PFEB · Insider trading · 13F holders · Congress trades
Innovator Etfs Trust (PFEB)
Who is buying and selling PFEB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 31
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
PFEB at a glance
- No open-market insider purchases or sales of PFEB were filed in the last 90 days.
- 31 13F filers hold PFEB among their 50 largest positions, worth $90.0M combined. The biggest bets by portfolio weight are Cassady Wealth & Retirement Planning, LLC (3.9%), Cornerstone Wealth, LLC/TN (2.7%) and Blossom Wealth Management (1.7%).
- No member of Congress has disclosed a trade in PFEB.
PFEB insider trading
No open-market insider purchases or sales of PFEB were filed in the last 90 days.
Who owns PFEB? Hedge funds and superinvestors
31 13F filers hold PFEB among their 50 largest positions, worth $90.0M combined. The biggest bets by portfolio weight are Cassady Wealth & Retirement Planning, LLC (3.9%), Cornerstone Wealth, LLC/TN (2.7%) and Blossom Wealth Management (1.7%).
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Integrity Advisory Solutions, LLCWealth manager | 1.3% | $12.1M | 275,307 | -2.4% shares | Q3 2026 |
| Cassady Wealth & Retirement Planning, LLCWealth manager | 3.9% | $8.3M | 192,620 | +0.0% shares | Q2 2026 |
| Southland Equity Partners LLCWealth manager | 1.2% | $6.8M | 154,539 | -2.5% shares | Q3 2026 |
| Cornerstone Wealth, LLC/TNWealth manager | 2.7% | $5.7M | 128,462 | -1.2% shares | Q3 2026 |
| BCS Wealth ManagementWealth manager | 0.8% | $4.7M | 108,358 | -5.4% shares | Q2 2026 |
| Weaver Consulting GroupWealth manager | 0.9% | $4.5M | 102,597 | -1.0% shares | Q3 2026 |
| Keating Financial Advisory Services, Inc.Wealth manager | 0.5% | $4.0M | 92,080 | -0.7% shares | Q2 2026 |
| Castle Rock Wealth Management, LLCWealth manager | 0.7% | $4.0M | 89,044 | -1.7% shares | Q3 2026 |
| Mtm Financial Group, LLCWealth manager | 1.6% | $3.6M | 84,345 | -1.0% shares | Q2 2026 |
| Diligent Investors, LLCWealth manager | 0.8% | $3.5M | 80,448 | -0.0% shares | Q3 2026 |
| Yarger Wealth Strategies, LLCWealth manager | 1.1% | $3.2M | 73,605 | -3.9% shares | Q2 2026 |
| Gill Capital Partners, LLCWealth manager | 0.8% | $3.0M | 68,495 | -3.0% shares | Q3 2026 |
| Chris Bulman IncWealth manager | 1.0% | $2.8M | 64,283 | -8.4% shares | Q3 2026 |
| Kfg Wealth Management, LLCWealth manager | 0.3% | $2.8M | 62,453 | -3.9% shares | Q3 2026 |
| Blue Water Asset ManagementWealth manager | 0.8% | $2.5M | 58,772 | -5.5% shares | Q2 2026 |
| Riverchase Wealth Management, LLCWealth manager | 1.2% | $2.5M | 55,663 | +0.0% shares | Q3 2026 |
| PCA Investment Advisory Services Inc.Institutional asset manager | 0.5% | $1.7M | 37,730 | -0.5% shares | Q3 2026 |
| FSA Advisors, Inc.Wealth manager | 0.8% | $1.6M | 38,133 | -2.8% shares | Q2 2026 |
| Pinnacle Wealth Management Group, Inc.Wealth manager | 0.7% | $1.6M | 36,183 | -1.9% shares | Q3 2026 |
| Atticus Wealth Management, LLCWealth manager | 0.3% | $1.5M | 33,766 | — | Q3 2026 |
| BFI Wealth Solutions, LLCWealth manager | 1.0% | $1.4M | 31,976 | -1.0% shares | Q3 2026 |
| Lakeridge Wealth Management LLCWealth manager | 0.5% | $1.3M | 29,672 | -4.9% shares | Q2 2026 |
| Fortune Financial Group, Inc.Wealth manager | 1.1% | $1.3M | 28,584 | -4.8% shares | Q3 2026 |
| TrustBankInvestment manager | 0.4% | $1.2M | 27,125 | +0.0% shares | Q3 2026 |
| Blossom Wealth ManagementWealth manager | 1.7% | $1.2M | 27,468 | +0.0% shares | Q2 2026 |
| Forty-three Eighteen Advisors, LLCInvestment manager | 0.7% | $1.0M | 23,296 | +0.0% shares | Q2 2026 |
| FreeGulliver LLCWealth manager | 0.3% | $788K | 18,292 | +0.0% shares | Q2 2026 |
| Foundry Financial Group, Inc.Wealth manager | 0.2% | $595K | 13,512 | +0.0% shares | Q3 2026 |
| Seros Financial, LLCWealth manager | 0.2% | $417K | 9,459 | -16.3% shares | Q3 2026 |
| Ptm Wealth Management, LLCWealth manager | 0.2% | $377K | 8,484 | +0.0% shares | Q3 2026 |
The 30 largest of 31 positions, by value. Each manager counts with its latest 13F (Q3 2026: 20, Q2 2026: 11). Screen PFEB in the grand portfolio →
PFEB stock trades by members of Congress
No member of Congress has disclosed a trade in PFEB.
PFEB questions and answers
Are insiders buying PFEB stock?
No open-market insider purchases or sales of PFEB were filed in the last 90 days.
Which hedge funds own PFEB?
31 13F filers hold PFEB among their 50 largest positions, worth $90.0M combined. The biggest bets by portfolio weight are Cassady Wealth & Retirement Planning, LLC (3.9%), Cornerstone Wealth, LLC/TN (2.7%) and Blossom Wealth Management (1.7%).
Has Congress traded PFEB?
No member of Congress has disclosed a trade in PFEB.
Who is the largest holder of PFEB?
Among 13F filers, Integrity Advisory Solutions, LLC reports the largest PFEB position, $12.1M (275,307 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Cassady Wealth & Retirement Planning, LLC's: 3.9% of its portfolio.
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