PFEB

PFEB — Institutional Holders Breakdown

Innovator U.s. Equity Power

+$121.2M

Net Activity

Institutions Holding

234

Popularity Rank

#2532

Avg Weight

0.21%

Total Value

$690.6M

Ownership Trend

234 institutions currently hold PFEB, with 138 net buyers and 64 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

64

Net Buying Institutions

138

Key Holders

Key Holders

Top 5 by Value

Alliancebernstein L.p.

Penserra Capital Management LLC

Osaic Holdings, INC.

Brookstone Capital Management

Commonwealth Equity Services, LLC

Top 5 by Conviction

Cassady Wealth & Retirement Planning, LLC

Cornerstone Wealth, LLC/TN

Mtm Financial Group, LLC

Integrity Advisory Solutions, LLC

Southland Equity Partners LLC

View all 234 holding institutions

Quarterly Activity

Recent Activity

+$573.0M

Total Buy Value

$124.0M

Total Sell Value

New buy41

Trim48

Add97

Sold out16

138

Net Buyers

64

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INNOVATOR U.S. EQUITY POWER (PFEB)?

Major stakeholders currently include Alliancebernstein L.p. ($154.2M), Penserra Capital Management LLC ($65.3M), Osaic Holdings, INC. ($45.5M). Based on the latest 13F filings, there are a total of 234 tracked investment funds and institutions maintaining positions in PFEB.

What is the overall institutional sentiment toward PFEB recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $121.2M, driven by 138 managers accumulating shares while 64 reduced their exposure.

Which institutions have been selling or reducing their PFEB positions?

In the latest period, 48 funds trimmed their holdings, and 16 managers completely exited their positions. The aggregate reported sell value was $124.0M.

Are there any notable investors adding PFEB to their portfolios?

Yes, buying activity remains notable. 41 institutions opened new positions in {ticker}, and 97 existing holders added to their shares. The total reported buy value for the quarter amounted to $573.0M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter