PSEP Institutional Ownership & Shareholders
INNOVATOR U.S. EQUITY POWER (PSEP) is currently held by 239 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $684.96M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $148.07M, representing an estimated gain of +8.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% 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
239
Total Reported Value
$684.96M
Largest Holder
Alliancebernstein L.P.
Largest Position
$136.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
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 | $148,069,468 | +$11,716,361 | +8.59% | |
| Penserra Capital Management Llc | 0.56% | 1,591,401 | $73,284,000 | $74,413,911 | +$1,129,911 | +1.54% | |
| Commonwealth Equity Services, Llc | 0.04% | 701,415 | $32,868,329 | $32,798,165 | -$70,164 | -0.21% | |
| Brookstone Capital Management | 0.32% | 681,064 | $31,914,659 | $31,846,553 | -$68,106 | -0.21% | |
| Osaic Holdings, Inc. | 0.03% | 512,161 | $23,584,927 | $23,948,648 | +$363,721 | +1.54% | |
| Lido Advisors, Llc | 0.08% | 507,486 | $23,369,730 | $23,730,045 | +$360,315 | +1.54% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 389,274 | $18,381,495 | $18,202,452 | -$179,043 | -0.97% | |
| Lpl Financial Llc | 0.00% | 385,448 | $17,749,884 | $18,023,548 | +$273,664 | +1.54% | |
| Focus Partners Wealth | 0.02% | 367,870 | $16,940,422 | $17,201,601 | +$261,179 | +1.54% | |
| Cresset Asset Management, Llc | 0.06% | 337,840 | $15,557,526 | $15,797,398 | +$239,872 | +1.54% | |
| Kestra Advisory Services, Llc | 0.04% | 275,400 | $12,905,228 | $12,877,704 | -$27,524 | -0.21% | |
| Raymond James Financial Inc | 0.00% | 268,877 | $12,381,786 | $12,572,689 | +$190,903 | +1.54% | |
| Envestnet Asset Management Inc | 0.00% | 251,301 | $11,572,388 | $11,750,835 | +$178,447 | +1.54% | |
| Creative Planning | 0.01% | 231,926 | $10,868,072 | $10,844,860 | -$23,212 | -0.21% | |
| Cetera Investment Advisers | 0.01% | 215,435 | $9,920,749 | $10,073,741 | +$152,992 | +1.54% | |
| Mbl Wealth, Llc | 0.58% | 207,857 | $9,740,180 | $9,719,393 | -$20,787 | -0.21% | |
| Beacon Pointe Advisors, Llc | 0.04% | 192,560 | $8,867,371 | $9,004,106 | +$136,735 | +1.54% | |
| Corecap Advisors, Llc | 0.19% | 140,858 | $6,600,606 | $6,586,520 | -$14,086 | -0.21% | |
| Bellwether Advisors, Llc | 0.86% | 126,367 | $5,819,200 | $5,908,921 | +$89,721 | +1.54% | |
| Kfg Wealth Management, Llc | 0.60% | 117,212 | $5,492,554 | $5,480,833 | -$11,721 | -0.21% | |
| Old Mission Capital Llc | 0.12% | 104,468 | $4,810,751 | $4,884,924 | +$74,173 | +1.54% | |
| Yarger Wealth Strategies, Llc | 1.71% | 102,589 | $4,747,815 | $4,797,062 | +$49,247 | +1.04% | |
| Blair William & Co/Il | 0.01% | 90,371 | $4,161,585 | $4,225,748 | +$64,163 | +1.54% | |
| Mai Capital Management | 0.02% | 86,820 | $3,998,046 | $4,059,703 | +$61,657 | +1.54% | |
| Onedigital Investment Advisors Llc | 0.03% | 83,837 | $3,860,688 | $3,920,218 | +$59,530 | +1.54% | |
| Susquehanna International Group, Llp | 0.00% | 82,119 | $3,781,580 | $3,839,884 | +$58,304 | +1.54% | |
| Chris Bulman Inc | 1.31% | 79,884 | $3,743,364 | $3,735,376 | -$7,988 | -0.21% | |
| Keating Financial Advisory Services, Inc. | 0.49% | 80,269 | $3,696,387 | $3,753,378 | +$56,991 | +1.54% | |
| First Commonwealth Financial Corp | 0.49% | 75,658 | $3,484,051 | $3,537,768 | +$53,717 | +1.54% | |
| Truist Financial Corp | 0.00% | 73,948 | $3,465,203 | $3,457,808 | -$7,395 | -0.21% | |
| Jacobi Capital Management Llc | 0.16% | 72,842 | $3,354,374 | $3,406,092 | +$51,718 | +1.54% | |
| Concurrent Investment Advisors, Llc | 0.02% | 70,434 | $3,300,541 | $3,293,494 | -$7,047 | -0.21% | |
| Corrado Advisors, Llc | 1.57% | 68,026 | $3,187,699 | $3,180,896 | -$6,803 | -0.21% | |
| Weaver Capital Management Llc | 0.61% | 67,928 | $3,183,107 | $3,176,313 | -$6,794 | -0.21% | |
| Citadel Advisors Llc | 0.00% | 68,136 | $3,137,663 | $3,186,039 | +$48,376 | +1.54% | |
| Janney Montgomery Scott Llc | 0.01% | 63,829 | $2,939,000 | $2,984,644 | +$45,644 | +1.55% | |
| Mml Investors Services, Llc | 0.01% | 59,790 | $2,753,330 | $2,795,780 | +$42,450 | +1.54% | |
| Forvis Mazars Wealth Advisors, Llc | 0.04% | 57,172 | $2,679,080 | $2,673,363 | -$5,717 | -0.21% | |
| Diligent Investors, Llc | 0.57% | 55,044 | $2,579,362 | $2,573,857 | -$5,505 | -0.21% | |
| Global Assets Advisory, Llc | 0.54% | 52,038 | $2,458,017 | $2,433,297 | -$24,720 | -1.01% | |
| Advisory Alpha, Llc | 0.06% | 53,273 | $2,453,222 | $2,491,045 | +$37,823 | +1.54% | |
| Nations Financial Group Inc | 0.12% | 53,171 | $2,448,525 | $2,486,276 | +$37,751 | +1.54% | |
| Beck Capital Management, Llc | 0.43% | 50,970 | $2,347,169 | $2,383,357 | +$36,188 | +1.54% | |
| Valtinson Bruner Financial Planning Llc | 0.58% | 50,047 | $2,345,202 | $2,340,198 | -$5,004 | -0.21% | |
| Altfest L J & Co Inc | 0.23% | 48,705 | $2,282,299 | $2,277,446 | -$4,853 | -0.21% | |
| Frisch Financial Group, Inc. | 0.36% | 46,065 | $2,121,293 | $2,153,999 | +$32,706 | +1.54% | |
| Cofg Advisors, Llc | 0.35% | 43,561 | $2,005,984 | $2,036,912 | +$30,928 | +1.54% | |
| Michels Family Financial, Llc | 1.24% | 42,773 | $2,004,343 | $2,000,065 | -$4,278 | -0.21% | |
| Pinnacle Wealth Management Group, Inc. | 0.91% | 42,610 | $1,996,705 | $1,992,444 | -$4,261 | -0.21% | |
| Cassady Wealth & Retirement Planning, Llc | 0.89% | 41,558 | $1,913,746 | $1,943,252 | +$29,506 | +1.54% |
Frequently asked questions about PSEP
Who are the largest institutional holders of PSEP?
The largest institutional holders of PSEP reported in the latest SEC Form 13F filings include Alliancebernstein L.P., Penserra Capital Management Llc, Commonwealth Equity Services, Llc, Brookstone Capital Management, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported PSEP position.
What is PSEP institutional ownership?
This page tracks PSEP positions reported by institutional investment managers through SEC Form 13F. INNOVATOR U.S. EQUITY POWER (PSEP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PSEP?
InsiderSet currently tracks 239 institutional managers reporting PSEP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PSEP shareholders.
How much PSEP stock do institutions own?
Institutional investment managers disclosed approximately $684.96M in PSEP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PSEP institutional ownership last updated?
The latest PSEP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PSEP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PSEP position after the reporting date.
Are institutions buying or selling PSEP?
Institutional buying and selling can be analyzed by comparing PSEP positions across consecutive 13F reporting periods. InsiderSet's PSEP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PSEP ownership changes.
How has PSEP institutional ownership changed over time?
InsiderSet tracks PSEP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.