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 209 institutions that hold shares in the stock, with a total of 14.9 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 |
Aug 14, 2025 Q2 2025 |
3,304,961
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
1,433,715
shares
|
$0
0.82% of portfolio
|
Q2 2025
Added 15.78%
|
|
|
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.
|
Aug 01, 2025 Q2 2025 |
614,899
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
600,138
shares
|
$0
0.03% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
409,663
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 27.03%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
342,637
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
338,746
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
332,538
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
323,809
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 16.93%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
305,087
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
252,392
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 51.47%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
240,622
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
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 |
Jul 22, 2025 Q2 2025 |
205,041
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
179,868
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
162,016
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
160,502
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
122,394
shares
|
$0
0.01% of portfolio
|
Q2 2025
Added 190.57%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
121,577
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 9.93%
|
|
|
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%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
100,885
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
95,803
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
95,286
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.78%
|