Innovator U.S. Equity PowerPSEPETF

13F holders, Q1 2026 (March 31)
224holders −16
9new positions
26sold out
2famous investors
$43.22avg. 13F price*

At the end of Q1 2026, 224 institutions reported holding Innovator U.S. Equity Power (PSEP) in their 13F filings, down 16 from Q4 2025. 9 opened new positions and 26 sold out. The largest holders were Alliancebernstein L.P. ($141.2M), Penserra Capital Management LLC ($64.9M) and Commonwealth Equity Services, LLC ($44.2M). 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

050100150200250 Q1 2024: 160Q1 2024Q2 2024: 166Q2 2024Q3 2024: 192Q3 2024Q4 2024: 210Q4 2024Q1 2025: 193Q1 2025Q2 2025: 195Q2 2025Q3 2025: 219Q3 2025Q4 2025: 240Q4 2025Q1 2026: 224Q1 2026Q2 2026: 219Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions9$6.4M
Exits26$7.0M

All 13F filers, Q4 2025 → Q1 2026: 736,541 shares bought and 1,596,735 shares sold, net −860,194 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 224 holders

Alliancebernstein L.P. 0.05% Reduce -1.9% 3,229,817 $141.2M
Penserra Capital Management LLC 0.76% Add +6.0% 1,506,712 $64.9M
Commonwealth Equity Services, LLC 0.06% Reduce -4.4% 1,025,505 $44.2M
Lido Advisors, LLC 0.09% Reduce -7.8% 509,845 $22.0M
Osaic Holdings, Inc. 0.03% Reduce -21.7% 468,457 $20.2M
LPL Financial LLC 0.00% Reduce -3.8% 384,881 $16.6M
Focus Partners Wealth 0.02% Reduce -5.2% 380,949 $16.4M
Cresset Asset Management, LLC 0.07% No change 362,081 $15.6M
Kestra Advisory Services, LLC 0.06% Add +11.0% 354,994 $15.3M
Raymond James Financial Inc. 0.00% Reduce -4.6% 305,814 $13.2M
HighTower Advisors, LLC 0.01% Reduce -9.6% 291,969 $12.6M
Envestnet Asset Management Inc. 0.00% Add +30.6% 273,528 $11.8M
Cetera Investment Advisers 0.01% Reduce -2.1% 259,255 $11.2M
Creative Planning 0.01% Add +4780.7% 238,276 $10.3M
SageView Advisory Group, LLC 0.37% Add +6.2% 233,771 $10.1M
MBL Wealth, LLC 0.75% Add +4.5% 229,345 $9.9M
Beacon Pointe Advisors, LLC 0.05% Add +20.1% 226,037 $9.7M
Bellwether Advisors, LLC 0.92% Reduce -1.5% 126,367 $5.4M
Truist Financial Corp. 0.01% Reduce -1.6% 125,515 $5.4M
CoreCap Advisors, LLC 0.17% Reduce -1.0% 118,959 $5.1M
MAI Capital Management 0.03% Reduce -17.7% 111,461 $4.8M
Brookstone Capital Management 0.05% Reduce -86.2% 111,281 $4.8M
Yarger Wealth Strategies, LLC 1.82% Reduce -2.1% 103,949 $4.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.3% 100,816 $4.3M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -41.9% 99,738 $4.3M
Blair William & Co. 0.01% Reduce -9.9% 93,788 $4.0M
OneDigital Investment Advisors LLC 0.04% Reduce -2.3% 88,281 $3.8M
MTM Financial Group, LLC 1.69% Reduce -0.9% 83,747 $3.6M
Keating Financial Advisory Services, Inc. 0.56% Reduce -4.6% 81,100 $3.5M
First Commonwealth Financial Corp 0.55% Add +1.7% 80,054 $3.4M
Weaver Capital Management LLC 0.71% Reduce -1.8% 76,074 $3.3M
KFG Wealth Management, LLC 0.42% Reduce -2.3% 75,016 $3.2M
Jacobi Capital Management LLC 0.18% No change 72,842 $3.1M
Chris Bulman Inc 1.27% Reduce -9.5% 67,523 $2.9M
Frisch Financial Group, Inc. 0.59% Reduce -23.4% 65,357 $2.8M
Janney Montgomery Scott LLC 0.01% Reduce -1.9% 61,488 $2.6M
Forvis Mazars Wealth Advisors, LLC 0.05% Reduce -1.6% 61,283 $2.6M
Corrado Advisors, LLC 1.31% Reduce -2.0% 58,282 $2.5M
Nations Financial Group Inc, /Ia/ 0.12% Add +0.1% 53,726 $2.3M
Global Assets Advisory, LLC 0.66% No change 53,451 $2.3M
MML Investors Services, LLC 0.01% Reduce -24.0% 52,621 $2.3M
Altfest L J & Co. Inc. 0.24% Reduce -0.2% 51,692 $2.2M
Diligent Investors, LLC 0.55% Reduce -0.1% 51,517 $2.2M
Patriot Financial Group Insurance Agency, LLC 0.13% Add +96.2% 51,454 $2.2M
Beck Capital Management, LLC 0.50% Reduce -2.6% 50,942 $2.2M
Old Mission Capital LLC 0.05% Add +156.1% 49,418 $2.1M
Valtinson Bruner Financial Planning LLC 0.58% No change 49,222 $2.1M
Advisory Alpha, LLC 0.06% Add +7.9% 48,526 $2.1M
COFG Advisors, LLC 0.47% No change 44,578 $1.9M
Cassady Wealth & Retirement Planning, LLC 0.98% Reduce -3.5% 41,838 $1.9M
Pinnacle Wealth Management Group, Inc. 0.91% Reduce -0.3% 43,065 $1.9M
AE Wealth Management LLC 0.01% Reduce -2.6% 42,974 $1.9M
Michels Family Financial, LLC 1.33% Reduce -2.2% 42,695 $1.8M
Susquehanna International Group, LLP 0.00% New 41,704 $1.8M
Visionary Wealth Advisors 0.08% Reduce -8.7% 41,468 $1.8M
Citadel Advisors 0.00% Add +66.7% 39,605 $1.7M
Advisory Services Network, LLC 0.02% Reduce -1.8% 38,968 $1.7M
Keystone Wealth Services, LLC 0.36% New 38,680 $1.7M
Captrust Financial Advisors 0.00% Reduce -0.0% 38,319 $1.7M
Garden State Investment Advisory Services LLC 0.39% Reduce -4.6% 37,728 $1.6M
Cape Investment Advisory, Inc. 0.53% Reduce -1.5% 36,661 $1.6M
O'Connor Financial Group LLC 0.64% No change 36,067 $1.6M
BFI Wealth Solutions, LLC 1.45% Add +24.8% 34,963 $1.5M
Pathway Financial Advisors LLC 0.18% No change 34,430 $1.5M
Sovran Advisors, LLC 0.12% No change 32,857 $1.5M
Cornerstone Wealth, LLC 0.83% — 32,954 $1.5M
Mercer Global Advisors Inc. 0.00% Reduce -0.6% 34,212 $1.5M
BCGM Wealth Management, LLC 0.36% No change 33,480 $1.4M
Cerity Partners LLC 0.00% Reduce -8.1% 33,432 $1.4M
Apollon Wealth Management, LLC 0.02% No change 33,000 $1.4M
Rockefeller Capital Management L.P. 0.00% Add +151.7% 31,885 $1.4M
Southland Equity Partners LLC 0.27% No change 31,611 $1.4M
Ascentis Independent Advisors 0.10% New 30,883 $1.3M
AdvisorNet Financial, Inc 0.07% Reduce -1.7% 30,144 $1.3M
Camelot Portfolios, LLC 0.97% Reduce -23.6% 29,993 $1.3M
Continuum Advisory, LLC 0.11% Reduce -0.0% 27,579 $1.2M
Foundations Investment Advisors, LLC 0.01% Reduce -1.1% 27,498 $1.2M
Farther Finance Advisors, LLC 0.01% Add +0.2% 26,875 $1.2M
Concurrent Investment Advisors, LLC 0.01% No change 26,613 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Reduce -50.0% 26,449 $1.1M
Soltis Investment Advisors LLC 0.07% Reduce -0.7% 26,046 $1.1M
FSA Advisors, Inc. 0.73% Reduce -3.5% 25,817 $1.1M
Outlook Wealth Advisors, LLC 0.26% Reduce -0.8% 25,348 $1.1M
Wealth Alliance, LLC 0.11% No change 25,288 $1.1M
Accredited Investors Inc. 0.06% No change 24,500 $1.1M
BCS Wealth Management 0.21% Reduce -50.0% 24,261 $1.0M
Bedel Financial Consulting, Inc. 0.12% No change 23,831 $1.0M
Pacific Park Financial, Inc. 0.67% Reduce -12.4% 23,764 $1.0M
CreativeOne Wealth, LLC 0.02% Reduce -13.6% 22,973 $989K
Straight Path Wealth Management 0.25% No change 21,460 $924K
Envision Financial Transparency, LLC 0.87% — 20,901 $900K
Beacon Financial Advisory LLC 0.19% Reduce -3.2% 19,761 $851K
Summit Wealth Partners, LLC 0.13% Reduce -0.8% 19,379 $834K
Weaver Consulting Group 0.20% No change 19,312 $832K
Merit Financial Group, LLC 0.01% Add +5.1% 18,916 $815K
Focus Financial Network, Inc. 0.03% No change 18,773 $808K
NewEdge Advisors, LLC 0.00% No change 18,362 $791K
TopTier Wealth Management, LLC 0.47% No change 17,709 $763K
Cornerstone Wealth Group, LLC 0.05% Reduce -0.6% 16,742 $749K
Red Reef Advisors LLC 0.78% No change 17,300 $745K

"% 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.

Show all 224 holders