PFEB Institutional Ownership & Shareholders
INNOVATOR U.S. EQUITY POWER (PFEB) is currently held by 228 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $665.90M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $165.72M, representing an estimated gain of +9.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% 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
228
Total Reported Value
$665.90M
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 | $165,724,334 | +$14,909,597 | +9.89% | |
| Penserra Capital Management Llc | 0.57% | 1,708,761 | $73,579,000 | $75,295,357 | +$1,716,357 | +2.33% | |
| Osaic Holdings, Inc. | 0.06% | 1,233,116 | $53,097,596 | $54,336,393 | +$1,238,797 | +2.33% | |
| Focus Partners Wealth | 0.02% | 450,307 | $19,390,220 | $19,842,463 | +$452,243 | +2.33% | |
| Americana Partners, Llc | 0.31% | 332,230 | $14,634,732 | $14,639,482 | +$4,750 | +0.03% | |
| Raymond James Financial Inc | 0.00% | 321,563 | $13,846,503 | $14,169,449 | +$322,946 | +2.33% | |
| Lpl Financial Llc | 0.00% | 321,366 | $13,838,020 | $14,160,768 | +$322,748 | +2.33% | |
| Commonwealth Equity Services, Llc | 0.02% | 287,173 | $12,649,986 | $12,654,077 | +$4,091 | +0.03% | |
| Integrity Advisory Solutions, Llc | 1.27% | 275,307 | $12,127,309 | $12,131,210 | +$3,901 | +0.03% | |
| Kestra Advisory Services, Llc | 0.03% | 263,407 | $11,603,078 | $11,606,845 | +$3,767 | +0.03% | |
| Cetera Investment Advisers | 0.01% | 260,956 | $11,236,765 | $11,498,843 | +$262,078 | +2.33% | |
| Blair William & Co/Il | 0.03% | 236,401 | $10,179,427 | $10,416,845 | +$237,418 | +2.33% | |
| Beacon Pointe Advisors, Llc | 0.04% | 223,105 | $9,606,895 | $9,830,966 | +$224,071 | +2.33% | |
| Envestnet Asset Management Inc | 0.00% | 220,288 | $9,485,601 | $9,706,837 | +$221,236 | +2.33% | |
| Cassady Wealth & Retirement Planning, Llc | 3.86% | 192,620 | $8,294,217 | $8,487,665 | +$193,448 | +2.33% | |
| Brookstone Capital Management | 0.07% | 161,632 | $7,119,868 | $7,122,201 | +$2,333 | +0.03% | |
| Southland Equity Partners Llc | 1.17% | 154,539 | $6,807,443 | $6,809,653 | +$2,210 | +0.03% | |
| Corecap Advisors, Llc | 0.19% | 150,183 | $6,615,561 | $6,617,709 | +$2,148 | +0.03% | |
| World Investment Advisors | 0.11% | 158,463 | $6,359,224 | $6,982,561 | +$623,337 | +9.80% | |
| Cornerstone Wealth, Llc/Tn | 2.72% | 128,462 | $5,667,728 | $5,660,588 | -$7,140 | -0.13% | |
| Advisory Alpha, Llc | 0.13% | 118,670 | $5,109,930 | $5,229,110 | +$119,180 | +2.33% | |
| Mml Investors Services, Llc | 0.01% | 109,156 | $4,700,257 | $4,809,883 | +$109,626 | +2.33% | |
| Bcs Wealth Management | 0.84% | 108,358 | $4,665,895 | $4,774,719 | +$108,824 | +2.33% | |
| Weaver Consulting Group | 0.88% | 102,597 | $4,519,402 | $4,520,865 | +$1,463 | +0.03% | |
| Vestmark Advisory Solutions, Inc. | 0.04% | 100,492 | $4,327,186 | $4,428,110 | +$100,924 | +2.33% | |
| Keating Financial Advisory Services, Inc. | 0.52% | 92,080 | $3,964,965 | $4,057,441 | +$92,476 | +2.33% | |
| Castle Rock Wealth Management, Llc | 0.75% | 89,044 | $3,958,905 | $3,923,662 | -$35,243 | -0.89% | |
| Diligent Investors, Llc | 0.78% | 80,448 | $3,543,734 | $3,544,885 | +$1,151 | +0.03% | |
| Cerity Partners Llc | 0.00% | 75,616 | $3,256,025 | $3,331,966 | +$75,941 | +2.33% | |
| Ascent Wealth Partners, Llc | 0.32% | 73,871 | $3,254,018 | $3,255,074 | +$1,056 | +0.03% | |
| Yarger Wealth Strategies, Llc | 1.14% | 73,605 | $3,186,345 | $3,243,353 | +$57,008 | +1.79% | |
| Advisory Services Network, Llc | 0.04% | 73,847 | $3,179,852 | $3,254,016 | +$74,164 | +2.33% | |
| Gill Capital Partners, Llc | 0.82% | 68,495 | $3,017,205 | $3,018,184 | +$979 | +0.03% | |
| Janney Montgomery Scott Llc | 0.01% | 69,189 | $2,979,000 | $3,048,765 | +$69,765 | +2.34% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 64,269 | $2,850,979 | $2,831,968 | -$19,011 | -0.67% | |
| Mai Capital Management | 0.01% | 65,779 | $2,832,423 | $2,898,506 | +$66,083 | +2.33% | |
| Chris Bulman Inc | 0.99% | 64,283 | $2,831,666 | $2,832,585 | +$919 | +0.03% | |
| Concurrent Investment Advisors, Llc | 0.02% | 63,611 | $2,802,049 | $2,802,974 | +$925 | +0.03% | |
| Forvis Mazars Wealth Advisors, Llc | 0.05% | 62,656 | $2,759,997 | $2,760,893 | +$896 | +0.03% | |
| Kfg Wealth Management, Llc | 0.30% | 62,453 | $2,751,045 | $2,751,948 | +$903 | +0.03% | |
| Bellwether Advisors, Llc | 0.38% | 59,530 | $2,563,362 | $2,623,148 | +$59,786 | +2.33% | |
| Blue Water Asset Management | 0.82% | 58,772 | $2,530,722 | $2,589,747 | +$59,025 | +2.33% | |
| Nations Financial Group Inc | 0.12% | 58,364 | $2,513,154 | $2,571,769 | +$58,615 | +2.33% | |
| Tradition Wealth Management, Llc | 0.15% | 57,691 | $2,484,174 | $2,542,114 | +$57,940 | +2.33% | |
| Riverchase Wealth Management, Llc | 1.19% | 55,663 | $2,451,955 | $2,452,751 | +$796 | +0.03% | |
| Onedigital Investment Advisors Llc | 0.02% | 56,777 | $2,444,830 | $2,501,839 | +$57,009 | +2.33% | |
| Cresset Asset Management, Llc | 0.01% | 53,031 | $2,283,495 | $2,336,774 | +$53,279 | +2.33% | |
| Blue Bell Private Wealth Management, Llc | 0.25% | 47,861 | $2,108,277 | $2,108,961 | +$684 | +0.03% | |
| Capital Analysts, Llc | 0.05% | 48,152 | $2,073,000 | $2,121,784 | +$48,784 | +2.35% | |
| Stratos Wealth Advisors, Llc | 0.11% | 47,305 | $2,036,953 | $2,084,462 | +$47,509 | +2.33% |
Frequently asked questions about PFEB
Who are the largest institutional holders of PFEB?
The largest institutional holders of PFEB reported in the latest SEC Form 13F filings include Alliancebernstein L.P., Penserra Capital Management Llc, Osaic Holdings, Inc., Focus Partners Wealth, and Americana Partners, Llc. InsiderSet ranks institutional holders by their latest reported PFEB position.
What is PFEB institutional ownership?
This page tracks PFEB positions reported by institutional investment managers through SEC Form 13F. INNOVATOR U.S. EQUITY POWER (PFEB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PFEB?
InsiderSet currently tracks 228 institutional managers reporting PFEB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PFEB shareholders.
How much PFEB stock do institutions own?
Institutional investment managers disclosed approximately $665.90M in PFEB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PFEB institutional ownership last updated?
The latest PFEB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PFEB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PFEB position after the reporting date.
Are institutions buying or selling PFEB?
Institutional buying and selling can be analyzed by comparing PFEB positions across consecutive 13F reporting periods. InsiderSet's PFEB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PFEB ownership changes.
How has PFEB institutional ownership changed over time?
InsiderSet tracks PFEB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.