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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
9,214
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
9,154
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
9,138
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Oct 28, 2025 Q3 2025 |
9,096
shares
|
$0
0.33% of portfolio
|
Q2 2025
Reduced 65.95%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
9,074
shares
|
$0
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
9,074
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 20, 2026 Q4 2025 |
9,035
shares
|
$0
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
9,002
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 29.3%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
8,874
shares
|
$0
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
8,826
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 28.69%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
8,800
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.82%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
8,784
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
8,761
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 4.26%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
8,375
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
8,290
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
8,286
shares
|
$0
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
8,277
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
8,165
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 29.95%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
8,155
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 62.69%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
7,641
shares
|
$0
0.15% of portfolio
|
Q3 2025
Added 20.65%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
7,610
shares
|
$0
0.0% of portfolio
|
Q3 2022
Reduced 65.94%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
7,542
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
7,000
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
6,890
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
6,817
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 44.3%
|
|