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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
32,225
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
32,202
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 142.1%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
32,077
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 3.32%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 14, 2026 Q4 2025 |
31,611
shares
|
$0
0.27% of portfolio
|
Q3 2025
Added 501.77%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
31,114
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 29.91%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
30,670
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 68.2%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
29,333
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 3.53%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
28,933
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
28,917
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 47.06%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
28,188
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 399.61%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
27,763
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
27,434
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
26,943
shares
|
$0
0.02% of portfolio
|
Q3 2025
Added 53.26%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
26,811
shares
|
$0
0.02% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
25,973
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
25,679
shares
|
$0
0.87% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
25,616
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
25,288
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
25,199
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
24,972
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 22.05%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
24,500
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
23,936
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 57.62%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
23,831
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
22,859
shares
|
$0
0.16% of portfolio
|
Q3 2025
Added 205.32%
|
|
|
Cypress Financial Planning LLC
|
Jan 14, 2026 Q4 2025 |
21,931
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 3.93%
|
|