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

$34.58
+0.05 (+0.14%)
(As of 05/17/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
87
Total
Institutional Inflows
(last 12 months)
$226.33M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$145.64M
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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
5/17/2024 WealthPlan Investment Management LLC15,323$523K0.1%+110.0%0.070%
5/16/2024 B. Riley Wealth Advisors Inc.15,249$521K0.0%+62.2%0.070%
5/16/2024 WPWealth LLP30,285$1.04M0.3%N/A0.139%
5/15/2024 Kestra Advisory Services LLC354,530$12.11M0.1%+129.2%1.609%
5/14/2024 First Commonwealth Financial Corp PA 15,897$543K0.1%N/A0.072%
5/14/2024 CreativeOne Wealth LLC55,872$1.91M0.1%+37.0%0.254%
5/14/2024 Evermay Wealth Management LLC1,100$38K0.0%N/A0.005%
5/14/2024 InterOcean Capital Group LLC22,647$774K0.0%+263.5%0.103%
5/11/2024 Orion Capital Management LLC15,500$529K0.3%+3.3%0.070%
5/10/2024 Osaic Holdings Inc.550,369$18.80M0.0%+70.6%2.498%
5/9/2024 Corrado Advisors LLC55,084$1.88M1.2%N/A0.250%
5/9/2024 Blair William & Co. IL15,888$543K0.0%+4.0%0.072%
5/9/2024 Kingsview Wealth Management LLC16,735$572K0.0%+9.1%0.076%
5/9/2024 Delta Investment Management LLC8,213$281K0.1%N/A0.037%
5/8/2024 Avantax Advisory Services Inc.40,134$1.37M0.0%+9.2%0.182%
5/7/2024 BCGM Wealth Management LLC29,693$1.01M0.4%+11.6%0.135%
5/7/2024 WealthPLAN Partners LLC9,946$340K0.0%N/A0.045%
5/7/2024 Pillar Wealth Advisors LLC12,529$428K0.3%+21.8%0.057%
5/7/2024 Oppenheimer & Co. Inc.14,508$496K0.0%N/A0.066%
5/7/2024 PFG Advisors9,081$310K0.0%N/A0.041%
5/6/2024 Gill Capital Partners LLC45,062$1.52M0.6%+4.0%0.205%
5/6/2024 Advisory Alpha LLC15,294$522K0.0%N/A0.069%
5/3/2024 Catalina Capital Group LLC7,950$272K0.1%+8.2%0.036%
5/2/2024 Lincoln National Corp455,538$15.56M0.2%+13.8%2.068%
5/2/2024 CNB Bank1,024$35K0.0%N/A0.005%
5/1/2024 Smith Shellnut Wilson LLC ADV8,212$281K0.1%N/A0.037%
5/1/2024 Janney Montgomery Scott LLC564,807$19.29M0.1%+59.9%2.564%
5/1/2024 Lineweaver Wealth Advisors LLC37,785$1.29M0.3%-1.1%0.172%
5/1/2024 Diversify Advisory Services LLC20,000$682K0.0%N/A0.091%
4/30/2024 Strategic Wealth Partners Group LLC237,590$8.12M0.9%+108.1%1.078%
4/30/2024 Macroview Investment Management LLC31,788$1.09M1.2%N/A0.144%
4/30/2024 Madison Wealth Partners Inc6,185$211K0.1%N/A0.028%
4/30/2024 Lakeridge Wealth Management LLC17,050$582K0.4%N/A0.077%
4/29/2024Commonwealth Equity Services LLC579,165$19.78M0.0%+90.2%2.629%
4/29/2024 Benjamin F. Edwards & Company Inc.12,209$417K0.0%-9.3%0.055%
4/29/2024 Yarger Wealth Strategies LLC86,734$2.96M2.0%N/A0.394%
4/25/2024 Cambridge Investment Research Advisors Inc.122,001$4.17M0.0%+36.6%0.547%
4/24/2024 Pinnacle Wealth Management Group Inc.19,031$650K0.5%N/A0.085%
4/24/2024 Blue Bell Private Wealth Management LLC62,174$2.12M0.5%-0.5%0.279%
4/23/2024 Milestone Asset Management LLC5,944$203K0.1%N/A0.027%
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4/23/2024 Nations Financial Group Inc. IA ADV6,960$238K0.0%-27.7%0.031%
4/23/2024 Gradient Investments LLC2,168,548$74.08M1.7%+102,141.8%9.724%
4/23/2024 Sugarloaf Wealth Management LLC12,934$442K0.1%+96.1%0.058%
4/23/2024 Raymond James Financial Services Advisors Inc.265,094$9.06M0.0%+50.5%1.189%
4/22/2024 Outlook Wealth Advisors LLC10,340$353K0.1%+64.2%0.046%
4/19/2024 FORVIS Wealth Advisors LLC123,012$4.20M0.1%+21.3%0.552%
4/19/2024 KFG Wealth Management LLC54,922$1.88M0.8%+79.1%0.246%
4/18/2024 Miracle Mile Advisors LLC259,598$8.87M0.2%-3.9%1.164%
4/17/2024 Cornerstone Wealth Group LLC33,308$1.14M0.1%N/A0.149%
4/17/2024 Atticus Wealth Management LLC25,949$886K0.3%+3.9%0.116%
4/17/2024 CRA Financial Services LLC29,490$1.01M0.2%+168.9%0.132%
4/16/2024 Weaver Consulting Group109,392$3.74M1.4%+12.2%0.491%
4/16/2024 Wealth Enhancement Advisory Services LLC384,485$13.13M0.0%+724.7%1.724%
4/15/2024 Brookstone Capital Management1,091,833$37.30M0.7%+828.2%4.896%
4/15/2024 Kingswood Wealth Advisors LLC15,908$543K0.1%N/A0.071%
4/12/2024 Southland Equity Partners LLC152,665$5.22M1.5%+7.4%0.685%
4/12/2024 AdvisorNet Financial Inc4,029$138K0.0%+94.2%0.018%
4/11/2024 DHJJ Financial Advisors Ltd.18,498$632K0.3%+69.7%0.083%
4/11/2024 O Connor Financial Group LLC6,937$237K0.1%N/A0.042%
4/11/2024 RFG Advisory LLC20,709$707K0.0%+226.6%0.126%
4/10/2024 BCS Wealth Management141,645$4.84M1.6%+140.9%0.864%
4/2/2024 McAlister Sweet & Associates Inc.52,826$1.81M1.4%+6.8%0.322%
3/15/2024 B. Riley Wealth Advisors Inc.9,399$307K0.0%-38.4%0.057%
2/23/2024 Chicago Partners Investment Group LLC11,739$386K0.0%-36.0%0.072%
2/15/2024 Financial Network Wealth Advisors LLC11,525$376K0.4%N/A0.070%
2/14/2024 Visionary Wealth Advisors47,248$1.54M0.1%-1.1%0.288%
2/13/2024 Stephens Inc. AR107,765$3.52M0.1%-34.9%0.657%
2/13/2024 Belpointe Asset Management LLC117,004$3.82M0.3%-8.2%0.713%
2/12/2024 New Republic Capital LLC13,548$442K0.3%N/A0.083%
2/12/2024Focus Financial Network Inc. ADV14,028$458K0.0%N/A0.086%
2/12/2024Cape Investment Advisory Inc.28,700$937K0.5%-9.7%0.175%
2/9/2024 Nations Financial Group Inc. IA ADV9,630$314K0.0%-23.2%0.059%
2/9/2024 Cambridge Investment Research Advisors Inc.89,335$2.92M0.0%-4.4%0.545%
2/9/2024 CreativeOne Wealth LLC40,795$1.33M0.1%N/A0.249%
2/8/2024 Kingsview Wealth Management LLC15,338$501K0.0%-41.5%0.094%
2/8/2024 Bedel Financial Consulting Inc.18,559$606K0.1%-5.5%0.113%
2/8/2024 Beacon Pointe Advisors LLC105,893$3.46M0.0%-4.0%0.646%
2/8/2024 Foundations Investment Advisors LLC6,769$225K0.0%-48.8%0.041%
2/8/2024 Janney Montgomery Scott LLC353,192$11.53M0.0%-3.3%2.154%
2/7/2024 Avantax Advisory Services Inc.36,768$1.20M0.0%-30.2%0.224%
2/6/2024 Lincoln National Corp400,282$13.07M0.2%+3.8%2.441%
2/5/2024 Silver Oak Securities Incorporated12,398$405K0.1%+36.5%0.076%
2/2/2024 Valmark Advisers Inc.9,138$298K0.0%-48.8%0.056%
2/1/2024 Sigma Planning Corp47,196$1.54M0.1%-62.7%0.288%
2/1/2024 CWM LLC20,318$663K0.0%+35.6%0.124%
1/31/2024 KFG Wealth Management LLC30,661$1.00M0.5%-42.8%0.187%
1/30/2024 DHJJ Financial Advisors Ltd.10,898$356K0.2%-4.3%0.066%
1/29/2024 Outlook Wealth Advisors LLC6,298$206K0.1%-29.0%0.038%
1/26/2024 Cerity Partners LLC26,440$863K0.0%-3.1%0.161%
1/26/2024 Soltis Investment Advisors LLC283,877$9.27M1.0%N/A1.731%
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1/25/2024 RFG Advisory LLC6,341$207K0.0%N/A0.039%
1/25/2024 Hazlett Burt & Watson Inc.4,365$142K0.1%-10.6%0.027%
1/25/2024 Blue Bell Private Wealth Management LLC62,484$2.04M0.5%-0.6%0.381%
1/23/2024 Alera Investment Advisors LLC13,396$437K0.1%+55.3%0.082%
1/23/2024 Foundry Financial Group Inc.13,700$447K0.4%N/A0.084%
1/22/2024 Miracle Mile Advisors LLC270,225$8.82M0.2%-48.8%1.648%
1/19/2024 Lineweaver Wealth Advisors LLC38,216$1.25M0.3%-12.4%0.233%
1/19/2024 Wagner Wealth Management LLC2,000$65K0.0%N/A0.012%
1/18/2024 John W. Brooker & Co. CPAs6,350$207K0.1%-72.2%0.039%
1/16/2024 Raymond James Financial Services Advisors Inc.176,108$5.75M0.0%-1.1%1.074%
(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, 143 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 ($74.08M), Brookstone Capital Management ($37.30M), Penserra Capital Management LLC ($22.39M), Commonwealth Equity Services LLC ($19.78M), Janney Montgomery Scott LLC ($19.29M), Osaic Holdings Inc. ($18.80M), and Lincoln National Corp ($15.56M).Learn more on PFEB's institutional investors.

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

Of the 122 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 ($4.15M), 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 13,520,463 shares in the last 24 months. This purchase volume represents approximately $424.21M in transactions.

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

Of the 75 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 ($774.81K), Miracle Mile Advisors LLC ($345.61K), Steward Financial Group LLC ($283.23K), Range Financial Group LLC ($259.40K), IFP Advisors Inc ($146.70K), and AE Wealth Management LLC ($126.42K).

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

Institutional investors have sold a total of 5,186,870 shares in the last 24 months. This volume of shares sold represents approximately $159.00M in transactions.


This page (BATS:PFEB) was last updated on 5/19/2024 by MarketBeat.com Staff

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