Innovator U.S. Equity PowerPSEPETF
13F holders, Q4 2025 (December 31)240holders +21
22new positions
17sold out
2famous investors
$43.73avg. 13F price*
At the end of Q4 2025, 240 institutions reported holding Innovator U.S. Equity Power (PSEP) in their 13F filings, up 21 from Q3 2025. 22 opened new positions and 17 sold out. The largest holders were Alliancebernstein L.P. ($144.0M), Penserra Capital Management LLC ($62.1M) and Commonwealth Equity Services, LLC ($46.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $32.2M |
| Exits | 17 | $58.6M |
All 13F filers, Q3 2025 → Q4 2025: 1,230,268 shares bought and 3,186,236 shares sold, net −1,955,968 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 240 holders
| Alliancebernstein L.P. | 0.05% | Reduce -2.8% | 3,294,126 | $144.0M |
| Penserra Capital Management LLC | 0.74% | Reduce -2.5% | 1,421,428 | $62.1M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -5.1% | 1,072,268 | $46.9M |
| Brookstone Capital Management | 0.40% | Reduce -2.4% | 805,750 | $35.2M |
| Osaic Holdings, Inc. | 0.04% | Reduce -9.1% | 598,215 | $26.2M |
| Lido Advisors, LLC | 0.10% | New | 553,120 | $24.2M |
| Focus Partners Wealth | 0.02% | Add +431.0% | 401,664 | $17.6M |
| LPL Financial LLC | 0.00% | Add +10.2% | 399,985 | $17.5M |
| Cresset Asset Management, LLC | 0.07% | Add +1.5% | 362,081 | $15.8M |
| HighTower Advisors, LLC | 0.02% | Reduce -6.2% | 322,829 | $14.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.1% | 320,581 | $14.0M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -2.4% | 319,944 | $14.0M |
| Cetera Investment Advisers | 0.01% | Reduce -3.5% | 264,885 | $11.6M |
| SageView Advisory Group, LLC | 0.33% | Add +24.9% | 220,145 | $9.6M |
| MBL Wealth, LLC | 0.77% | Add +7.7% | 219,478 | $9.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -56.9% | 209,450 | $9.2M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +1.7% | 188,215 | $8.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.3% | 171,556 | $7.5M |
| MAI Capital Management | 0.03% | Reduce -5.8% | 135,475 | $5.9M |
| Bellwether Advisors, LLC | 0.90% | Reduce -3.5% | 128,278 | $5.6M |
| Truist Financial Corp. | 0.01% | Add +0.8% | 127,505 | $5.6M |
| CoreCap Advisors, LLC | 0.18% | Reduce -4.6% | 120,195 | $5.3M |
| Yarger Wealth Strategies, LLC | 2.00% | Reduce -0.0% | 106,237 | $4.6M |
| Blair William & Co. | 0.01% | Reduce -0.2% | 104,096 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.3% | 100,522 | $4.4M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -6.3% | 90,382 | $4.0M |
| Frisch Financial Group, Inc. | 0.84% | Reduce -6.7% | 85,334 | $3.7M |
| Keating Financial Advisory Services, Inc. | 0.50% | — | 84,996 | $3.7M |
| MTM Financial Group, LLC | 1.76% | Reduce -0.4% | 84,474 | $3.7M |
| First Commonwealth Financial Corp | 0.57% | Add +0.1% | 78,748 | $3.4M |
| Weaver Capital Management LLC | 0.72% | Reduce -26.9% | 77,435 | $3.4M |
| KFG Wealth Management, LLC | 0.45% | Reduce -30.2% | 76,756 | $3.4M |
| Chris Bulman Inc | 1.44% | Add +8.0% | 74,577 | $3.3M |
| Jacobi Capital Management LLC | 0.18% | Reduce -2.1% | 72,842 | $3.2M |
| MML Investors Services, LLC | 0.01% | Reduce -49.4% | 69,228 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -11.9% | 62,700 | $2.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Reduce -4.5% | 62,302 | $2.7M |
| Corrado Advisors, LLC | 1.30% | Reduce -0.5% | 59,474 | $2.6M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Reduce -0.2% | 53,698 | $2.3M |
| Global Assets Advisory, LLC | 0.67% | Reduce -1.6% | 53,451 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.5% | 52,874 | $2.3M |
| Beck Capital Management, LLC | 0.54% | Reduce -3.5% | 52,320 | $2.3M |
| Altfest L J & Co. Inc. | 0.25% | No change | 51,787 | $2.3M |
| Diligent Investors, LLC | 0.55% | Reduce -4.6% | 51,567 | $2.3M |
| Valtinson Bruner Financial Planning LLC | 0.62% | Add +1.1% | 49,222 | $2.2M |
| BCS Wealth Management | 0.21% | Add +92.6% | 48,536 | $2.1M |
| Visionary Wealth Advisors | 0.09% | Reduce -4.3% | 45,409 | $2.0M |
| Advisory Alpha, LLC | 0.05% | No change | 44,961 | $2.0M |
| COFG Advisors, LLC | 0.48% | — | 44,578 | $1.9M |
| AE Wealth Management LLC | 0.01% | Reduce -6.2% | 44,117 | $1.9M |
| Michels Family Financial, LLC | 1.40% | Reduce -1.6% | 43,665 | $1.9M |
| Cassady Wealth & Retirement Planning, LLC | 1.24% | — | 43,346 | $1.9M |
| Pinnacle Wealth Management Group, Inc. | 0.94% | Reduce -1.0% | 43,180 | $1.9M |
| Advisory Services Network, LLC | 0.02% | No change | 39,700 | $1.7M |
| Garden State Investment Advisory Services LLC | 0.41% | Reduce -7.5% | 39,546 | $1.7M |
| Camelot Portfolios, LLC | 1.06% | Reduce -21.1% | 39,263 | $1.7M |
| Captrust Financial Advisors | 0.00% | Reduce -0.3% | 38,329 | $1.7M |
| Cape Investment Advisory, Inc. | 0.50% | New | 37,211 | $1.6M |
| Cerity Partners LLC | 0.00% | Reduce -6.2% | 36,376 | $1.6M |
| O'Connor Financial Group LLC | 0.63% | Add +0.2% | 36,067 | $1.6M |
| Pathway Financial Advisors LLC | 0.19% | Reduce -6.0% | 34,430 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.1% | 34,420 | $1.5M |
| BCGM Wealth Management, LLC | 0.37% | No change | 33,480 | $1.5M |
| Arkadios Wealth Advisors | 0.03% | Add +4.0% | 33,478 | $1.5M |
| Sovran Advisors, LLC | 0.12% | Reduce -2.0% | 32,857 | $1.4M |
| Apollon Wealth Management, LLC | 0.03% | No change | 33,000 | $1.4M |
| Southland Equity Partners LLC | 0.27% | No change | 31,611 | $1.4M |
| AdvisorNet Financial, Inc | 0.07% | No change | 30,670 | $1.3M |
| ORG Partners LLC | 0.23% | Add +3.5% | 29,333 | $1.3M |
| BFI Wealth Solutions, LLC | 1.17% | — | 28,014 | $1.2M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -10.6% | 27,805 | $1.2M |
| Continuum Advisory, LLC | 0.12% | Add +0.6% | 27,587 | $1.2M |
| Pacific Park Financial, Inc. | 0.74% | — | 27,114 | $1.2M |
| Farther Finance Advisors, LLC | 0.01% | No change | 26,811 | $1.2M |
| FSA Advisors, Inc. | 0.81% | Add +4.1% | 26,742 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -1.2% | 26,613 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -8.0% | 26,594 | $1.2M |
| Soltis Investment Advisors LLC | 0.08% | Reduce -6.9% | 26,235 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Add +1.0% | 26,227 | $1.1M |
| Outlook Wealth Advisors, LLC | 0.25% | Reduce -0.3% | 25,541 | $1.1M |
| Wealth Alliance, LLC | 0.11% | No change | 25,288 | $1.1M |
| Accredited Investors Inc. | 0.06% | No change | 24,500 | $1.1M |
| Bedel Financial Consulting, Inc. | 0.11% | No change | 23,831 | $1.0M |
| Citadel Advisors | 0.00% | Reduce -96.6% | 23,757 | $1.0M |
| IHT Wealth Management, LLC | 0.03% | Reduce -18.9% | 23,473 | $1.0M |
| WPWealth LLP | 0.15% | Reduce -2.0% | 22,394 | $979K |
| Integrity Advisory Solutions, LLC | 0.14% | Add +144.3% | 22,168 | $969K |
| Cypress Financial Planning LLC | 0.27% | Reduce -3.9% | 21,931 | $961K |
| Straight Path Wealth Management | 0.25% | No change | 21,460 | $938K |
| Valmark Advisers, Inc. | 0.01% | No change | 20,701 | $905K |
| Stephens Inc. | 0.01% | Reduce -43.9% | 20,410 | $892K |
| Beacon Financial Advisory LLC | 0.21% | Reduce -14.8% | 20,406 | $892K |
| Blue Water Asset Management | 0.32% | — | 20,076 | $878K |
| IFP Advisors, Inc | 0.02% | Add +9.4% | 19,623 | $858K |
| Summit Wealth Partners, LLC | 0.16% | Reduce -7.0% | 19,538 | $854K |
| Weaver Consulting Group | 0.21% | No change | 19,312 | $844K |
| Old Mission Capital LLC | 0.03% | New | 19,297 | $844K |
| Focus Financial Network, Inc. | 0.03% | Reduce -0.4% | 18,773 | $821K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.5% | 18,362 | $803K |
| Merit Financial Group, LLC | 0.01% | Add +117.5% | 18,000 | $787K |
"% 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.