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 |
|---|---|---|---|---|---|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
12,923
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 0.29%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
12,527
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
12,396
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 0.95%
|
|
|
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%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
12,047
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
11,986
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
11,850
shares
|
$0
0.03% of portfolio
|
Q2 2024
Reduced 10.23%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
11,587
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
11,548
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
11,540
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
11,067
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
10,826
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
10,784
shares
|
$0
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
10,700
shares
|
$0
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
10,432
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
10,242
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 11.72%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
10,188
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 23, 2025 Q3 2025 |
10,131
shares
|
$0
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
10,000
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 24.0%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
9,956
shares
|
$0
0.06% of portfolio
|
Q3 2025
Added 9.68%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
9,943
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 20.19%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
9,926
shares
|
$0
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
9,852
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
9,300
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
9,250
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.07%
|
|