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

Innovator U.S. Equity Power Buffer ETF - February logo
$39.88 +2.98 (+8.06%)
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$39.87 -0.01 (-0.01%)
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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)
$270.74M
Number of
Institutional Sellers
(last 12 months)
112
Total
Institutional Outflows
(last 12 months)
$181.78M
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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
10/23/2025Kingswood Wealth Advisors LLC6,810$270K0.0%-18.1%0.029%
10/22/2025 CoreCap Advisors LLC142,063$5.64M0.2%-1.4%0.607%
10/22/2025 BCS Wealth Management136,228$5.41M1.2%-8.2%0.582%
10/22/2025 Stuart Chaussee & Associates Inc.7,980$317K0.1%-29.8%0.034%
10/22/2025 Blue Bell Private Wealth Management LLC55,033$2.18M0.3%-1.8%0.235%
10/22/2025 Keystone Wealth Services LLC23,170$920K0.2%-5.4%0.099%
10/22/2025 Commonwealth Equity Services LLC1,027,261$40.77M0.1%-11.2%4.390%
10/21/2025 Silver Oak Securities Incorporated9,044$359K0.0%-19.4%0.039%
10/21/2025 JDM Financial Group LLC46,312$1.84M0.7%-4.4%0.198%
10/20/2025 Keystone Financial Group Inc.13,046$518K0.3%-6.3%0.056%
10/20/2025 Chris Bulman Inc70,295$2.79M1.4%-4.1%0.300%
10/20/2025 Continuum Advisory LLC26,954$1.07M0.1%-12.6%0.115%
10/17/2025 WorthPointe LLC43,815$1.74M0.7%-6.8%0.187%
10/17/2025 Lakeridge Wealth Management LLC18,580$737K0.3%-1.8%0.079%
10/17/2025 NovaPoint Capital LLC7,702$306K0.1%N/A0.033%
10/16/2025 Castle Rock Wealth Management LLC99,029$3.93M0.9%-0.8%0.423%
10/15/2025 CWM LLC14,740$585K0.0%-3.3%0.063%
10/15/2025 World Investment Advisors128,198$5.09M0.1%-19.1%0.548%
10/15/2025 Brookstone Capital Management964,742$38.29M0.5%-2.5%4.123%
10/15/2025 Southland Equity Partners LLC170,616$6.77M1.4%-3.1%0.729%
10/15/2025 Cypress Wealth Services LLC5,244$208K0.0%N/A0.022%
10/15/2025 DAVENPORT & Co LLC6,684$265K0.0%+25.2%0.029%
10/14/2025 Farther Finance Advisors LLC12,537$498K0.0%-90.0%0.054%
10/10/2025 Lineweaver Wealth Advisors LLC34,722$1.38M0.2%-8.1%0.148%
10/10/2025 Signal Advisors Wealth LLC5,237$208K0.0%-36.6%0.022%
10/7/2025 KFG Wealth Management LLC67,973$2.70M0.4%-2.3%0.290%
10/6/2025 AssuredPartners Investment Advisors LLC6,273$249K0.1%-9.0%0.027%
10/2/2025 McAlister Sweet & Associates Inc.81,232$3.22M2.4%-0.5%0.347%
10/2/2025 Global Wealth Strategies & Associates2,529$100K0.0%N/A0.011%
9/4/2025Osaic Holdings Inc.1,155,859$43.93M0.1%+59.9%4.940%
8/29/2025Evolution Wealth Management Inc.1,250$48K0.1%N/A0.005%
8/19/2025Cape Investment Advisory Inc.25,400$965K0.4%-1.9%0.109%
8/15/2025Chapman Financial Group LLC28,712$1.09M0.9%N/A0.123%
8/15/2025Visionary Wealth Advisors45,088$1.71M0.1%-12.4%0.193%
8/15/2025MML Investors Services LLC72,669$2.76M0.0%+5.0%0.311%
8/14/2025Raymond James Financial Inc.378,339$14.38M0.0%-4.3%1.617%
8/14/2025Betterment LLC11,130$423K0.0%-6.9%0.048%
8/14/2025Diversify Advisory Services LLC45,219$1.76M0.1%-4.8%0.193%
8/14/2025Alliancebernstein L.P.3,674,042$139.65M0.0%-1.1%15.701%
8/14/2025NewEdge Advisors LLC31,991$1.22M0.0%-10.6%0.137%
8/14/2025 Cerity Partners LLC26,640$1.01M0.0%+23.1%0.114%
8/13/2025Trek Financial LLC28,112$1.07M0.1%-41.9%0.120%
8/13/2025Beacon Pointe Advisors LLC176,143$6.70M0.1%-8.2%0.753%
8/12/2025CreativeOne Wealth LLC41,849$1.59M0.0%-1.2%0.179%
8/12/2025Archer Investment Corp37,400$1.42M0.3%-27.2%0.160%
8/12/2025MAI Capital Management78,344$2.98M0.0%-4.8%0.335%
8/12/2025JPMorgan Chase & Co.4,340$165K0.0%+38.3%0.019%
8/11/2025Outlook Wealth Advisors LLC7,383$281K0.1%-86.0%0.032%
8/8/2025Cetera Investment Advisers252,398$9.59M0.0%+0.8%1.079%
8/8/2025Foundations Investment Advisors LLC36,419$1.38M0.0%+44.5%0.156%
8/7/2025 Lakeridge Wealth Management LLC18,930$720K0.3%+10.5%0.081%
8/6/2025AE Wealth Management LLC114,685$4.36M0.0%-74.9%0.490%
8/6/2025Penserra Capital Management LLC1,542,531$58.63M0.8%+16.4%6.592%
8/6/2025Valtinson Bruner Financial Planning LLC14,221$541K0.2%-5.9%0.061%
8/6/2025Atlantic Union Bankshares Corp5,384$205K0.0%N/A0.023%
8/5/2025 WorthPointe LLC47,019$1.79M0.8%-7.6%0.201%
8/4/2025Spire Wealth Management13,702$521K0.0%-8.4%0.059%
8/4/2025Arkadios Wealth Advisors19,987$760K0.0%+9.7%0.085%
8/4/2025 World Investment Advisors158,530$6.03M0.1%+26.1%0.677%
8/4/2025 JDM Financial Group LLC48,466$1.84M0.9%-1.3%0.207%
8/1/2025 Stuart Chaussee & Associates Inc.11,365$432K0.1%N/A0.049%
8/1/2025FSA Advisors Inc.38,991$1.48M1.2%-15.6%0.167%
8/1/2025Advisory Alpha LLC104,928$3.99M0.1%+63.3%0.448%
8/1/2025Envestnet Asset Management Inc.218,876$8.32M0.0%+1.9%0.935%
7/31/2025Orion Capital Management LLC22,097$840K0.3%-4.3%0.094%
7/31/2025 Pinnacle Wealth Management Group Inc.37,271$1.42M0.8%-1.3%0.159%
7/31/2025Gill Capital Partners LLC87,762$3.34M1.1%+1.4%0.375%
7/30/2025Strategic Blueprint LLC10,239$389K0.0%-5.2%0.044%
7/30/2025 Brookstone Capital Management989,111$37.60M0.5%-2.1%4.227%
7/30/2025IMG Wealth Management Inc.1,574$60K0.0%N/A0.007%
7/29/2025Stephens Inc. AR90,970$3.46M0.0%-3.3%0.389%
7/29/2025Forvis Mazars Wealth Advisors LLC79,532$3.02M0.1%-3.4%0.340%
7/29/2025Chicago Partners Investment Group LLC12,219$471K0.0%-3.1%0.052%
7/29/2025 AssuredPartners Investment Advisors LLC6,894$262K0.1%-66.7%0.029%
7/28/2025WealthPlan Investment Management LLC10,880$414K0.0%-18.8%0.046%
7/28/2025Harbour Investments Inc.8,736$332K0.0%+12.7%0.037%
7/28/2025Sagespring Wealth Partners LLC8,535$324K0.0%+5.7%0.036%
7/28/2025Elmwood Wealth Management Inc.18,910$719K0.3%N/A0.081%
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%
7/25/2025 CWM LLC15,250$580K0.0%-7.1%0.065%
7/24/2025IFP Advisors Inc54,956$2.09M0.1%+2.7%0.235%
7/24/2025Blair 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%
7/23/2025Guild Investment Management Inc.124,345$4.73M4.1%+203.3%0.531%
7/23/2025Valmark Advisers Inc.24,777$942K0.0%-2.1%0.106%
7/22/2025Belpointe 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%
7/22/2025Beacon 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%
7/21/2025Triad 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%
7/18/2025Truist Financial Corp92,903$3.53M0.0%-1.6%0.397%
7/17/2025Janney 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%
(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, 236 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. ($139.65M), Penserra Capital Management LLC ($58.63M), Osaic Holdings Inc. ($43.93M), Commonwealth Equity Services LLC ($40.77M), Brookstone Capital Management ($38.29M), Lincoln National Corp ($15.56M), and Wealth Enhancement Advisory Services LLC ($15.08M).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 200 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), Osaic Holdings Inc. ($660.77K), and Penserra Capital Management LLC ($401.03K).

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

Institutional investors have bought a total of 7,468,916 shares in the last 24 months. This purchase volume represents approximately $270.74M in transactions.

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

Of the 112 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), AE Wealth Management LLC ($341.77K), Commonwealth Equity Services LLC ($166.21K), Wealth Enhancement Advisory Services LLC ($146.95K), Alliancebernstein L.P. ($128.24K), and Farther Finance Advisors LLC ($112.23K).

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

Institutional investors have sold a total of 4,914,659 shares in the last 24 months. This volume of shares sold represents approximately $181.78M in transactions.



This page (BATS:PFEB) was last updated on 10/23/2025 by MarketBeat.com Staff
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