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 208 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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
26,876
shares
|
$0
0.02% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
May 09, 2025 Q1 2025 |
26,712
shares
|
$0
0.98% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
26,662
shares
|
$0
0.81% of portfolio
|
Q1 2025
Reduced 34.39%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
26,608
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
26,330
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
25,556
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
25,288
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
24,067
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
23,514
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
23,355
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Cypress Financial Planning LLC
|
Jul 10, 2025 Q2 2025 |
23,305
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
22,710
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
20,727
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
20,375
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
20,346
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 21.2%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
20,021
shares
|
$0
0.03% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
19,150
shares
|
$0
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,027
shares
|
$0
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
18,805
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 124.35%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
18,234
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.4%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
17,168
shares
|
$0
0.02% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
16,553
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
16,535
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
16,391
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
16,000
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|