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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
21,834
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 389.66%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
21,460
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
21,005
shares
|
$0
0.16% of portfolio
|
Q3 2025
Added 55.87%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
20,701
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
20,444
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
20,296
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
19,312
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.83%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,027
shares
|
$0
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
18,773
shares
|
$0
0.03% of portfolio
|
Q4 2025
Reduced 0.44%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
18,054
shares
|
$0
0.54% of portfolio
|
Q3 2025
Added 123.22%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
17,943
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 64.31%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
17,172
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
16,605
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 191.32%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
16,000
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
15,923
shares
|
$0
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
15,729
shares
|
$0
0.62% of portfolio
|
Q1 2025
Reduced 46.4%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
15,466
shares
|
$0
0.2% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 14, 2026 Q4 2025 |
15,108
shares
|
$0
0.56% of portfolio
|
Q4 2025
Reduced 1.0%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
14,945
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Advisory Group LLC
|
Nov 06, 2025 Q3 2025 |
14,888
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jan 15, 2026 Q4 2025 |
14,352
shares
|
$0
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,670
shares
|
$0
0.02% of portfolio
|
Q3 2021
Reduced 80.25%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
13,324
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Jan 15, 2026 Q4 2025 |
13,193
shares
|
$0
0.41% of portfolio
|
Q4 2025
Reduced 2.13%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
12,954
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 3.72%
|
|