC | 0.32% | Reduce -5.4% | 15,760 | $632K |
| Cyndeo Wealth Partners, LLC | 0.03% | New | 15,532 | $623K |
| DHJJ Financial Advisors, Ltd. | 0.20% | Reduce -9.8% | 15,137 | $607K |
| Valtinson Bruner Financial Planning LLC | 0.16% | No change | 14,221 | $570K |
| Royal Bank of Canada | 0.00% | Reduce -2.7% | 14,083 | $565K |
| Arax Advisory Partners | 0.02% | Add +11.8% | 13,880 | $557K |
| Foundry Financial Group, Inc. | 0.27% | Reduce -0.0% | 13,617 | $546K |
| Seros Financial, LLC | 0.35% | No change | 13,520 | $542K |
| Jane Street Group, LLC | 0.00% | Reduce -72.8% | 13,469 | $540K |
| Ballast Rock Private Wealth LLC | 0.30% | Add +16.5% | 13,329 | $535K |
| New Republic Capital, LLC | 0.18% | No change | 13,223 | $530K |
| Dakota Wealth Management | 0.01% | New | 12,871 | $516K |
| Independent Financial Group, LLC | 0.01% | Add +26.7% | 12,839 | $515K |
| Jacobi Capital Management LLC | 0.03% | No change | 12,529 | $502K |
| Mma Asset Management LLC | 0.17% | Add +16.3% | 11,804 | $473K |
| Capital Square, LLC | 0.22% | New | 11,220 | $472K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -5.2% | 11,216 | $471K |
| Wood Tarver Financial Group, LLC | 0.13% | No change | 11,483 | $460K |
| Silver Oak Securities, Incorporated | 0.03% | Add +23.7% | 11,237 | $451K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Add +3.1% | 10,878 | $436K |
| Grantvest Financial Group LLC | 0.28% | Add +16.4% | 10,770 | $432K |
| Cwm, LLC | 0.00% | Reduce -20.3% | 10,764 | $432K |
| Triad Wealth Partners, LLC | 0.03% | No change | 10,590 | $425K |
| WPWealth LLP | 0.06% | No change | 10,194 | $409K |
| Three Seasons Wealth, LLC | 0.15% | Reduce -12.9% | 10,105 | $405K |
| Waterloo Capital, L.P. | 0.03% | Add +31.1% | 10,010 | $401K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 10,000 | $401K |
| WorthPointe, LLC | 0.11% | Reduce -77.1% | 9,935 | $398K |
| Harbour Investments, Inc. | 0.01% | Add +81.3% | 9,912 | $397K |
| Benjamin Edwards Inc. | 0.00% | Reduce -19.1% | 9,690 | $389K |
| Fiduciary Financial Group, LLC | 0.05% | Add +1.1% | 9,206 | $369K |
| Creative Financial Designs Inc. | 0.02% | Reduce -7.1% | 9,200 | $369K |
| Apriem Advisors | 0.04% | No change | 9,150 | $367K |
| Vestment Financial LLC | 0.17% | New | 8,743 | $367K |
| Blue Sky Capital Consultants Group, Inc. | 0.17% | New | 9,076 | $364K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -2.3% | 9,065 | $364K |
| AQR Capital Management | 0.00% | No change | 8,875 | $356K |
| Catalina Capital Group, LLC | 0.22% | Add +9.4% | 8,754 | $351K |
| Firestone Capital Management | 0.07% | No change | 8,717 | $350K |
| PTM Wealth Management, LLC | 0.18% | Reduce -49.5% | 8,604 | $347K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -19.1% | 8,485 | $340K |
| Mutual Advisors, LLC | 0.01% | Add +33.5% | 8,350 | $335K |
| Sigma Planning Corp | 0.01% | Add +53.8% | 8,269 | $332K |
| AlphaStar Capital Management, LLC | 0.02% | New | 8,004 | $321K |
| Lido Advisors, LLC | 0.00% | No change | 7,980 | $320K |
| Keystone Financial Group, Inc. | 0.17% | Reduce -39.0% | 7,960 | $319K |
| Faithward Advisors, LLC | 0.04% | Add +26.2% | 7,851 | $315K |
| Summit Wealth Partners, LLC | 0.05% | Reduce -2.6% | 7,732 | $310K |
| WealthShield Partners, LLC | 0.03% | No change | 7,481 | $300K |
| Creative Planning | 0.00% | New | 7,400 | $297K |
| DAVENPORT & Co LLC | 0.00% | Add +9.0% | 7,284 | $292K |
| Betterment LLC | 0.00% | Reduce -0.5% | 7,267 | $291K |
| Crux Wealth Advisors | 0.11% | New | 7,091 | $284K |
| Global Trust Asset Management, LLC | 0.11% | No change | 7,000 | $281K |
| Prasad Wealth Partners, LLC | 0.07% | No change | 6,730 | $270K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 6,600 | $265K |
| Merit Financial Group, LLC | 0.00% | Reduce -2.0% | 6,571 | $263K |
| Madison Wealth Partners, Inc | 0.04% | No change | 6,319 | $253K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 6,221 | $249K |
| Helium Advisors LLC | 0.23% | No change | 6,100 | $245K |
| Vista Investment Management | 0.08% | No change | 6,092 | $244K |
| Clearstead Advisors, LLC | 0.00% | New | 6,076 | $244K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 6,067 | $243K |
| Pacific Park Financial, Inc. | 0.16% | Reduce -0.0% | 5,981 | $240K |
| Bank of America Corp. | 0.00% | New | 5,850 | $235K |
| Calton & Associates, Inc. | 0.03% | Reduce -11.8% | 5,820 | $233K |
| Captrust Financial Advisors | 0.00% | New | 5,777 | $232K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 5,740 | $230K |
| Milestone Asset Management, LLC | 0.04% | No change | 5,738 | $230K |
| Bullseye Investment Management, LLC | 0.12% | Reduce -4.6% | 5,545 | $222K |
| Clay Northam Wealth Management, LLC | 0.12% | Reduce -2.7% | 5,350 | $215K |
| Nikulski Financial, Inc. | 0.05% | New | 5,315 | $213K |
| Cypress Wealth Services, LLC | 0.03% | No change | 5,244 | $210K |
| BridgePort Financial Solutions, LLC | 0.06% | No change | 5,218 | $209K |
| Bison Wealth, LLC | 0.02% | New | 4,760 | $203K |
| AdvisorNet Financial, Inc | 0.01% | Add +465.9% | 4,527 | $182K |
| Quest 10 Wealth Builders, Inc. | 0.16% | Reduce -3.9% | 4,509 | $181K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +7.6% | 4,278 | $172K |
| TopTier Wealth Management, LLC | 0.09% | New | 3,579 | $144K |
| Hazlett, Burt & Watson, Inc. | 0.04% | No change | 3,435 | $138K |
| Financial Network Wealth Advisors LLC | 0.13% | No change | 3,077 | $123K |
| PlanVest Financial, Inc | 0.07% | — | 2,387 | $96K |
| JDM Financial Group LLC | 0.03% | No change | 2,154 | $86K |
| Wagner Wealth Management, LLC | 0.02% | No change | 2,000 | $80K |
| Rothschild Investment LLC | 0.00% | New | 1,950 | $78K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -17.4% | 1,812 | $73K |
| Atlantic Private Wealth, LLC | 0.04% | New | 1,710 | $69K |
| IMG Wealth Management, Inc. | 0.04% | No change | 1,574 | $63K |
| Evermay Wealth Management LLC | 0.01% | No change | 1,534 | $62K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 1,475 | $59K |
| Aptus Capital Advisors, LLC | 0.00% | New | 1,475 | $59K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 1,300 | $52K |
| PFS Partners, LLC | 0.02% | No change | 1,200 | $48K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,178 | $47K |
| MidFirst Bank | 0.00% | New | 1,133 | $45K |
| Bernard Wealth Management Corp. | 0.02% | No change | 1,074 | $43K |
| Evolution Wealth Management Inc. | 0.03% | Reduce -16.5% | 1,044 | $42K |
| Morgan Stanley | 0.00% | Reduce -9.8% | 723 | $29K |
| City Holding Co. | 0.00% | No change | 700 | $28K |
| Bank of Montreal | 0.00% | No change | 676 | $27K |
| 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 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 303 | $12K |
| BigSur Wealth Management LLC | 0.00% | New | 190 | $8K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 185 | $7K |
| JPMorgan Chase & Co. | 0.00% | New | 53 | $2K |
| GHP Investment Advisors, Inc. | 0.00% | New | 48 | $2K |
| Triumph Capital Management | 0.00% | No change | 41 | $2K |
| Assetmark, Inc. | 0.00% | No change | 37 | $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.