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 208 institutions that hold shares in the stock, with a total of 15.5 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 |
May 15, 2025 Q1 2025 |
3,394,730
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
1,238,311
shares
|
$0
0.85% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
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%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
677,378
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
655,910
shares
|
$0
0.04% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
561,421
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.99%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
520,059
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 9.34%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
345,089
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
342,108
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 64.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
319,067
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 69.77%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
314,802
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
276,937
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 28.27%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
238,791
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
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%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
204,844
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
169,537
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
160,522
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
157,473
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
148,978
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 83.35%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
134,985
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
116,978
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 27.95%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
109,928
shares
|
$0
1.13% of portfolio
|
Q3 2023
Reduced 19.87%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
104,519
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
102,902
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
98,891
shares
|
$0
0.01% of portfolio
|
Q1 2025
Reduced 30.19%
|