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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+28,531+72.0%68,136$3.14MQ2 2026Sep 02, 2026
Gill Capital Partners, LlcSell-35-0.7%4,796$220.86KQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-96-0.3%34,116$1.57MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-33,477-14.8%192,560$8.87MQ2 2026Aug 18, 2026
Orion Capital Management LlcSell-310-3.6%8,415$387.51KQ2 2026Aug 18, 2026
Fsa Advisors, Inc.Sell-726-2.8%25,091$1.16MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+215+1.3%16,776$773.00KQ2 2026Aug 17, 2026
Alliancebernstein L.P.Sell-63,233-2.0%3,166,584$136.35MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+55,050+111.4%104,468$4.81MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+43,704+9.3%512,161$23.58MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+40,415+96.9%82,119$3.78MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-36,937-12.1%268,877$12.38MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+25,061+512.2%29,954$1.38MQ2 2026Aug 14, 2026
Mai Capital ManagementSell-24,641-22.1%86,820$4.00MQ2 2026Aug 14, 2026
Cresset Asset Management, LlcSell-24,241-6.7%337,840$15.56MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+20,46020,460$942.18KQ2 2026Aug 14, 2026
Frisch Financial Group, Inc.Sell-19,292-29.5%46,065$2.12MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+17,31217,312$797.22KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-15,545-46.5%17,887$823.70KQ2 2026Aug 14, 2026
First Manhattan Co. Llc.Sell-5,626-43.4%7,337$337.87KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcSell-3,422-12.4%24,076$1.11MQ2 2026Aug 14, 2026
Cofg Advisors, LlcSell-1,017-2.3%43,561$2.01MQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-719-5.9%11,501$529.62KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+280280$13.00KQ2 2026Aug 14, 2026
Michels Family Financial, LlcSell-257-0.6%42,438$1.95MQ2 2026Aug 14, 2026
Beck Capital Management, LlcBuy+28+0.1%50,970$2.35MQ2 2026Aug 14, 2026
Penserra Capital Management LlcBuy+84,689+5.6%1,591,401$73.28MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-4,373-13.7%27,512$1.27MQ2 2026Aug 13, 2026
Seros Financial, LlcSell-1,700-27.0%4,596$211.65KQ2 2026Aug 13, 2026
Creativeone Wealth, LlcSell-1,569-6.8%21,404$985.65KQ2 2026Aug 13, 2026
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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.