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

Innovator U.S. Equity Power Buffer ETF - February logo
$44.36 -0.12 (-0.26%)
As of 12:02 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)
78
Total
Institutional Inflows
(last 12 months)
$115.42M
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$121.40M
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PFEB Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2026Keystone Financial Group Inc.4,439$196K0.1%-38.8%0.019%
10/13/2026Lineweaver Wealth Advisors LLC38,671$1.70M0.2%-2.1%0.165%
10/13/2026Forvis Mazars Wealth Advisors LLC62,656$2.76M0.0%N/A0.268%
10/9/2026Castle Rock Wealth Management LLC89,044$3.96M0.8%-1.7%0.381%
10/8/2026Farther Finance Advisors LLC24,324$1.07M0.0%-27.2%0.104%
10/8/2026CoreCap Advisors LLC150,183$6.62M0.2%-2.0%0.642%
10/7/2026Weaver Consulting Group102,597$4.52M0.9%-1.0%0.438%
10/1/2026 Noble Wealth Management PBC12,433$548K0.2%-13.1%0.053%
9/23/2026Envestnet Asset Management Inc.220,288$9.49M0.0%-6.9%0.941%
9/11/2026Bullseye Investment Management LLC3,475$150K0.1%N/A0.015%
9/11/2026Talon Private Wealth LLC6,410$276K0.0%-78.0%0.027%
9/9/2026Capital Analysts LLC48,152$2.07M0.0%+0.9%0.206%
9/9/2026NewEdge Advisors LLC34,064$1.47M0.0%+0.8%0.146%
9/2/2026Citadel Advisors LLC35,645$1.54M0.0%N/A0.152%
8/23/2026Straight Path Wealth Management17,876$770K0.2%-36.6%0.076%
8/23/2026Yarger Wealth Strategies LLC73,605$3.19M1.1%-3.9%0.315%
8/21/2026KFG Wealth Management LLC64,990$2.80M0.3%+1.8%0.278%
8/21/2026WorthPointe LLC8,515$367K0.1%-14.3%0.036%
8/21/2026Continuum Advisory LLC25,692$1.11M0.1%-8.4%0.110%
8/20/2026Gill Capital Partners LLC70,645$3.04M0.8%-7.6%0.302%
8/13/2026Capital Square LLC11,220$486K0.2%N/A0.048%
7/8/2026Castle Rock Wealth Management LLC90,613$3.90M0.8%-5.5%0.387%
7/7/2026CoreCap Advisors LLC153,233$6.60M0.2%-2.2%0.655%
7/1/2026 Noble Wealth Management PBC14,313$616K0.3%-9.2%0.061%
6/23/2026MTM Financial Group LLC85,161$3.42M1.6%+1.4%0.364%
6/3/2026NewEdge Advisors LLC33,782$1.36M0.0%+13.0%0.144%
5/19/2026Cornerstone Wealth LLC TN128,563$5.40M3.1%N/A0.549%
5/19/2026NewEdge Advisors LLC33,782$1.36M0.0%+13.0%0.144%
5/19/2026Bank of America Corp DE5,850$235K0.0%N/A0.025%
5/19/2026Cassady Wealth & Retirement Planning LLC192,620$8.12M4.0%+50.2%0.823%
5/19/2026Arkadios Wealth Advisors29,518$1.18M0.0%N/A0.126%
5/18/2026Sunbelt Securities Inc.20,563$825K0.1%+311.3%0.088%
5/18/2026Talon Private Wealth LLC29,123$1.17M0.2%N/A0.124%
5/18/2026Royal Bank of Canada14,083$565K0.0%-2.7%0.060%
5/15/2026FreeGulliver LLC18,292$734K0.3%N/A0.078%
5/15/2026Wealth Alliance LLC49,699$1.99M0.2%-0.5%0.212%
5/13/2026Cetera Investment Advisers275,252$11.04M0.0%+35.7%1.176%
5/12/2026Bellwether Advisors LLC80,854$3.24M0.5%+51.0%0.346%
5/8/2026Atlantic Private Wealth LLC1,710$69K0.0%N/A0.007%
5/7/2026Ascent Wealth Partners LLC88,781$3.56M0.4%+6.2%0.379%
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5/6/2026FSA Advisors Inc.39,226$1.57M1.0%+1.9%0.168%
5/6/2026Frisch Financial Group Inc.18,585$745K0.2%N/A0.079%
5/6/2026Independent Financial Group LLC11,839$475K0.0%N/A0.051%
5/5/2026Three Seasons Wealth LLC10,105$405K0.2%-12.9%0.043%
5/5/2026Sigma Planning Corp8,269$332K0.0%+53.8%0.035%
5/4/2026Archer Investment Corp39,837$1.60M0.3%+6.5%0.170%
5/4/2026Chicago Partners Investment Group LLC11,216$471K0.0%-5.2%0.048%
5/2/2026Global Assets Advisory LLC39,493$1.58M0.4%+5.9%0.169%
5/2/2026Diversify Wealth Management LLC36,896$1.55M0.0%N/A0.158%
5/2/2026Valmark Advisers Inc.18,734$751K0.0%-2.7%0.080%
5/2/2026Vestment Financial LLC8,743$367K0.2%N/A0.037%
5/1/2026Corrado Advisors LLC42,914$1.72M0.9%+50.6%0.183%
4/30/2026Kestra Advisory Services LLC334,764$13.42M0.1%+11.3%1.431%
4/29/2026Global Strategic Investment Solutions LLC21,293$854K0.1%-39.8%0.091%
4/28/2026Beacon Financial Advisory LLC26,667$1.07M0.2%+208.6%0.114%
4/27/2026World Investment Advisors159,203$6.38M0.1%+9.0%0.680%
4/23/2026Catalina Capital Group LLC8,754$351K0.2%+9.4%0.037%
4/23/2026Continuum Advisory LLC28,047$1.13M0.1%+4.1%0.120%
4/23/2026Apollon Wealth Management LLC25,850$1.04M0.0%+10.0%0.110%
4/22/2026Patriot Financial Group Insurance Agency LLC74,918$3.00M0.2%+114.1%0.320%
4/22/2026Janney Montgomery Scott LLC63,054$2.53M0.0%+0.8%0.269%
4/22/2026Cornerstone Wealth Group LLC29,752$1.24M0.1%-3.9%0.127%
4/22/2026Keystone Financial Group Inc.7,960$319K0.2%-39.0%0.034%
4/21/2026KFG Wealth Management LLC63,841$2.56M0.3%+31.2%0.273%
4/21/2026Silver Oak Securities Incorporated11,237$451K0.0%+23.7%0.048%
4/18/2026Faithward Advisors LLC7,851$315K0.0%+26.2%0.034%
4/18/2026BCS Wealth Management114,488$4.59M0.9%-52.2%0.489%
4/17/2026Certified Advisory Corp22,905$918K0.1%+1.1%0.098%
4/17/2026AdvisorNet Financial Inc4,527$182K0.0%+465.9%0.019%
4/17/2026Brookstone Capital Management902,110$36.18M0.4%+479.8%3.855%
4/16/2026Ballast Rock Private Wealth LLC13,329$535K0.3%+16.5%0.057%
4/15/2026Nations Financial Group Inc. IA ADV58,972$2.37M0.1%+79.7%0.252%
3/17/2026Forty three Eighteen Advisors LLC23,296$949K0.7%N/A0.100%
3/13/2026World Investment Advisors146,120$5.95M0.1%+14.0%0.624%
2/19/2026BFI Wealth Solutions LLC29,208$1.19M1.1%N/A0.125%
2/19/2026ATX Financial Planning LLC7,032$286K0.2%N/A0.030%
2/18/2026First Commonwealth Financial Corp PA 10,591$431K0.1%-34.7%0.045%
2/18/2026Mercer Global Advisors Inc. ADV35,596$1.45M0.0%-30.5%0.152%
2/18/2026Beacon Pointe Advisors LLC128,574$5.24M0.0%+1.5%0.549%
2/18/2026NewEdge Advisors LLC29,884$1.22M0.0%-5.2%0.128%
2/18/2026OLD Mission Capital LLC15,553$633K0.0%-55.3%0.066%
2/18/2026IHT Wealth Management LLC11,814$487K0.0%N/A0.050%
2/17/2026Cetera Investment Advisers202,818$8.26M0.0%-19.0%0.867%
2/17/2026Osaic Holdings Inc.1,192,439$48.56M0.1%-5.5%5.096%
2/17/2026Royal Bank of Canada14,469$589K0.0%+2.0%0.062%
2/17/2026Blair William & Co. IL208,668$8.50M0.0%-5.6%0.892%
2/17/2026Beacon Financial Advisory LLC8,642$352K0.1%-20.3%0.037%
2/17/2026Faithward Advisors LLC6,223$253K0.0%-23.6%0.027%
2/16/2026MML Investors Services LLC73,998$3.01M0.0%+21.1%0.316%
2/16/2026Mariner LLC11,999$489K0.0%-7.2%0.051%
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2/16/2026Focus Partners Wealth382,285$15.57M0.0%+673.3%1.634%
2/16/2026Arax Advisory Partners12,418$506K0.0%N/A0.053%
2/16/2026Barclays PLC735$30K0.0%-69.8%0.003%
2/13/2026Kestra Advisory Services LLC300,717$12.25M0.1%-2.6%1.285%
2/13/2026Visionary Wealth Advisors43,803$1.78M0.1%-1.8%0.187%
2/12/2026Jane Street Group LLC49,574$2.02M0.0%N/A0.212%
2/12/2026HRT Financial LP14,719$599K0.0%N/A0.063%
2/12/2026Helium Advisors LLC6,100$248K0.3%-50.2%0.026%
2/12/2026Commonwealth Equity Services LLC441,631$17.98M0.0%-57.0%1.887%
2/12/2026Wood Tarver Financial Group LLC11,483$467K0.1%-9.4%0.049%


PFEB Institutional Ownership - Frequently Asked Questions

During the previous two years, 229 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. ($142.42M), Penserra Capital Management LLC ($62.24M), Osaic Holdings Inc. ($48.56M), Brookstone Capital Management ($36.18M), Commonwealth Equity Services LLC ($17.98M), Focus Partners Wealth ($15.57M), and Kestra Advisory Services LLC ($13.42M).Learn more on Innovator U.S. Equity Power Buffer ETF - February's institutional investors.

Of the 194 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: Brookstone Capital Management ($1.61M), Alliancebernstein L.P. ($958.20K), Commonwealth Equity Services LLC ($736.25K), Osaic Holdings Inc. ($433.09K), Raymond James Financial Inc. ($395.39K), Wealth Enhancement Advisory Services LLC ($376.58K), and AE Wealth Management LLC ($363.16K).

Institutional investors have bought a total of 2,860,714 shares in the last 24 months. This purchase volume represents approximately $115.42M in transactions.

Of the 103 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: Brookstone Capital Management ($833.52K), Commonwealth Equity Services LLC ($715.75K), Wealth Enhancement Advisory Services LLC ($337.42K), BCS Wealth Management ($137.10K), Raymond James Financial Inc. ($85.87K), Alliancebernstein L.P. ($85.68K), and Osaic Holdings Inc. ($69.28K).

Institutional investors have sold a total of 3,000,680 shares in the last 24 months. This volume of shares sold represents approximately $121.40M in transactions.


Related Companies

Institutional ownership data for BATS:PFEB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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