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 210 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 |
|---|---|---|---|---|---|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
96,612
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
95,286
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
80,834
shares
|
$0
0.82% of portfolio
|
Q1 2025
Reduced 15.07%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
80,359
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
80,072
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 22.43%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
76,069
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 23.03%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
75,052
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
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%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
69,474
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
67,935
shares
|
$0
0.11% of portfolio
|
Q1 2025
Added 68.14%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
66,436
shares
|
$0
0.82% of portfolio
|
Q1 2025
Reduced 44.52%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
61,972
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
59,541
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
57,493
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
56,558
shares
|
$0
0.01% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
54,211
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 95.48%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
52,825
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 29.92%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
51,994
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
51,908
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
50,498
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 10.67%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
49,914
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
49,891
shares
|
$0
1.16% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
May 01, 2025 Q1 2025 |
49,815
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
49,670
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
49,394
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.07%
|