INNOVATOR U.S. EQUITY POWER (PFEB) Institutional Ownership Changes & 13F Activity
INNOVATOR U.S. EQUITY POWER (PFEB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Osaic Holdings, Inc., Beacon Pointe Advisors, Llc, Hrt Financial Lp, Citadel Advisors Llc, and Alliancebernstein L.P..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Talon Private Wealth, Llc | Sell | -22,713 | -78.0% | 6,410 | $276.01K | Q2 2026 | Sep 11, 2026 |
| Citadel Advisors Llc | Buy | +35,645 | — | 35,645 | $1.53M | Q2 2026 | Sep 02, 2026 |
| Gill Capital Partners, Llc | Sell | -5,785 | -7.6% | 70,645 | $3.04M | Q2 2026 | Aug 20, 2026 |
| Atx Financial Planning, Llc | Buy | +4,862 | — | 4,862 | $209.36K | Q2 2026 | Aug 20, 2026 |
| Archer Investment Corp | Sell | -477 | -1.2% | 39,360 | $1.69M | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Sell | -269 | -0.8% | 34,277 | $1.48M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -61 | -0.3% | 18,759 | $807.76K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -37,146 | -14.3% | 223,105 | $9.61M | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +2,154 | — | 2,154 | $92.75K | Q2 2026 | Aug 18, 2026 |
| Triton Financial Group Inc | Sell | -2,987 | -16.3% | 15,384 | $662.43K | Q2 2026 | Aug 17, 2026 |
| Fsa Advisors, Inc. | Sell | -1,093 | -2.8% | 38,133 | $1.64M | Q2 2026 | Aug 17, 2026 |
| Osaic Holdings, Inc. | Buy | +99,496 | +8.8% | 1,233,116 | $53.10M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +35,947 | — | 35,947 | $1.55M | Q2 2026 | Aug 14, 2026 |
| Alliancebernstein L.P. | Sell | -25,674 | -0.7% | 3,760,966 | $150.81M | Q2 2026 | Aug 14, 2026 |
| Bellwether Advisors, Llc | Sell | -21,324 | -26.4% | 59,530 | $2.56M | Q2 2026 | Aug 14, 2026 |
| Lifeworks Advisors, Llc | Buy | +18,986 | — | 18,986 | $817.54K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -18,809 | -5.5% | 321,563 | $13.85M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -13,945 | -55.8% | 11,058 | $476.16K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +12,833 | +20.4% | 75,616 | $3.26M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -9,332 | -41.1% | 13,366 | $575.54K | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +6,613 | +11.2% | 65,779 | $2.83M | Q2 2026 | Aug 14, 2026 |
| Cofg Advisors, Llc | Sell | -4,609 | -18.2% | 20,776 | $894.62K | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Sell | -2,327 | -12.7% | 16,060 | $691.54K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +1,366 | — | 1,366 | $58.82K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -1,364 | -3.1% | 42,128 | $1.81M | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -740 | -0.5% | 158,463 | $6.36M | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +303 | +0.3% | 100,492 | $4.33M | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Sell | -66 | -0.8% | 8,419 | $362.52K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +14 | +0.1% | 13,483 | $580.58K | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Buy | +1 | — | 1 | $43.00 | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about PFEB activity
Which institutional owners are buying PFEB?
Institutional owners buying PFEB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PFEB activity?
"Buy" means an investor increased their reported position in PFEB compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY POWER (PFEB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PFEB increasing?
Institutional interest in PFEB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.