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Innovator U.S. Equity Power (PFEB)

CUSIP: 45782C417 | NYSE | 405 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Americana Partners, LLC332,230
0.3% of portfolio›$14.6M
Commonwealth Equity Services, LLC287,173
0.0% of portfolio›$12.6M
Integrity Advisory Solutions, LLC275,307
1.3% of portfolio›$12.1M
Kestra Advisory Services, LLC263,407
0.0% of portfolio›$11.6M
Brookstone Capital Management161,632
0.1% of portfolio›$7.1M
Southland Equity Partners LLC154,539
1.2% of portfolio›$6.8M
CoreCap Advisors, LLC150,183
0.2% of portfolio›$6.6M
Cornerstone Wealth, LLC128,462
2.7% of portfolio›$5.7M
Cambridge Investment Research Advisors, Inc.115,464
0.0% of portfolio›$5.1M
Weaver Consulting Group102,597
0.9% of portfolio›$4.5M
BCS Wealth Management102,445
0.8% of portfolio›$4.5M
Castle Rock Wealth Management, LLC89,044
0.7% of portfolio›$4.0M
Diligent Investors, LLC80,448
0.8% of portfolio›$3.5M
Ascent Wealth Partners, LLC73,871
0.3% of portfolio›$3.3M
Gill Capital Partners, LLC68,495
0.8% of portfolio›$3.0M
Chris Bulman Inc64,283
1.0% of portfolio›$2.8M
Wealth Enhancement Advisory Services, LLC64,269
0.0% of portfolio›$2.9M
Concurrent Investment Advisors, LLC63,611
0.0% of portfolio›$2.8M
Forvis Mazars Wealth Advisors, LLC62,656
0.0% of portfolio›$2.8M
KFG Wealth Management, LLC62,453
0.3% of portfolio›$2.8M
Riverchase Wealth Management, LLC55,663
1.2% of portfolio›$2.5M
Blue Water Asset Management55,618
0.8% of portfolio›$2.4M
Blue Bell Private Wealth Management, LLC47,861
0.3% of portfolio›$2.1M
Trek Financial, LLC42,740
0.1% of portfolio›$1.9M
Corrado Advisors, LLC41,434
0.9% of portfolio›$1.8M
Weaver Capital Management LLC39,688
0.3% of portfolio›$1.7M
Lineweaver Wealth Advisors, LLC38,671
0.2% of portfolio›$1.7M
PCA Investment Advisory Services Inc.37,730
0.5% of portfolio›$1.7M
Global Assets Advisory, LLC37,714
0.4% of portfolio›$1.7M
Archer Investment Corp37,400
0.3% of portfolio›$1.6M
Patriot Financial Group Insurance Agency, LLC36,940
0.2% of portfolio›$1.6M
Diversify Advisory Services, LLC36,896
0.0% of portfolio›$1.6M
Diversify Wealth Management, LLC36,896
0.0% of portfolio›$1.6M
Pinnacle Wealth Management Group, Inc.36,183
0.7% of portfolio›$1.6M
Visionary Wealth Advisors34,811
0.1% of portfolio›$1.5M
Atticus Wealth Management, LLC33,766
0.3% of portfolio›$1.5M
Vise Technologies, Inc.32,757
0.0% of portfolio›$1.4M
BFI Wealth Solutions, LLC31,976
1.0% of portfolio›$1.4M
Spire Wealth Management31,165
0.0% of portfolio›$1.4M
Truist Financial Corp31,108
0.0% of portfolio›$1.4M
Cornerstone Wealth Group, LLC29,664
0.1% of portfolio›$1.3M
Fortune Financial Group, Inc.28,584
1.1% of portfolio›$1.3M
IFP Advisors, Inc27,897
0.0% of portfolio›$1.2M
Blossom Wealth Management27,468
1.6% of portfolio›$1.2M
TrustBank27,125
0.4% of portfolio›$1.2M
CRA Financial Services, LLC26,910
0.1% of portfolio›$1.2M
Cape Investment Advisory, Inc.26,215
0.3% of portfolio›$1.2M
Apollon Wealth Management, LLC25,645
0.0% of portfolio›$1.1M
Farther Finance Advisors, LLC24,324
0.0% of portfolio›$1.1M
Beacon Financial Advisory LLC23,188
0.2% of portfolio›$1.0M
Certified Advisory Corp22,595
0.1% of portfolio›$995.3K
McAdam, LLC22,249
0.0% of portfolio›$980.1K
Global Strategic Investment Solutions, LLC21,293
0.1% of portfolio›$938.0K
Focus Financial Network, Inc.19,644
0.0% of portfolio›$865.3K
MGO One Seven LLC18,327
0.0% of portfolio›$807.3K
Straight Path Wealth Management17,876
0.2% of portfolio›$787.4K
Keystone Wealth Services, LLC17,649
0.1% of portfolio›$778.1K
James T. Borello RIA17,213
0.2% of portfolio›$758.2K
Chapman Financial Group, LLC16,226
0.5% of portfolio›$714.8K
HBW Advisory Services LLC16,182
0.1% of portfolio›$712.8K
Cyndeo Wealth Partners, LLC15,532
0.0% of portfolio›$684.2K
Dhjj Financial Advisors, Ltd.15,137
0.2% of portfolio›$666.8K
Axxcess Wealth Management, LLC14,514
0.0% of portfolio›$639.3K
Valtinson Bruner Financial Planning LLC14,221
0.2% of portfolio›$626.4K
Creative Planning14,173
0.0% of portfolio›$624.3K
Foundry Financial Group, Inc.13,512
0.2% of portfolio›$595.2K
Independent Financial Group, LLC13,339
0.0% of portfolio›$587.6K
Ballast Rock Private Wealth LLC13,300
0.3% of portfolio›$585.9K
Noble Wealth Management PBC12,433
0.2% of portfolio›$547.7K
Grantvest Financial Group LLC11,727
0.3% of portfolio›$516.6K
MMA Asset Management LLC11,364
0.2% of portfolio›$500.6K
Capital Square, LLC11,220
0.2% of portfolio›$494.2K
Triad Wealth Partners, LLC10,605
0.0% of portfolio›$467.2K
Chicago Partners Investment Group LLC10,496
0.0% of portfolio›$463.1K
Galvin, Gaustad & Stein, LLC10,430
0.0% of portfolio›$459.5K
Seros Financial, LLC9,459
0.2% of portfolio›$416.7K
Creative Financial Designs Inc9,150
0.0% of portfolio›$403.1K
Fiduciary Financial Group, LLC9,106
0.0% of portfolio›$401.1K
Firestone Capital Management8,717
0.1% of portfolio›$384.0K
PTM Wealth Management, LLC8,484
0.2% of portfolio›$377.2K
Blue Sky Capital Consultants Group, Inc.8,143
0.2% of portfolio›$358.7K
IFS Advisors, LLC8,072
0.1% of portfolio›$355.6K
Three Seasons Wealth, LLC7,937
0.0% of portfolio›$349.6K
Sigma Planning Corp7,463
0.0% of portfolio›$328.8K
Davenport & Co LLC7,284
0.0% of portfolio›$320.9K
MBL Wealth, LLC7,279
0.0% of portfolio›$320.6K
Simplicity Wealth,LLC7,262
0.0% of portfolio›$319.9K
Global Trust Asset Management, LLC7,000
0.1% of portfolio›$308.4K
NovaPoint Capital, LLC5,995
0.1% of portfolio›$264.1K
WealthPlan Investment Management, LLC5,844
0.0% of portfolio›$257.4K
Goldstein Advisors, LLC5,728
0.0% of portfolio›$252.3K
Clay Northam Wealth Management, LLC5,350
0.1% of portfolio›$235.7K
Cypress Wealth Services, LLC5,244
0.0% of portfolio›$233.1K
BridgePort Financial Solutions, LLC5,218
0.1% of portfolio›$229.9K
Milestone Asset Management, LLC5,024
0.0% of portfolio›$221.3K
Pacific Park Financial, Inc.4,881
0.1% of portfolio›$215.0K
ATX Financial Planning, LLC4,862
0.1% of portfolio›$214.2K
Bison Wealth, LLC4,760
0.0% of portfolio›$212.1K
AdvisorNet Financial, Inc4,568
0.0% of portfolio›$202.5K
JIM Saulnier & Associates, LLC4,544
0.1% of portfolio›$200.2K
Keystone Financial Group, Inc.4,439
0.1% of portfolio›$195.5K
Capital Investment Advisory Services, LLC3,976
0.0% of portfolio›$175.1K
Hazlett, Burt & Watson, Inc.3,070
0.1% of portfolio›$135.0K
Quest 10 Wealth Builders, Inc.2,629
0.1% of portfolio›$115.8K
Financial Network Wealth Advisors LLC2,543
0.1% of portfolio›$112.0K
Reicon Wealth Advisors, LLC1,800
0.0% of portfolio›$79.3K
Evermay Wealth Management LLC1,534
0.0% of portfolio›$67.6K
IMG Wealth Management, Inc.1,398
0.0% of portfolio›$61.6K
PFS Partners, LLC1,200
0.0% of portfolio›$52.9K
Ashton Thomas Private Wealth, LLC1,178
0.0% of portfolio›$51.9K
Evolution Wealth Management Inc.1,036
0.0% of portfolio›$45.6K
City Holding Co700
0.0% of portfolio›$30.8K
Trifecta Capital Advisors, LLC541
0.0% of portfolio›$23.8K
Lanark Financial, Inc.450
0.0% of portfolio›$19.8K
EverSource Wealth Advisors, LLC316
0.0% of portfolio›$13.9K
BigSur Wealth Management LLC190
0.0% of portfolio›$8.4K
Elevated Capital Advisors, LLC185
0.0% of portfolio›$8.1K
Provenance Wealth Advisors, LLC149
0.0% of portfolio›$6.6K
Triumph Capital Management41
0.0% of portfolio›$1.8K
Assetmark, Inc37
0.0% of portfolio›$1.6K
StyleTurnoverLocationFiled
Americana Partners, LLC
332,230$14.6M0.3%CoreMediumHouston, TX2026-10-28
Commonwealth Equity Services, LLC
287,173$12.6M0.0%ETFLowWaltham, MA2026-11-02
Integrity Advisory Solutions, LLC
275,307$12.1M1.3%ETFMediumDallas, TX2026-10-29
Kestra Advisory Services, LLC
263,407$11.6M0.0%CoreLowAustin, TX2026-11-02
Brookstone Capital Management
161,632$7.1M0.1%ETFMediumWheaton, IL2026-10-22
Southland Equity Partners LLC
154,539$6.8M1.2%ETFLowWildwood, MO2026-10-14
CoreCap Advisors, LLC
150,183$6.6M0.2%ETFMediumSouthfield, MI2026-10-08
Cornerstone Wealth, LLC
128,462$5.7M2.7%ETFMediumGreeneville, TN2026-10-28
Cambridge Investment Research Advisors, Inc.
115,464$5.1M0.0%ETFLowFairfield, IA2026-11-02
Weaver Consulting Group
102,597$4.5M0.9%ETFLowHuntington Beach, CA2026-10-07
BCS Wealth Management
102,445$4.5M0.8%ETFVery LowJohnson City, TN2026-11-03
Castle Rock Wealth Management, LLC
89,044$4.0M0.7%GrowthMediumWalnut Creek, CA2026-10-09
Diligent Investors, LLC
80,448$3.5M0.8%CoreLowRedlands, CA2026-10-21
Ascent Wealth Partners, LLC
73,871$3.3M0.3%GrowthLowNew Hartford, NY2026-10-23
Gill Capital Partners, LLC
68,495$3.0M0.8%ETFLowDenver, CO2026-10-13
Chris Bulman Inc
64,283$2.8M1.0%ETFLowRoseville, CA2026-10-20
Wealth Enhancement Advisory Services, LLC
64,269$2.9M0.0%CoreLowPlymouth, MN2026-10-13
Concurrent Investment Advisors, LLC
63,611$2.8M0.0%GrowthMediumTampa, FL2026-10-16
Forvis Mazars Wealth Advisors, LLC
62,656$2.8M0.0%ETFVery LowSpringfield, MO2026-10-13
KFG Wealth Management, LLC
62,453$2.8M0.3%ETFMediumGranger, IN2026-10-16
Riverchase Wealth Management, LLC
55,663$2.5M1.2%ETFMediumFlower Mound, TX2026-10-28
Blue Water Asset Management
55,618$2.4M0.8%ETFLowGrand Rapids, MI2026-11-04
Blue Bell Private Wealth Management, LLC
47,861$2.1M0.3%YieldVery LowBlue Bell, PA2026-10-29
Trek Financial, LLC
42,740$1.9M0.1%ETFHighScottsdale, AZ2026-10-29
Corrado Advisors, LLC
41,434$1.8M0.9%CoreMediumRamsey, NJ2026-10-27
Weaver Capital Management LLC
39,688$1.7M0.3%GrowthMediumSuwanee, GA2026-10-15
Lineweaver Wealth Advisors, LLC
38,671$1.7M0.2%ETFLowValley View, OH2026-10-13
PCA Investment Advisory Services Inc.
37,730$1.7M0.5%ETFVery LowCincinnati, OH2026-10-13
Global Assets Advisory, LLC
37,714$1.7M0.4%GrowthHighOrlando, FL2026-10-28
Archer Investment Corp
37,400$1.6M0.3%CoreMediumCarmel, IN2026-11-05
Patriot Financial Group Insurance Agency, LLC
36,940$1.6M0.2%GrowthLowWalpole, MA2026-10-14
Diversify Advisory Services, LLC
36,896$1.6M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
36,896$1.6M0.0%GrowthMediumSandy, UT2026-10-20
Pinnacle Wealth Management Group, Inc.
36,183$1.6M0.7%ETFMediumPlymouth, MI2026-10-15
Visionary Wealth Advisors
34,811$1.5M0.1%ETFLowO'Fallon, IL2026-11-04
Atticus Wealth Management, LLC
33,766$1.5M0.3%ETFLowPalm Beach Gardens, FL2026-10-20
Vise Technologies, Inc.
32,757$1.4M0.0%IndexLowNew York, NY2026-10-29
BFI Wealth Solutions, LLC
31,976$1.4M1.0%ETFLowDallas, TX2026-10-16
Spire Wealth Management
31,165$1.4M0.0%GrowthMediumMclean, VA2026-10-30
Truist Financial Corp
31,108$1.4M0.0%CoreLowCharlotte, NC2026-10-30
Cornerstone Wealth Group, LLC
29,664$1.3M0.1%CoreMediumHuntersville, NC2026-11-02
Fortune Financial Group, Inc.
28,584$1.3M1.1%ETFHighNaples, FL2026-10-22
IFP Advisors, Inc
27,897$1.2M0.0%GrowthLowTampa, FL2026-10-16
Blossom Wealth Management
27,468$1.2M1.6%GrowthLowSan Ramon, Ca, CA2026-11-03
TrustBank
27,125$1.2M0.4%ETFVery LowOlney, IL2026-10-20
CRA Financial Services, LLC
26,910$1.2M0.1%ETFVery LowNorthfield, NJ2026-10-16
Cape Investment Advisory, Inc.
26,215$1.2M0.3%ETFLowMcdonough, GA2026-10-13
Apollon Wealth Management, LLC
25,645$1.1M0.0%GrowthLowMount Pleasant, SC2026-10-23
Farther Finance Advisors, LLC
24,324$1.1M0.0%IndexLowSan Francisco, CA2026-10-08
Beacon Financial Advisory LLC
23,188$1.0M0.2%ETFLowCleveland, OH2026-10-16
Certified Advisory Corp
22,595$995.3K0.1%ETFLowAltamonte Springs, FL2026-10-29
McAdam, LLC
22,249$980.1K0.0%ETFLowPhiladelphia, PA2026-10-21
Global Strategic Investment Solutions, LLC
21,293$938.0K0.1%ETFLowScottsdale, AZ2026-10-16
Focus Financial Network, Inc.
19,644$865.3K0.0%ETFLowMinneapolis, MN2026-10-14
MGO One Seven LLC
18,327$807.3K0.0%GrowthLowBeachwood, OH2026-10-28
Straight Path Wealth Management
17,876$787.4K0.2%ETFLowJenison, MI2026-10-23
Keystone Wealth Services, LLC
17,649$778.1K0.1%ETFHighPalm Desert, CA2026-11-03
James T. Borello RIA
17,213$758.2K0.2%ETFVery LowEast Dundee, IL2026-10-16
Chapman Financial Group, LLC
16,226$714.8K0.5%CoreVery LowHonolulu, HI2026-10-26
HBW Advisory Services LLC
16,182$712.8K0.1%ETFMediumSimi Valley, CA2026-10-15
Cyndeo Wealth Partners, LLC
15,532$684.2K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Dhjj Financial Advisors, Ltd.
15,137$666.8K0.2%ETFVery LowNaperville, IL2026-10-23
Axxcess Wealth Management, LLC
14,514$639.3K0.0%CoreLowCarlsbad, CA2026-10-21
Valtinson Bruner Financial Planning LLC
14,221$626.4K0.2%ETFLowNew Brighton, MN2026-11-02
Creative Planning
14,173$624.3K0.0%IndexVery LowOverland Park, KS2026-11-02
Foundry Financial Group, Inc.
13,512$595.2K0.2%ETFLowLaconia, NH2026-10-28
Independent Financial Group, LLC
13,339$587.6K0.0%GrowthLowSan Diego, CA2026-10-13
Ballast Rock Private Wealth LLC
13,300$585.9K0.3%ETFMediumCharleston, SC2026-10-26
Noble Wealth Management PBC
12,433$547.7K0.2%YieldMediumGreenwood Village, CO2026-10-01
Grantvest Financial Group LLC
11,727$516.6K0.3%ETFLowMatawan, NJ2026-10-21
MMA Asset Management LLC
11,364$500.6K0.2%ETFMediumNew York, NY2026-11-02
Capital Square, LLC
11,220$494.2K0.2%YieldMediumAthens, TN2026-10-19
Triad Wealth Partners, LLC
10,605$467.2K0.0%ETFMediumLawrence, KS2026-10-26
Chicago Partners Investment Group LLC
10,496$463.1K0.0%GARPLowChicago, IL2026-10-27
Galvin, Gaustad & Stein, LLC
10,430$459.5K0.0%CoreMediumScottsdale, AZ2026-10-08
Seros Financial, LLC
9,459$416.7K0.2%ETFMediumGilbert, AZ2026-10-21
Creative Financial Designs Inc
9,150$403.1K0.0%ETFMediumKokomo, IN2026-11-04
Fiduciary Financial Group, LLC
9,106$401.1K0.0%ETFLowSan Rafael, CA2026-10-13
Firestone Capital Management
8,717$384.0K0.1%ETFVery LowSouth Miami, FL2026-11-03
PTM Wealth Management, LLC
8,484$377.2K0.2%ETFLowNorth Wales, PA2026-10-23
Blue Sky Capital Consultants Group, Inc.
8,143$358.7K0.2%GrowthMediumPoway, CA2026-10-13
IFS Advisors, LLC
8,072$355.6K0.1%ETFLowOverland Park, KS2026-10-14
Three Seasons Wealth, LLC
7,937$349.6K0.0%GrowthMediumSalt Lake City, UT2026-11-03
Sigma Planning Corp
7,463$328.8K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Davenport & Co LLC
7,284$320.9K0.0%CoreMediumRichmond, VA2026-10-14
MBL Wealth, LLC
7,279$320.6K0.0%ETFLowCharlotte, NC2026-10-22
Simplicity Wealth,LLC
7,262$319.9K0.0%ETFLowSummit, NJ2026-10-23
Global Trust Asset Management, LLC
7,000$308.4K0.1%GrowthMediumPalm Beach Gardens, FL2026-10-19
NovaPoint Capital, LLC
5,995$264.1K0.1%CoreLowAtlanta, GA2026-10-22
WealthPlan Investment Management, LLC
5,844$257.4K0.0%GrowthMediumOmaha, NE2026-10-15
Goldstein Advisors, LLC
5,728$252.3K0.0%ETFMediumMadison, WI2026-10-15
Clay Northam Wealth Management, LLC
5,350$235.7K0.1%GrowthVery LowHuntington Beach, CA2026-10-13
Cypress Wealth Services, LLC
5,244$233.1K0.0%ETFLowPalm Desert, CA2026-10-21
BridgePort Financial Solutions, LLC
5,218$229.9K0.1%ETFLowFairfield, IA2026-11-02
Milestone Asset Management, LLC
5,024$221.3K0.0%GrowthHighPittsburgh, PA2026-10-15
Pacific Park Financial, Inc.
4,881$215.0K0.1%ETFMediumLagina Hills, CA2026-10-13
ATX Financial Planning, LLC
4,862$214.2K0.1%ETFHighAustin, TX2026-10-14
Bison Wealth, LLC
4,760$212.1K0.0%GrowthMediumAtlanta, GA2026-10-13
AdvisorNet Financial, Inc
4,568$202.5K0.0%ETFLowMinnetonka, MN2026-10-15
JIM Saulnier & Associates, LLC
4,544$200.2K0.1%ETFLowFort Collins, CO2026-11-04
Keystone Financial Group, Inc.
4,439$195.5K0.1%ETFLowAtlanta, GA2026-10-13
Capital Investment Advisory Services, LLC
3,976$175.1K0.0%CoreMediumRaleigh, NC2026-10-30
Hazlett, Burt & Watson, Inc.
3,070$135.0K0.1%CoreVery LowWheeling, WV2026-11-04
Quest 10 Wealth Builders, Inc.
2,629$115.8K0.1%ETFLowFuquay-Varina, VA2026-11-02
Financial Network Wealth Advisors LLC
2,543$112.0K0.1%ETFLowMurray, UT2026-10-28
Reicon Wealth Advisors, LLC
1,800$79.3K0.0%ETFLowAtlanta, GA2026-11-04
Evermay Wealth Management LLC
1,534$67.6K0.0%ETFLowArlington, VA2026-11-05
IMG Wealth Management, Inc.
1,398$61.6K0.0%ETFMediumJacksonville, FL2026-10-27
PFS Partners, LLC
1,200$52.9K0.0%ETFVery LowMine Hill, NJ2026-10-21
Ashton Thomas Private Wealth, LLC
1,178$51.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Evolution Wealth Management Inc.
1,036$45.6K0.0%ETFMediumFort Myers, FL2026-10-28
City Holding Co
700$30.8K0.0%CoreLowCharleston, WV2026-10-19
Trifecta Capital Advisors, LLC
541$23.8K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
Lanark Financial, Inc.
450$19.8K0.0%CoreMediumBirmingham, AL2026-10-26
EverSource Wealth Advisors, LLC
316$13.9K0.0%CoreMediumBirmingham, AL2026-11-04
BigSur Wealth Management LLC
190$8.4K0.0%GrowthLowMiami, FL2026-10-13
Elevated Capital Advisors, LLC
185$8.1K0.0%ETFMediumSandy, UT2026-11-04
Provenance Wealth Advisors, LLC
149$6.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Triumph Capital Management
41$1.8K0.0%ETFMediumDenver, CO2026-10-14
Assetmark, Inc
37$1.6K0.0%ETFLowConcord, CA2026-10-21