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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 2025-12-31, 13,985,037 shares in all. 15 filers opened a position and 14 filers sold out during the quarter.

Managers
210
13F filers
210
New
15
Added
18
Reduced
96
Sold out
14
Shares held by filers
13,985,037

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.3,492,048$142M0.04%-96,31213F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,536,231$62.6M0.74%-31,92013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,192,439$48.6M0.07%-69,28013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC441,631$18M0.02%-585,63013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth382,285$15.6M0.02%+332,85113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC301,974$12.3M<0.01%+9,50313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC300,717$12.2M0.05%-7,89813F-HRTimelineGroup
LPL Financial LLC266,535$10.9M<0.01%+16,38713F-HRTimeline
BCS Wealth Management239,484$9.75M0.98%+103,25613F-HRTimeline
BLAIR WILLIAM & CO/IL208,668$8.5M0.02%-12,42713F-HRTimeline
Cetera Investment Advisers202,818$8.26M0.01%-47,44513F-HRTimeline
Southland Equity Partners LLC168,027$6.84M1.35%-2,58913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management155,588$6.34M0.07%-809,15413F-HRTimelineGroup
World Investment Advisors146,120$5.95M0.1%+17,92213F-HR/ATimeline
CoreCap Advisors, LLC140,814$5.73M0.2%-1,24913F-HRTimeline
HighTower Advisors, LLC135,669$5.52M0.01%-61513F-HRTimeline
Beacon Pointe Advisors, LLC128,574$5.24M0.04%+1,88213F-HRTimeline
Cassady Wealth & Retirement Planning, L…128,260$5.22M3.41%13F-HRTimeline
Cambridge Investment Research Advisors,…107,376$4.37M0.01%+2,22313F-HRTimeline
Advisory Alpha, LLC102,690$4.18M0.11%-81513F-HRTimeline
Castle Rock Wealth Management, LLC98,958$4.06M0.88%-7113F-HRTimeline
Weaver Consulting Group99,658$4.06M0.99%-1,90613F-HRTimeline
Keating Financial Advisory Services, In…84,873$3.46M0.47%13F-HRTimeline
MTM FINANCIAL GROUP, LLC83,946$3.42M1.63%-2,60513F-HRTimeline
Ascent Wealth Partners, LLC83,605$3.4M0.39%-3,06513F-HRTimeline
Vestmark Advisory Solutions, Inc.83,096$3.38M0.05%-48213F-HRTimeline
McAlister, Sweet & Associates, Inc.81,024$3.3M2.5%-20813F-HRTimeline
AE Wealth Management LLC77,478$3.15M0.02%-12,67713F-HRTimeline
GILL CAPITAL PARTNERS, LLC76,103$3.1M0.94%-6,26513F-HRTimeline
MML INVESTORS SERVICES, LLC73,998$3.01M0.01%+12,88713F-HRTimeline
YARGER WEALTH STRATEGIES, LLC72,771$2.96M1.27%-88013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC70,008$2.85M0.05%-7,45313F-HRTimeline
Tradition Wealth Management, LLC64,106$2.61M0.19%-1,73613F-HRTimeline
Chris Bulman Inc63,976$2.61M1.15%-6,31913F-HRTimeline
Janney Montgomery Scott LLC62,543$2.55M0.01%+4,38513F-HRTimeline
Advisory Services Network, LLC60,971$2.48M0.04%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…57,169$2.34M<0.01%-24,75113F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC55,663$2.27M1.23%013F-HRTimeline
OneDigital Investment Advisors LLC55,299$2.25M0.02%-10,30313F-HRTimeline
Diligent Investors, LLC54,270$2.21M0.54%013F-HRTimeline
Bellwether Advisors, LLC53,542$2.18M0.35%013F-HRTimeline
IFP Advisors, Inc51,694$2.1M0.05%-1,22013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC50,451$2.05M0.3%-4,58213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC50,277$2.05M<0.01%-162,65013F-HRTimelineGroup
WEALTH ALLIANCE, LLC49,945$2.03M0.2%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC49,574$2.02M<0.01%new13F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC48,669$1.98M0.27%-19,30413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP48,185$1.96M<0.01%-1,92813F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.48,155$1.96M0.09%-49313F-HRTimelineGroup
Visionary Wealth Advisors43,803$1.78M0.08%-80913F-HRTimeline
WorthPointe, LLC43,446$1.77M0.46%-36913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC41,682$1.7M0.04%-6213F-HRTimelineGroup
Weaver Capital Management LLC40,578$1.65M0.35%-1,88013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …39,020$1.6M0.05%-4,99913F-HRTimelineGroup
MAI Capital Management39,280$1.6M0.01%-9,41913F-HRTimeline
FSA Advisors, Inc.38,486$1.57M1.09%+79113F-HRTimeline
Cresset Asset Management, LLC37,862$1.54M0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC37,428$1.52M0.01%013F-HRTimeline
Archer Investment Corp37,400$1.52M0.34%013F-HRTimeline
Global Assets Advisory, LLC37,289$1.52M0.43%-5313F-HRTimeline
COMMONS CAPITAL, LLC36,911$1.5M1.06%+31,66913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV35,596$1.45M<0.01%-15,59313F-HRTimeline
Global Strategic Investment Solutions, …35,396$1.44M0.14%-3,07813F-HRTimeline
Patriot Financial Group Insurance Agenc…34,987$1.42M0.17%-85013F-HRTimeline
Lineweaver Wealth Advisors, LLC34,722$1.41M0.19%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC34,596$1.41M0.35%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.34,271$1.4M0.7%-3,00013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV32,817$1.34M0.07%-86413F-HRTimeline
PCA Investment Advisory Services Inc.31,406$1.28M0.45%013F-HRTimeline
Cornerstone Wealth Group, LLC30,955$1.26M0.09%-33813F-HRTimeline
NewEdge Advisors, LLC29,884$1.22M<0.01%-1,63013F-HRTimeline
Foundations Investment Advisors, LLC29,864$1.22M0.02%-1,03713F-HRTimeline
BFI Wealth Solutions, LLC29,208$1.19M1.13%13F-HRTimeline
CORRADO ADVISORS, LLC28,502$1.16M0.58%013F-HRTimeline
CRA Financial Services, LLC28,045$1.14M0.15%-75513F-HRTimeline
Composition Wealth, LLC28,007$1.14M0.02%-8,75913F-HRTimeline
Trek Financial, LLC27,172$1.11M0.06%-94013F-HRTimeline
Continuum Advisory, LLC26,930$1.1M0.11%-2413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC26,640$1.08M<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.25,730$1.05M0.32%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,474$997K<0.01%new13F-HRTimelineGroup
RK Capital Management, LLC/FL23,800$969K0.06%-300,29313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC23,500$957K0.02%013F-HRTimelineGroup
Forty-three Eighteen Advisors, LLC23,296$949K0.74%13F-HRTimeline
Certified Advisory Corp22,665$923K0.08%-67313F-HRTimeline
Fortune Financial Group, Inc.19,284$911K0.9%13F-HRTimeline
Belpointe Asset Management LLC21,884$891K0.03%-5,88413F-HRTimeline
Orion Capital Management LLC21,292$867K0.29%013F-HRTimeline
AssuredPartners Investment Advisors, LLC20,949$853K0.13%+14,67613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,591$838K<0.01%+14,96213F-HRTimelineGroup
BCGM Wealth Management, LLC19,693$802K0.2%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC19,516$795K0.01%-1,92013F-HRTimelineGroup
Valmark Advisers, Inc.19,246$784K0.01%-5,27513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,837$767K0.01%-6013F-HRTimelineGroup
Kingsview Wealth Management, LLC18,823$766K0.01%-3,21313F-HRTimeline
Lakeridge Wealth Management LLC18,580$757K0.34%013F-HRTimeline
COFG Advisors, LLC17,964$731K0.18%13F-HRTimeline
Bedel Financial Consulting, Inc.17,736$722K0.08%013F-HRTimeline
PTM WEALTH MANAGEMENT, LLC17,038$696K0.39%-1713F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC17,028$693K0.47%-10,36813F-HRTimeline
DHJJ Financial Advisors, Ltd.16,772$683K0.23%-55713F-HRTimeline
MGO ONE SEVEN LLC16,681$679K0.01%013F-HRTimeline
Noble Wealth Management PBC16,665$679K0.34%-4,91213F-HRTimeline
Straight Path Wealth Management16,644$678K0.18%013F-HRTimeline
HBW ADVISORY SERVICES LLC16,174$659K0.07%-2,69713F-HRTimeline
Focus Financial Network, Inc.16,137$657K0.02%013F-HRTimeline
OLD MISSION CAPITAL LLC15,553$633K0.02%-19,24113F-HRTimeline
HRT FINANCIAL LP14,719$599K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,469$589K<0.01%+28513F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.14,375$585K0.01%013F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC14,314$583K0.01%013F-HR/ATimeline
Valtinson Bruner Financial Planning LLC14,221$579K0.17%013F-HRTimeline
Foundry Financial Group, Inc.13,618$555K0.28%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13,561$552K0.02%013F-HRTimelineGroup
Seros Financial, LLC13,520$551K0.32%013F-HRTimeline
CWM, LLCin group CWM, LLC13,509$550K<0.01%-1,23113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC13,438$547K0.02%013F-HR/ATimelineGroup
New Republic Capital, LLC13,223$538K0.14%-32513F-HRTimeline
Keystone Financial Group, Inc.13,046$531K0.28%013F-HRTimeline
Jacobi Capital Management LLC12,529$510K0.03%013F-HRTimeline
Arax Advisory Partners12,418$506K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC12,174$496K0.01%-36313F-HRTimeline
Mariner, LLCin group Mariner, LLC11,999$489K<0.01%-92513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,975$488K0.01%-50913F-HRTimelineGroup
IHT Wealth Management, LLC11,814$487K0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC11,831$486K0.01%-37013F-HRTimeline
Three Seasons Wealth, LLC11,605$473K0.05%-45013F-HRTimeline
Wood Tarver Financial Group, LLC11,483$467K0.13%-1,19213F-HRTimeline
Ballast Rock Private Wealth LLC11,438$466K0.29%13F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …10,591$431K0.07%-5,63313F-HRTimelineGroup
Triad Wealth Partners, LLC10,590$431K0.04%+88213F-HRTimeline
Galvin, Gaustad & Stein, LLC10,547$429K0.03%new13F-HRTimeline
Ausdal Financial Partners, Inc.10,482$427K0.02%-2313F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC10,224$417K0.12%-89913F-HRTimeline
WPWealth LLP10,194$415K0.06%013F-HRTimeline
MMA ASSET MANAGEMENT LLC10,153$413K0.15%-10,15313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,133$413K0.01%-5,50013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC10,000$407K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV9,900$403K0.03%+20013F-HRTimeline
WealthPlan Investment Management, LLC9,280$378K0.02%-1,38713F-HRTimeline
Grantvest Financial Group LLC9,249$377K0.24%013F-HRTimeline
Apriem Advisors9,150$373K0.03%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC9,106$371K0.05%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,081$370K0.03%+3713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,875$361K<0.01%013F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC8,787$358K0.05%new13F-HRTimeline
Firestone Capital Management8,717$355K0.08%-20013F-HRTimeline
Beacon Financial Advisory LLC8,642$352K0.08%-2,20013F-HRTimeline
Blue Water Asset Management8,503$346K0.12%13F-HRTimeline
Catalina Capital Group, LLC8,004$326K0.2%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …7,999$326K0.02%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC7,980$325K<0.01%new13F-HRTimelineGroup
Summit Wealth Partners, LLC7,937$323K0.06%-1,55913F-HRTimeline
Waterloo Capital, L.P.7,637$311K0.02%013F-HRTimeline
WealthShield Partners, LLC7,481$305K0.03%013F-HRTimeline
Outlook Wealth Advisors, LLC7,383$301K0.07%013F-HRTimeline
Betterment LLC7,302$297K<0.01%-2413F-HRTimeline
ATX Financial Planning, LLC7,032$286K0.22%13F-HRTimeline
Global Trust Asset Management, LLC7,000$285K0.11%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC6,810$277K0.01%013F-HRTimeline
Prasad Wealth Partners, LLC6,730$274K0.07%013F-HRTimeline
Merit Financial Group, LLC6,708$273K<0.01%+17913F-HRTimeline
DAVENPORT & Co LLC6,684$272K<0.01%013F-HRTimeline
CALTON & ASSOCIATES, INC.6,595$269K0.04%013F-HRTimeline
Madison Wealth Partners, Inc6,319$257K0.05%013F-HRTimeline
Mutual Advisors, LLC6,256$255K0.01%-8,67613F-HRTimeline
Faithward Advisors, LLC6,223$253K0.04%-1,92313F-HRTimeline
Helium Advisors LLC6,100$248K0.25%-6,16013F-HRTimeline
VISTA INVESTMENT MANAGEMENT6,092$248K0.08%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,067$247K0.01%new13F-HRTimelineGroup
Pacific Park Financial, Inc.5,983$244K0.15%13F-HRTimeline
Bullseye Investment Management, LLC5,815$237K0.12%-17,19113F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,738$234K0.04%-7813F-HRTimeline
Clay Northam Wealth Management, LLC5,500$224K0.12%013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,467$223K<0.01%-61513F-HRTimeline
Sigma Planning Corp5,377$219K0.01%-5013F-HRTimeline
TrustBankin group TrustBank5,250$214K0.09%13F-HRTimelineGroup
Cypress Wealth Services, LLC5,244$214K0.03%013F-HRTimeline
BridgePort Financial Solutions, LLC5,218$212K0.06%013F-HRTimeline
Sunbelt Securities, Inc.5,000$204K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.4,694$191K0.17%013F-HRTimeline
Capital Investment Advisory Services, L…3,976$162K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,435$140K0.04%013F-HRTimeline
Financial Network Wealth Advisors LLC3,077$125K0.13%013F-HRTimeline
SageView Advisory Group, LLC2,420$98.5K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates2,194$89.3K0.02%-33513F-HRTimeline
JDM Financial Group LLC2,154$87.7K0.03%-44,15813F-HRTimeline
Wagner Wealth Management, LLC2,000$81.4K0.02%013F-HRTimeline
IMG Wealth Management, Inc.1,574$64.1K0.04%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,534$62.5K0.01%-2,12313F-HRTimeline
Jessup Wealth Management, Inc1,495$60.9K0.02%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,300$52.9K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,250$50.9K0.04%013F-HRTimeline
PFS Partners, LLC1,200$48.9K0.02%013F-HRTimeline
Bernard Wealth Management Corp.1,074$43.7K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY802$32.7K<0.01%-34,00013F-HR/ATimelineGroup
AdvisorNet Financial, Inc800$32.6K<0.01%-48813F-HRTimeline
UBS Group AGin group UBS Group AG751$30.6K<0.01%-213F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC735$29.9K<0.01%-1,69913F-HRTimelineGroup
CITY HOLDING CO700$28.5K<0.01%013F-HRTimeline