Innovator U.S. Equity PowerPSEPETF
13F holders, Q2 2025 (June 30)195holders +2
13new positions
11sold out
1famous investor
$40.89avg. 13F price*
At the end of Q2 2025, 195 institutions reported holding Innovator U.S. Equity Power (PSEP) in their 13F filings, up 2 from Q1 2025. 13 opened new positions and 11 sold out. The largest holders were Alliancebernstein L.P. ($135.1M), Penserra Capital Management LLC ($58.6M) and Stuart Chaussee & Associates, Inc. ($25.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Innovator U.S. Equity Power
- CUSIP
- 45782C656
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.7M |
| Exits | 11 | $6.7M |
All 13F filers, Q1 2025 → Q2 2025: 563,423 shares bought and 1,158,663 shares sold, net −595,240 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 195 holders
| Alliancebernstein L.P. | 0.04% | Reduce -2.6% | 3,304,961 | $135.1M |
| Penserra Capital Management LLC | 0.82% | Add +15.8% | 1,433,715 | $58.6M |
| Stuart Chaussee & Associates, Inc. | 5.66% | Reduce -9.2% | 614,899 | $25.1M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -8.5% | 600,138 | $24.5M |
| Osaic Holdings, Inc. | 0.04% | Reduce -0.1% | 561,087 | $22.9M |
| LPL Financial LLC | 0.00% | Add +6.2% | 338,746 | $13.9M |
| Cresset Asset Management, LLC | 0.07% | Reduce -3.3% | 333,628 | $13.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.8% | 332,538 | $13.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.9% | 323,809 | $13.2M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -3.1% | 305,087 | $12.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -51.5% | 252,392 | $10.3M |
| NorthCoast Asset Management LLC | 0.04% | Add +0.8% | 240,622 | $9.8M |
| MBL Wealth, LLC | 0.80% | Add +0.1% | 205,041 | $8.4M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +6.1% | 179,868 | $7.4M |
| Cetera Investment Advisers | 0.01% | Add +2.9% | 162,016 | $6.6M |
| Truist Financial Corp. | 0.01% | Reduce -0.0% | 160,502 | $6.6M |
| MML Investors Services, LLC | 0.01% | Add +190.6% | 122,394 | $5.0M |
| Yarger Wealth Strategies, LLC | 2.60% | Reduce -9.9% | 121,577 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -27.9% | 116,978 | $4.8M |
| CoreCap Advisors, LLC | 0.17% | Reduce -2.0% | 100,885 | $4.1M |
| Bellwether Advisors, LLC | 0.67% | Reduce -0.8% | 95,803 | $3.9M |
| KFG Wealth Management, LLC | 0.63% | Reduce -4.8% | 95,286 | $3.9M |
| Brookstone Capital Management | 0.05% | Reduce -38.9% | 90,984 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -8.1% | 90,849 | $3.7M |
| OneDigital Investment Advisors LLC | 0.04% | Add +73.6% | 86,635 | $3.5M |
| MTM Financial Group, LLC | 1.77% | Reduce -1.0% | 79,775 | $3.3M |
| Weaver Capital Management LLC | 0.80% | Reduce -1.7% | 79,483 | $3.3M |
| Jacobi Capital Management LLC | 0.20% | No change | 75,052 | $3.1M |
| First Commonwealth Financial Corp | 0.64% | Reduce -9.3% | 72,858 | $3.0M |
| Focus Partners Wealth | 0.01% | Reduce -2.3% | 69,660 | $2.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.06% | Reduce -11.3% | 67,432 | $2.8M |
| MAI Capital Management | 0.02% | Reduce -23.6% | 61,198 | $2.5M |
| Beck Capital Management, LLC | 0.58% | Reduce -0.3% | 57,317 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.9% | 56,558 | $2.3M |
| CreativeOne Wealth, LLC | 0.06% | Add +5.0% | 54,620 | $2.2M |
| UBS Group AG | 0.00% | Add +291.1% | 52,920 | $2.2M |
| AE Wealth Management LLC | 0.02% | Reduce -4.0% | 52,033 | $2.1M |
| Altfest L J & Co. Inc. | 0.25% | No change | 51,908 | $2.1M |
| Diligent Investors, LLC | 0.50% | Reduce -2.4% | 51,572 | $2.1M |
| Camelot Portfolios, LLC | 1.24% | Reduce -10.7% | 50,498 | $2.1M |
| Chris Bulman Inc | 1.16% | Reduce -0.5% | 49,891 | $2.0M |
| Corrado Advisors, LLC | 1.24% | Reduce -0.2% | 49,700 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.1% | 49,467 | $2.0M |
| Valtinson Bruner Financial Planning LLC | 0.62% | No change | 48,507 | $2.0M |
| Pathway Financial Advisors LLC | 0.29% | Reduce -2.7% | 48,335 | $2.0M |
| Visionary Wealth Advisors | 0.10% | Reduce -20.2% | 47,531 | $1.9M |
| Michels Family Financial, LLC | 1.59% | Reduce -0.5% | 45,689 | $1.9M |
| Keystone Wealth Services, LLC | 0.44% | Reduce -2.7% | 44,895 | $1.8M |
| Pinnacle Wealth Management Group, Inc. | 1.02% | Reduce -0.9% | 43,335 | $1.8M |
| Garden State Investment Advisory Services LLC | 0.47% | Reduce -36.2% | 42,388 | $1.7M |
| Cape Investment Advisory, Inc. | 0.61% | Reduce -11.0% | 41,151 | $1.7M |
| Advisory Alpha, LLC | 0.05% | Add +3.9% | 40,539 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Add +3.2% | 40,405 | $1.7M |
| Stephens Inc. | 0.02% | Reduce -44.2% | 38,787 | $1.6M |
| Captrust Financial Advisors | 0.00% | No change | 35,435 | $1.4M |
| Brown Wealth Management, LLC | 0.44% | No change | 34,931 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -27.0% | 34,645 | $1.4M |
| Advisory Services Network, LLC | 0.02% | Reduce -0.4% | 33,686 | $1.4M |
| Sovran Advisors, LLC | 0.15% | Reduce -4.7% | 33,732 | $1.4M |
| BCGM Wealth Management, LLC | 0.39% | Reduce -0.4% | 33,480 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -16.9% | 33,417 | $1.4M |
| Apollon Wealth Management, LLC | 0.03% | No change | 33,000 | $1.3M |
| Tradition Wealth Management, LLC | 0.11% | Reduce -1.1% | 32,798 | $1.3M |
| Old Mission Capital LLC | 0.03% | New | 31,677 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +189.2% | 30,844 | $1.3M |
| Blair William & Co. | 0.00% | Reduce -72.8% | 28,399 | $1.2M |
| BCS Wealth Management | 0.25% | Reduce -0.1% | 28,105 | $1.1M |
| Farther Finance Advisors, LLC | 0.02% | No change | 26,876 | $1.1M |
| FSA Advisors, Inc. | 0.88% | Reduce -1.3% | 26,330 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.12% | Reduce -1.1% | 26,030 | $1.1M |
| Continuum Advisory, LLC | 0.13% | Add +9.0% | 25,640 | $1.0M |
| Outlook Wealth Advisors, LLC | 0.27% | Reduce -5.5% | 25,616 | $1.0M |
| Wealth Alliance, LLC | 0.12% | No change | 25,288 | $1.0M |
| Bedel Financial Consulting, Inc. | 0.13% | No change | 24,067 | $984K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -6.3% | 23,951 | $979K |
| Cypress Financial Planning LLC | 0.31% | Reduce -0.3% | 23,305 | $953K |
| Straight Path Wealth Management | 0.32% | No change | 22,710 | $929K |
| City Holding Co. | 0.12% | Reduce -6.4% | 21,855 | $893K |
| Susquehanna International Group, LLP | 0.00% | Add +12.1% | 21,078 | $862K |
| Harbour Investments, Inc. | 0.02% | Reduce -23.1% | 20,461 | $837K |
| Valmark Advisers, Inc. | 0.01% | No change | 20,375 | $833K |
| Focus Financial Network, Inc. | 0.03% | Reduce -6.0% | 20,021 | $819K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.8% | 19,776 | $809K |
| Weaver Consulting Group | 0.22% | Reduce -6.8% | 19,312 | $790K |
| Arete Wealth Advisors, LLC | 0.06% | No change | 19,150 | $783K |
| AdvisorNet Financial, Inc | 0.05% | No change | 18,234 | $746K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +2.4% | 17,580 | $719K |
| Cornerstone Wealth Group, LLC | 0.05% | Reduce -0.6% | 16,458 | $673K |
| BigSur Wealth Management LLC | 0.17% | No change | 16,000 | $654K |
| Quest 10 Wealth Builders, Inc. | 0.63% | No change | 15,729 | $643K |
| MeadowBrook Investment Advisors LLC | 0.57% | Reduce -0.2% | 15,260 | $624K |
| Beacon Financial Advisory LLC | 0.16% | Reduce -7.3% | 15,186 | $621K |
| Bank of Montreal | 0.00% | No change | 14,670 | $600K |
| Three Seasons Wealth, LLC | 0.07% | No change | 14,352 | $587K |
| Wood Tarver Financial Group, LLC | 0.17% | No change | 14,128 | $577K |
| Compass Advisory Group LLC | 0.18% | Reduce -10.1% | 13,888 | $568K |
| Cannon Advisors, Inc. | 0.45% | Reduce -1.3% | 13,810 | $565K |
| Summit Wealth Partners, LLC | 0.11% | Reduce -7.9% | 13,476 | $551K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 13,324 | $545K |
| Arkadios Wealth Advisors | 0.02% | New | 13,301 | $544K |
"% 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.