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

Innovator U.S. Equity Power Buffer ETF - February logo
$36.72 +0.13 (+0.36%)
(As of 12/20/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
93
Total
Institutional Inflows
(last 12 months)
$227.23M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$112.18M
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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
12/9/2024 Copley Financial Group Inc.7,350$265K0.2%N/A0.034%
11/25/2024 World Investment Advisors LLC88,068$3.17M0.1%+2.1%0.403%
11/19/2024 Barclays PLC866$31K0.0%N/A0.004%
11/18/2024 Brown Financial Advisors26,029$938K0.4%+1.1%0.119%
11/15/2024 Barclays PLC866$31K0.0%N/A0.004%
11/15/2024 Jane Street Group LLC64,034$2.31M0.0%+40.4%0.293%
11/15/2024 Weaver Consulting Group104,916$3.78M1.2%-4.1%0.481%
11/15/2024 HighTower Advisors LLC110,570$3.99M0.0%-29.2%0.507%
11/15/2024 Benjamin Edwards Inc.12,209$440K0.0%N/A0.056%
11/14/2024 Tradition Wealth Management LLC80,141$2.89M0.3%-15.2%0.367%
11/14/2024 Captrust Financial Advisors14,786$533K0.0%-6.5%0.068%
11/14/2024 First Commonwealth Financial Corp PA14,733$531K0.1%-6.2%0.067%
11/14/2024 CreativeOne Wealth LLC50,600$1.82M0.1%+15.7%0.232%
11/13/2024 WorthPointe LLC60,067$2.17M0.9%-6.8%0.275%
11/13/2024 Townsquare Capital LLC68,191$2.46M0.0%-10.2%0.312%
11/12/2024 Penserra Capital Management LLC1,100,052$39.65M0.9%+5.9%5.039%
11/12/2024 Cerity Partners LLC19,440$701K0.0%-85.0%0.089%
11/12/2024 Kingsview Wealth Management LLC18,336$661K0.0%-3.2%0.084%
11/12/2024 Certified Advisory Corp66,447$2.40M0.3%-0.6%0.304%
11/7/2024 MAI Capital Management55,862$2.01M0.0%-23.2%0.256%
11/6/2024 Straight Path Wealth Management12,641$456K0.2%-4.7%0.058%
11/6/2024 OneDigital Investment Advisors LLC61,965$2.23M0.0%-15.9%0.284%
11/5/2024 WealthPlan Investment Management LLC13,288$479K0.0%-5.7%0.061%
11/4/2024 Sigma Planning Corp105,625$3.81M0.1%-2.6%0.484%
11/1/2024 Corrado Advisors LLC53,043$1.91M1.2%-2.6%0.243%
10/29/2024 Janney Montgomery Scott LLC349,215$12.59M0.0%-37.8%1.600%
10/29/2024 Chicago Partners Investment Group LLC11,391$413K0.0%-3.0%0.052%
10/28/2024 Stephens Inc. AR98,925$3.57M0.1%-2.9%0.453%
10/28/2024 Summit Wealth Partners LLC7,405$267K0.1%-21.7%0.034%
10/24/2024 FSA Advisors Inc.33,995$1.23M1.2%-5.5%0.156%
10/24/2024 Wealth Enhancement Advisory Services LLC47,482$1.71M0.0%-71.2%0.218%
10/22/2024 Chris Bulman Inc43,284$1.56M1.1%-16.5%0.198%
10/22/2024 Macroview Investment Management LLC32,516$1.17M1.1%+1.3%0.149%
10/21/2024 Calton & Associates Inc.8,111$292K0.1%N/A0.037%
10/21/2024 Foundations Investment Advisors LLC23,225$837K0.0%-2.7%0.106%
10/18/2024Stratos Wealth Advisors LLC78,897$2.84M0.1%-1.3%0.361%
10/17/2024BCS Wealth Management134,523$4.85M2.1%-4.6%0.616%
10/15/2024 Keystone Wealth Services LLC27,315$984K0.3%-12.1%0.125%
10/11/2024 Paladin Wealth LLC33,304$1.20M1.0%N/A0.153%
10/10/2024 CRA Financial Services LLC26,720$963K0.2%-9.4%0.122%
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10/8/2024 Brookstone Capital Management160,134$5.77M0.1%-10.1%0.734%
10/8/2024 Sugarloaf Wealth Management LLC11,838$427K0.1%-8.5%0.054%
10/7/2024 Cypress Financial Planning LLC8,279$298K0.1%-22.1%0.038%
10/7/2024 Miracle Mile Advisors LLC34,101$1.23M0.0%-9.6%0.156%
10/2/2024 McAlister Sweet & Associates Inc.62,460$2.25M1.9%+19.7%0.286%
9/30/2024 Mattson Financial Services LLC15,646$550K0.2%N/A0.072%
8/30/2024 Brown Financial Advisors25,734$904K0.4%N/A0.118%
8/22/2024 Cetera Investment Advisers216,086$7.59M0.0%-13.8%0.990%
8/21/2024 Advisory Alpha LLC13,847$486K0.0%-9.5%0.063%
8/21/2024 Truist Financial Corp53,781$1.89M0.0%-13.7%0.246%
8/19/2024 B. Riley Wealth Advisors Inc.21,150$743K0.0%+38.7%0.097%
8/16/2024 Northwestern Mutual Wealth Management Co.9,853$346K0.0%N/A0.045%
8/16/2024 NewEdge Advisors LLC91,042$3.20M0.0%-2.4%0.417%
8/15/2024 Delta Investment Management LLC6,966$245K0.1%-15.2%0.032%
8/13/2024 AE Wealth Management LLC115,563$4.06M0.0%-12.4%0.529%
8/12/2024 Mercer Global Advisors Inc. ADV88,400$3.11M0.0%-47.4%0.405%
8/10/2024 Firestone Capital Management9,507$334K0.1%-33.9%0.044%
8/8/2024 Envestnet Asset Management Inc.178,641$6.28M0.0%-14.2%0.818%
8/8/2024 CoreCap Advisors LLC82,345$2.89M0.3%N/A0.377%
8/8/2024 Hazlett Burt & Watson Inc.3,435$121K0.1%-21.3%0.016%
8/7/2024 Ashton Thomas Private Wealth LLC1,321$46K0.0%N/A0.006%
8/6/2024 Chris Bulman Inc51,865$1.82M1.2%N/A0.238%
8/6/2024 Valtinson Bruner Financial Planning LLC15,187$534K0.2%-4.5%0.070%
8/5/2024 Blue Bell Private Wealth Management LLC61,466$2.16M0.4%-1.1%0.282%
8/2/2024 Belpointe Asset Management LLC38,478$1.35M0.1%-65.6%0.176%
8/2/2024Larson Financial Group LLC9,115$320K0.0%+47,873.7%0.042%
8/2/2024 Foundations Investment Advisors LLC23,864$838K0.0%+10.5%0.109%
8/2/2024 Weaver Capital Management LLC43,264$1.52M0.5%-11.2%0.198%
7/31/2024Commonwealth Equity Services LLC555,661$19.52M0.0%-4.1%2.545%
7/27/2024 Strategic Blueprint LLC13,001$457K0.0%+6.4%0.060%
7/26/2024 Patriot Financial Group Insurance Agency LLC32,269$1.13M0.2%-2.1%0.148%
7/26/2024 Cambridge Investment Research Advisors Inc.118,389$4.16M0.0%-3.0%0.542%
7/25/2024RPS Advisory Solutions LLC8,612$303K0.3%N/A0.039%
7/24/2024 Catalina Capital Group LLC7,600$267K0.1%-4.4%0.035%
7/24/2024 Cornerstone Wealth Group LLC32,837$1.15M0.1%-1.4%0.150%
7/23/2024 Macroview Investment Management LLC32,103$1.13M1.2%+1.0%0.147%
7/22/2024 Focus Financial Network Inc.16,078$569K0.0%+8.6%0.074%
7/20/2024 Continuum Advisory LLC29,927$1.05M0.2%-1.1%0.137%
7/19/2024 KFG Wealth Management LLC54,554$1.92M0.8%-0.7%0.250%
7/19/2024 ARS Wealth Advisors Group LLC15,155$532K0.1%-2.1%0.069%
7/18/2024 Gradient Investments LLC2,246,531$78.92M1.8%+3.6%10.291%
7/18/2024 Brookstone Capital Management178,094$6.31M0.1%-83.7%0.816%
7/18/2024 Outlook Wealth Advisors LLC7,383$259K0.1%-28.6%0.034%
7/18/2024 Miracle Mile Advisors LLC37,710$1.33M0.0%-85.5%0.173%
7/18/2024 Triad Wealth Partners LLC12,706$446K0.2%N/A0.058%
7/16/2024 Wealth Enhancement Advisory Services LLC164,961$5.80M0.0%-57.1%0.756%
7/16/2024BCS Wealth Management140,950$4.95M2.4%-0.5%0.646%
7/15/2024 Dynamic Advisor Solutions LLC6,270$220K0.0%-5.9%0.029%
7/15/2024 Transform Wealth LLC10,357$364K0.0%N/A0.047%
7/15/2024RFG Advisory LLC21,201$745K0.0%+2.4%0.097%
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7/12/2024 Diversify Advisory Services LLC70,670$2.50M0.1%+253.4%0.324%
7/12/2024 Southland Equity Partners LLC152,296$5.35M1.5%-0.2%0.698%
7/12/2024 DHJJ Financial Advisors Ltd.18,103$636K0.3%-2.1%0.083%
7/10/2024 Gill Capital Partners LLC42,628$1.50M0.6%-5.4%0.195%
7/10/2024 Fiduciary Alliance LLC5,700$201K0.0%N/A0.026%
7/2/2024 McAlister Sweet & Associates Inc.52,191$1.83M1.3%-1.2%0.239%
6/21/2024 Cape Investment Advisory Inc.25,900$885K0.4%-9.8%0.119%
5/29/2024 Soltis Investment Advisors LLC5,992$205K0.0%-97.9%0.027%
5/24/2024Cetera Advisors LLC106,347$3.63M0.0%+132.3%0.487%
5/24/2024 Cetera Investment Advisers250,597$8.56M0.0%+442.7%1.148%
(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, 174 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - February. The most heavily invested institutionals were Gradient Investments LLC ($78.92M), Penserra Capital Management LLC ($39.65M), Commonwealth Equity Services LLC ($19.52M), Osaic Holdings Inc. ($18.80M), Lincoln National Corp ($15.56M), Janney Montgomery Scott LLC ($12.59M), and Steward Financial Group LLC ($12.37M).Learn more on PFEB's institutional investors.

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

Of the 142 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 ($4.23M), Brookstone Capital Management ($1.69M), Steward Financial Group LLC ($689.31K), Miracle Mile Advisors LLC ($605.20K), Janney Montgomery Scott LLC ($525.71K), Commonwealth Equity Services LLC ($501.08K), and Soltis Investment Advisors LLC ($408.07K).

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

Institutional investors have bought a total of 14,368,456 shares in the last 24 months. This purchase volume represents approximately $453.92M in transactions.

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

Of the 102 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 ($1.99M), Brookstone Capital Management ($1.71M), Miracle Mile Advisors LLC ($571.10K), Wealth Enhancement Advisory Services LLC ($337.00K), Janney Montgomery Scott LLC ($319.73K), 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 7,728,632 shares in the last 24 months. This volume of shares sold represents approximately $248.56M in transactions.



This page (BATS:PFEB) was last updated on 12/22/2024 by MarketBeat.com Staff
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