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 198 institutions that hold shares in the stock, with a total of 18.7 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 |
Nov 14, 2024 Q3 2024 |
3,520,187
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 11.61%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
1,415,085
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1161.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,160,847
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 142.16%
|
|
|
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%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
1,027,312
shares
|
$0
0.86% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
800,666
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 731.83%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
684,146
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
663,890
shares
|
$0
0.04% of portfolio
|
Q3 2024
Added 8.58%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
586,614
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 164.86%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
420,573
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
349,619
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
324,019
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 12.31%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
248,064
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 14.1%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
225,398
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 7.29%
|
|
|
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%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
212,930
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
188,501
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 16.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
186,827
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
161,295
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 72.46%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
160,062
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 31.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
158,266
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
152,848
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 99.66%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
151,285
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 12.4%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
148,333
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 28.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
142,361
shares
|
$0
0.02% of portfolio
|
Q3 2024
Added 29.93%
|