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 |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
11,130
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 17.81%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
10,992
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 300.44%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
10,667
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 24.76%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
10,479
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
10,471
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 13.47%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
10,190
shares
|
$0
0.04% of portfolio
|
Q4 2024
Reduced 21.62%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
9,926
shares
|
$0
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
9,468
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
9,450
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 17.47%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
9,392
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
9,164
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Mitchell Capital Management CO
|
May 09, 2025 Q1 2025 |
9,100
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
9,077
shares
|
$0
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
9,073
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 29.37%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
9,035
shares
|
$0
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
9,031
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
8,825
shares
|
$0
0.0% of portfolio
|
Q3 2022
Reduced 26.65%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
8,550
shares
|
$0
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
8,423
shares
|
$0
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
8,375
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
8,290
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
8,139
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
8,100
shares
|
$0
0.25% of portfolio
|
Q4 2024
Reduced 97.44%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
8,046
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 49.25%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
7,761
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 44.5%
|