INNOVATOR U.S. EQUITY POWER (PSEP) Institutional Ownership Changes & 13F Activity
INNOVATOR U.S. EQUITY POWER (PSEP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Penserra Capital Management Llc, Alliancebernstein L.P., Old Mission Capital Llc, Osaic Holdings, Inc., and Susquehanna International Group, Llp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +28,531 | +72.0% | 68,136 | $3.14M | Q2 2026 | Sep 02, 2026 |
| Gill Capital Partners, Llc | Sell | -35 | -0.7% | 4,796 | $220.86K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -96 | -0.3% | 34,116 | $1.57M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -33,477 | -14.8% | 192,560 | $8.87M | Q2 2026 | Aug 18, 2026 |
| Orion Capital Management Llc | Sell | -310 | -3.6% | 8,415 | $387.51K | Q2 2026 | Aug 18, 2026 |
| Fsa Advisors, Inc. | Sell | -726 | -2.8% | 25,091 | $1.16M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +215 | +1.3% | 16,776 | $773.00K | Q2 2026 | Aug 17, 2026 |
| Alliancebernstein L.P. | Sell | -63,233 | -2.0% | 3,166,584 | $136.35M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +55,050 | +111.4% | 104,468 | $4.81M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +43,704 | +9.3% | 512,161 | $23.58M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +40,415 | +96.9% | 82,119 | $3.78M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -36,937 | -12.1% | 268,877 | $12.38M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +25,061 | +512.2% | 29,954 | $1.38M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Sell | -24,641 | -22.1% | 86,820 | $4.00M | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Sell | -24,241 | -6.7% | 337,840 | $15.56M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +20,460 | — | 20,460 | $942.18K | Q2 2026 | Aug 14, 2026 |
| Frisch Financial Group, Inc. | Sell | -19,292 | -29.5% | 46,065 | $2.12M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +17,312 | — | 17,312 | $797.22K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -15,545 | -46.5% | 17,887 | $823.70K | Q2 2026 | Aug 14, 2026 |
| First Manhattan Co. Llc. | Sell | -5,626 | -43.4% | 7,337 | $337.87K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -3,422 | -12.4% | 24,076 | $1.11M | Q2 2026 | Aug 14, 2026 |
| Cofg Advisors, Llc | Sell | -1,017 | -2.3% | 43,561 | $2.01M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -719 | -5.9% | 11,501 | $529.62K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +280 | — | 280 | $13.00K | Q2 2026 | Aug 14, 2026 |
| Michels Family Financial, Llc | Sell | -257 | -0.6% | 42,438 | $1.95M | Q2 2026 | Aug 14, 2026 |
| Beck Capital Management, Llc | Buy | +28 | +0.1% | 50,970 | $2.35M | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management Llc | Buy | +84,689 | +5.6% | 1,591,401 | $73.28M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -4,373 | -13.7% | 27,512 | $1.27M | Q2 2026 | Aug 13, 2026 |
| Seros Financial, Llc | Sell | -1,700 | -27.0% | 4,596 | $211.65K | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Sell | -1,569 | -6.8% | 21,404 | $985.65K | Q2 2026 | Aug 13, 2026 |
Frequently asked questions about PSEP activity
Which institutional owners are buying PSEP?
Institutional owners buying PSEP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PSEP activity?
"Buy" means an investor increased their reported position in PSEP compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY POWER (PSEP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PSEP increasing?
Institutional interest in PSEP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.