/

Macro Radar Buy/Sell Trends Sector Rotation Portfolio Updates Institutions Guru Portfolios Insider Trades Smart Money Form 144 Pre-Sale 13D/13G Ownership 8-K Events Watchlist About Settings Login

/

Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

PSEP

PSEP 13F Holders & Ownership Data (220 Funds)

Innovator U.s. Equity Power

-$55.3M

Net Activity

Institutions Holding

220

Popularity Rank

#2649

Avg Weight

0.18%

Total Value

$642.6M

Ownership Trend

220 institutions currently hold PSEP, with 30 net buyers and 125 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Decreased

Based on recent trading activity

Net Selling Institutions

125

Net Buying Institutions

30

Key Holders

Key Holders

Top 5 by Value

Alliancebernstein L.p.

Penserra Capital Management LLC

Commonwealth Equity Services, LLC

Lido Advisors, LLC

Osaic Holdings, INC.

Top 5 by Conviction

Yarger Wealth Strategies, LLC

Mtm Financial Group, LLC

Corrado Advisors, LLC

Chris Bulman Inc

Cassady Wealth & Retirement Planning, LLC

View all 220 holding institutions

Quarterly Activity

Recent Activity

+$152.5M

Total Buy Value

$500.4M

Total Sell Value

New buy9

Trim100

Add21

Sold out25

30

Net Buyers

125

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INNOVATOR U.S. EQUITY POWER (PSEP)?

Major stakeholders currently include Alliancebernstein L.p. ($141.2M), Penserra Capital Management LLC ($64.9M), Commonwealth Equity Services, LLC ($44.2M). Based on the latest 13F filings, there are a total of 220 tracked investment funds and institutions maintaining positions in PSEP.

What is the overall institutional sentiment toward PSEP recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $55.3M, driven by 30 managers accumulating shares while 125 reduced their exposure.

Which institutions have been selling or reducing their PSEP positions?

In the latest period, 100 funds trimmed their holdings, and 25 managers completely exited their positions. The aggregate reported sell value was $500.4M.

Are there any notable investors adding PSEP to their portfolios?

Yes, buying activity remains notable. 9 institutions opened new positions in {ticker}, and 21 existing holders added to their shares. The total reported buy value for the quarter amounted to $152.5M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter