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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Independent Financial Group, LlcSell-63-0.4%14,097$616.30KQ4 2025May 15, 2026
Red Reef Advisors LlcBuy+17,300—17,300$756.33KQ4 2025Apr 08, 2026
Cassady Wealth & Retirement Planning, LlcBuy+43,346—43,346$1.90MQ4 2025Apr 02, 2026
Forty-Three Eighteen Advisors, LlcBuy+5,000—5,000$218.59KQ4 2025Mar 17, 2026
Ncm Capital Management, LlcBuy+12,954—12,954$566.33KQ4 2025Mar 02, 2026
Compass Financial Services IncBuy+2,505—2,505$109.52KQ4 2025Feb 27, 2026
Sunbelt Securities, Inc.Buy+2,732—2,732$119.44KQ4 2025Feb 20, 2026
Michels Family Financial, LlcBuy+43,665—43,665$1.91MQ4 2025Feb 19, 2026
Bfi Wealth Solutions, LlcBuy+28,014—28,014$1.22MQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+320,581—320,581$14.02MQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+188,215—188,215$8.23MQ4 2025Feb 18, 2026
First Commonwealth Financial CorpBuy+78,748—78,748$3.44MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+34,420—34,420$1.50MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+18,362—18,362$802.76KQ4 2025Feb 18, 2026
Garton & Associates Financial Advisors LlcBuy+2,648—2,648$115.77KQ4 2025Feb 18, 2026
Ameriflex Group, Inc.Buy+1,713—1,713$74.89KQ4 2025Feb 18, 2026
Alliancebernstein L.P.Buy+3,294,126—3,294,126$144.01MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+598,215—598,215$26.15MQ4 2025Feb 17, 2026
Cresset Asset Management, LlcBuy+362,081—362,081$15.83MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+264,885—264,885$11.58MQ4 2025Feb 17, 2026
Blair William & Co/IlBuy+104,096—104,096$4.55MQ4 2025Feb 17, 2026
Advisory Services Network, LlcBuy+39,700—39,700$1.74MQ4 2025Feb 17, 2026
Garden State Investment Advisory Services LlcBuy+39,546—39,546$1.73MQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+38,329—38,329$1.68MQ4 2025Feb 17, 2026
Cape Investment Advisory, Inc.Buy+37,211—37,211$1.63MQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+23,757—23,757$1.04MQ4 2025Feb 17, 2026
Iht Wealth Management, LlcBuy+23,473—23,473$1.04MQ4 2025Feb 17, 2026
Beacon Financial Advisory LlcBuy+20,406—20,406$892.12KQ4 2025Feb 17, 2026
Old Mission Capital LlcBuy+19,297—19,297$843.63KQ4 2025Feb 17, 2026
First Manhattan Co. Llc.Buy+14,363—14,363$627.93KQ4 2025Feb 17, 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.