INNOVATOR U.S. EQUITY POWER PFEB
$43.03
+0.1% 52w: $37.22 – $43.13
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data37.2240.1743.13
Jun 20, 2025 Jul 2, 2026
Institutional holders
234
+25 QoQ
13F value
$691.9M
+21.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PFEB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | Long only active | 3.8M | $154.2M | 0.0% | +8.4% |
| Penserra Capital Management LLC | Diversified mechanical | 1.6M | $65.3M | 0.8% | +6.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.1M | $45.5M | 0.1% | -4.9% |
| Brookstone Capital Management | Wealth advisor | 902.1K | $36.2M | 0.4% | +479.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 580.2K | $23.3M | 0.0% | +31.4% |
| Focus Partners Wealth | Wealth advisor | 472.2K | $18.9M | 0.0% | +23.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 340.4K | $13.6M | 0.0% | +12.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 334.8K | $13.4M | 0.1% | +11.3% |
| LPL Financial LLC | Bank broker | 324.5K | $13.0M | 0.0% | +21.7% |
| Cetera Investment Advisers | Wealth advisor | 275.3K | $11.0M | 0.0% | +35.7% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 260.3K | $10.4M | 0.1% | +102.4% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 246.7K | $9.9M | 0.0% | +18.2% |
| Integrity Advisory Solutions, LLC | Wealth advisor | 243.0K | $9.7M | 1.3% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 236.7K | $9.5M | 0.0% | +370.9% |
| Cassady Wealth & Retirement Planning, LLC | Wealth advisor | 192.6K | $8.1M | 4.2% | +50.2% |
| HighTower Advisors, LLC | Diversified mechanical | 161.9K | $6.5M | 0.0% | +19.3% |
| Southland Equity Partners LLC | Wealth advisor | 161.1K | $6.5M | 1.3% | -4.1% |
| World Investment Advisors | Wealth advisor | 159.2K | $6.4M | 0.1% | +9.0% |
| CoreCap Advisors, LLC | Wealth advisor | 156.6K | $6.3M | 0.2% | +11.2% |
| Cornerstone Wealth, LLC/TN | Wealth advisor | 128.6K | $5.4M | 3.0% | — |
| Americana Partners, LLC | Other | 131.4K | $5.3M | 0.1% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 120.8K | $4.8M | 0.0% | +12.5% |
| BCS Wealth Management | Wealth advisor | 114.5K | $4.6M | 0.9% | -52.2% |
| Advisory Alpha, LLC | Wealth advisor | 111.9K | $4.5M | 0.1% | +9.0% |
| Weaver Consulting Group | Wealth advisor | 103.5K | $4.2M | 1.0% | +3.9% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 100.2K | $4.0M | 0.0% | +20.6% |
| Castle Rock Wealth Management, LLC | Other | 95.9K | $3.9M | 0.8% | -3.1% |
| Keating Financial Advisory Services, Inc. | Wealth advisor | 92.7K | $3.7M | 0.6% | +9.2% |
| Ascent Wealth Partners, LLC | Other | 88.8K | $3.6M | 0.4% | +6.2% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 88.4K | $3.5M | 0.0% | +73560.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 87.7K | $3.5M | 0.0% | +18.5% |
| MTM FINANCIAL GROUP, LLC | Wealth advisor | 85.2K | $3.4M | 1.6% | +1.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 82.7K | $3.3M | 0.0% | +44.7% |
| Bellwether Advisors, LLC | Wealth advisor | 80.9K | $3.2M | 0.5% | +51.0% |
| YARGER WEALTH STRATEGIES, LLC | Wealth advisor | 76.6K | $3.1M | 1.2% | +5.3% |
| GILL CAPITAL PARTNERS, LLC | Wealth advisor | 76.4K | $3.1M | 0.9% | +0.4% |
| Diligent Investors, LLC | Other | 76.4K | $3.1M | 0.8% | +40.8% |
| AE Wealth Management LLC | Wealth advisor | 75.8K | $3.0M | 0.0% | -2.2% |
| Advisory Services Network, LLC | Diversified mechanical | 75.2K | $3.0M | 0.0% | +23.3% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 74.9K | $3.0M | 0.2% | +114.1% |
| Chris Bulman Inc | Wealth advisor | 71.2K | $2.9M | 1.3% | +11.3% |
| KFG WEALTH MANAGEMENT, LLC | Wealth advisor | 63.8K | $2.6M | 0.3% | +31.2% |
| Janney Montgomery Scott LLC | Diversified mechanical | 63.1K | $2.5M | 0.0% | +0.8% |
| Forvis Mazars Wealth Advisors, LLC | Wealth advisor | 62.9K | $2.5M | 0.0% | -10.2% |
| Cerity Partners LLC | Diversified mechanical | 62.8K | $2.5M | 0.0% | +135.7% |
| LeClair Wealth Partners LLC | Wealth advisor | 62.2K | $2.5M | 0.9% | New |
| Blue Water Asset Management | Wealth advisor | 62.2K | $2.5M | 0.9% | +631.2% |
| OneDigital Investment Advisors LLC | Wealth advisor | 61.8K | $2.5M | 0.0% | +11.8% |
| MAI Capital Management | Wealth advisor | 59.2K | $2.4M | 0.0% | +50.6% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 59.0K | $2.4M | 0.1% | +79.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.