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 $621.60M 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 $136.35M in its June 30, 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 $148.16M, representing an estimated gain of +8.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed PSEP value among the investors covered in this analysis. Major shareholders include Alliancebernstein L.P., Penserra Capital Management Llc, Commonwealth Equity Services, 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
214
Total Reported Value
$621.60M
Largest Holder
Alliancebernstein L.P.
Largest Position
$136.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
61
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% | 3,166,584 | $136,353,107 | $148,164,465 | +$11,811,358 | +8.66% | |
| Penserra Capital Management Llc | 0.56% | 1,591,401 | $73,284,000 | $74,461,653 | +$1,177,653 | +1.61% | |
| Commonwealth Equity Services, Llc | 0.05% | 867,478 | $39,947,345 | $40,589,296 | +$641,951 | +1.61% | |
| Osaic Holdings, Inc. | 0.03% | 512,161 | $23,584,927 | $23,964,013 | +$379,086 | +1.61% | |
| Lido Advisors, Llc | 0.08% | 507,486 | $23,369,730 | $23,745,270 | +$375,540 | +1.61% | |
| Lpl Financial Llc | 0.00% | 385,448 | $17,749,884 | $18,035,112 | +$285,228 | +1.61% | |
| Focus Partners Wealth | 0.02% | 367,870 | $16,940,422 | $17,212,637 | +$272,215 | +1.61% | |
| Cresset Asset Management, Llc | 0.06% | 337,840 | $15,557,526 | $15,807,534 | +$250,008 | +1.61% | |
| Kestra Advisory Services, Llc | 0.04% | 301,262 | $13,873,099 | $14,096,049 | +$222,950 | +1.61% | |
| Raymond James Financial Inc | 0.00% | 268,877 | $12,381,786 | $12,580,755 | +$198,969 | +1.61% | |
| Envestnet Asset Management Inc | 0.00% | 251,301 | $11,572,388 | $11,758,374 | +$185,986 | +1.61% | |
| Mbl Wealth, Llc | 0.71% | 225,899 | $10,402,649 | $10,569,814 | +$167,165 | +1.61% | |
| Cetera Investment Advisers | 0.01% | 215,435 | $9,920,749 | $10,080,204 | +$159,455 | +1.61% | |
| Beacon Pointe Advisors, Llc | 0.04% | 192,560 | $8,867,371 | $9,009,882 | +$142,511 | +1.61% | |
| Bellwether Advisors, Llc | 0.86% | 126,367 | $5,819,200 | $5,912,712 | +$93,512 | +1.61% | |
| Truist Financial Corp | 0.01% | 125,025 | $5,757,386 | $5,849,920 | +$92,534 | +1.61% | |
| Corecap Advisors, Llc | 0.16% | 116,461 | $5,363,029 | $5,449,210 | +$86,181 | +1.61% | |
| Brookstone Capital Management | 0.05% | 104,543 | $4,814,182 | $4,891,567 | +$77,385 | +1.61% | |
| Old Mission Capital Llc | 0.12% | 104,468 | $4,810,751 | $4,888,058 | +$77,307 | +1.61% | |
| Yarger Wealth Strategies, Llc | 1.71% | 102,589 | $4,747,815 | $4,800,139 | +$52,324 | +1.10% | |
| Blair William & Co/Il | 0.01% | 90,371 | $4,161,585 | $4,228,459 | +$66,874 | +1.61% | |
| Mai Capital Management | 0.02% | 86,820 | $3,998,046 | $4,062,308 | +$64,262 | +1.61% | |
| Onedigital Investment Advisors Llc | 0.03% | 83,837 | $3,860,688 | $3,922,733 | +$62,045 | +1.61% | |
| Susquehanna International Group, Llp | 0.00% | 82,119 | $3,781,580 | $3,842,348 | +$60,768 | +1.61% | |
| Keating Financial Advisory Services, Inc. | 0.49% | 80,269 | $3,696,387 | $3,755,787 | +$59,400 | +1.61% | |
| First Commonwealth Financial Corp | 0.49% | 75,658 | $3,484,051 | $3,540,038 | +$55,987 | +1.61% | |
| Jacobi Capital Management Llc | 0.16% | 72,842 | $3,354,374 | $3,408,277 | +$53,903 | +1.61% | |
| Weaver Capital Management Llc | 0.72% | 76,074 | $3,275,747 | $3,559,502 | +$283,755 | +8.66% | |
| Kfg Wealth Management, Llc | 0.37% | 70,650 | $3,253,433 | $3,305,714 | +$52,281 | +1.61% | |
| Citadel Advisors Llc | 0.00% | 68,136 | $3,137,663 | $3,188,083 | +$50,420 | +1.61% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 66,100 | $3,059,108 | $3,092,819 | +$33,711 | +1.10% | |
| Chris Bulman Inc | 1.08% | 64,505 | $2,970,457 | $3,018,189 | +$47,732 | +1.61% | |
| Janney Montgomery Scott Llc | 0.01% | 63,829 | $2,939,000 | $2,986,559 | +$47,559 | +1.62% | |
| Forvis Mazars Wealth Advisors, Llc | 0.05% | 59,851 | $2,756,139 | $2,800,428 | +$44,289 | +1.61% | |
| Mml Investors Services, Llc | 0.01% | 59,790 | $2,753,330 | $2,797,574 | +$44,244 | +1.61% | |
| Corrado Advisors, Llc | 1.21% | 56,948 | $2,622,456 | $2,664,597 | +$42,141 | +1.61% | |
| Advisory Alpha, Llc | 0.06% | 53,273 | $2,453,222 | $2,492,644 | +$39,422 | +1.61% | |
| Nations Financial Group Inc | 0.12% | 53,171 | $2,448,525 | $2,487,871 | +$39,346 | +1.61% | |
| Global Assets Advisory, Llc | 0.53% | 52,254 | $2,408,901 | $2,444,965 | +$36,064 | +1.50% | |
| Altfest L J & Co Inc | 0.23% | 51,692 | $2,380,417 | $2,418,669 | +$38,252 | +1.61% | |
| Beck Capital Management, Llc | 0.43% | 50,970 | $2,347,169 | $2,384,886 | +$37,717 | +1.61% | |
| Diligent Investors, Llc | 0.52% | 50,517 | $2,326,308 | $2,363,690 | +$37,382 | +1.61% | |
| Valtinson Bruner Financial Planning Llc | 0.56% | 48,351 | $2,226,564 | $2,262,343 | +$35,779 | +1.61% | |
| Frisch Financial Group, Inc. | 0.36% | 46,065 | $2,121,293 | $2,155,381 | +$34,088 | +1.61% | |
| Cofg Advisors, Llc | 0.35% | 43,561 | $2,005,984 | $2,038,219 | +$32,235 | +1.61% | |
| Pinnacle Wealth Management Group, Inc. | 0.93% | 43,060 | $1,982,913 | $2,014,777 | +$31,864 | +1.61% | |
| Michels Family Financial, Llc | 1.25% | 42,438 | $1,954,270 | $1,985,674 | +$31,404 | +1.61% | |
| Cassady Wealth & Retirement Planning, Llc | 0.89% | 41,558 | $1,913,746 | $1,944,499 | +$30,753 | +1.61% | |
| Visionary Wealth Advisors | 0.07% | 40,866 | $1,881,880 | $1,912,120 | +$30,240 | +1.61% | |
| Advisory Services Network, Llc | 0.02% | 38,968 | $1,794,476 | $1,823,313 | +$28,837 | +1.61% |
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.