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Innovator U.S. Equity Power Buffer ETF - February (PFEB) Institutional Ownership

Innovator U.S. Equity Power Buffer ETF - February logo
$38.70 +1.80 (+4.87%)
Closing price 07/25/2025 03:55 PM Eastern
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$38.69 -0.01 (-0.02%)
As of 07/25/2025 04:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Power Buffer ETF - February (BATS:PFEB)

Number of
Institutional Buyers
(last 12 months)
149
Total
Institutional Inflows
(last 12 months)
$247.84M
Number of
Institutional Sellers
(last 12 months)
109
Total
Institutional Outflows
(last 12 months)
$157.80M
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PFEB Institutional Buying and Selling by Quarter

Innovator U.S. Equity Power Buffer ETF - February Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025Atria Wealth Solutions Inc.32,871$1.25M0.0%+5.2%0.140%
7/25/2025Sequoia Financial Advisors LLC38,973$1.48M0.0%-29.4%0.167%
7/25/2025MGO One Seven LLC18,881$718K0.0%N/A0.081%
7/25/2025Yarger Wealth Strategies LLC75,017$2.85M1.5%-11.4%0.321%
7/25/2025CWM LLC15,250$580K0.0%-7.1%0.065%
7/24/2025 IFP Advisors Inc54,956$2.09M0.1%+2.7%0.235%
7/24/2025 Blair William & Co. IL229,649$8.73M0.0%+0.5%0.981%
7/23/2025 Castle Rock Wealth Management LLC99,861$3.84M0.9%-5.4%0.427%
7/23/2025 Guild Investment Management Inc.124,345$4.73M4.1%+203.3%0.531%
7/23/2025 Valmark Advisers Inc.24,777$942K0.0%-2.1%0.106%
7/22/2025 Belpointe Asset Management LLC33,135$1.26M0.1%-4.9%0.142%
7/22/2025 Berkshire Money Management Inc.1,621$62K0.0%N/A0.007%
7/22/2025 DAVENPORT & Co LLC5,338$203K0.0%N/A0.023%
7/22/2025 Beacon Financial Advisory LLC10,842$412K0.1%+25.5%0.046%
7/21/2025 Keystone Financial Group Inc.13,922$534K0.3%-4.9%0.059%
7/21/2025 Triad Wealth Partners LLC14,171$539K0.1%-3.4%0.061%
7/21/2025 Patriot Financial Group Insurance Agency LLC35,937$1.37M0.2%+2.6%0.154%
7/18/2025 Truist Financial Corp92,903$3.53M0.0%-1.6%0.397%
7/17/2025 Janney Montgomery Scott LLC66,805$2.54M0.0%+1.2%0.285%
7/17/2025 Clay Northam Wealth Management LLC5,500$209K0.1%N/A0.024%
7/16/2025 PFS Partners LLC1,200$46K0.0%N/A0.005%
7/15/2025 BCS Wealth Management148,327$5.64M1.2%-3.6%0.634%
7/14/2025 AdvisorNet Financial Inc1,498$57K0.0%-16.7%0.006%
7/14/2025 Chris Bulman Inc73,300$2.79M1.6%+0.9%0.313%
7/14/2025 KFG Wealth Management LLC69,594$2.65M0.4%-1.2%0.297%
7/14/2025 Southland Equity Partners LLC176,060$6.69M1.5%+7.1%0.752%
7/11/2025 Farther Finance Advisors LLC124,769$4.74M0.1%+352.8%0.535%
7/11/2025 Silver Oak Securities Incorporated11,214$426K0.0%-2.9%0.048%
7/11/2025 Cypress Financial Planning LLC11,253$428K0.1%+2.6%0.048%
7/10/2025 Family Legacy Financial Solutions LLC700$27K0.0%N/A0.003%
7/10/2025 Wealth Enhancement Advisory Services LLC394,589$15.08M0.0%-7.0%1.694%
7/10/2025 Signal Advisors Wealth LLC8,261$314K0.0%N/A0.035%
7/10/2025 Focus Financial Network Inc.16,137$613K0.0%-17.6%0.069%
7/9/2025 Keystone Wealth Services LLC24,483$931K0.2%+12.3%0.105%
7/8/2025 PTM Wealth Management LLC17,075$653K0.4%-5.1%0.073%
7/3/2025 Fiduciary Financial Group LLC9,106$346K0.1%+29.5%0.039%
7/2/2025 McAlister Sweet & Associates Inc.81,632$3.10M3.1%+0.4%0.350%
7/2/2025 HBW Advisory Services LLC18,992$722K0.1%-1.7%0.082%
5/20/2025 Belpointe Asset Management LLC34,824$1.25M0.1%-4.1%0.151%
5/20/2025Focus Partners Wealth37,447$1.34M0.0%+66.5%0.162%
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5/19/2025Jane Street Group LLC8,833$316K0.0%-68.6%0.038%
5/19/2025Advisory Alpha LLC64,238$2.30M0.1%N/A0.278%
5/16/2025Faithward Advisors LLC8,720$312K0.1%N/A0.038%
5/16/2025Cape Investment Advisory Inc.25,900$928K0.4%+7.9%0.112%
5/16/2025Talon Private Wealth LLC54,729$1.96M0.3%N/A0.237%
5/16/2025Alliancebernstein L.P.3,715,611$133.09M0.0%+34.7%16.064%
5/16/2025AQR Capital Management LLC21,778$780K0.0%+43.7%0.094%
5/15/2025Betterment LLC11,950$428K0.0%-6.9%0.052%
5/15/2025MAI Capital Management82,269$2.95M0.0%+61.4%0.356%
5/15/2025Calton & Associates Inc.6,595$236K0.1%N/A0.029%
5/15/2025OLD Mission Capital LLC13,078$468K0.0%-66.5%0.057%
5/15/2025JDM Financial Group LLC49,090$1.76M0.9%N/A0.212%
5/14/2025CreativeOne Wealth LLC42,359$1.52M0.0%-3.0%0.183%
5/14/2025Orion Capital Management LLC23,097$827K0.3%+54.0%0.100%
5/14/2025Luminist Capital LLC6,903$247K0.3%N/A0.030%
5/14/2025Kestra Advisory Services LLC334,244$11.97M0.1%-2.0%1.445%
5/14/2025Capital Analysts LLC13,438$481K0.0%+25.1%0.058%
5/14/2025Tradition Wealth Management LLC74,373$2.66M0.2%+2.7%0.322%
5/13/2025Raymond James Financial Inc.395,386$14.16M0.0%+50.7%1.709%
5/13/2025Cresset Asset Management LLC39,341$1.41M0.0%+79.1%0.170%
5/13/2025Forvis Mazars Wealth Advisors LLC82,321$2.95M0.1%-26.9%0.356%
5/13/2025Nations Financial Group Inc. IA ADV34,347$1.23M0.1%N/A0.148%
5/13/2025Kovitz Investment Group Partners LLC329,192$11.79M0.1%+50.2%1.423%
5/13/2025Financial Network Wealth Advisors LLC3,077$110K0.1%+21.0%0.013%
5/13/2025HighTower Advisors LLC156,084$5.59M0.0%+43.5%0.675%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors7,999$288K0.0%N/A0.035%
5/12/2025Benjamin Edwards Inc.12,380$443K0.0%+19.2%0.054%
5/12/2025Townsquare Capital LLC49,543$1.78M0.0%-0.8%0.214%
5/12/2025WealthPlan Investment Management LLC13,402$480K0.0%+11.4%0.058%
5/9/2025Chicago Partners Investment Group LLC12,612$453K0.0%+10.7%0.055%
5/9/2025WealthShield Partners LLC7,566$271K0.0%N/A0.033%
5/9/2025 Three Seasons Wealth LLC12,055$432K0.2%N/A0.052%
5/9/2025Atria Wealth Solutions Inc.31,235$1.12M0.0%+221.7%0.135%
5/9/2025Gill Capital Partners LLC86,526$3.10M1.1%+130.4%0.374%
5/9/2025Commonwealth Equity Services LLC1,136,550$40.71M0.1%+183.9%4.914%
5/9/2025 Blair William & Co. IL228,462$8.18M0.0%+1,338.0%0.988%
5/8/2025Helium Advisors LLC15,335$549K0.4%+22.9%0.066%
5/8/2025Certified Advisory Corp24,383$873K0.1%N/A0.105%
5/8/2025BCGM Wealth Management LLC19,693$705K0.2%-33.7%0.085%
5/8/2025Harbour Investments Inc.7,749$278K0.0%+249.7%0.034%
5/8/2025Grantvest Financial Group LLC6,199$222K0.2%N/A0.027%
5/8/2025Arkadios Wealth Advisors18,217$653K0.0%N/A0.079%
5/8/2025FSA Advisors Inc.46,198$1.66M1.3%+38.7%0.200%
5/7/2025Evermay Wealth Management LLC3,657$131K0.0%N/A0.016%
5/7/2025 PTM Wealth Management LLC17,992$602K0.6%N/A0.078%
5/7/2025Foundations Investment Advisors LLC25,208$903K0.0%+9.8%0.109%
5/7/2025Bellwether Advisors LLC25,873$927K0.2%+1,690.5%0.112%
5/7/2025LPL Financial LLC213,131$7.63M0.0%+82.6%0.921%
5/7/2025Phoenix Financial Ltd.14,375$515K0.0%N/A0.062%
5/6/2025Cetera Investment Advisers250,362$8.97M0.0%+45.3%1.082%
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5/6/2025Avantax Advisory Services Inc.34,458$1.23M0.0%+8.5%0.149%
5/6/2025 Guild Investment Management Inc.41,000$1.47M1.5%N/A0.177%
5/6/2025AE Wealth Management LLC456,458$16.35M0.1%+389.2%1.973%
5/6/2025Summit Wealth Partners LLC9,981$358K0.1%+62.7%0.043%
5/6/2025WorthPointe LLC50,870$1.82M0.8%-12.9%0.220%
5/6/2025PFG Advisors6,733$241K0.0%+17.9%0.029%
5/5/2025PCA Investment Advisory Services Inc.31,406$1.13M0.6%+419.1%0.136%
5/5/2025Wealth Alliance LLC49,945$1.79M0.2%+45.4%0.216%
5/5/2025 IFP Advisors Inc53,513$1.92M0.1%+314.1%0.231%
5/5/2025Calton & Associates Inc.4,224$151K0.0%N/A0.018%
(Data available from 1/1/2016 forward)

PFEB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFEB shares?

During the previous two years, 234 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - February. The most heavily invested institutionals were Alliancebernstein L.P. ($133.09M), Penserra Capital Management LLC ($47.47M), Commonwealth Equity Services LLC ($40.71M), Brookstone Capital Management ($36.19M), Osaic Holdings Inc. ($18.80M), AE Wealth Management LLC ($16.35M), and Lincoln National Corp ($15.56M).Learn more on Innovator U.S. Equity Power Buffer ETF - February's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Power Buffer ETF - February's stock?

Of the 198 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - February's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($2.24M), Brookstone Capital Management ($1.84M), Commonwealth Equity Services LLC ($1.01M), Alliancebernstein L.P. ($958.20K), Wealth Enhancement Advisory Services LLC ($714.44K), Janney Montgomery Scott LLC ($484.14K), and Raymond James Financial Inc. ($395.39K).

How much institutional buying is happening at Innovator U.S. Equity Power Buffer ETF - February?

Institutional investors have bought a total of 6,884,802 shares in the last 24 months. This purchase volume represents approximately $247.84M in transactions.

Which of Innovator U.S. Equity Power Buffer ETF - February's major shareholders have been selling company stock?

Of the 107 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - February's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($2.26M), Janney Montgomery Scott LLC ($494.97K), Wealth Enhancement Advisory Services LLC ($146.95K), Envestnet Asset Management Inc. ($110.14K), Cerity Partners LLC ($110.10K), Alliancebernstein L.P. ($86.67K), and Mercer Global Advisors Inc. ADV ($82.37K).

How much institutional selling is happening at Innovator U.S. Equity Power Buffer ETF - February?

Institutional investors have sold a total of 4,322,648 shares in the last 24 months. This volume of shares sold represents approximately $157.80M in transactions.



This page (BATS:PFEB) was last updated on 7/26/2025 by MarketBeat.com Staff
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