Institutional Ownership Innovator U.S. Equity Power Bu (PSEP)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PSEP). We have compiled data on the 216 institutions that hold shares in the stock, with a total of 20.8 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,461,019
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,200,248
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 15.18%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
1,195,453
shares
|
$0
0.85% of portfolio
|
Q4 2024
Added 16.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,150,336
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,033,494
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 173.67%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
956,148
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
914,879
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 17984.19%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
894,965
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 11.78%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
680,662
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
611,235
shares
|
$0
0.03% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
573,613
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
413,975
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
349,619
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
326,955
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
316,591
shares
|
$0
0.27% of portfolio
|
Q4 2024
Reduced 97.44%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
246,366
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
220,367
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
219,834
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 5.15%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
215,897
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 45.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
187,937
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
181,283
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
167,516
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
159,642
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
155,605
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
141,649
shares
|
$0
0.02% of portfolio
|
Q4 2024
Reduced 0.5%
|