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

Innovator U.S. Equity Power Buffer ETF - February logo
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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)
120
Total
Institutional Inflows
(last 12 months)
$157.09M
Number of
Institutional Sellers
(last 12 months)
106
Total
Institutional Outflows
(last 12 months)
$208.22M
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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
5/1/2025Stephens Inc. AR94,045$3.37M0.0%-2.9%0.407%
5/1/2025Quest 10 Wealth Builders Inc.5,774$207K0.2%-35.0%0.025%
4/30/2025Cerity Partners LLC21,640$775K0.0%+11.3%0.094%
4/30/2025Allworth Financial LP3,711$131K0.0%-75.9%0.016%
4/30/2025Axxcess Wealth Management LLC14,585$522K0.0%N/A0.063%
4/30/2025Trek Financial LLC48,410$1.73M0.1%+43.9%0.209%
4/30/2025Stratos Wealth Advisors LLC49,224$1.76M0.1%-37.0%0.213%
4/29/2025 Wood Tarver Financial Group LLC25,236$904K0.3%+139.4%0.109%
4/29/2025 Envestnet Asset Management Inc.214,888$7.70M0.0%+194.6%0.929%
4/29/2025 Penserra Capital Management LLC1,325,275$47.47M0.8%+3.6%5.730%
4/29/2025 World Investment Advisors125,693$4.50M0.1%+17.1%0.543%
4/29/2025 Capital Investment Advisory Services LLC4,006$143K0.0%+13,253.3%0.017%
4/29/2025 Strategic Blueprint LLC10,799$387K0.0%-10.9%0.047%
4/29/2025 Brookstone Capital Management1,010,380$36.19M0.5%+605.4%4.368%
4/29/2025 OneDigital Investment Advisors LLC27,361$980K0.0%+146.3%0.118%
4/29/2025 Silver Oak Securities Incorporated11,550$413K0.0%+55.3%0.050%
4/28/2025 Mutual Advisors LLC7,178$255K0.0%-6.2%0.031%
4/28/2025 Straight Path Wealth Management16,644$596K0.2%+31.7%0.072%
4/28/2025 Global Strategic Investment Solutions LLC38,476$1.38M0.2%-16.8%0.166%
4/28/2025 FSR Wealth Management Ltd.51,352$1.84M2.4%N/A0.222%
4/28/2025 NovaPoint Capital LLC7,775$279K0.1%N/A0.034%
4/25/2025 Ameritas Advisory Services LLC6,537$234K0.0%N/A0.028%
4/24/2025 Beacon Financial Advisory LLC8,642$310K0.1%-6.6%0.037%
4/23/2025 Creative Financial Designs Inc. ADV9,920$355K0.0%+168.1%0.043%
4/23/2025 Sequoia Financial Advisors LLC55,212$1.98M0.0%+7.0%0.239%
4/23/2025 Spire Wealth Management14,957$536K0.0%+9.9%0.065%
4/23/2025 Cornerstone Wealth Group LLC31,993$1.15M0.1%+8.1%0.138%
4/23/2025 AssuredPartners Investment Advisors LLC20,692$741K0.1%-11.7%0.089%
4/23/2025 Valmark Advisers Inc.25,303$906K0.0%+123.9%0.109%
4/23/2025 Continuum Advisory LLC18,749$672K0.1%-36.4%0.081%
4/22/2025 Runnymede Capital Advisors Inc.1,950$70K0.1%-43.5%0.008%
4/22/2025 Cambridge Investment Research Advisors Inc.120,503$4.32M0.0%+17.1%0.521%
4/22/2025 Atticus Wealth Management LLC34,596$1.24M0.4%+33.3%0.150%
4/22/2025 Weaver Capital Management LLC42,475$1.52M0.4%-1.8%0.184%
4/21/2025 Catalina Capital Group LLC8,004$287K0.2%+5.3%0.035%
4/21/2025 Kingswood Wealth Advisors LLC8,311$298K0.0%-47.8%0.036%
4/18/2025 DHJJ Financial Advisors Ltd.17,464$626K0.3%+40.7%0.076%
4/17/2025 Smith Shellnut Wilson LLC ADV8,712$312K0.1%+6.1%0.038%
4/17/2025 Sagespring Wealth Partners LLC8,074$289K0.0%N/A0.035%
4/17/2025 Janney Montgomery Scott LLC66,035$2.37M0.0%-80.8%0.285%
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4/16/2025 CRA Financial Services LLC28,800$1.03M0.2%+7.8%0.125%
4/16/2025 Southland Equity Partners LLC164,392$5.89M1.4%+11.9%0.711%
4/16/2025 Wealth Enhancement Advisory Services LLC424,062$15.19M0.0%+770.7%1.833%
4/16/2025 Bernard Wealth Management Corp.1,228$44K0.0%+266.6%0.005%
4/15/2025 Noble Wealth Management PBC26,327$943K0.6%N/A0.114%
4/15/2025 Chris Bulman Inc72,650$2.60M1.6%+85.8%0.314%
4/15/2025 Focus Financial Network Inc.19,591$702K0.0%+22.8%0.085%
4/15/2025 Fiduciary Financial Group LLC7,031$242K0.1%N/A0.030%
4/14/2025 Tounjian Advisory Partners LLC11,450$410K0.1%N/A0.050%
4/14/2025 Farther Finance Advisors LLC27,556$991K0.0%+102.5%0.119%
4/14/2025 Outlook Wealth Advisors LLC52,732$1.89M0.5%+614.2%0.221%
4/14/2025 BCS Wealth Management153,825$5.51M1.4%+15.6%0.645%
4/14/2025 Miracle Mile Advisors LLC36,766$1.32M0.0%+23.9%0.154%
4/14/2025 Patriot Financial Group Insurance Agency LLC35,037$1.26M0.2%+9.0%0.147%
4/11/2025 KFG Wealth Management LLC70,413$2.52M0.5%+120.4%0.295%
4/11/2025 Pinnacle Wealth Management Group Inc.37,771$1.35M0.9%+98.5%0.158%
4/10/2025 Diligent Investors LLC54,470$1.95M0.5%+78.3%0.228%
4/10/2025 Cypress Wealth Services LLC8,704$312K0.1%N/A0.036%
4/10/2025 McAlister Sweet & Associates Inc.81,290$2.91M2.2%N/A0.341%
4/9/2025 RFG Advisory LLC14,533$521K0.0%+49.7%0.061%
4/9/2025 HBW Advisory Services LLC19,314$692K0.1%N/A0.081%
4/9/2025 Cypress Financial Planning LLC10,972$393K0.1%+32.5%0.046%
4/9/2025 Gradient Investments LLC8,993$322K0.0%-25.3%0.038%
4/8/2025 Advisory Alpha LLC64,513$2.31M0.1%N/A0.270%
3/17/2025 Wealth Enhancement Advisory Services LLC48,706$1.79M0.0%+2.6%0.204%
3/10/2025Mattson Financial Services LLC12,357$445K0.1%-21.0%0.053%
3/6/2025 Wood Tarver Financial Group LLC10,541$387K0.1%N/A0.046%
3/5/2025 Castle Rock Wealth Management LLC105,529$3.94M1.0%-4.5%0.456%
2/28/2025 BridgePort Financial Solutions LLC8,936$327K0.2%N/A0.039%
2/25/2025Leigh Baldwin & CO. LLC11,400$420K0.2%N/A0.049%
2/18/2025Investment Management Corp VA ADV1,600$59K0.1%N/A0.007%
2/18/2025Helium Advisors LLC12,480$459K0.4%N/A0.057%
2/18/2025Orion Capital Management LLC15,000$552K0.2%-3.2%0.069%
2/18/2025 Continuum Advisory LLC29,471$1.09M0.1%-1.2%0.135%
2/17/2025Visionary Wealth Advisors52,115$1.92M0.1%-1.7%0.239%
2/17/2025 Diligent Investors LLC30,557$1.12M0.3%-1.2%0.140%
2/17/2025CoreCap Advisors LLC66,900$2.46M0.1%-17.8%0.306%
2/17/2025Cetera Investment Advisers172,319$6.34M0.0%-10.5%0.789%
2/17/2025Captrust Financial Advisors5,980$220K0.0%-59.6%0.027%
2/17/2025Citadel Advisors LLC20,152$742K0.0%+23.1%0.092%
2/17/2025Chapman Financial Group LLC20,380$750K0.6%N/A0.093%
2/17/2025Bank of America Corp DE750$28K0.0%-46.4%0.003%
2/17/2025Benjamin Edwards Inc.10,384$382K0.0%-14.9%0.048%
2/14/2025Mercer Global Advisors Inc. ADV59,610$2.19M0.0%-4.4%0.273%
2/14/2025Jane Street Group LLC28,102$1.03M0.0%-56.1%0.129%
2/14/2025Bellwether Advisors LLC1,445$53K0.0%N/A0.007%
2/14/2025Beacon Pointe Advisors LLC134,532$4.95M0.1%-4.6%0.616%
2/14/2025Betterment LLC12,839$472K0.0%-32.7%0.059%
2/14/2025Two Sigma Securities LLC9,158$337K0.0%N/A0.042%
2/14/2025Kovitz Investment Group Partners LLC219,122$8.06M0.0%-0.9%1.004%
Buffett’s favorite chart just hit 209% – here’s what that means for gold (Ad)

A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains.

Be ready before the historic gold move. Get Garrett’s Top Four picks now.
2/14/2025 OneDigital Investment Advisors LLC11,108$409K0.0%-82.1%0.051%
2/14/2025WPWealth LLP50,412$1.86M0.4%N/A0.231%
2/14/2025Tradition Wealth Management LLC72,391$2.66M0.2%-9.7%0.332%
2/13/2025NewEdge Advisors LLC40,207$1.48M0.0%-31.3%0.184%
2/13/2025CreativeOne Wealth LLC43,655$1.61M0.0%-13.7%0.200%
2/13/2025Mariner LLC6,246$230K0.0%-45.1%0.029%
2/13/2025Townsquare Capital LLC49,945$1.84M0.0%-26.8%0.229%
2/13/2025Advisory Services Network LLC47,711$1.76M0.0%-6.6%0.219%
2/13/2025Trek Financial LLC33,646$1.24M0.1%-2.5%0.154%
2/13/2025 Envestnet Asset Management Inc.72,945$2.68M0.0%-52.5%0.334%
(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, 213 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. ($101.47M), Penserra Capital Management LLC ($47.47M), Brookstone Capital Management ($36.19M), Osaic Holdings Inc. ($18.80M), Lincoln National Corp ($15.56M), Wealth Enhancement Advisory Services LLC ($15.19M), and Commonwealth Equity Services LLC ($14.73M).Learn more on PFEB's institutional investors.

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

Of the 165 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - February stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($2.49M), Brookstone Capital Management ($1.84M), Wealth Enhancement Advisory Services LLC ($714.44K), Steward Financial Group LLC ($689.31K), Commonwealth Equity Services LLC ($501.08K), Janney Montgomery Scott LLC ($483.37K), and Strategic Wealth Partners Group LLC ($295.56K).

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

Institutional investors have bought a total of 12,328,033 shares in the last 24 months. This purchase volume represents approximately $412.52M in transactions.

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

Of the 131 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - February stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($4.25M), Brookstone Capital Management ($1.72M), Miracle Mile Advisors LLC ($575.53K), Janney Montgomery Scott LLC ($513.43K), Wealth Enhancement Advisory Services LLC ($337.00K), Steward Financial Group LLC ($283.23K), and Soltis Investment Advisors LLC ($277.89K).

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

Institutional investors have sold a total of 10,525,434 shares in the last 24 months. This volume of shares sold represents approximately $354.66M in transactions.



This page (BATS:PFEB) was last updated on 5/1/2025 by MarketBeat.com Staff
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