INNOVATOR U.S. EQUITY POWER PNOV
$44.31
-0.2% 52w: $38.72 – $44.42
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data38.7241.5744.42
Jun 20, 2025 Jul 2, 2026
Institutional holders
211
-17 QoQ
13F value
$734.9M
-7.0% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PNOV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | Long only active | 5.3M | $223.0M | 0.1% | -4.0% |
| Penserra Capital Management LLC | Diversified mechanical | 1.6M | $64.0M | 0.8% | +6.0% |
| Brookstone Capital Management | Wealth advisor | 1.2M | $50.4M | 0.6% | -1.1% |
| Berkshire Money Management, Inc. | Wealth advisor | 598.8K | $24.5M | 2.5% | +4944.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 573.1K | $23.4M | 0.0% | -15.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 437.9K | $17.9M | 0.0% | -11.8% |
| Focus Partners Wealth | Wealth advisor | 416.5K | $17.0M | 0.0% | -3.0% |
| LPL Financial LLC | Bank broker | 367.1K | $15.0M | 0.0% | -2.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 352.2K | $14.4M | 0.1% | -3.7% |
| Cetera Investment Advisers | Wealth advisor | 345.9K | $14.1M | 0.0% | -3.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 343.0K | $14.0M | 0.0% | -4.9% |
| Foundations Investment Advisors, LLC | Wealth advisor | 329.3K | $13.5M | 0.2% | -5.4% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 267.1K | $10.9M | 0.1% | +7.3% |
| HighTower Advisors, LLC | Diversified mechanical | 262.0K | $10.7M | 0.0% | -0.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 259.6K | $10.6M | 0.0% | +39.2% |
| Lido Advisors, LLC | Wealth advisor | 184.8K | $7.6M | 0.0% | -2.8% |
| Sherry Group, Inc. | Wealth advisor | 155.2K | $6.4M | 7.0% | +107.2% |
| Bellwether Advisors, LLC | Wealth advisor | 134.8K | $5.5M | 0.9% | -0.3% |
| Three Seasons Wealth, LLC | Wealth advisor | 126.6K | $5.2M | 2.0% | -3.2% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 121.0K | $4.9M | 0.0% | +0.5% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 118.1K | $4.8M | 0.2% | -2.3% |
| CoreCap Advisors, LLC | Wealth advisor | 117.4K | $4.8M | 0.2% | -1.5% |
| NewEdge Advisors, LLC | Diversified mechanical | 116.5K | $4.8M | 0.0% | -1.5% |
| MAI Capital Management | Wealth advisor | 103.3K | $4.2M | 0.0% | -6.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 103.2K | $4.2M | 0.0% | -13.7% |
| GILL CAPITAL PARTNERS, LLC | Wealth advisor | 102.8K | $4.2M | 1.2% | -2.0% |
| CRA Financial Services, LLC | Wealth advisor | 99.0K | $4.0M | 0.5% | -0.2% |
| Buska Wealth Management, LLC | Wealth advisor | 91.4K | $3.7M | 1.5% | -26.5% |
| Cassady Wealth & Retirement Planning, LLC | Wealth advisor | 79.9K | $3.5M | 1.8% | Held |
| Keating Financial Advisory Services, Inc. | Wealth advisor | 83.9K | $3.4M | 0.6% | -1.7% |
| Comprehensive Financial Consultants Institutional, Inc. | Other | 77.7K | $3.2M | 0.9% | -2.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 74.4K | $3.0M | 0.0% | +0.3% |
| OneDigital Investment Advisors LLC | Wealth advisor | 73.7K | $3.0M | 0.0% | -2.5% |
| Cerity Partners LLC | Diversified mechanical | 72.6K | $3.0M | 0.0% | -5.4% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 72.1K | $2.9M | 0.2% | +101.7% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 71.2K | $2.9M | 0.0% | -1.3% |
| KFG WEALTH MANAGEMENT, LLC | Wealth advisor | 66.4K | $2.7M | 0.4% | -0.4% |
| Cresset Asset Management, LLC | Wealth advisor | 65.4K | $2.7M | 0.0% | +48.1% |
| Keystone Wealth Services, LLC | Wealth advisor | 59.4K | $2.4M | 0.5% | New |
| Dakota Wealth Management | Other | 58.6K | $2.4M | 0.1% | -4.3% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 57.9K | $2.4M | 0.0% | -1.9% |
| WEALTH ALLIANCE, LLC | Wealth advisor | 55.3K | $2.3M | 0.2% | Held |
| ATTICUS WEALTH MANAGEMENT, LLC | Wealth advisor | 55.0K | $2.2M | 0.6% | Held |
| Merit Financial Group, LLC | Wealth advisor | 54.7K | $2.2M | 0.0% | +5.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 77.4K | $2.2M | 0.0% | -72.8% |
| IFP Advisors, Inc | Wealth advisor | 53.3K | $2.2M | 0.0% | -3.7% |
| MTM FINANCIAL GROUP, LLC | Wealth advisor | 51.8K | $2.1M | 1.0% | -2.9% |
| Advisory Alpha, LLC | Wealth advisor | 50.8K | $2.1M | 0.1% | -0.2% |
| Apollon Wealth Management, LLC | Diversified mechanical | 49.8K | $2.0M | 0.0% | +105.0% |
| Southland Equity Partners LLC | Wealth advisor | 48.8K | $2.0M | 0.4% | Held |
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.