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 235 institutions that hold shares in the stock, with a total of 19.7 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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
136,816
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.78%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
132,987
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 38.81%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
126,492
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 21.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
120,195
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 4.58%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
109,987
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 15.43%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
109,928
shares
|
$0
1.13% of portfolio
|
Q3 2023
Reduced 19.87%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
106,247
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 12.61%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
105,914
shares
|
$0
0.98% of portfolio
|
Q3 2025
Added 33.25%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
104,304
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 267.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
101,887
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 12.15%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
96,447
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
91,436
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
78,697
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Jan 14, 2026 Q4 2025 |
74,577
shares
|
$0
1.44% of portfolio
|
Q4 2025
Added 7.97%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
74,442
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
72,700
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 5.83%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
71,200
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 25.89%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
65,266
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
59,799
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 20.32%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
54,347
shares
|
$0
0.69% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
54,210
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 443.62%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
54,192
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
54,072
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
53,807
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 33.17%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
51,787
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.23%
|
|