Innovator U.S. Equity PowerPSEPETF
13F holders, Q1 2025 (March 31)193holders −17
11new positions
25sold out
1famous investor
$38.41avg. 13F price*
At the end of Q1 2025, 193 institutions reported holding Innovator U.S. Equity Power (PSEP) in their 13F filings, down 17 from Q4 2024. 11 opened new positions and 25 sold out. The largest holders were Alliancebernstein L.P. ($130.4M), Penserra Capital Management LLC ($47.6M) and Stuart Chaussee & Associates, Inc. ($26.0M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Innovator U.S. Equity Power
- CUSIP
- 45782C656
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.4M |
| Exits | 25 | $16.2M |
All 13F filers, Q4 2024 → Q1 2025: 427,614 shares bought and 4,871,285 shares sold, net −4,443,671 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 193 holders
| Alliancebernstein L.P. | 0.05% | Reduce -1.9% | 3,394,730 | $130.4M |
| Penserra Capital Management LLC | 0.85% | Add +3.6% | 1,238,311 | $47.6M |
| Stuart Chaussee & Associates, Inc. | 6.48% | Reduce -0.5% | 677,378 | $26.0M |
| Commonwealth Equity Services, LLC | 0.04% | Add +7.3% | 655,910 | $25.2M |
| Osaic Holdings, Inc. | 0.05% | Reduce -7.4% | 561,421 | $21.6M |
| HighTower Advisors, LLC | 0.03% | Reduce -9.3% | 520,059 | $20.0M |
| Cresset Asset Management, LLC | 0.07% | Reduce -1.3% | 345,089 | $13.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -64.2% | 342,108 | $13.1M |
| LPL Financial LLC | 0.00% | Add +69.8% | 319,067 | $12.3M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -3.7% | 314,802 | $12.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +28.3% | 276,937 | $10.6M |
| NorthCoast Asset Management LLC | 0.05% | Reduce -3.1% | 238,791 | $9.2M |
| MBL Wealth, LLC | 0.80% | Reduce -4.1% | 204,844 | $7.9M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -6.5% | 169,537 | $6.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.1% | 162,349 | $6.2M |
| Truist Financial Corp. | 0.01% | Add +0.6% | 160,522 | $6.2M |
| Cetera Investment Advisers | 0.01% | Add +1.2% | 157,473 | $6.0M |
| Brookstone Capital Management | 0.08% | Reduce -83.3% | 148,978 | $5.7M |
| Yarger Wealth Strategies, LLC | 3.02% | Reduce -1.3% | 134,985 | $5.2M |
| Blair William & Co. | 0.01% | Reduce -1.3% | 104,519 | $4.0M |
| CoreCap Advisors, LLC | 0.17% | Reduce -1.5% | 102,902 | $4.0M |
| KFG Wealth Management, LLC | 0.70% | Reduce -4.5% | 100,067 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -30.2% | 98,891 | $3.8M |
| Bellwether Advisors, LLC | 0.78% | Reduce -0.3% | 96,612 | $3.7M |
| Weaver Capital Management LLC | 0.83% | Reduce -15.1% | 80,834 | $3.1M |
| MTM Financial Group, LLC | 1.81% | Reduce -1.0% | 80,611 | $3.1M |
| First Commonwealth Financial Corp | 0.73% | Reduce -7.4% | 80,359 | $3.1M |
| MAI Capital Management | 0.02% | Reduce -22.4% | 80,072 | $3.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.07% | Reduce -23.0% | 76,069 | $2.9M |
| Jacobi Capital Management LLC | 0.21% | Reduce -6.7% | 75,052 | $2.9M |
| Focus Partners Wealth | 0.01% | Reduce -1.4% | 71,320 | $2.7M |
| Stephens Inc. | 0.04% | Reduce -8.3% | 69,474 | $2.7M |
| SageView Advisory Group, LLC | 0.11% | Add +68.1% | 67,935 | $2.6M |
| Garden State Investment Advisory Services LLC | 0.82% | Reduce -44.5% | 66,436 | $2.6M |
| Townsquare Capital LLC | 0.03% | Reduce -2.9% | 61,972 | $2.4M |
| Visionary Wealth Advisors | 0.14% | Add +7.2% | 59,541 | $2.3M |
| Beck Capital Management, LLC | 0.65% | Reduce -5.2% | 57,493 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.4% | 57,052 | $2.2M |
| Camelot Portfolios, LLC | 1.35% | Add +22.1% | 56,530 | $2.2M |
| AE Wealth Management LLC | 0.02% | Reduce -95.5% | 54,211 | $2.1M |
| Diligent Investors, LLC | 0.49% | Reduce -29.9% | 52,825 | $2.0M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -3.7% | 51,994 | $2.0M |
| Altfest L J & Co. Inc. | 0.25% | Reduce -5.8% | 51,908 | $2.0M |
| Chris Bulman Inc | 1.22% | Reduce -12.7% | 50,116 | $1.9M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -3.9% | 49,914 | $1.9M |
| Corrado Advisors, LLC | 1.28% | Reduce -0.8% | 49,815 | $1.9M |
| Pathway Financial Advisors LLC | 0.34% | Reduce -4.8% | 49,670 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | No change | 49,394 | $1.9M |
| Valtinson Bruner Financial Planning LLC | 0.63% | Reduce -10.8% | 48,507 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -12.3% | 47,472 | $1.8M |
| Cape Investment Advisory, Inc. | 0.71% | Reduce -2.8% | 46,226 | $1.8M |
| Keystone Wealth Services, LLC | 0.48% | Reduce -3.7% | 46,150 | $1.8M |
| Michels Family Financial, LLC | 1.59% | Reduce -5.0% | 45,909 | $1.8M |
| Pinnacle Wealth Management Group, Inc. | 1.17% | Reduce -1.5% | 43,735 | $1.7M |
| MML Investors Services, LLC | 0.01% | Reduce -7.7% | 42,122 | $1.6M |
| IFP Advisors, Inc | 0.05% | Reduce -11.1% | 41,261 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -10.7% | 40,187 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Reduce -0.0% | 39,160 | $1.5M |
| Advisory Alpha, LLC | 0.05% | Add +9.2% | 39,031 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -0.1% | 35,435 | $1.4M |
| Brown Wealth Management, LLC | 0.46% | Reduce -3.6% | 34,931 | $1.3M |
| Sovran Advisors, LLC | 0.17% | No change | 35,390 | $1.3M |
| Advisory Services Network, LLC | 0.03% | No change | 33,830 | $1.3M |
| BCGM Wealth Management, LLC | 0.40% | No change | 33,610 | $1.3M |
| Tradition Wealth Management, LLC | 0.11% | Reduce -0.4% | 33,162 | $1.3M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -2.9% | 33,000 | $1.3M |
| BCS Wealth Management | 0.28% | Reduce -19.9% | 28,140 | $1.1M |
| Outlook Wealth Advisors, LLC | 0.29% | Reduce -65.6% | 27,111 | $1.0M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -6.6% | 26,876 | $1.0M |
| Red Crane Wealth Management, LLC | 0.98% | Reduce -0.9% | 26,712 | $1.0M |
| FSA Advisors, Inc. | 0.81% | Reduce -34.4% | 26,662 | $1.0M |
| Harbour Investments, Inc. | 0.03% | Add +1.9% | 26,608 | $1.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Reduce -0.8% | 26,330 | $1.0M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -3.5% | 25,556 | $982K |
| Wealth Alliance, LLC | 0.12% | No change | 25,288 | $971K |
| Bedel Financial Consulting, Inc. | 0.13% | No change | 24,067 | $926K |
| Continuum Advisory, LLC | 0.12% | Reduce -8.3% | 23,514 | $903K |
| Cypress Financial Planning LLC | 0.32% | Reduce -9.7% | 23,367 | $898K |
| City Holding Co. | 0.13% | No change | 23,355 | $897K |
| Straight Path Wealth Management | 0.35% | No change | 22,710 | $872K |
| WPWealth LLP | 0.17% | Reduce -24.8% | 21,811 | $838K |
| Focus Financial Network, Inc. | 0.03% | Reduce -3.0% | 21,295 | $818K |
| Weaver Consulting Group | 0.24% | Add +0.2% | 20,727 | $796K |
| Valmark Advisers, Inc. | 0.01% | No change | 20,375 | $783K |
| NewEdge Advisors, LLC | 0.00% | Reduce -21.2% | 20,346 | $781K |
| Arete Wealth Advisors, LLC | 0.06% | No change | 19,150 | $736K |
| Susquehanna International Group, LLP | 0.00% | Add +124.3% | 18,805 | $722K |
| AdvisorNet Financial, Inc | 0.05% | Add +10.4% | 18,234 | $700K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +0.8% | 17,168 | $659K |
| Cornerstone Wealth Group, LLC | 0.05% | Reduce -0.3% | 16,553 | $636K |
| Sigma Planning Corp | 0.02% | Reduce -8.3% | 16,535 | $635K |
| Beacon Financial Advisory LLC | 0.19% | No change | 16,391 | $630K |
| BigSur Wealth Management LLC | 0.17% | No change | 16,000 | $615K |
| Quest 10 Wealth Builders, Inc. | 0.65% | Reduce -46.4% | 15,729 | $611K |
| RFG Advisory, LLC | 0.02% | Reduce -1.8% | 15,818 | $608K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -18.1% | 15,432 | $596K |
| Compass Advisory Group LLC | 0.21% | Reduce -7.8% | 15,453 | $594K |
| MeadowBrook Investment Advisors LLC | 0.56% | No change | 15,285 | $587K |
| AQR Capital Management | 0.00% | Add +1.8% | 15,255 | $586K |
| GTS Securities LLC | 0.03% | New | 15,088 | $580K |
"% of holder's portfolio" is PSEP's weight in each manager's 13F, not the share of Innovator U.S. Equity Power the manager owns.