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 239 institutions that hold shares in the stock, with a total of 19.5 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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
670
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
646
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 32.07%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
623
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 95.75%
|
|
|
Ubs Group Ag
|
Jan 29, 2026 Q4 2025 |
578
shares
|
$0
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
566
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
500
shares
|
$0
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jan 30, 2026 Q4 2025 |
400
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
382
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
329
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
290
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
125
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 48.98%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
28
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 28.21%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
15
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|