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

$44.09 +0.15 (+0.34%)

As of 09/3/2026 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 77
Total Institutional Inflows (last 12 months): $112.58M

Number of Institutional Sellers (last 12 months): 105
Total Institutional Outflows (last 12 months): $123.63M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/2/2026	Citadel Advisors LLC	35,645	$1.54M	0.0%	N/A	0.152%
8/23/2026	Straight Path Wealth Management	17,876	$770K	0.2%	-36.6%	0.076%
8/23/2026	Yarger Wealth Strategies LLC	73,605	$3.19M	1.1%	-3.9%	0.315%
8/21/2026	KFG Wealth Management LLC	64,990	$2.80M	0.3%	+1.8%	0.278%
8/21/2026	WorthPointe LLC	8,515	$367K	0.1%	-14.3%	0.036%
8/21/2026	Continuum Advisory LLC	25,692	$1.11M	0.1%	-8.4%	0.110%
8/20/2026	Gill Capital Partners LLC	70,645	$3.04M	0.8%	-7.6%	0.302%
8/13/2026	Capital Square LLC	11,220	$486K	0.2%	N/A	0.048%
7/8/2026	Castle Rock Wealth Management LLC	90,613	$3.90M	0.8%	-5.5%	0.387%
7/7/2026	CoreCap Advisors LLC	153,233	$6.60M	0.2%	-2.2%	0.655%
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7/1/2026	Noble Wealth Management PBC	14,313	$616K	0.3%	-9.2%	0.061%
6/23/2026	MTM Financial Group LLC	85,161	$3.42M	1.6%	+1.4%	0.364%
6/3/2026	NewEdge Advisors LLC	33,782	$1.36M	0.0%	+13.0%	0.144%
5/19/2026	Cornerstone Wealth LLC TN	128,563	$5.40M	3.1%	N/A	0.549%
5/19/2026	NewEdge Advisors LLC	33,782	$1.36M	0.0%	+13.0%	0.144%
5/19/2026	Bank of America Corp DE	5,850	$235K	0.0%	N/A	0.025%
5/19/2026	Cassady Wealth & Retirement Planning LLC	192,620	$8.12M	4.0%	+50.2%	0.823%
5/19/2026	Arkadios Wealth Advisors	29,518	$1.18M	0.0%	N/A	0.126%
5/18/2026	Sunbelt Securities Inc.	20,563	$825K	0.1%	+311.3%	0.088%
5/18/2026	Talon Private Wealth LLC	29,123	$1.17M	0.2%	N/A	0.124%
5/18/2026	Royal Bank of Canada	14,083	$565K	0.0%	-2.7%	0.060%
5/15/2026	FreeGulliver LLC	18,292	$734K	0.3%	N/A	0.078%
5/15/2026	Wealth Alliance LLC	49,699	$1.99M	0.2%	-0.5%	0.212%
5/13/2026	Cetera Investment Advisers	275,252	$11.04M	0.0%	+35.7%	1.176%
5/12/2026	Bellwether Advisors LLC	80,854	$3.24M	0.5%	+51.0%	0.346%
5/8/2026	Atlantic Private Wealth LLC	1,710	$69K	0.0%	N/A	0.007%
5/7/2026	Ascent Wealth Partners LLC	88,781	$3.56M	0.4%	+6.2%	0.379%
5/6/2026	FSA Advisors Inc.	39,226	$1.57M	1.0%	+1.9%	0.168%
5/6/2026	Frisch Financial Group Inc.	18,585	$745K	0.2%	N/A	0.079%
5/6/2026	Independent Financial Group LLC	11,839	$475K	0.0%	N/A	0.051%
5/5/2026	Three Seasons Wealth LLC	10,105	$405K	0.2%	-12.9%	0.043%
5/5/2026	Sigma Planning Corp	8,269	$332K	0.0%	+53.8%	0.035%
5/4/2026	Archer Investment Corp	39,837	$1.60M	0.3%	+6.5%	0.170%
5/4/2026	Chicago Partners Investment Group LLC	11,216	$471K	0.0%	-5.2%	0.048%
5/2/2026	Global Assets Advisory LLC	39,493	$1.58M	0.4%	+5.9%	0.169%
5/2/2026	Diversify Wealth Management LLC	36,896	$1.55M	0.0%	N/A	0.158%
5/2/2026	Valmark Advisers Inc.	18,734	$751K	0.0%	-2.7%	0.080%
5/2/2026	Vestment Financial LLC	8,743	$367K	0.2%	N/A	0.037%
5/1/2026	Corrado Advisors LLC	42,914	$1.72M	0.9%	+50.6%	0.183%
4/30/2026	Kestra Advisory Services LLC	334,764	$13.42M	0.1%	+11.3%	1.431%
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4/29/2026	Global Strategic Investment Solutions LLC	21,293	$854K	0.1%	-39.8%	0.091%
4/28/2026	Beacon Financial Advisory LLC	26,667	$1.07M	0.2%	+208.6%	0.114%
4/27/2026	World Investment Advisors	159,203	$6.38M	0.1%	+9.0%	0.680%
4/23/2026	Catalina Capital Group LLC	8,754	$351K	0.2%	+9.4%	0.037%
4/23/2026	Continuum Advisory LLC	28,047	$1.13M	0.1%	+4.1%	0.120%
4/23/2026	Apollon Wealth Management LLC	25,850	$1.04M	0.0%	+10.0%	0.110%
4/22/2026	Patriot Financial Group Insurance Agency LLC	74,918	$3.00M	0.2%	+114.1%	0.320%
4/22/2026	Janney Montgomery Scott LLC	63,054	$2.53M	0.0%	+0.8%	0.269%
4/22/2026	Cornerstone Wealth Group LLC	29,752	$1.24M	0.1%	-3.9%	0.127%
4/22/2026	Keystone Financial Group Inc.	7,960	$319K	0.2%	-39.0%	0.034%
4/21/2026	KFG Wealth Management LLC	63,841	$2.56M	0.3%	+31.2%	0.273%
4/21/2026	Silver Oak Securities Incorporated	11,237	$451K	0.0%	+23.7%	0.048%
4/18/2026	Faithward Advisors LLC	7,851	$315K	0.0%	+26.2%	0.034%
4/18/2026	BCS Wealth Management	114,488	$4.59M	0.9%	-52.2%	0.489%
4/17/2026	Certified Advisory Corp	22,905	$918K	0.1%	+1.1%	0.098%
4/17/2026	AdvisorNet Financial Inc	4,527	$182K	0.0%	+465.9%	0.019%
4/17/2026	Brookstone Capital Management	902,110	$36.18M	0.4%	+479.8%	3.855%
4/16/2026	Ballast Rock Private Wealth LLC	13,329	$535K	0.3%	+16.5%	0.057%
4/15/2026	Nations Financial Group Inc. IA ADV	58,972	$2.37M	0.1%	+79.7%	0.252%
3/17/2026	Forty three Eighteen Advisors LLC	23,296	$949K	0.7%	N/A	0.100%
3/13/2026	World Investment Advisors	146,120	$5.95M	0.1%	+14.0%	0.624%
2/19/2026	BFI Wealth Solutions LLC	29,208	$1.19M	1.1%	N/A	0.125%
2/19/2026	ATX Financial Planning LLC	7,032	$286K	0.2%	N/A	0.030%
2/18/2026	First Commonwealth Financial Corp PA	10,591	$431K	0.1%	-34.7%	0.045%
2/18/2026	Mercer Global Advisors Inc. ADV	35,596	$1.45M	0.0%	-30.5%	0.152%
2/18/2026	Beacon Pointe Advisors LLC	128,574	$5.24M	0.0%	+1.5%	0.549%
2/18/2026	NewEdge Advisors LLC	29,884	$1.22M	0.0%	-5.2%	0.128%
2/18/2026	OLD Mission Capital LLC	15,553	$633K	0.0%	-55.3%	0.066%
2/18/2026	IHT Wealth Management LLC	11,814	$487K	0.0%	N/A	0.050%
2/17/2026	Cetera Investment Advisers	202,818	$8.26M	0.0%	-19.0%	0.867%
2/17/2026	Osaic Holdings Inc.	1,192,439	$48.56M	0.1%	-5.5%	5.096%
2/17/2026	Royal Bank of Canada	14,469	$589K	0.0%	+2.0%	0.062%
2/17/2026	Blair William & Co. IL	208,668	$8.50M	0.0%	-5.6%	0.892%
2/17/2026	Beacon Financial Advisory LLC	8,642	$352K	0.1%	-20.3%	0.037%
2/17/2026	Faithward Advisors LLC	6,223	$253K	0.0%	-23.6%	0.027%
2/16/2026	MML Investors Services LLC	73,998	$3.01M	0.0%	+21.1%	0.316%
2/16/2026	Mariner LLC	11,999	$489K	0.0%	-7.2%	0.051%
2/16/2026	Focus Partners Wealth	382,285	$15.57M	0.0%	+673.3%	1.634%
2/16/2026	Arax Advisory Partners	12,418	$506K	0.0%	N/A	0.053%
2/16/2026	Barclays PLC	735	$30K	0.0%	-69.8%	0.003%
2/13/2026	Kestra Advisory Services LLC	300,717	$12.25M	0.1%	-2.6%	1.285%
2/13/2026	Visionary Wealth Advisors	43,803	$1.78M	0.1%	-1.8%	0.187%
2/12/2026	Jane Street Group LLC	49,574	$2.02M	0.0%	N/A	0.212%
2/12/2026	HRT Financial LP	14,719	$599K	0.0%	N/A	0.063%
2/12/2026	Helium Advisors LLC	6,100	$248K	0.3%	-50.2%	0.026%
2/12/2026	Commonwealth Equity Services LLC	441,631	$17.98M	0.0%	-57.0%	1.887%
2/12/2026	Wood Tarver Financial Group LLC	11,483	$467K	0.1%	-9.4%	0.049%
2/12/2026	Principal Securities Inc.	19,516	$795K	0.0%	-9.0%	0.083%
2/11/2026	Jessup Wealth Management Inc	1,495	$61K	0.0%	N/A	0.006%
2/11/2026	Janney Montgomery Scott LLC	62,543	$2.55M	0.0%	+7.5%	0.267%
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2/11/2026	Fortune Financial Group Inc.	19,284	$785K	0.8%	N/A	0.082%
2/11/2026	LPL Financial LLC	266,535	$10.85M	0.0%	+6.6%	1.139%
2/11/2026	Tradition Wealth Management LLC	64,106	$2.61M	0.2%	-2.6%	0.274%
2/10/2026	Lido Advisors LLC	7,980	$325K	0.0%	N/A	0.034%
2/10/2026	COFG Advisors LLC	17,964	$731K	0.2%	N/A	0.077%
2/10/2026	Gill Capital Partners LLC	76,103	$3.10M	0.9%	-7.6%	0.325%
2/10/2026	Weaver Consulting Group	99,658	$4.06M	1.0%	-1.9%	0.426%
2/10/2026	Foundations Investment Advisors LLC	29,864	$1.22M	0.0%	-3.4%	0.128%
2/9/2026	Kingsview Wealth Management LLC	18,823	$766K	0.0%	-14.6%	0.080%
2/9/2026	TrustBank	5,250	$214K	0.1%	N/A	0.022%

PFEB Institutional Ownership - Frequently Asked Questions

During the previous two years, 231 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 2,796,391 shares in the last 24 months. This purchase volume represents approximately $112.58M in transactions.

Of the 105 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), Farther Finance Advisors LLC ($112.60K), Raymond James Financial Inc. ($85.87K), and Alliancebernstein L.P. ($85.68K).

Institutional investors have sold a total of 3,062,239 shares in the last 24 months. This volume of shares sold represents approximately $123.63M in transactions.

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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 9/2/2026. New 13F filings are added each quarter as they're published.

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

PFEB Institutional Buying and Selling by Quarter

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

PFEB Institutional Ownership - Frequently Asked Questions

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

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Power Buffer ETF - February (BATS:PFEB)

PFEB Institutional Buying and Selling by Quarter

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

PFEB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFEB shares?

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

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

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

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