INNOVATOR U.S. EQUITY POWER PSEP
$46.08
+0.1% 52w: $40.00 – $46.08
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data40.0043.0446.08
Jun 20, 2025 Jul 2, 2026
Institutional holders
220
-18 QoQ
13F value
$643.3M
-7.8% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PSEP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | Long only active | 3.2M | $141.2M | 0.0% | -2.0% |
| Penserra Capital Management LLC | Diversified mechanical | 1.5M | $64.9M | 0.8% | +6.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.0M | $44.2M | 0.1% | -4.4% |
| Lido Advisors, LLC | Wealth advisor | 509.8K | $22.0M | 0.1% | -7.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 468.5K | $20.2M | 0.0% | -21.7% |
| LPL Financial LLC | Bank broker | 384.9K | $16.6M | 0.0% | -3.8% |
| Focus Partners Wealth | Wealth advisor | 380.9K | $16.4M | 0.0% | -5.2% |
| Cresset Asset Management, LLC | Wealth advisor | 362.1K | $15.6M | 0.1% | Held |
| Kestra Advisory Services, LLC | Wealth advisor | 355.0K | $15.3M | 0.1% | +11.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 305.8K | $13.2M | 0.0% | -4.6% |
| HighTower Advisors, LLC | Diversified mechanical | 292.0K | $12.6M | 0.0% | -9.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 273.5K | $11.8M | 0.0% | +30.6% |
| Cetera Investment Advisers | Wealth advisor | 259.3K | $11.2M | 0.0% | -2.1% |
| Creative Planning | Wealth advisor | 238.3K | $10.3M | 0.0% | +4780.7% |
| MBL Wealth, LLC | Wealth advisor | 229.3K | $9.9M | 0.7% | +4.5% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 226.0K | $9.7M | 0.1% | +20.1% |
| Bellwether Advisors, LLC | Wealth advisor | 126.4K | $5.4M | 0.9% | -1.5% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 125.5K | $5.4M | 0.0% | -1.6% |
| CoreCap Advisors, LLC | Wealth advisor | 119.0K | $5.1M | 0.2% | -1.0% |
| MAI Capital Management | Wealth advisor | 111.5K | $4.8M | 0.0% | -17.7% |
| Brookstone Capital Management | Wealth advisor | 111.3K | $4.8M | 0.1% | -86.2% |
| YARGER WEALTH STRATEGIES, LLC | Wealth advisor | 103.9K | $4.5M | 1.8% | -2.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 100.8K | $4.3M | 0.0% | +0.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 99.7K | $4.3M | 0.0% | -41.9% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 93.8K | $4.0M | 0.0% | -9.9% |
| OneDigital Investment Advisors LLC | Wealth advisor | 88.3K | $3.8M | 0.0% | -2.3% |
| MTM FINANCIAL GROUP, LLC | Wealth advisor | 83.7K | $3.6M | 1.7% | -0.9% |
| Keating Financial Advisory Services, Inc. | Wealth advisor | 81.1K | $3.5M | 0.6% | -4.6% |
| First Commonwealth Financial Corp /PA/ | Wealth advisor | 80.1K | $3.4M | 0.5% | +1.7% |
| Weaver Capital Management LLC | Other | 76.1K | $3.3M | 0.7% | -1.8% |
| KFG WEALTH MANAGEMENT, LLC | Wealth advisor | 75.0K | $3.2M | 0.4% | -2.3% |
| Jacobi Capital Management LLC | Wealth advisor | 72.8K | $3.1M | 0.2% | Held |
| Chris Bulman Inc | Wealth advisor | 67.5K | $2.9M | 1.3% | -9.5% |
| Frisch Financial Group, Inc. | Wealth advisor | 65.4K | $2.8M | 0.6% | -23.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 61.5K | $2.6M | 0.0% | -1.9% |
| Forvis Mazars Wealth Advisors, LLC | Wealth advisor | 61.3K | $2.6M | 0.1% | -1.6% |
| CORRADO ADVISORS, LLC | Wealth advisor | 58.3K | $2.5M | 1.3% | -2.0% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 53.7K | $2.3M | 0.1% | +0.1% |
| Global Assets Advisory, LLC | Other | 53.5K | $2.3M | 0.7% | Held |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 52.6K | $2.3M | 0.0% | -24.0% |
| ALTFEST L J & CO INC | Wealth advisor | 51.7K | $2.2M | 0.2% | -0.2% |
| Diligent Investors, LLC | Other | 51.5K | $2.2M | 0.5% | -0.1% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 51.5K | $2.2M | 0.1% | +96.2% |
| BECK CAPITAL MANAGEMENT, LLC | Other | 50.9K | $2.2M | 0.5% | -2.6% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 49.4K | $2.1M | 0.1% | +156.1% |
| Valtinson Bruner Financial Planning LLC | Wealth advisor | 49.2K | $2.1M | 0.6% | Held |
| Advisory Alpha, LLC | Wealth advisor | 48.5K | $2.1M | 0.1% | +7.9% |
| COFG Advisors, LLC | Wealth advisor | 44.6K | $1.9M | 0.5% | Held |
| Cassady Wealth & Retirement Planning, LLC | Wealth advisor | 41.8K | $1.9M | 1.0% | -3.5% |
| Pinnacle Wealth Management Group, Inc. | Wealth advisor | 43.1K | $1.9M | 0.9% | -0.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.