Innovator U.s. Equity Power
$43.94+0.3%
+$3.2M
Net Activity
-1.09% total shares
Institutions Holding
226
Popularity Rank
#2709
Avg Weight
0.19%
Total Value
$719.7M
226 institutions currently hold PFEB, with 52 net buyers and 113 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Decreased
Based on recent trading activity
Net Selling Institutions
113
Net Buying Institutions
52
Top 5 by Value
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Across its top 20 institutional holders, PFEB's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 17/100).
PFEB ranks #2709 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
226 institutions disclose a position in PFEB, but none treat it as a major bet — even Cassady Wealth & Retirement Planning, LLC, its most concentrated holder, allocates just 3.9% of its own portfolio to it.
Penserra Capital Management LLC has added to its PFEB position for two straight quarters, increasing it by $11.0M to reach $73.6M today.
WorthPointe, LLC has trimmed its PFEB position for two straight quarters, cutting it by $1.4M while still holding $366.7K.
PFEB is up 0.3% today, and institutions have been net buyers of $3.2M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$34.3M
Total Buy Value
$35.5M
Total Sell Value
52
Net Buyers
113
Net Sellers
PFEB
Q2 2026
Top 5 Institutional Movers
+$9.1M
+$8.3M
+$7.6M
-$3.4M
PFEB does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
45782C417
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,110
Total reported value
$712.5B
Held by 4110 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,088
Total reported value
$390.2B
Held by 4088 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,062
Total reported value
$377.6B
Held by 4062 institutions — one of the most-tracked stocks on AlphaSMO
Access PFEB's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/PFEBCLI
npx alphasmo stocks get PFEB