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Disclosery

PFEB INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

225 managers (226 13F filers) reported a position in PFEB shares at 2026-06-30, 16,987,730 shares in all. 15 filers opened a position and 17 filers sold out during the quarter.

Managers
225
13F filers
226
New
15
Added
36
Reduced
93
Sold out
17
Shares held by filers
16,987,730

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ALLIANCEBERNSTEIN L.P.3,760,966$151M0.05%-25,67413F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,708,761$73.6M0.57%+80,37013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,233,116$53.1M0.06%+99,49613F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management807,115$34.8M0.35%-94,99513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC497,247$21.4M0.03%-82,95113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth450,307$19.4M0.02%-21,89213F-HRTimelineGroup
Americana Partners, LLC334,853$14.4M0.32%+203,42513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC321,563$13.8M<0.01%-18,80913F-HRTimelineGroup
LPL Financial LLC321,366$13.8M<0.01%-3,13313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC294,514$12.7M0.04%-40,25013F-HRTimelineGroup
Integrity Advisory Solutions, LLC281,987$12.1M1.25%+38,94913F-HRTimeline
Cetera Investment Advisers260,956$11.2M0.01%-14,29613F-HRTimeline
BLAIR WILLIAM & CO/IL236,401$10.2M0.03%-10,29113F-HRTimeline
Beacon Pointe Advisors, LLC223,105$9.61M0.04%-37,14613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC220,288$9.49M<0.01%-16,44913F-HRTimelineGroup
Cassady Wealth & Retirement Planning, L…192,620$8.29M3.86%013F-HRTimeline
HighTower Advisors, LLC167,184$7.2M0.01%+5,28213F-HRTimeline
Southland Equity Partners LLC158,521$6.83M1.2%-2,61313F-HRTimeline
CoreCap Advisors, LLC153,233$6.6M0.19%-3,41313F-HRTimeline
World Investment Advisors158,463$6.36M0.11%-74013F-HRTimeline
Cornerstone Wealth, LLC/TN130,051$5.64M2.85%+1,48813F-HRTimeline
Advisory Alpha, LLC118,670$5.11M0.13%+6,76013F-HRTimeline
Cambridge Investment Research Advisors,…116,203$5M0.01%-4,58513F-HR/ATimeline
MML INVESTORS SERVICES, LLC109,156$4.7M0.01%+21,45113F-HRTimeline
BCS Wealth Management108,358$4.67M0.84%-6,13013F-HRTimeline
Weaver Consulting Group103,597$4.46M0.91%+9113F-HRTimeline
Vestmark Advisory Solutions, Inc.100,492$4.33M0.04%+30313F-HRTimeline
Keating Financial Advisory Services, In…92,080$3.96M0.52%-61413F-HRTimeline
Castle Rock Wealth Management, LLC90,613$3.9M0.77%-5,25613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…84,661$3.66M0.01%+1,94113F-HRTimeline
MTM FINANCIAL GROUP, LLC84,345$3.63M1.56%-81613F-HRTimeline
Diligent Investors, LLC80,460$3.46M0.77%+4,04013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC75,616$3.26M<0.01%+12,83313F-HRTimelineGroup
Ascent Wealth Partners, LLC75,016$3.23M0.32%-13,76513F-HRTimeline
AE Wealth Management LLC74,407$3.2M0.01%-1,36113F-HRTimeline
YARGER WEALTH STRATEGIES, LLC73,605$3.19M1.14%-3,00413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding73,792$3.18M+36,896Timeline
Advisory Services Network, LLC73,847$3.18M0.04%-1,35113F-HRTimeline
GILL CAPITAL PARTNERS, LLC70,645$3.04M0.81%-5,78513F-HRTimeline
Chris Bulman Inc70,185$3.02M1.1%-99013F-HRTimeline
Janney Montgomery Scott LLC69,189$2.98M0.01%+6,13513F-HRTimeline
MAI Capital Management65,779$2.83M0.01%+6,61313F-HRTimeline
KFG WEALTH MANAGEMENT, LLC64,990$2.8M0.32%+1,14913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC62,656$2.7M0.05%-23213F-HRTimeline
Bellwether Advisors, LLC59,530$2.56M0.38%-21,32413F-HRTimeline
Blue Water Asset Management58,772$2.53M0.82%-3,39913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV58,364$2.51M0.12%-60813F-HRTimeline
Tradition Wealth Management, LLC57,691$2.48M0.15%-1,04713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP56,936$2.45M<0.01%+95013F-HRTimelineGroup
OneDigital Investment Advisors LLC56,777$2.44M0.02%-5,06313F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC55,663$2.4M1.12%013F-HRTimeline
Cresset Asset Management, LLC53,031$2.28M0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC50,023$2.15M0.27%-23813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC48,152$2.07M0.05%+43913F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.47,305$2.04M0.11%-3,12313F-HRTimelineGroup
WEALTH ALLIANCE, LLC45,430$1.96M0.16%-4,26913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC45,200$1.95M0.04%-3113F-HRTimelineGroup
Trek Financial, LLC42,740$1.84M0.09%-32713F-HRTimeline
CORRADO ADVISORS, LLC42,263$1.82M0.84%-65113F-HRTimeline
Foundations Investment Advisors, LLC42,128$1.81M0.02%-1,36413F-HRTimeline
Global Assets Advisory, LLC39,493$1.7M0.37%013F-HRTimeline
Lineweaver Wealth Advisors, LLC39,497$1.7M0.2%013F-HRTimeline
Archer Investment Corp39,360$1.69M0.32%-47713F-HR/ATimeline
FSA Advisors, Inc.38,133$1.64M0.75%-1,09313F-HR/ATimeline
PCA Investment Advisory Services Inc.37,913$1.63M0.46%-24413F-HRTimeline
Weaver Capital Management LLC40,578$1.63M0.36%013F-HRTimeline
Sequoia Financial Advisors, LLC37,428$1.61M0.01%013F-HRTimeline
Patriot Financial Group Insurance Agenc…37,180$1.6M0.16%-37,73813F-HRTimeline
Pinnacle Wealth Management Group, Inc.36,883$1.59M0.74%-84513F-HRTimeline
HRT FINANCIAL LP35,947$1.55M<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,645$1.53M<0.01%new13F-HRTimelineGroup
Visionary Wealth Advisors34,812$1.5M0.06%-3,50513F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC34,296$1.48M0.35%-12513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV34,277$1.48M<0.01%-26913F-HR/ATimeline
NewEdge Advisors, LLC34,064$1.47M<0.01%+28213F-HRTimeline
Farther Finance Advisors, LLC33,422$1.44M0.01%+6,62413F-HRTimeline
BFI Wealth Solutions, LLC32,311$1.39M1.03%-4,72713F-HRTimeline
Arkadios Wealth Advisors31,941$1.38M0.02%+2,42313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management31,165$1.34M0.04%+12213F-HRTimelineGroup
IFP Advisors, Inc30,446$1.31M0.02%013F-HRTimeline
Fortune Financial Group, Inc.30,019$1.29M1.01%+11,43113F-HRTimeline
Cornerstone Wealth Group, LLC29,727$1.28M0.08%-2513F-HRTimeline
Lakeridge Wealth Management LLC29,672$1.28M0.47%-1,52513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…28,829$1.24M0.01%013F-HRTimelineGroup
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …28,073$1.21M0.17%+5,60513F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.28,134$1.2M0.01%013F-HRTimelineGroup
Composition Wealth, LLC27,696$1.19M0.01%-13613F-HRTimeline
AssuredPartners Investment Advisors, LLC27,521$1.19M0.11%-30113F-HRTimeline
Blossom Wealth Management27,468$1.18M1.67%013F-HRTimeline
TrustBankin group TrustBank27,125$1.17M0.4%+1,12013F-HRTimelineGroup
CRA Financial Services, LLC26,910$1.16M0.13%-37513F-HRTimeline
Beacon Financial Advisory LLC26,538$1.14M0.22%-12913F-HRTimeline
Cape Investment Advisory, Inc.26,215$1.13M0.3%013F-HRTimeline
Continuum Advisory, LLC25,692$1.11M0.09%-2,35513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC25,645$1.1M0.01%-20513F-HRTimelineGroup
Forty-three Eighteen Advisors, LLC23,296$1M0.67%013F-HRTimeline
Certified Advisory Corp22,595$973K0.08%-31013F-HRTimeline
McAdam, LLC22,251$958K0.04%-213F-HRTimeline
Keystone Wealth Services, LLC22,222$957K0.18%-4813F-HRTimeline
Global Strategic Investment Solutions, …21,293$917K0.08%013F-HRTimeline
COFG Advisors, LLC20,776$895K0.15%-4,60913F-HRTimeline
Orion Capital Management LLC20,624$888K0.28%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20,006$861K0.01%+5013F-HRTimelineGroup
Belpointe Asset Management LLC20,004$861K0.03%013F-HRTimeline
BCGM Wealth Management, LLC19,693$848K0.18%013F-HRTimeline
Focus Financial Network, Inc.19,674$847K0.03%-9513F-HRTimeline
Arax Advisory Partners19,643$846K0.01%+5,76313F-HRTimeline
Lifeworks Advisors, LLC18,986$818K0.09%new13F-HRTimeline
Kingsview Wealth Management, LLC18,759$808K0.01%-6113F-HRTimeline
Valmark Advisers, Inc.18,616$802K0.01%-11813F-HRTimeline
Frisch Financial Group, Inc.18,585$800K0.14%013F-HRTimeline
MGO ONE SEVEN LLC18,461$795K0.01%-2,69613F-HRTimeline
FreeGulliver LLC18,292$788K0.28%013F-HRTimeline
Straight Path Wealth Management17,876$770K0.18%013F-HRTimeline
Bedel Financial Consulting, Inc.17,736$764K0.07%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC16,226$699K0.46%-94013F-HRTimeline
HBW ADVISORY SERVICES LLC16,212$698K0.06%-5913F-HRTimeline
OLD MISSION CAPITAL LLC16,060$692K0.02%-2,32713F-HRTimeline
Vise Technologies, Inc.15,702$676K0.01%new13F-HRTimeline
Cyndeo Wealth Partners, LLC15,532$669K0.03%013F-HRTimeline
Triton Financial Group Inc15,384$662K0.38%-2,98713F-HRTimeline
DHJJ Financial Advisors, Ltd.15,137$652K0.19%013F-HRTimeline
Dakota Wealth Management15,029$647K0.01%+2,15813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,314$616K0.01%new13F-HRTimeline
Noble Wealth Management PBC14,313$616K0.28%-1,44713F-HRTimeline
Valtinson Bruner Financial Planning LLC14,221$612K0.15%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,083$606K<0.01%013F-HRTimelineGroup
Foundry Financial Group, Inc.13,512$582K0.25%-10513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,483$581K<0.01%+1413F-HRTimelineGroup
IHT Wealth Management, LLC13,366$576K0.01%-9,33213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,339$574K0.01%+50013F-HRTimeline
Ballast Rock Private Wealth LLC13,325$574K0.26%-413F-HRTimeline
New Republic Capital, LLC13,223$569K0.13%013F-HRTimeline
Grantvest Financial Group LLC12,110$521K0.3%+1,34013F-HRTimeline
Wood Tarver Financial Group, LLC11,483$494K0.12%013F-HRTimeline
MMA ASSET MANAGEMENT LLC11,364$489K0.16%-44013F-HRTimeline
Seros Financial, LLC11,305$487K0.25%-2,21513F-HRTimeline
Capital Square, LLC11,220$486K0.21%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,058$476K<0.01%-13,94513F-HRTimelineGroup
Triad Wealth Partners, LLC10,605$462K0.03%+1513F-HRTimeline
Galvin, Gaustad & Stein, LLC10,528$453K0.03%-35013F-HRTimeline
Chicago Partners Investment Group LLC10,496$452K0.01%-72013F-HRTimeline
WPWealth LLP10,194$439K0.07%013F-HRTimeline
Three Seasons Wealth, LLC10,105$435K0.04%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,000$430K0.02%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,984$430K0.03%-1,25313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,690$417K<0.01%013F-HRTimelineGroup
Waterloo Capital, L.P.9,663$416K0.02%-34713F-HRTimeline
HARBOUR INVESTMENTS, INC.9,562$412K0.01%-35013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC9,206$396K0.04%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV9,150$394K0.02%-5013F-HRTimeline
Apriem Advisors9,150$394K0.03%013F-HRTimeline
Blue Sky Capital Consultants Group, Inc.9,076$391K0.17%013F-HRTimeline
AlphaStar Capital Management, LLC9,038$389K0.02%+1,03413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,875$382K<0.01%013F-HRTimelineGroup
Vestment Financial LLC8,743$378K0.17%013F-HRTimeline
Firestone Capital Management8,717$375K0.07%013F-HRTimeline
WorthPointe, LLC8,515$367K0.09%-1,42013F-HRTimeline
PTM WEALTH MANAGEMENT, LLC8,484$365K0.16%-12013F-HRTimeline
Ausdal Financial Partners, Inc.8,419$363K0.01%-6613F-HRTimeline
Mutual Advisors, LLC8,350$360K0.01%013F-HRTimeline
Merit Financial Group, LLC8,260$356K<0.01%+1,68913F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC7,980$344K<0.01%013F-HRTimelineGroup
Faithward Advisors, LLC7,851$338K0.04%013F-HRTimeline
WealthShield Partners, LLC7,481$322K0.05%013F-HRTimeline
Sigma Planning Corp7,463$321K0.01%-80613F-HRTimeline
Creative Planningin group Creative Planning7,400$319K<0.01%013F-HRTimelineGroup
DAVENPORT & Co LLC7,284$314K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.7,256$312K0.16%-70413F-HRTimeline
Summit Wealth Partners, LLC7,054$304K0.04%-67813F-HRTimeline
Global Trust Asset Management, LLC7,000$301K0.09%013F-HRTimeline
CRUX WEALTH ADVISORS6,971$300K0.1%-12013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,843$294K<0.01%+6,79013F-HRTimelineGroup
Prasad Wealth Partners, LLC6,730$290K0.07%013F-HRTimeline
Gladstone Institutional Advisory LLC6,600$284K0.01%013F-HRTimeline
Rothschild Wealth LLC6,558$282K0.02%new13F-HRTimeline
Madison Wealth Partners, Inc6,319$272K0.03%013F-HRTimeline
WealthPlan Investment Management, LLC6,120$264K0.01%-2,94513F-HRTimeline
VISTA INVESTMENT MANAGEMENT6,092$262K0.08%013F-HRTimeline
Clearstead Advisors, LLC6,076$262K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,067$261K0.01%013F-HRTimelineGroup
NovaPoint Capital, LLC5,995$258K0.05%new13F-HRTimeline
Pacific Park Financial, Inc.5,981$258K0.15%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,777$249K<0.01%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,738$247K0.04%013F-HRTimeline
Clay Northam Wealth Management, LLC5,350$230K0.11%013F-HRTimeline
Nikulski Financial, Inc.5,315$229K0.05%013F-HRTimeline
Cypress Wealth Services, LLC5,244$226K0.03%013F-HRTimeline
BridgePort Financial Solutions, LLC5,218$225K0.06%013F-HRTimeline
AdvisorNet Financial, Inc5,052$218K0.01%+52513F-HRTimeline
Cannell & Spears LLC4,873$210K<0.01%new13F-HRTimeline
ATX Financial Planning, LLC4,862$209K0.14%new13F-HRTimeline
Simplicity Wealth,LLC4,821$208K0.01%new13F-HRTimeline
Bison Wealth, LLC4,760$206K0.02%013F-HRTimeline
Quest 10 Wealth Builders, Inc.4,035$174K0.13%-47413F-HRTimeline
Capital Investment Advisory Services, L…3,976$171K0.01%-30213F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,435$148K0.04%013F-HRTimeline
Financial Network Wealth Advisors LLC3,077$132K0.13%013F-HRTimeline
PlanVest Financial, Inc2,387$103K0.07%013F-HRTimeline
Steward Partners Investment Advisory, L…2,367$102K<0.01%-86,02613F-HRTimeline