Free Trial

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

Innovator U.S. Equity Power Buffer ETF - February logo
$38.72 +1.82 (+4.93%)
Closing price 08/8/2025 03:58 PM Eastern
Extended Trading
$38.72 0.00 (0.00%)
As of 08/8/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
150
Total
Institutional Inflows
(last 12 months)
$256.00M
Number of
Institutional Sellers
(last 12 months)
109
Total
Institutional Outflows
(last 12 months)
$168.16M
Get PFEB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Equity Power Buffer ETF - February stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
8/8/2025 Cetera Investment Advisers252,398$9.59M0.0%+0.8%1.079%
8/8/2025 Foundations 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%
8/6/2025 AE Wealth Management LLC114,685$4.36M0.0%-74.9%0.490%
8/6/2025 Penserra Capital Management LLC1,542,531$58.63M0.8%+16.4%6.592%
8/6/2025 Valtinson Bruner Financial Planning LLC14,221$541K0.2%-5.9%0.061%
8/6/2025 Atlantic Union Bankshares Corp5,384$205K0.0%N/A0.023%
8/5/2025 WorthPointe LLC47,019$1.79M0.8%-7.6%0.201%
8/4/2025 Spire Wealth Management13,702$521K0.0%-8.4%0.059%
8/4/2025 Arkadios 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%
8/1/2025 FSA Advisors Inc.38,991$1.48M1.2%-15.6%0.167%
8/1/2025 Advisory Alpha LLC104,928$3.99M0.1%+63.3%0.448%
8/1/2025 Envestnet Asset Management Inc.218,876$8.32M0.0%+1.9%0.935%
7/31/2025 Orion 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%
7/31/2025 Gill Capital Partners LLC87,762$3.34M1.1%+1.4%0.375%
7/30/2025 Strategic Blueprint LLC10,239$389K0.0%-5.2%0.044%
7/30/2025 Brookstone Capital Management989,111$37.60M0.5%-2.1%4.227%
7/30/2025 IMG Wealth Management Inc.1,574$60K0.0%N/A0.007%
7/29/2025 Stephens Inc. AR90,970$3.46M0.0%-3.3%0.389%
7/29/2025 Forvis Mazars Wealth Advisors LLC79,532$3.02M0.1%-3.4%0.340%
7/29/2025 Chicago 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%
7/28/2025 WealthPlan Investment Management LLC10,880$414K0.0%-18.8%0.046%
7/28/2025 Harbour Investments Inc.8,736$332K0.0%+12.7%0.037%
7/28/2025 Sagespring Wealth Partners LLC8,535$324K0.0%+5.7%0.036%
7/28/2025 Elmwood Wealth Management Inc.18,910$719K0.3%N/A0.081%
7/25/2025 Atria Wealth Solutions Inc.32,871$1.25M0.0%+5.2%0.140%
7/25/2025 Sequoia Financial Advisors LLC38,973$1.48M0.0%-29.4%0.167%
7/25/2025 MGO One Seven LLC18,881$718K0.0%N/A0.081%
7/25/2025 Yarger Wealth Strategies LLC75,017$2.85M1.5%-11.4%0.321%
7/25/2025 CWM LLC15,250$580K0.0%-7.1%0.065%
7/24/2025 IFP Advisors Inc54,956$2.09M0.1%+2.7%0.235%
7/24/2025 Blair 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%
7/23/2025 Guild Investment Management Inc.124,345$4.73M4.1%+203.3%0.531%
7/23/2025 Valmark Advisers Inc.24,777$942K0.0%-2.1%0.106%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

Click here to get the details on this virtual monopoly.
7/22/2025 Belpointe 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%
7/22/2025 Beacon 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%
7/21/2025 Triad 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%
7/18/2025 Truist Financial Corp92,903$3.53M0.0%-1.6%0.397%
7/17/2025 Janney 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%
7/14/2025 AdvisorNet Financial Inc1,498$57K0.0%-16.7%0.006%
7/14/2025 Chris Bulman Inc73,300$2.79M1.6%+0.9%0.313%
7/14/2025 KFG Wealth Management LLC69,594$2.65M0.4%-1.2%0.297%
7/14/2025 Southland Equity Partners LLC176,060$6.69M1.5%+7.1%0.752%
7/11/2025 Farther Finance Advisors LLC124,769$4.74M0.1%+352.8%0.535%
7/11/2025 Silver Oak Securities Incorporated11,214$426K0.0%-2.9%0.048%
7/11/2025 Cypress Financial Planning LLC11,253$428K0.1%+2.6%0.048%
7/10/2025 Family Legacy Financial Solutions LLC700$27K0.0%N/A0.003%
7/10/2025 Wealth Enhancement Advisory Services LLC394,589$15.08M0.0%-7.0%1.694%
7/10/2025 Signal Advisors Wealth LLC8,261$314K0.0%N/A0.035%
7/10/2025 Focus Financial Network Inc.16,137$613K0.0%-17.6%0.069%
7/9/2025 Keystone Wealth Services LLC24,483$931K0.2%+12.3%0.105%
7/8/2025 PTM Wealth Management LLC17,075$653K0.4%-5.1%0.073%
7/3/2025 Fiduciary Financial Group LLC9,106$346K0.1%+29.5%0.039%
7/2/2025 McAlister Sweet & Associates Inc.81,632$3.10M3.1%+0.4%0.350%
7/2/2025 HBW Advisory Services LLC18,992$722K0.1%-1.7%0.082%
5/20/2025 Belpointe Asset Management LLC34,824$1.25M0.1%-4.1%0.151%
5/20/2025Focus Partners Wealth37,447$1.34M0.0%+66.5%0.162%
5/19/2025Jane Street Group LLC8,833$316K0.0%-68.6%0.038%
5/19/2025 Advisory Alpha LLC64,238$2.30M0.1%N/A0.278%
5/16/2025Faithward Advisors LLC8,720$312K0.1%N/A0.038%
5/16/2025Cape Investment Advisory Inc.25,900$928K0.4%+7.9%0.112%
5/16/2025Talon Private Wealth LLC54,729$1.96M0.3%N/A0.237%
5/16/2025Alliancebernstein L.P.3,715,611$133.09M0.0%+34.7%16.064%
5/16/2025AQR Capital Management LLC21,778$780K0.0%+43.7%0.094%
5/15/2025Betterment LLC11,950$428K0.0%-6.9%0.052%
5/15/2025MAI Capital Management82,269$2.95M0.0%+61.4%0.356%
5/15/2025Calton & Associates Inc.6,595$236K0.1%N/A0.029%
5/15/2025OLD Mission Capital LLC13,078$468K0.0%-66.5%0.057%
5/15/2025 JDM Financial Group LLC49,090$1.76M0.9%N/A0.212%
5/14/2025CreativeOne Wealth LLC42,359$1.52M0.0%-3.0%0.183%
5/14/2025 Orion Capital Management LLC23,097$827K0.3%+54.0%0.100%
5/14/2025Luminist Capital LLC6,903$247K0.3%N/A0.030%
5/14/2025Kestra Advisory Services LLC334,244$11.97M0.1%-2.0%1.445%
5/14/2025Capital Analysts LLC13,438$481K0.0%+25.1%0.058%
5/14/2025Tradition Wealth Management LLC74,373$2.66M0.2%+2.7%0.322%
5/13/2025Raymond James Financial Inc.395,386$14.16M0.0%+50.7%1.709%
5/13/2025Cresset Asset Management LLC39,341$1.41M0.0%+79.1%0.170%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
5/13/2025 Forvis Mazars Wealth Advisors LLC82,321$2.95M0.1%-26.9%0.356%
5/13/2025Nations Financial Group Inc. IA ADV34,347$1.23M0.1%N/A0.148%
5/13/2025Kovitz Investment Group Partners LLC329,192$11.79M0.1%+50.2%1.423%
5/13/2025Financial Network Wealth Advisors LLC3,077$110K0.1%+21.0%0.013%
5/13/2025HighTower Advisors LLC156,084$5.59M0.0%+43.5%0.675%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors7,999$288K0.0%N/A0.035%
5/12/2025Benjamin Edwards Inc.12,380$443K0.0%+19.2%0.054%
5/12/2025Townsquare Capital LLC49,543$1.78M0.0%-0.8%0.214%
5/12/2025 WealthPlan Investment Management LLC13,402$480K0.0%+11.4%0.058%
5/9/2025 Chicago Partners Investment Group LLC12,612$453K0.0%+10.7%0.055%
(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, 235 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. ($133.09M), Penserra Capital Management LLC ($58.63M), Commonwealth Equity Services LLC ($40.71M), Brookstone Capital Management ($37.60M), Osaic Holdings Inc. ($18.80M), 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 197 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), Penserra Capital Management LLC ($475.04K), and Raymond James Financial Inc. ($395.39K).

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

Institutional investors have bought a total of 7,088,627 shares in the last 24 months. This purchase volume represents approximately $256.00M in transactions.

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

Of the 108 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 ($358.14K), Wealth Enhancement Advisory Services LLC ($146.95K), Cerity Partners LLC ($110.10K), Alliancebernstein L.P. ($86.67K), and Mercer Global Advisors Inc. ADV ($82.37K).

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

Institutional investors have sold a total of 4,585,069 shares in the last 24 months. This volume of shares sold represents approximately $168.16M in transactions.



This page (BATS:PFEB) was last updated on 8/10/2025 by MarketBeat.com Staff
From Our Partners