INNOVATOR U.S. EQUITY POWER (PSEP) Institutional Shareholders
INNOVATOR U.S. EQUITY POWER (PSEP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $563.37M in PSEP holdings during the latest filing period.
Alliancebernstein L.P. is currently the largest disclosed institutional shareholder of PSEP tracked by InsiderSet, reporting ownership valued at approximately $141.20M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $149.96M, representing an estimated gain of +6.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed PSEP value among the investors covered in this analysis. Major shareholders include Alliancebernstein L.P., Commonwealth Equity Services, Llc, Lido Advisors, Llc, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY POWER (PSEP).
This page ranks the largest institutional PSEP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
215
Total Reported Value
$563.37M
Largest Holder
Alliancebernstein L.P.
Largest Position
$141.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
128
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alliancebernstein L.P. | 0.05% | 3,229,817 | $141,202,432 | $149,960,403 | +$8,757,971 | +6.20% | |
| Commonwealth Equity Services, Llc | 0.06% | 1,025,505 | $44,158,232 | $47,614,197 | +$3,455,965 | +7.83% | |
| Lido Advisors, Llc | 0.09% | 509,845 | $21,953,926 | $23,672,103 | +$1,718,177 | +7.83% | |
| Osaic Holdings, Inc. | 0.03% | 468,457 | $20,171,678 | $21,750,459 | +$1,578,781 | +7.83% | |
| Lpl Financial Llc | 0.00% | 384,881 | $16,572,979 | $17,870,025 | +$1,297,046 | +7.83% | |
| Focus Partners Wealth | 0.02% | 380,949 | $16,403,359 | $17,687,462 | +$1,284,103 | +7.83% | |
| Cresset Asset Management, Llc | 0.07% | 362,081 | $15,591,181 | $16,811,421 | +$1,220,240 | +7.83% | |
| Kestra Advisory Services, Llc | 0.06% | 354,994 | $15,286,043 | $16,482,371 | +$1,196,328 | +7.83% | |
| Raymond James Financial Inc | 0.00% | 305,814 | $13,168,351 | $14,198,944 | +$1,030,593 | +7.83% | |
| Hightower Advisors, Llc | 0.01% | 291,969 | $12,572,201 | $13,556,121 | +$983,920 | +7.83% | |
| Envestnet Asset Management Inc | 0.00% | 273,528 | $11,778,094 | $12,699,905 | +$921,811 | +7.83% | |
| Cetera Investment Advisers | 0.01% | 259,255 | $11,163,520 | $12,037,210 | +$873,690 | +7.83% | |
| Mbl Wealth, Llc | 0.71% | 225,899 | $10,402,649 | $10,488,491 | +$85,842 | +0.83% | |
| Creative Planning | 0.01% | 238,276 | $10,260,165 | $11,063,155 | +$802,990 | +7.83% | |
| Beacon Pointe Advisors, Llc | 0.05% | 226,037 | $9,733,175 | $10,494,898 | +$761,723 | +7.83% | |
| Bellwether Advisors, Llc | 0.92% | 126,367 | $5,441,363 | $5,867,220 | +$425,857 | +7.83% | |
| Truist Financial Corp | 0.01% | 125,515 | $5,404,662 | $5,827,661 | +$422,999 | +7.83% | |
| Corecap Advisors, Llc | 0.16% | 116,461 | $5,363,029 | $5,407,284 | +$44,255 | +0.83% | |
| Brookstone Capital Management | 0.05% | 104,543 | $4,814,182 | $4,853,931 | +$39,749 | +0.83% | |
| Mai Capital Management | 0.03% | 111,461 | $4,799,496 | $5,175,134 | +$375,638 | +7.83% | |
| Yarger Wealth Strategies, Llc | 1.71% | 102,589 | $4,747,815 | $4,763,207 | +$15,392 | +0.32% | |
| Blair William & Co/Il | 0.01% | 93,788 | $4,038,511 | $4,354,577 | +$316,066 | +7.83% | |
| Onedigital Investment Advisors Llc | 0.04% | 88,281 | $3,801,396 | $4,098,887 | +$297,491 | +7.83% | |
| Keating Financial Advisory Services, Inc. | 0.56% | 81,100 | $3,492,166 | $3,765,473 | +$273,307 | +7.83% | |
| First Commonwealth Financial Corp | 0.55% | 80,054 | $3,447,125 | $3,716,907 | +$269,782 | +7.83% | |
| Weaver Capital Management Llc | 0.71% | 76,074 | $3,275,747 | $3,532,116 | +$256,369 | +7.83% | |
| Kfg Wealth Management, Llc | 0.37% | 70,650 | $3,253,433 | $3,280,280 | +$26,847 | +0.83% | |
| Jacobi Capital Management Llc | 0.18% | 72,842 | $3,136,575 | $3,382,054 | +$245,479 | +7.83% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 66,100 | $3,059,108 | $3,069,023 | +$9,915 | +0.32% | |
| Chris Bulman Inc | 1.08% | 64,505 | $2,970,457 | $2,994,967 | +$24,510 | +0.83% | |
| Frisch Financial Group, Inc. | 0.59% | 65,357 | $2,814,272 | $3,034,526 | +$220,254 | +7.83% | |
| Forvis Mazars Wealth Advisors, Llc | 0.05% | 61,283 | $2,638,846 | $2,845,370 | +$206,524 | +7.83% | |
| Corrado Advisors, Llc | 1.31% | 58,282 | $2,509,623 | $2,706,033 | +$196,410 | +7.83% | |
| Nations Financial Group Inc | 0.12% | 53,171 | $2,448,525 | $2,468,730 | +$20,205 | +0.83% | |
| Diligent Investors, Llc | 0.52% | 50,517 | $2,326,308 | $2,345,504 | +$19,196 | +0.83% | |
| Global Assets Advisory, Llc | 0.66% | 53,451 | $2,301,602 | $2,481,730 | +$180,128 | +7.83% | |
| Mml Investors Services, Llc | 0.01% | 52,621 | $2,265,860 | $2,443,193 | +$177,333 | +7.83% | |
| Altfest L J & Co Inc | 0.24% | 51,692 | $2,225,858 | $2,400,060 | +$174,202 | +7.83% | |
| Beck Capital Management, Llc | 0.50% | 50,942 | $2,193,563 | $2,365,237 | +$171,674 | +7.83% | |
| Old Mission Capital Llc | 0.05% | 49,418 | $2,127,939 | $2,294,478 | +$166,539 | +7.83% | |
| Valtinson Bruner Financial Planning Llc | 0.58% | 49,222 | $2,119,499 | $2,285,377 | +$165,878 | +7.83% | |
| Advisory Alpha, Llc | 0.06% | 48,526 | $2,089,530 | $2,253,062 | +$163,532 | +7.83% | |
| Pinnacle Wealth Management Group, Inc. | 0.93% | 43,060 | $1,982,913 | $1,999,276 | +$16,363 | +0.83% | |
| Cofg Advisors, Llc | 0.47% | 44,578 | $1,919,529 | $2,069,757 | +$150,228 | +7.83% | |
| Cassady Wealth & Retirement Planning, Llc | 0.98% | 41,838 | $1,888,149 | $1,942,538 | +$54,389 | +2.88% | |
| Ae Wealth Management Llc | 0.01% | 42,974 | $1,850,454 | $1,995,283 | +$144,829 | +7.83% | |
| Michels Family Financial, Llc | 1.33% | 42,695 | $1,838,447 | $1,982,329 | +$143,882 | +7.83% | |
| Susquehanna International Group, Llp | 0.00% | 41,704 | $1,795,774 | $1,936,317 | +$140,543 | +7.83% | |
| Visionary Wealth Advisors | 0.08% | 41,468 | $1,785,613 | $1,925,359 | +$139,746 | +7.83% | |
| Bigsur Wealth Management Llc | 0.42% | 38,000 | $1,749,900 | $1,764,340 | +$14,440 | +0.83% |
Frequently asked questions about PSEP
Who owns the most PSEP stock?
The largest holders of PSEP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR U.S. EQUITY POWER (PSEP).
Is PSEP widely held by superinvestors?
Many widely followed stocks like PSEP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PSEP is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.