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Innovator U.S. Equity Power (PDEC)

CUSIP: 45782C540 | NYSE | 414 institutional holders

Quarters

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

Commonwealth Equity Services, LLC383,970
0.0% of portfolio›$18.1M
Kestra Advisory Services, LLC261,050
0.0% of portfolio›$12.3M
MBL Wealth, LLC159,019
0.4% of portfolio›$7.5M
Brookstone Capital Management130,855
0.1% of portfolio›$6.2M
CRA Financial Services, LLC130,148
0.7% of portfolio›$6.1M
Truist Financial Corp126,328
0.0% of portfolio›$6.0M
CoreCap Advisors, LLC119,116
0.2% of portfolio›$5.6M
Global Strategic Investment Solutions, LLC109,927
0.5% of portfolio›$5.2M
Gill Capital Partners, LLC105,701
1.4% of portfolio›$5.0M
Atria Investments, Inc102,038
0.0% of portfolio›$4.8M
Cambridge Investment Research Advisors, Inc.89,603
0.0% of portfolio›$4.2M
Trek Financial, LLC84,582
0.2% of portfolio›$4.0M
Outlook Wealth Advisors, LLC82,225
0.8% of portfolio›$3.9M
Castle Rock Wealth Management, LLC82,114
0.7% of portfolio›$3.9M
KFG Wealth Management, LLC77,586
0.4% of portfolio›$3.7M
Corrado Advisors, LLC75,927
1.8% of portfolio›$3.6M
Pinnacle Wealth Management Group, Inc.71,470
1.5% of portfolio›$3.4M
Concurrent Investment Advisors, LLC67,068
0.0% of portfolio›$3.2M
Independent Financial Group, LLC64,625
0.1% of portfolio›$3.0M
Diligent Investors, LLC62,036
0.6% of portfolio›$2.9M
AlphaCore Capital LLC60,800
0.0% of portfolio›$2.9M
Southland Equity Partners LLC59,748
0.5% of portfolio›$2.8M
Fortune Financial Group, Inc.59,014
2.5% of portfolio›$2.8M
Weaver Consulting Group58,066
0.5% of portfolio›$2.7M
Forvis Mazars Wealth Advisors, LLC57,535
0.0% of portfolio›$2.7M
Signaturefd, LLC54,072
0.0% of portfolio›$2.5M
Wealth Enhancement Advisory Services, LLC53,262
0.0% of portfolio›$2.5M
Milestone Asset Management, LLC49,522
0.4% of portfolio›$2.3M
Chris Bulman Inc49,496
0.8% of portfolio›$2.3M
BCS Wealth Management49,275
0.4% of portfolio›$2.3M
Atticus Wealth Management, LLC45,673
0.5% of portfolio›$2.2M
Weaver Capital Management LLC43,632
0.4% of portfolio›$2.1M
Retirement Guys Formula LLC43,275
0.8% of portfolio›$2.0M
Noble Wealth Management PBC41,729
0.9% of portfolio›$2.0M
Farther Finance Advisors, LLC40,430
0.0% of portfolio›$1.9M
Liberty Atlantic Advisors LLC39,665
1.2% of portfolio›$1.9M
Patriot Financial Group Insurance Agency, LLC31,556
0.1% of portfolio›$1.5M
Integrity Advisory Solutions, LLC30,731
0.2% of portfolio›$1.4M
Ascent Wealth Partners, LLC27,906
0.1% of portfolio›$1.3M
Lido Advisors, LLC27,525
0.0% of portfolio›$1.3M
IFP Advisors, Inc27,033
0.0% of portfolio›$1.3M
Long Island Wealth Management, Inc.25,724
0.5% of portfolio›$1.2M
James T. Borello RIA25,634
0.3% of portfolio›$1.2M
Financial Solutions Advisory Group, Inc.23,577
0.1% of portfolio›$1.1M
Three Seasons Wealth, LLC22,950
0.1% of portfolio›$1.1M
MGO One Seven LLC22,138
0.0% of portfolio›$1.0M
HB Wealth Management, LLC21,701
0.0% of portfolio›$1.0M
First City Capital Management, Inc.21,285
0.5% of portfolio›$1.0M
BFI Wealth Solutions, LLC21,165
0.7% of portfolio›$997.1K
Axxcess Wealth Management, LLC20,922
0.0% of portfolio›$985.7K
Spire Wealth Management20,849
0.0% of portfolio›$982.2K
TopTier Wealth Management, LLC19,310
0.5% of portfolio›$909.7K
Visionary Wealth Advisors18,566
0.0% of portfolio›$874.7K
AdvisorNet Financial, Inc17,556
0.0% of portfolio›$832.5K
Dynamic Advisor Solutions LLC17,121
0.0% of portfolio›$806.6K
Csenge Advisory Group16,050
0.0% of portfolio›$756.1K
TrustBank15,966
0.2% of portfolio›$752.2K
Blue Sky Capital Consultants Group, Inc.15,597
0.3% of portfolio›$734.8K
Commerce Advisors, LLC14,991
0.3% of portfolio›$706.2K
Evolution Wealth Advisors, LLC14,305
0.1% of portfolio›$673.9K
Quest 10 Wealth Builders, Inc.14,174
0.5% of portfolio›$661.1K
TSG Advice Partners, LLC13,906
0.1% of portfolio›$638.1K
NewCorp Financial Services, Inc.13,622
0.5% of portfolio›$641.7K
Lineweaver Wealth Advisors, LLC12,979
0.1% of portfolio›$611.5K
Old Port Advisors12,380
0.1% of portfolio›$583.2K
City Holding Co12,345
0.1% of portfolio›$581.6K
RFG Advisory, LLC12,174
0.0% of portfolio›$573.5K
ARS Wealth Advisors Group, LLC11,601
0.0% of portfolio›$546.5K
Brown Wealth Management, LLC11,292
0.1% of portfolio›$532.0K
Clay Northam Wealth Management, LLC11,075
0.2% of portfolio›$521.8K
Blue Water Asset Management10,950
0.2% of portfolio›$515.9K
Cornerstone Wealth Group, LLC10,708
0.0% of portfolio›$504.5K
Beacon Financial Advisory LLC10,612
0.1% of portfolio›$499.9K
Sanders Morris Harris LLC10,500
0.1% of portfolio›$496.2K
Modera Wealth Management, LLC10,226
0.0% of portfolio›$481.8K
Sagespring Wealth Partners, LLC10,161
0.0% of portfolio›$478.7K
Galvin, Gaustad & Stein, LLC9,823
0.0% of portfolio›$462.8K
Sigma Planning Corp9,525
0.0% of portfolio›$448.7K
McAdam, LLC9,346
0.0% of portfolio›$440.3K
Todd Wealth Management, LLC9,309
0.3% of portfolio›$438.6K
Valtinson Bruner Financial Planning LLC9,038
0.1% of portfolio›$425.8K
Diversify Wealth Management, LLC9,026
0.0% of portfolio›$428.7K
Diversify Advisory Services, LLC9,026
0.0% of portfolio›$428.7K
Pacific Park Financial, Inc.8,543
0.2% of portfolio›$402.5K
Dhjj Financial Advisors, Ltd.8,507
0.1% of portfolio›$400.8K
Capital Investment Advisory Services, LLC8,148
0.0% of portfolio›$383.9K
Focus Financial Network, Inc.7,782
0.0% of portfolio›$366.6K
Cypress Wealth Services, LLC7,232
0.0% of portfolio›$343.8K
PTM Wealth Management, LLC6,696
0.1% of portfolio›$318.3K
Capital Square, LLC6,694
0.1% of portfolio›$315.4K
Allegiance Financial Group Advisory Services LLC6,617
0.1% of portfolio›$311.7K
Choreo, LLC6,424
0.0% of portfolio›$302.6K
MMA Asset Management LLC6,373
0.1% of portfolio›$300.2K
Wedbush Securities Inc6,295
0.0% of portfolio›$297
Cornerstone Wealth, LLC6,158
0.1% of portfolio›$290.5K
Grantvest Financial Group LLC6,113
0.2% of portfolio›$288.0K
Soltis Investment Advisors LLC5,830
0.0% of portfolio›$274.6K
ATX Financial Planning, LLC5,603
0.2% of portfolio›$264.0K
Creative Planning5,598
0.0% of portfolio›$263.7K
Cypress Financial Planning LLC5,455
0.1% of portfolio›$257.0K
Sowell Financial Services LLC5,240
0.0% of portfolio›$246.9K
Cape Investment Advisory, Inc.5,200
0.1% of portfolio›$245.0K
Firestone Capital Management5,164
0.0% of portfolio›$243.3K
Tounjian Advisory Partners, LLC5,013
0.1% of portfolio›$236.2K
Hubbell Strickland Wealth Management, LLC4,881
0.1% of portfolio›$229.9K
Goldstein Advisors, LLC4,679
0.0% of portfolio›$220.4K
Crown Wealth Group, LLC4,592
0.1% of portfolio›$216.3K
Keystone Wealth Services, LLC4,583
0.0% of portfolio›$215.9K
William Mack & Associates, Inc.4,416
0.1% of portfolio›$208.0K
PFS Partners, LLC3,200
0.1% of portfolio›$150.8K
Financial Network Wealth Advisors LLC3,057
0.1% of portfolio›$144.0K
Creative Financial Designs Inc2,680
0.0% of portfolio›$126.3K
Evermay Wealth Management LLC2,235
0.0% of portfolio›$105.3K
EverSource Wealth Advisors, LLC1,985
0.0% of portfolio›$93.5K
Blue Bell Private Wealth Management, LLC1,728
0.0% of portfolio›$81.4K
Ashton Thomas Private Wealth, LLC900
0.0% of portfolio›$42.4K
IFS Advisors, LLC899
0.0% of portfolio›$42.4K
Lanark Financial, Inc.484
0.0% of portfolio›$22.8K
Chapman Financial Group, LLC300
0.0% of portfolio›$14.1K
Reicon Wealth Advisors, LLC236
0.0% of portfolio›$11.1K
Elevated Capital Advisors, LLC176
0.0% of portfolio›$8.3K
Country Trust Bank40
0.0% of portfolio›$1.9K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
383,970$18.1M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
261,050$12.3M0.0%CoreLowAustin, TX2026-11-02
MBL Wealth, LLC
159,019$7.5M0.4%ETFLowCharlotte, NC2026-10-22
Brookstone Capital Management
130,855$6.2M0.1%ETFMediumWheaton, IL2026-10-22
CRA Financial Services, LLC
130,148$6.1M0.7%ETFVery LowNorthfield, NJ2026-10-16
Truist Financial Corp
126,328$6.0M0.0%CoreLowCharlotte, NC2026-10-30
CoreCap Advisors, LLC
119,116$5.6M0.2%ETFMediumSouthfield, MI2026-10-08
Global Strategic Investment Solutions, LLC
109,927$5.2M0.5%ETFLowScottsdale, AZ2026-10-16
Gill Capital Partners, LLC
105,701$5.0M1.4%ETFLowDenver, CO2026-10-13
Atria Investments, Inc
102,038$4.8M0.0%CoreMediumCharlotte, NC2026-10-15
Cambridge Investment Research Advisors, Inc.
89,603$4.2M0.0%ETFLowFairfield, IA2026-11-02
Trek Financial, LLC
84,582$4.0M0.2%ETFHighScottsdale, AZ2026-10-29
Outlook Wealth Advisors, LLC
82,225$3.9M0.8%ETFMediumShenandoah, TX2026-10-28
Castle Rock Wealth Management, LLC
82,114$3.9M0.7%GrowthMediumWalnut Creek, CA2026-10-09
KFG Wealth Management, LLC
77,586$3.7M0.4%ETFMediumGranger, IN2026-10-16
Corrado Advisors, LLC
75,927$3.6M1.8%CoreMediumRamsey, NJ2026-10-27
Pinnacle Wealth Management Group, Inc.
71,470$3.4M1.5%ETFMediumPlymouth, MI2026-10-15
Concurrent Investment Advisors, LLC
67,068$3.2M0.0%GrowthMediumTampa, FL2026-10-16
Independent Financial Group, LLC
64,625$3.0M0.1%GrowthLowSan Diego, CA2026-10-13
Diligent Investors, LLC
62,036$2.9M0.6%CoreLowRedlands, CA2026-10-21
AlphaCore Capital LLC
60,800$2.9M0.0%ETFLowLa Jolla, CA2026-11-04
Southland Equity Partners LLC
59,748$2.8M0.5%ETFLowWildwood, MO2026-10-14
Fortune Financial Group, Inc.
59,014$2.8M2.5%ETFHighNaples, FL2026-10-22
Weaver Consulting Group
58,066$2.7M0.5%ETFLowHuntington Beach, CA2026-10-07
Forvis Mazars Wealth Advisors, LLC
57,535$2.7M0.0%ETFVery LowSpringfield, MO2026-10-13
Signaturefd, LLC
54,072$2.5M0.0%IndexLowAtlanta, GA2026-10-23
Wealth Enhancement Advisory Services, LLC
53,262$2.5M0.0%CoreLowPlymouth, MN2026-10-13
Milestone Asset Management, LLC
49,522$2.3M0.4%GrowthHighPittsburgh, PA2026-10-15
Chris Bulman Inc
49,496$2.3M0.8%ETFLowRoseville, CA2026-10-20
BCS Wealth Management
49,275$2.3M0.4%ETFVery LowJohnson City, TN2026-11-03
Atticus Wealth Management, LLC
45,673$2.2M0.5%ETFLowPalm Beach Gardens, FL2026-10-20
Weaver Capital Management LLC
43,632$2.1M0.4%GrowthMediumSuwanee, GA2026-10-15
Retirement Guys Formula LLC
43,275$2.0M0.8%CoreMediumMaumee, OH2026-10-26
Noble Wealth Management PBC
41,729$2.0M0.9%YieldMediumGreenwood Village, CO2026-10-01
Farther Finance Advisors, LLC
40,430$1.9M0.0%IndexLowSan Francisco, CA2026-10-08
Liberty Atlantic Advisors LLC
39,665$1.9M1.2%ETFLowOlympia, WA2026-10-14
Patriot Financial Group Insurance Agency, LLC
31,556$1.5M0.1%GrowthLowWalpole, MA2026-10-14
Integrity Advisory Solutions, LLC
30,731$1.4M0.2%ETFMediumDallas, TX2026-10-29
Ascent Wealth Partners, LLC
27,906$1.3M0.1%GrowthLowNew Hartford, NY2026-10-23
Lido Advisors, LLC
27,525$1.3M0.0%GrowthLowLos Angeles, CA2026-11-04
IFP Advisors, Inc
27,033$1.3M0.0%GrowthLowTampa, FL2026-10-16
Long Island Wealth Management, Inc.
25,724$1.2M0.5%ETFLowMelville, NY2026-10-20
James T. Borello RIA
25,634$1.2M0.3%ETFVery LowEast Dundee, IL2026-10-16
Financial Solutions Advisory Group, Inc.
23,577$1.1M0.1%ETFMediumChicago, IL2026-10-28
Three Seasons Wealth, LLC
22,950$1.1M0.1%GrowthMediumSalt Lake City, UT2026-11-03
MGO One Seven LLC
22,138$1.0M0.0%GrowthLowBeachwood, OH2026-10-28
HB Wealth Management, LLC
21,701$1.0M0.0%IndexVery LowAtlanta, GA2026-10-23
First City Capital Management, Inc.
21,285$1.0M0.5%CoreLowSavannah, GA2026-10-27
BFI Wealth Solutions, LLC
21,165$997.1K0.7%ETFLowDallas, TX2026-10-16
Axxcess Wealth Management, LLC
20,922$985.7K0.0%CoreLowCarlsbad, CA2026-10-21
Spire Wealth Management
20,849$982.2K0.0%GrowthMediumMclean, VA2026-10-30
TopTier Wealth Management, LLC
19,310$909.7K0.5%ETFVery LowMuskego, WI2026-10-16
Visionary Wealth Advisors
18,566$874.7K0.0%ETFLowO'Fallon, IL2026-11-04
AdvisorNet Financial, Inc
17,556$832.5K0.0%ETFLowMinnetonka, MN2026-10-15
Dynamic Advisor Solutions LLC
17,121$806.6K0.0%ETFLowPhoenix, AZ2026-10-13
Csenge Advisory Group
16,050$756.1K0.0%ETFMediumClearwater, FL2026-11-04
TrustBank
15,966$752.2K0.2%ETFVery LowOlney, IL2026-10-20
Blue Sky Capital Consultants Group, Inc.
15,597$734.8K0.3%GrowthMediumPoway, CA2026-10-13
Commerce Advisors, LLC
14,991$706.2K0.3%ETFLowMemphis, TN2026-10-19
Evolution Wealth Advisors, LLC
14,305$673.9K0.1%ETFLowAventura, FL2026-11-03
Quest 10 Wealth Builders, Inc.
14,174$661.1K0.5%ETFLowFuquay-Varina, VA2026-11-02
TSG Advice Partners, LLC
13,906$638.1K0.1%ETFN/AColumbus, OH2026-10-29
NewCorp Financial Services, Inc.
13,622$641.7K0.5%ETFLowAlpharetta, GA2026-10-14
Lineweaver Wealth Advisors, LLC
12,979$611.5K0.1%ETFLowValley View, OH2026-10-13
Old Port Advisors
12,380$583.2K0.1%GARPLowPortland, ME2026-10-23
City Holding Co
12,345$581.6K0.1%CoreLowCharleston, WV2026-10-19
RFG Advisory, LLC
12,174$573.5K0.0%ETFMediumBirmingham, AL2026-11-03
ARS Wealth Advisors Group, LLC
11,601$546.5K0.0%CoreLowSt. Petersburg, FL2026-10-16
Brown Wealth Management, LLC
11,292$532.0K0.1%ETFMediumNaperville, IL2026-10-20
Clay Northam Wealth Management, LLC
11,075$521.8K0.2%GrowthVery LowHuntington Beach, CA2026-10-13
Blue Water Asset Management
10,950$515.9K0.2%ETFLowGrand Rapids, MI2026-11-04
Cornerstone Wealth Group, LLC
10,708$504.5K0.0%CoreMediumHuntersville, NC2026-11-02
Beacon Financial Advisory LLC
10,612$499.9K0.1%ETFLowCleveland, OH2026-10-16
Sanders Morris Harris LLC
10,500$496.2K0.1%GARPLowHouston, TX2026-10-14
Modera Wealth Management, LLC
10,226$481.8K0.0%ETFVery LowWestwood, NJ2026-10-28
Sagespring Wealth Partners, LLC
10,161$478.7K0.0%ETFLowFranklin, TN2026-10-22
Galvin, Gaustad & Stein, LLC
9,823$462.8K0.0%CoreMediumScottsdale, AZ2026-10-08
Sigma Planning Corp
9,525$448.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
McAdam, LLC
9,346$440.3K0.0%ETFLowPhiladelphia, PA2026-10-21
Todd Wealth Management, LLC
9,309$438.6K0.3%GARPVery LowVenice, FL2026-10-19
Valtinson Bruner Financial Planning LLC
9,038$425.8K0.1%ETFLowNew Brighton, MN2026-11-02
Diversify Wealth Management, LLC
9,026$428.7K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
9,026$428.7K0.0%GrowthLowSandy, UT2026-10-20
Pacific Park Financial, Inc.
8,543$402.5K0.2%ETFMediumLagina Hills, CA2026-10-13
Dhjj Financial Advisors, Ltd.
8,507$400.8K0.1%ETFVery LowNaperville, IL2026-10-23
Capital Investment Advisory Services, LLC
8,148$383.9K0.0%CoreMediumRaleigh, NC2026-10-30
Focus Financial Network, Inc.
7,782$366.6K0.0%ETFLowMinneapolis, MN2026-10-14
Cypress Wealth Services, LLC
7,232$343.8K0.0%ETFLowPalm Desert, CA2026-10-21
PTM Wealth Management, LLC
6,696$318.3K0.1%ETFLowNorth Wales, PA2026-10-23
Capital Square, LLC
6,694$315.4K0.1%YieldMediumAthens, TN2026-10-19
Allegiance Financial Group Advisory Services LLC
6,617$311.7K0.1%ETFLowVienna, VA2026-11-02
Choreo, LLC
6,424$302.6K0.0%IndexLowRockford, IL2026-10-28
MMA Asset Management LLC
6,373$300.2K0.1%ETFMediumNew York, NY2026-11-02
Wedbush Securities Inc
6,295$2970.0%CoreLowPasadena, CA2026-10-22
Cornerstone Wealth, LLC
6,158$290.5K0.1%ETFMediumGreeneville, TN2026-10-28
Grantvest Financial Group LLC
6,113$288.0K0.2%ETFLowMatawan, NJ2026-10-21
Soltis Investment Advisors LLC
5,830$274.6K0.0%CoreMediumSt. George, UT2026-10-28
ATX Financial Planning, LLC
5,603$264.0K0.2%ETFHighAustin, TX2026-10-14
Creative Planning
5,598$263.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Cypress Financial Planning LLC
5,455$257.0K0.1%ETFLowHaddon Heights, NJ2026-10-09
Sowell Financial Services LLC
5,240$246.9K0.0%CoreLowNorth Little Rock, AR2026-10-23
Cape Investment Advisory, Inc.
5,200$245.0K0.1%ETFLowMcdonough, GA2026-10-13
Firestone Capital Management
5,164$243.3K0.0%ETFVery LowSouth Miami, FL2026-11-03
Tounjian Advisory Partners, LLC
5,013$236.2K0.1%GrowthHighFort Myers, FL2026-11-04
Hubbell Strickland Wealth Management, LLC
4,881$229.9K0.1%ETFVery LowNew Orleans, LA2026-10-29
Goldstein Advisors, LLC
4,679$220.4K0.0%ETFMediumMadison, WI2026-10-15
Crown Wealth Group, LLC
4,592$216.3K0.1%ETFMediumCharlotte, NC2026-10-19
Keystone Wealth Services, LLC
4,583$215.9K0.0%ETFHighPalm Desert, CA2026-11-03
William Mack & Associates, Inc.
4,416$208.0K0.1%ETFLowTroy, MI2026-10-27
PFS Partners, LLC
3,200$150.8K0.1%ETFVery LowMine Hill, NJ2026-10-21
Financial Network Wealth Advisors LLC
3,057$144.0K0.1%ETFLowMurray, UT2026-10-28
Creative Financial Designs Inc
2,680$126.3K0.0%ETFMediumKokomo, IN2026-11-04
Evermay Wealth Management LLC
2,235$105.3K0.0%ETFLowArlington, VA2026-11-05
EverSource Wealth Advisors, LLC
1,985$93.5K0.0%CoreMediumBirmingham, AL2026-11-04
Blue Bell Private Wealth Management, LLC
1,728$81.4K0.0%YieldVery LowBlue Bell, PA2026-10-29
Ashton Thomas Private Wealth, LLC
900$42.4K0.0%CoreMediumScottsdale, AZ2026-11-03
IFS Advisors, LLC
899$42.4K0.0%ETFLowOverland Park, KS2026-10-14
Lanark Financial, Inc.
484$22.8K0.0%CoreMediumBirmingham, AL2026-10-26
Chapman Financial Group, LLC
300$14.1K0.0%CoreVery LowHonolulu, HI2026-10-26
Reicon Wealth Advisors, LLC
236$11.1K0.0%ETFLowAtlanta, GA2026-11-04
Elevated Capital Advisors, LLC
176$8.3K0.0%ETFMediumSandy, UT2026-11-04
Country Trust Bank
40$1.9K0.0%GrowthLowBloomington, IL2026-10-30