Innovator U.s. Equity Power
$44.19-0.4%
+$2.3M
Net Activity
-1.05% total shares
Institutions Holding
229
Popularity Rank
#2694
Avg Weight
0.19%
Total Value
$720.9M
229 institutions currently hold PFEB, with 53 net buyers and 116 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Decreased
Based on recent trading activity
Net Selling Institutions
116
Net Buying Institutions
53
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 #2694 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
229 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.
Concurrent Investment Advisors, LLC has added to its PFEB position for two straight quarters, increasing it by $1.6M to reach $2.8M today.
Keystone Financial Group, Inc. has trimmed its PFEB position for two straight quarters, cutting it by $123.7K while still holding $195.5K.
PFEB is down 0.4% today, but institutions show net buying of $2.3M this quarter — a divergence between today's price move and the underlying institutional flow.
+$34.4M
Total Buy Value
$38.1M
Total Sell Value
53
Net Buyers
116
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 2026-09-30 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
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,134
Total reported value
$712.8B
Held by 4134 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,112
Total reported value
$390.3B
Held by 4112 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,086
Total reported value
$377.7B
Held by 4086 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