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 |
|---|---|---|---|---|---|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
6,587
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.95%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
6,390
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
6,386
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
6,296
shares
|
$0
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
6,203
shares
|
$0
0.21% of portfolio
|
Q1 2025
Reduced 13.88%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
6,081
shares
|
$0
0.1% of portfolio
|
Q3 2025
Added 8.98%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
6,058
shares
|
$0
0.02% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
5,942
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
5,875
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
5,769
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
5,690
shares
|
$0
0.02% of portfolio
|
Q3 2025
Reduced 26.01%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
5,615
shares
|
$0
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
5,509
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mitchell Capital Management CO
|
Nov 06, 2025 Q3 2025 |
5,500
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 17.66%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
5,357
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
5,224
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 32.35%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
5,221
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 3.48%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
5,188
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hengehold Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
5,085
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
5,043
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
4,955
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 656.49%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
4,871
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 39.86%
|
|
|
Nikulski Financial, Inc.
|
Jan 15, 2026 Q4 2025 |
4,695
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
4,661
shares
|
$0
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
4,626
shares
|
$0
0.05% of portfolio
|
Q4 2025
New holding
|
|