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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
15,818
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
15,729
shares
|
$0
0.65% of portfolio
|
Q1 2025
Reduced 46.4%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
15,453
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 7.77%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
15,432
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 18.13%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
15,285
shares
|
$0
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
15,255
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
15,088
shares
|
$0
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
14,670
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
14,638
shares
|
$0
0.11% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
14,352
shares
|
$0
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
14,128
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Apr 28, 2025 Q1 2025 |
13,993
shares
|
$0
0.5% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
13,814
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 30.34%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
13,670
shares
|
$0
0.02% of portfolio
|
Q3 2021
Reduced 80.25%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
13,530
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7953.57%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
13,324
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
12,954
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
12,923
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 0.29%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
12,447
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
12,378
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 98.65%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
12,377
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 17.37%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
12,199
shares
|
$0
0.01% of portfolio
|
Q1 2024
Reduced 15.43%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
12,167
shares
|
$0
0.08% of portfolio
|
Q4 2024
Added 2456.09%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
11,850
shares
|
$0
0.03% of portfolio
|
Q2 2024
Reduced 10.23%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
11,205
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 41.03%
|