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Disclosery

PFEB INNOVATOR ETFS TRUST

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US 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.

HolderSharesValue% of portfolioChangeSource
ALLIANCEBERNSTEIN L.P.3,715,611$133M0.05%+958,19913F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,325,275$47.5M0.85%+45,87313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,136,550$40.7M0.06%+736,25013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,010,380$36.2M0.52%+867,13713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.722,774$25.9M0.06%-63,54513F-HRTimelineGroup
AE Wealth Management LLC456,458$16.4M0.14%+363,15813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…424,062$15.2M0.03%+375,35613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC395,386$14.2M0.01%+132,93913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC334,244$12M0.06%-6,89913F-HRTimelineGroup
NorthCoast Asset Management LLC329,192$11.8M0.06%+110,07013F-HR/ATimeline
Caprock Group, LLC325,964$11.7M0.36%new13F-HRTimeline
RK Capital Management, LLC/FL324,093$11.6M11.02%new13F-HRTimeline
Cetera Investment Advisers250,362$8.97M0.02%+78,04313F-HRTimeline
BLAIR WILLIAM & CO/IL228,462$8.18M0.02%+212,57413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC214,888$7.7M<0.01%+141,94313F-HRTimelineGroup
LPL Financial LLC213,131$7.63M<0.01%+96,38713F-HRTimeline
Beacon Pointe Advisors, LLC191,852$6.87M0.08%+57,32013F-HRTimeline
Southland Equity Partners LLC164,392$5.89M1.37%+17,46113F-HRTimeline
HighTower Advisors, LLC156,084$5.59M0.01%+47,32413F-HRTimeline
BCS Wealth Management153,825$5.51M1.42%+20,72413F-HRTimeline
World Investment Advisors125,693$4.5M0.12%+18,39913F-HRTimeline
Cambridge Investment Research Advisors,…120,503$4.32M0.01%+17,56213F-HRTimeline
Castle Rock Wealth Management, LLC105,529$3.78M1.02%013F-HRTimeline
Weaver Consulting Group103,769$3.72M1.12%-5613F-HRTimeline
Sigma Planning Corp103,129$3.69M0.12%+1,12713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP94,396$3.38M0.01%+36,45013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…94,045$3.37M0.05%-2,83013F-HRTimelineGroup
CoreCap Advisors, LLC87,892$3.15M0.14%+20,99213F-HRTimeline
MTM FINANCIAL GROUP, LLC87,756$3.14M1.84%+13,38913F-HRTimeline
GILL CAPITAL PARTNERS, LLC86,526$3.1M1.07%+48,96713F-HRTimeline
YARGER WEALTH STRATEGIES, LLC84,709$3.03M1.77%-16313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC82,321$2.95M0.07%-30,26913F-HRTimeline
MAI Capital Management82,269$2.95M0.02%+31,29613F-HRTimeline
McAlister, Sweet & Associates, Inc.81,290$2.91M2.2%new13F-HRTimeline
Tradition Wealth Management, LLC74,373$2.66M0.23%+1,98213F-HRTimeline
Chris Bulman Inc72,650$2.6M1.64%+33,54913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC70,413$2.52M0.46%+38,46313F-HRTimeline
Ascent Wealth Partners, LLC69,360$2.48M0.33%new13F-HRTimeline
MML INVESTORS SERVICES, LLC69,220$2.48M0.01%+40,50713F-HRTimeline
Janney Montgomery Scott LLC66,035$2.37M0.01%-277,53313F-HRTimeline
Advisory Alpha, LLC64,238$2.3M0.08%new13F-HR/ATimeline
Advisory Services Network, LLC60,971$2.18M0.04%+13,26013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC56,247$2.01M0.38%-713F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC55,663$1.99M1.4%+47,38513F-HRTimeline
Sequoia Financial Advisors, LLC55,212$1.98M0.02%+3,59613F-HRTimeline
Talon Private Wealth, LLC54,729$1.96M0.26%new13F-HRTimeline
Diligent Investors, LLC54,470$1.95M0.47%+23,91313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV54,177$1.94M<0.01%-5,43313F-HRTimeline
IFP Advisors, Inc53,513$1.92M0.06%+40,58913F-HRTimeline
Outlook Wealth Advisors, LLC52,732$1.89M0.53%+45,34913F-HRTimeline
Visionary Wealth Advisors51,452$1.84M0.11%-66313F-HRTimeline
Archer Investment Corp51,400$1.84M0.48%new13F-HRTimeline
Wellment Financial51,352$1.84M2.43%new13F-HRTimeline
WorthPointe, LLC50,870$1.82M0.83%-7,54413F-HRTimeline
WEALTH ALLIANCE, LLC49,945$1.79M0.22%+15,60313F-HRTimeline
TOWNSQUARE CAPITAL LLC49,543$1.77M0.02%-40213F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.49,224$1.76M0.1%-28,94613F-HRTimelineGroup
JDM Financial Group LLC49,090$1.76M0.89%new13F-HRTimeline
Trek Financial, LLC48,410$1.73M0.13%+14,76413F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …47,520$1.7M0.11%-7,90013F-HRTimelineGroup
FSA Advisors, Inc.46,198$1.65M1.31%+12,89813F-HRTimeline
Weaver Capital Management LLC42,475$1.52M0.41%-77013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC42,359$1.52M0.05%-1,29613F-HRTimelineGroup
Guild Investment Management, Inc.41,000$1.47M1.54%new13F-HRTimeline
Cresset Asset Management, LLC39,341$1.41M0.01%+17,37113F-HRTimeline
Kingsview Wealth Management, LLC39,070$1.4M0.03%+22,67913F-HRTimeline
Global Strategic Investment Solutions, …38,476$1.38M0.16%-7,76113F-HRTimeline
Lineweaver Wealth Advisors, LLC37,785$1.35M0.23%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.37,771$1.35M0.94%+18,74013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth37,447$1.34M<0.01%+14,95013F-HR/ATimelineGroup
Composition Wealth, LLC36,766$1.32M0.03%+7,09213F-HRTimeline
NewEdge Advisors, LLC35,786$1.28M0.01%-4,42113F-HRTimeline
Patriot Financial Group Insurance Agenc…35,037$1.26M0.17%+2,87913F-HRTimeline
Belpointe Asset Management LLC34,824$1.25M0.06%-1,50513F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC34,596$1.24M0.4%+8,64713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.34,458$1.23M0.01%+2,69613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV34,347$1.23M0.09%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,151$1.22M<0.01%-57213F-HRTimelineGroup
Cornerstone Wealth Group, LLC31,993$1.15M0.1%+2,39013F-HRTimeline
PCA Investment Advisory Services Inc.31,406$1.12M0.59%+25,35613F-HRTimeline
Atria Wealth Solutions, Inc.31,235$1.12M0.01%+21,52513F-HRTimeline
CORRADO ADVISORS, LLC28,907$1.04M0.69%new13F-HRTimeline
CRA Financial Services, LLC28,800$1.03M0.18%+2,08013F-HRTimeline
Farther Finance Advisors, LLC27,556$991K0.03%+13,94913F-HRTimeline
OneDigital Investment Advisors LLC27,361$980K0.01%+16,25313F-HRTimeline
Noble Wealth Management PBC26,327$943K0.64%new13F-HRTimeline
Cape Investment Advisory, Inc.25,900$928K0.37%+1,90013F-HRTimeline
Bellwether Advisors, LLC25,873$927K0.19%+24,42813F-HRTimeline
Valmark Advisers, Inc.25,303$906K0.01%+14,00413F-HRTimeline
Wood Tarver Financial Group, LLC25,236$904K0.29%+14,69513F-HRTimeline
Foundations Investment Advisors, LLC25,208$903K0.02%+2,25313F-HRTimeline
Certified Advisory Corp24,383$873K0.1%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC23,500$842K0.02%-7,50013F-HRTimelineGroup
Orion Capital Management LLC23,097$827K0.35%+8,09713F-HRTimeline
Bullseye Investment Management, LLC23,006$824K0.5%+2,26613F-HRTimeline
Keystone Wealth Services, LLC21,796$781K0.21%-10513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC21,778$780K<0.01%+6,62213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC21,640$775K<0.01%+2,20013F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC20,692$741K0.14%-2,73913F-HRTimeline
BCGM Wealth Management, LLC19,693$705K0.22%-10,00013F-HRTimeline
Focus Financial Network, Inc.19,591$702K0.03%+3,63613F-HRTimeline
HBW ADVISORY SERVICES LLC19,314$692K0.1%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.18,881$676K0.02%-2,24113F-HRTimeline
Continuum Advisory, LLC18,749$672K0.09%-10,72213F-HRTimeline
Arkadios Wealth Advisors18,217$653K0.02%new13F-HRTimeline
Bedel Financial Consulting, Inc.17,736$635K0.09%-18413F-HRTimeline
DHJJ Financial Advisors, Ltd.17,464$626K0.25%+5,04913F-HRTimeline
Lakeridge Wealth Management LLC17,130$614K0.31%+8013F-HRTimeline
PTM WEALTH MANAGEMENT, LLC17,992$602K0.63%13F-HRTimeline
Straight Path Wealth Management16,644$596K0.24%+4,00313F-HRTimeline
CWM, LLCin group CWM, LLC16,419$588K<0.01%+5413F-HRTimelineGroup
WPWealth LLP15,714$563K0.11%-34,69813F-HRTimeline
Helium Advisors LLC15,335$549K0.4%+2,85513F-HRTimeline
Valtinson Bruner Financial Planning LLC15,118$542K0.18%-46413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,957$536K0.02%+1,34213F-HRTimelineGroup
Triad Wealth Partners, LLC14,676$526K0.16%+2,63913F-HRTimeline
Keystone Financial Group, Inc.14,633$524K0.37%+25413F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …14,595$523K0.12%-13813F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC14,585$522K0.01%new13F-HRTimeline
RFG Advisory, LLC14,533$521K0.01%+4,82313F-HRTimeline
Seros Financial, LLC14,450$518K0.39%013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.14,375$515K0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC14,133$506K0.02%+7,00013F-HRTimeline
Foundry Financial Group, Inc.13,658$489K0.3%013F-HRTimeline
New Republic Capital, LLC13,548$485K0.21%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC13,438$481K0.02%+2,69213F-HRTimelineGroup
WealthPlan Investment Management, LLC13,402$480K0.05%+1,36813F-HRTimeline
OLD MISSION CAPITAL LLC13,078$468K0.01%-25,95913F-HRTimeline
Mariner, LLCin group Mariner, LLC12,924$463K<0.01%+6,67813F-HRTimelineGroup
Chicago Partners Investment Group LLC12,612$453K0.02%+1,22113F-HRTimeline
Jacobi Capital Management LLC12,529$449K0.03%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,380$443K0.01%+1,99613F-HRTimelineGroup
Three Seasons Wealth, LLC12,055$432K0.21%new13F-HRTimeline
Betterment LLC11,950$428K<0.01%-88913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,550$413K0.04%+4,11113F-HR/ATimeline
TOUNJIAN ADVISORY PARTNERS, LLC11,450$410K0.08%13F-HRTimeline
LEIGH BALDWIN & CO., LLC11,400$408K0.33%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC10,972$393K0.14%+2,69313F-HRTimeline
Strategic Blueprint, LLC10,799$387K0.02%-1,32113F-HRTimeline
Ausdal Financial Partners, Inc.10,527$377K0.03%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,000$358K0.02%013F-HRTimeline
Summit Wealth Partners, LLC9,981$358K0.07%+3,84813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV9,920$355K0.03%+6,22013F-HRTimeline
Apriem Advisors9,150$328K0.04%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC8,993$322K0.01%-3,03813F-HRTimelineGroup
BridgePort Financial Solutions, LLC8,936$320K0.14%013F-HRTimeline
Firestone Capital Management8,917$319K0.08%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,833$316K<0.01%-19,26913F-HR/ATimelineGroup
Faithward Advisors, LLC8,720$312K0.05%new13F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV8,712$312K0.14%+50013F-HRTimeline
Cypress Wealth Services, LLC8,704$312K0.06%new13F-HRTimeline
Beacon Financial Advisory LLC8,642$310K0.09%-60813F-HRTimeline
Sequent Planning LLC8,564$307K0.11%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,311$298K0.03%-7,59713F-HR/ATimeline
SAGESPRING WEALTH PARTNERS, LLC8,074$289K0.01%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …7,999$288K0.02%new13F-HRTimeline
Catalina Capital Group, LLC8,004$287K0.19%+40413F-HRTimeline
NovaPoint Capital, LLC7,775$279K0.09%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.7,749$278K0.01%+5,53313F-HRTimeline
GWN SECURITIES INC.7,677$275K0.02%new13F-HRTimeline
Waterloo Capital, L.P.7,637$274K0.03%new13F-HRTimeline
WealthShield Partners, LLC7,566$271K0.03%new13F-HRTimeline
Creative Planningin group Creative Planning7,441$267K<0.01%013F-HRTimelineGroup
Cardinal Point Capital Management ULC7,190$258K0.02%-8,30013F-HRTimeline
Arax Advisory Partners7,180$257K0.02%-5,53913F-HRTimeline
Mutual Advisors, LLC7,178$255K0.01%-47413F-HRTimeline
Global Trust Asset Management, LLC7,000$251K0.15%013F-HRTimeline
Luminist Capital LLC6,903$247K0.27%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC7,031$242K0.05%new13F-HRTimeline
PFG Advisors6,733$241K0.01%+1,02413F-HRTimeline
Prasad Wealth Partners, LLC6,730$241K0.08%new13F-HRTimeline
CALTON & ASSOCIATES, INC.6,595$236K0.05%new13F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,537$234K0.01%new13F-HRTimelineGroup
Madison Wealth Partners, Inc6,319$226K0.06%+13413F-HRTimeline
Grantvest Financial Group LLC6,199$222K0.18%new13F-HRTimeline
VISTA INVESTMENT MANAGEMENT6,092$218K0.09%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,980$214K<0.01%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,816$208K0.04%-12813F-HRTimeline
Quest 10 Wealth Builders, Inc.5,774$207K0.22%-3,10413F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO5,700$204K0.04%new13F-HRTimeline
Sunbelt Securities, Inc.5,000$179K0.02%-3,04713F-HRTimeline
Capital Investment Advisory Services, L…4,006$143K0.01%+3,97613F-HRTimeline
Allworth Financial LP3,711$131K<0.01%-11,69013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC3,657$131K0.02%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,435$123K0.06%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,206$115K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,137$112K<0.01%-1,45213F-HRTimelineGroup
Financial Network Wealth Advisors LLC3,077$110K0.14%+53413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,896$107K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,731$98K<0.01%+2,54413F-HR/ATimelineGroup
Lord & Richards Wealth Management, LLC2,265$81.1K0.09%new13F-HRTimeline
Wagner Wealth Management, LLC2,000$71.6K0.02%013F-HRTimeline
Runnymede Capital Advisors, Inc.1,950$69.8K0.07%-1,50213F-HRTimeline
AdvisorNet Financial, Inc1,798$64.4K<0.01%-13513F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV1,600$57.3K0.05%013F-HRTimeline
Bernard Wealth Management Corp.1,228$44K0.02%+89313F-HRTimeline
CITY HOLDING CO700$25.1K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/676$24.2K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN599$21.5K<0.01%013F-HRTimelineGroup
Trifecta Capital Advisors, LLC541$19.4K<0.01%new13F-HRTimeline