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 |
| Bank of Montreal | 0.00% | No change | 14,670 | $563K |
| Summit Wealth Partners, LLC | 0.11% | Add +0.1% | 14,638 | $562K |
| Three Seasons Wealth, LLC | 0.27% | No change | 14,352 | $551K |
| Wood Tarver Financial Group, LLC | 0.18% | Add +6.6% | 14,128 | $543K |
| Cannon Advisors, Inc. | 0.49% | Reduce -4.2% | 13,993 | $537K |
| Trek Financial, LLC | 0.04% | Reduce -30.3% | 13,814 | $531K |
| Independent Financial Group, LLC | 0.02% | No change | 13,811 | $530K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 13,544 | $520K |
| UBS Group AG | 0.00% | Add +7953.6% | 13,530 | $520K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +2.3% | 13,324 | $512K |
| NCM Capital Management, LLC | 0.22% | No change | 12,954 | $498K |
| Composition Wealth, LLC | 0.01% | Add +1.7% | 12,447 | $478K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -17.4% | 12,377 | $475K |
| Allworth Financial LP | 0.00% | Reduce -98.7% | 12,378 | $470K |
| M Holdings Securities, Inc. | 0.08% | No change | 12,167 | $467K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 11,850 | $455K |
| Sound View Wealth Advisors Group, LLC | 0.04% | No change | 11,205 | $430K |
| Strategic Blueprint, LLC | 0.02% | Reduce -17.8% | 11,130 | $427K |
| Calton & Associates, Inc. | 0.10% | New | 10,992 | $422K |
| Cerity Partners LLC | 0.00% | No change | 10,667 | $410K |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.0% | 10,479 | $402K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 10,471 | $402K |
| Cardinal Point Capital Management ULC | 0.04% | No change | 10,190 | $391K |
| Caprock Group, LLC | 0.01% | No change | 9,468 | $364K |
| Orion Capital Management LLC | 0.15% | No change | 9,450 | $363K |
| Axxcess Wealth Management, LLC | 0.01% | New | 9,392 | $361K |
| Gill Capital Partners, LLC | 0.12% | Reduce -2.1% | 9,164 | $352K |
| Mitchell Capital Management Co. | 0.07% | No change | 9,100 | $350K |
| Triad Wealth Partners, LLC | 0.11% | No change | 9,077 | $349K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -29.4% | 9,073 | $348K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | No change | 9,035 | $348K |
| Silver Oak Securities, Incorporated | 0.03% | No change | 9,031 | $346K |
| Retirement Income Solutions, Inc. | 0.07% | No change | 8,825 | $339K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.14% | No change | 8,550 | $328K |
| Evermay Wealth Management LLC | 0.04% | Reduce -1.8% | 8,375 | $322K |
| Clay Northam Wealth Management, LLC | 0.22% | No change | 8,290 | $318K |
| Creative Financial Designs Inc. | 0.03% | Add +0.5% | 8,139 | $313K |
| Leigh Baldwin & Co., LLC | 0.25% | No change | 8,100 | $311K |
| Arax Advisory Partners | 0.02% | Reduce -49.3% | 8,046 | $309K |
| ARS Wealth Advisors Group, LLC | 0.04% | Reduce -44.5% | 7,761 | $298K |
| WorthPointe, LLC | 0.13% | No change | 7,397 | $284K |
| Smith Shellnut Wilson LLC | 0.12% | No change | 7,000 | $269K |
| Reston Wealth Management LLC | 0.11% | No change | 6,890 | $265K |
| Capital Analysts, LLC | 0.01% | No change | 6,817 | $262K |
| Riverchase Wealth Management, LLC | 0.18% | No change | 6,805 | $261K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -21.9% | 6,674 | $256K |
| Principal Securities, Inc. | 0.01% | No change | 6,535 | $255K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 6,347 | $244K |
| Lakeridge Wealth Management LLC | 0.12% | No change | 6,333 | $243K |
| Seros Financial, LLC | 0.18% | No change | 6,296 | $242K |
| Clear Point Advisors Inc. | 0.21% | Reduce -13.9% | 6,203 | $238K |
| Waterloo Capital, L.P. | 0.02% | Reduce -19.9% | 6,063 | $233K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 6,030 | $232K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 5,942 | $228K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 5,875 | $226K |
| Capital Square, LLC | 0.13% | No change | 5,787 | $222K |
| CRA Financial Services, LLC | 0.04% | No change | 5,700 | $219K |
| Soltis Investment Advisors LLC | 0.02% | No change | 5,642 | $217K |
| Schulz Wealth, LTD. | 0.16% | No change | 5,615 | $216K |
| Vantage Point Financial LLC | 0.11% | No change | 5,580 | $214K |
| Morgan Stanley | 0.00% | Add +43.4% | 5,453 | $209K |
| Castle Rock Wealth Management, LLC | 0.06% | No change | 5,357 | $206K |
| Southland Equity Partners LLC | 0.05% | No change | 5,253 | $202K |
| WealthShield Partners, LLC | 0.02% | Add +656.5% | 4,955 | $190K |
| JPMorgan Chase & Co. | 0.00% | Add +156.6% | 4,139 | $159K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 4,008 | $154K |
| Spire Wealth Management | 0.00% | Reduce -3.1% | 3,947 | $152K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -13.2% | 3,357 | $129K |
| Financial Network Wealth Advisors LLC | 0.16% | Reduce -9.4% | 3,193 | $123K |
| DHJJ Financial Advisors, Ltd. | 0.05% | No change | 2,968 | $114K |
| Bernard Wealth Management Corp. | 0.05% | Reduce -23.4% | 2,774 | $107K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -1.5% | 2,550 | $98K |
| Compass Financial Services Inc | 0.05% | New | 2,505 | $96K |
| Joseph Group Capital Management | 0.04% | Reduce -99.4% | 2,468 | $95K |
| Wagner Wealth Management, LLC | 0.02% | No change | 1,990 | $76K |
| Barclays PLC | 0.00% | Reduce -51.5% | 1,833 | $70K |
| Wells Fargo & Company | 0.00% | Add +106.3% | 1,747 | $67K |
| Archer Investment Corp | 0.02% | No change | 1,743 | $67K |
| Stonebridge Financial Group, LLC | 0.01% | Reduce -13.7% | 1,686 | $65K |
| Truvestments Capital LLC | 0.01% | New | 1,657 | $64K |
| Cwm, LLC | 0.00% | No change | 1,629 | $63K |
| AlphaCore Capital LLC | 0.00% | New | 1,500 | $58K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,008 | $39K |
| Legacy Wealth Managment, LLC | 0.02% | New | 885 | $34K |
| Integrity Financial Corp | 0.01% | No change | 646 | $25K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 566 | $22K |
| Trifecta Capital Advisors, LLC | 0.00% | New | 400 | $15K |
| Trust Co | 0.00% | No change | 382 | $15K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 245 | $9K |
| Bessemer Group Inc. | 0.00% | New | 100 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 62 | $2K |
| New Millennium Group LLC | 0.00% | Reduce -83.0% | 29 | $1K |
| Tsfg, LLC | 0.00% | No change | 18 | $1K |
"% 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.