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 |
|---|---|---|---|---|---|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
49,769
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
49,467
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
48,684
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
47,439
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
47,033
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 9.61%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
44,961
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 10.91%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
44,356
shares
|
$0
1.48% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
43,630
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
43,595
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
42,767
shares
|
$0
0.41% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
39,700
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 17.85%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
38,780
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 25.73%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
38,455
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
36,405
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
36,006
shares
|
$0
0.65% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
35,860
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 355.89%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
34,931
shares
|
$0
0.42% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
34,441
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Pathway Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
34,430
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 6.01%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
33,666
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 517.38%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
33,542
shares
|
$0
0.13% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Bcgm Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
33,480
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
33,417
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 16.85%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
33,000
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
32,798
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.1%
|
|