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 |
|---|---|---|---|---|---|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
4,626
shares
|
$0
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
4,178
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 40.77%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
3,987
shares
|
$0
0.07% of portfolio
|
Q4 2025
Reduced 0.13%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
3,864
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
3,659
shares
|
$0
0.17% of portfolio
|
Q3 2025
Added 15.32%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
3,426
shares
|
$0
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,840
shares
|
$0
0.05% of portfolio
|
Q3 2023
Added 12.08%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
2,787
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.27%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,732
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 29.33%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
2,505
shares
|
$0
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,328
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 35.59%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
2,257
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 33.31%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
1,990
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,743
shares
|
$0
0.02% of portfolio
|
Q3 2023
Reduced 56.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,738
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
1,677
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,630
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 60.62%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,629
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,549
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 53.67%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
1,500
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
1,300
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,061
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
750
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 28.57%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
670
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
646
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 32.07%
|
|