PFEB INNOVATOR ETFS TRUST
FollowUS EQTY PWR BUF (fund)
210 managers (210 13F filers) reported a position in PFEB shares at 2025-03-31, 17,078,937 shares in all. 44 filers opened a position and 15 filers sold out during the quarter.
- Managers
- 210
- 13F filers
- 210
- New
- 44
- Added
- 89
- Reduced
- 48
- Sold out
- 15
- Shares held by filers
- 17,078,937
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, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Park Square Financial Group, LLC | 468 | $16.8K | 0.01% | new | 13F-HRTimeline |
| LANARK FINANCIAL, INC. | 450 | $16K | <0.01% | new | 13F-HRTimeline |
| EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L… | 316 | $11.3K | <0.01% | 0 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 169 | $6.05K | <0.01% | 0 | 13F-HRTimelineGroup |
| Steward Partners Investment Advisory, L… | 120 | $4.3K | <0.01% | 0 | 13F-HRTimeline |
| OPTIMUM INVESTMENT ADVISORS | 115 | $4.12K | <0.01% | -135 | 13F-HRTimeline |
| ASSETMARK, INCin group ASSETMARK, INC | 78 | $2.79K | <0.01% | 0 | 13F-HRTimelineGroup |
| Capital A Wealth Management, LLC | 25 | $896 | <0.01% | new | 13F-HRTimeline |
| Transce3nd, LLC | 10 | $358 | <0.01% | new | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |