INNOVATOR U.S. EQUITY POWER (PFEB) Institutional Shareholders
INNOVATOR U.S. EQUITY POWER (PFEB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $698.91M in PFEB holdings during the latest filing period.
Alliancebernstein L.P. is currently the largest disclosed institutional shareholder of PFEB tracked by InsiderSet, reporting ownership valued at approximately $150.81M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $165.35M, representing an estimated gain of +9.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed PFEB value among the investors covered in this analysis. Major shareholders include Alliancebernstein L.P., Penserra Capital Management Llc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY POWER (PFEB).
This page ranks the largest institutional PFEB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
224
Total Reported Value
$698.91M
Largest Holder
Alliancebernstein L.P.
Largest Position
$150.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alliancebernstein L.P. | 0.05% | 3,760,966 | $150,814,737 | $165,351,246 | +$14,536,509 | +9.64% | |
| Penserra Capital Management Llc | 0.57% | 1,708,761 | $73,579,000 | $75,125,848 | +$1,546,848 | +2.10% | |
| Osaic Holdings, Inc. | 0.06% | 1,233,116 | $53,097,596 | $54,214,068 | +$1,116,472 | +2.10% | |
| Brookstone Capital Management | 0.35% | 807,115 | $34,754,350 | $35,484,892 | +$730,542 | +2.10% | |
| Commonwealth Equity Services, Llc | 0.03% | 497,247 | $21,411,448 | $21,861,514 | +$450,066 | +2.10% | |
| Focus Partners Wealth | 0.02% | 450,307 | $19,390,220 | $19,797,792 | +$407,572 | +2.10% | |
| Americana Partners, Llc | 0.32% | 334,853 | $14,418,770 | $14,721,846 | +$303,076 | +2.10% | |
| Raymond James Financial Inc | 0.00% | 321,563 | $13,846,503 | $14,137,549 | +$291,046 | +2.10% | |
| Lpl Financial Llc | 0.00% | 321,366 | $13,838,020 | $14,128,888 | +$290,868 | +2.10% | |
| Kestra Advisory Services, Llc | 0.04% | 294,514 | $12,681,773 | $12,948,337 | +$266,564 | +2.10% | |
| Integrity Advisory Solutions, Llc | 1.25% | 281,987 | $12,142,395 | $12,397,587 | +$255,192 | +2.10% | |
| Cetera Investment Advisers | 0.01% | 260,956 | $11,236,765 | $11,472,957 | +$236,192 | +2.10% | |
| Blair William & Co/Il | 0.03% | 236,401 | $10,179,427 | $10,393,394 | +$213,967 | +2.10% | |
| Beacon Pointe Advisors, Llc | 0.04% | 223,105 | $9,606,895 | $9,808,834 | +$201,939 | +2.10% | |
| Envestnet Asset Management Inc | 0.00% | 220,288 | $9,485,601 | $9,684,984 | +$199,383 | +2.10% | |
| Cassady Wealth & Retirement Planning, Llc | 3.86% | 192,620 | $8,294,217 | $8,468,558 | +$174,341 | +2.10% | |
| Southland Equity Partners Llc | 1.20% | 158,521 | $6,825,914 | $6,969,392 | +$143,478 | +2.10% | |
| Corecap Advisors, Llc | 0.19% | 153,233 | $6,598,213 | $6,736,904 | +$138,691 | +2.10% | |
| World Investment Advisors | 0.11% | 158,463 | $6,359,224 | $6,966,842 | +$607,618 | +9.55% | |
| Cornerstone Wealth, Llc/Tn | 2.85% | 130,051 | $5,636,410 | $5,717,705 | +$81,295 | +1.44% | |
| Advisory Alpha, Llc | 0.13% | 118,670 | $5,109,930 | $5,217,338 | +$107,408 | +2.10% | |
| Mml Investors Services, Llc | 0.01% | 109,156 | $4,700,257 | $4,799,054 | +$98,797 | +2.10% | |
| Bcs Wealth Management | 0.84% | 108,358 | $4,665,895 | $4,763,970 | +$98,075 | +2.10% | |
| Weaver Consulting Group | 0.91% | 103,597 | $4,460,891 | $4,554,652 | +$93,761 | +2.10% | |
| Vestmark Advisory Solutions, Inc. | 0.04% | 100,492 | $4,327,186 | $4,418,141 | +$90,955 | +2.10% | |
| Keating Financial Advisory Services, Inc. | 0.52% | 92,080 | $3,964,965 | $4,048,306 | +$83,341 | +2.10% | |
| Castle Rock Wealth Management, Llc | 0.77% | 90,613 | $3,897,265 | $3,983,810 | +$86,545 | +2.22% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 84,661 | $3,664,981 | $3,722,129 | +$57,148 | +1.56% | |
| Diligent Investors, Llc | 0.77% | 80,460 | $3,464,608 | $3,537,432 | +$72,824 | +2.10% | |
| Cerity Partners Llc | 0.00% | 75,616 | $3,256,025 | $3,324,465 | +$68,440 | +2.10% | |
| Yarger Wealth Strategies, Llc | 1.14% | 73,605 | $3,186,345 | $3,236,051 | +$49,706 | +1.56% | |
| Advisory Services Network, Llc | 0.04% | 73,847 | $3,179,852 | $3,246,691 | +$66,839 | +2.10% | |
| Gill Capital Partners, Llc | 0.81% | 70,645 | $3,041,974 | $3,105,914 | +$63,940 | +2.10% | |
| Chris Bulman Inc | 1.10% | 70,185 | $3,022,167 | $3,085,691 | +$63,524 | +2.10% | |
| Janney Montgomery Scott Llc | 0.01% | 69,189 | $2,979,000 | $3,041,901 | +$62,901 | +2.11% | |
| Mai Capital Management | 0.01% | 65,779 | $2,832,423 | $2,891,980 | +$59,557 | +2.10% | |
| Kfg Wealth Management, Llc | 0.32% | 64,990 | $2,798,460 | $2,857,292 | +$58,832 | +2.10% | |
| Forvis Mazars Wealth Advisors, Llc | 0.05% | 62,656 | $2,697,968 | $2,754,677 | +$56,709 | +2.10% | |
| Bellwether Advisors, Llc | 0.38% | 59,530 | $2,563,362 | $2,617,242 | +$53,880 | +2.10% | |
| Blue Water Asset Management | 0.82% | 58,772 | $2,530,722 | $2,583,917 | +$53,195 | +2.10% | |
| Nations Financial Group Inc | 0.12% | 58,364 | $2,513,154 | $2,565,979 | +$52,825 | +2.10% | |
| Tradition Wealth Management, Llc | 0.15% | 57,691 | $2,484,174 | $2,536,391 | +$52,217 | +2.10% | |
| Truist Financial Corp | 0.00% | 56,936 | $2,451,664 | $2,503,197 | +$51,533 | +2.10% | |
| Onedigital Investment Advisors Llc | 0.02% | 56,777 | $2,444,830 | $2,496,206 | +$51,376 | +2.10% | |
| Riverchase Wealth Management, Llc | 1.12% | 55,663 | $2,396,849 | $2,447,229 | +$50,380 | +2.10% | |
| Cresset Asset Management, Llc | 0.01% | 53,031 | $2,283,495 | $2,331,513 | +$48,018 | +2.10% | |
| Blue Bell Private Wealth Management, Llc | 0.27% | 50,023 | $2,153,990 | $2,199,266 | +$45,276 | +2.10% | |
| Capital Analysts, Llc | 0.05% | 48,152 | $2,073,000 | $2,117,007 | +$44,007 | +2.12% | |
| Stratos Wealth Advisors, Llc | 0.11% | 47,305 | $2,036,953 | $2,079,769 | +$42,816 | +2.10% | |
| Wealth Alliance, Llc | 0.16% | 45,430 | $1,956,223 | $1,997,334 | +$41,111 | +2.10% |
Frequently asked questions about PFEB
Who owns the most PFEB stock?
The largest holders of PFEB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR U.S. EQUITY POWER (PFEB).
Is PFEB widely held by superinvestors?
Many widely followed stocks like PFEB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PFEB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.