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 |
| NCM Capital Management, LLC | 0.22% | No change | 12,954 | $530K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -17.5% | 12,733 | $529K |
| Allworth Financial LP | 0.00% | Add +1.2% | 12,527 | $512K |
| Independent Financial Group, LLC | 0.01% | Reduce -9.3% | 12,520 | $512K |
| Mgo One Seven LLC | 0.02% | New | 12,458 | $509K |
| RFG Advisory, LLC | 0.01% | Reduce -23.4% | 12,110 | $495K |
| Composition Wealth, LLC | 0.01% | Reduce -3.4% | 12,022 | $492K |
| M Holdings Securities, Inc. | 0.08% | Reduce -2.4% | 11,872 | $485K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 11,850 | $484K |
| Benjamin Edwards Inc. | 0.01% | Add +9.5% | 11,479 | $469K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 11,205 | $458K |
| Calton & Associates, Inc. | 0.08% | No change | 10,992 | $449K |
| IFP Advisors, Inc | 0.01% | Reduce -73.5% | 10,920 | $447K |
| Trek Financial, LLC | 0.03% | Reduce -21.7% | 10,814 | $442K |
| Sigma Planning Corp | 0.01% | Reduce -35.8% | 10,612 | $434K |
| Strategic Blueprint, LLC | 0.02% | Reduce -10.1% | 10,003 | $409K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.8% | 9,972 | $408K |
| Kingsview Wealth Management, LLC | 0.01% | Add +7.3% | 9,734 | $398K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 9,392 | $384K |
| Orion Capital Management LLC | 0.15% | Reduce -1.1% | 9,350 | $382K |
| Red Crane Wealth Management, LLC | 0.34% | Reduce -66.0% | 9,096 | $372K |
| Triad Wealth Partners, LLC | 0.07% | No change | 9,077 | $371K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | No change | 9,035 | $369K |
| Silver Oak Securities, Incorporated | 0.03% | No change | 9,031 | $369K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -28.7% | 8,826 | $361K |
| Retirement Income Solutions, Inc. | 0.07% | No change | 8,825 | $361K |
| Citadel Advisors | 0.00% | New | 8,786 | $359K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.14% | No change | 8,550 | $352K |
| Merit Financial Group, LLC | 0.00% | New | 8,377 | $343K |
| Evermay Wealth Management LLC | 0.04% | No change | 8,375 | $342K |
| Clay Northam Wealth Management, LLC | 0.22% | No change | 8,290 | $339K |
| Gill Capital Partners, LLC | 0.11% | Reduce -11.6% | 8,099 | $331K |
| Chapman Financial Group, LLC | 0.28% | — | 8,088 | $331K |
| GTS Securities LLC | 0.01% | Reduce -46.4% | 8,084 | $331K |
| Arax Advisory Partners | 0.01% | Reduce -2.5% | 7,849 | $321K |
| Creative Financial Designs Inc. | 0.02% | Reduce -4.2% | 7,800 | $319K |
| ARS Wealth Advisors Group, LLC | 0.04% | No change | 7,761 | $317K |
| Cardinal Point Capital Management ULC | 0.02% | Reduce -24.5% | 7,690 | $314K |
| Leigh Baldwin & Co., LLC | 0.20% | Reduce -6.2% | 7,600 | $311K |
| WPWealth LLP | 0.06% | Reduce -65.7% | 7,487 | $306K |
| WorthPointe, LLC | 0.13% | No change | 7,397 | $302K |
| Smith Shellnut Wilson LLC | 0.12% | No change | 7,000 | $286K |
| Reston Wealth Management LLC | 0.10% | No change | 6,890 | $282K |
| Capital Analysts, LLC | 0.01% | No change | 6,817 | $279K |
| Mitchell Capital Management Co. | 0.05% | Reduce -26.6% | 6,680 | $276K |
| Lakeridge Wealth Management LLC | 0.12% | No change | 6,333 | $259K |
| Seros Financial, LLC | 0.16% | No change | 6,296 | $257K |
| Principal Securities, Inc. | 0.00% | Reduce -3.9% | 6,283 | $257K |
| Clear Point Advisors Inc. | 0.21% | No change | 6,203 | $254K |
| KMG Fiduciary Partners, LLC | 0.02% | Reduce -3.3% | 6,137 | $251K |
| Waterloo Capital, L.P. | 0.02% | Reduce -0.1% | 6,060 | $248K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 6,030 | $247K |
| J.W. Cole Advisors, Inc. | 0.01% | No change | 5,942 | $243K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 5,875 | $240K |
| CRA Financial Services, LLC | 0.04% | No change | 5,700 | $233K |
| Soltis Investment Advisors LLC | 0.02% | No change | 5,642 | $231K |
| Schulz Wealth, LTD. | 0.17% | No change | 5,615 | $230K |
| Vantage Point Financial LLC | 0.10% | No change | 5,580 | $228K |
| Morgan Stanley | 0.00% | No change | 5,453 | $223K |
| Castle Rock Wealth Management, LLC | 0.05% | No change | 5,357 | $222K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -18.9% | 5,409 | $221K |
| Southland Equity Partners LLC | 0.05% | No change | 5,253 | $215K |
| Hengehold Capital Management LLC | 0.02% | New | 5,085 | $208K |
| WealthShield Partners, LLC | 0.02% | No change | 4,955 | $203K |
| Barclays PLC | 0.00% | Add +168.8% | 4,928 | $202K |
| Creative Planning | 0.00% | New | 4,893 | $200K |
| Centaurus Financial, Inc. | 0.01% | New | 4,459 | $182K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 4,008 | $164K |
| Spire Wealth Management | 0.01% | No change | 3,947 | $161K |
| Sunbelt Securities, Inc. | 0.01% | Add +15.2% | 3,866 | $151K |
| Financial Network Wealth Advisors LLC | 0.16% | Reduce -0.6% | 3,173 | $130K |
| Joseph Group Capital Management | 0.04% | Add +25.9% | 3,106 | $127K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 2,968 | $121K |
| Bernard Wealth Management Corp. | 0.05% | No change | 2,774 | $113K |
| Compass Financial Services Inc | 0.05% | No change | 2,505 | $102K |
| Wagner Wealth Management, LLC | 0.02% | No change | 1,990 | $81K |
| Archer Investment Corp | 0.02% | No change | 1,743 | $71K |
| Wells Fargo & Company | 0.00% | Reduce -1.7% | 1,717 | $70K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -33.6% | 1,693 | $69K |
| Truvestments Capital LLC | 0.01% | Add +1.2% | 1,677 | $69K |
| Cwm, LLC | 0.00% | No change | 1,629 | $67K |
| JPMorgan Chase & Co. | 0.00% | Reduce -60.6% | 1,630 | $67K |
| AlphaCore Capital LLC | 0.00% | No change | 1,500 | $61K |
| Mma Asset Management LLC | 0.02% | New | 1,300 | $53K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,008 | $41K |
| Integrity Financial Corp | 0.01% | No change | 646 | $26K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 566 | $23K |
| PFS Partners, LLC | 0.01% | New | 500 | $20K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 400 | $16K |
| Trust Co | 0.00% | No change | 382 | $16K |
| Anfield Capital Management, LLC | 0.00% | New | 329 | $13K |
| SJS Investment Consulting Inc. | 0.00% | New | 301 | $12K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 245 | $10K |
| Ameritas Advisory Services, LLC | 0.00% | New | 205 | $8K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -37.1% | 39 | $2K |
"% 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.