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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Alliancebernstein L.P., Osaic Holdings, Inc., Cresset Asset Management, Llc, Raymond James Financial Inc, and Cetera Investment Advisers.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | Sell | -63 | -0.4% | 14,097 | $616.30K | Q4 2025 | May 15, 2026 |
| Red Reef Advisors Llc | Buy | +17,300 | — | 17,300 | $756.33K | Q4 2025 | Apr 08, 2026 |
| Cassady Wealth & Retirement Planning, Llc | Buy | +43,346 | — | 43,346 | $1.90M | Q4 2025 | Apr 02, 2026 |
| Forty-Three Eighteen Advisors, Llc | Buy | +5,000 | — | 5,000 | $218.59K | Q4 2025 | Mar 17, 2026 |
| Ncm Capital Management, Llc | Buy | +12,954 | — | 12,954 | $566.33K | Q4 2025 | Mar 02, 2026 |
| Compass Financial Services Inc | Buy | +2,505 | — | 2,505 | $109.52K | Q4 2025 | Feb 27, 2026 |
| Sunbelt Securities, Inc. | Buy | +2,732 | — | 2,732 | $119.44K | Q4 2025 | Feb 20, 2026 |
| Michels Family Financial, Llc | Buy | +43,665 | — | 43,665 | $1.91M | Q4 2025 | Feb 19, 2026 |
| Bfi Wealth Solutions, Llc | Buy | +28,014 | — | 28,014 | $1.22M | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +320,581 | — | 320,581 | $14.02M | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +188,215 | — | 188,215 | $8.23M | Q4 2025 | Feb 18, 2026 |
| First Commonwealth Financial Corp | Buy | +78,748 | — | 78,748 | $3.44M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +34,420 | — | 34,420 | $1.50M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +18,362 | — | 18,362 | $802.76K | Q4 2025 | Feb 18, 2026 |
| Garton & Associates Financial Advisors Llc | Buy | +2,648 | — | 2,648 | $115.77K | Q4 2025 | Feb 18, 2026 |
| Ameriflex Group, Inc. | Buy | +1,713 | — | 1,713 | $74.89K | Q4 2025 | Feb 18, 2026 |
| Alliancebernstein L.P. | Buy | +3,294,126 | — | 3,294,126 | $144.01M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +598,215 | — | 598,215 | $26.15M | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, Llc | Buy | +362,081 | — | 362,081 | $15.83M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +264,885 | — | 264,885 | $11.58M | Q4 2025 | Feb 17, 2026 |
| Blair William & Co/Il | Buy | +104,096 | — | 104,096 | $4.55M | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, Llc | Buy | +39,700 | — | 39,700 | $1.74M | Q4 2025 | Feb 17, 2026 |
| Garden State Investment Advisory Services Llc | Buy | +39,546 | — | 39,546 | $1.73M | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +38,329 | — | 38,329 | $1.68M | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | Buy | +37,211 | — | 37,211 | $1.63M | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +23,757 | — | 23,757 | $1.04M | Q4 2025 | Feb 17, 2026 |
| Iht Wealth Management, Llc | Buy | +23,473 | — | 23,473 | $1.04M | Q4 2025 | Feb 17, 2026 |
| Beacon Financial Advisory Llc | Buy | +20,406 | — | 20,406 | $892.12K | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +19,297 | — | 19,297 | $843.63K | Q4 2025 | Feb 17, 2026 |
| First Manhattan Co. Llc. | Buy | +14,363 | — | 14,363 | $627.93K | Q4 2025 | Feb 17, 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.