INNOVATOR ETFS TRUST (PSTP)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
53
Reporting holders
$98.1M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $11.7M | 318,342 | 0.01% | 17q | -6.7%-$837.2K |
| BROWN WEALTH MANAGEMENT, LLC | $10.1M | 275,784 | 2.27% | 7q | -11.8%-$1.4M |
| KFG WEALTH MANAGEMENT, LLC | $9.1M | 248,305 | 1.03% | 15q | -1.5%-$136.3K |
| HighTower Advisors, LLC | $8.1M | 219,743 | 0.01% | 10q | -6.0%-$519.0K |
| Lineweaver Wealth Advisors, LLC | $7.6M | 206,063 | 0.90% | 12q | HELD |
| OSAIC HOLDINGS, INC. | $6.2M | 169,559 | 0.01% | 17q | -4.1%-$267.6K |
| AE Wealth Management LLC | $5.7M | 154,297 | 0.03% | 5q | +17.0%+$823.6K |
| Cetera Investment Advisers | $5.1M | 139,471 | 0.00% | 15q | +4.5%+$218.9K |
| Krilogy Financial LLC | $3.8M | 104,078 | 0.11% | 16q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $2.8M | 76,628 | 0.00% | 17q | +10.0%+$257.0K |
| AIRE ADVISORS, LLC | $2.6M | 71,771 | 0.43% | 14q | -2.6%-$70.7K |
| Farther Finance Advisors, LLC | $2.3M | 63,870 | 0.02% | 2q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.2M | 59,281 | 0.00% | 2q | +3.7%+$76.8K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.9M | 51,113 | 0.03% | 7q | +1.2%+$22.0K |
| EVOLUTION WEALTH MANAGEMENT INC. | $1.5M | 41,530 | 0.90% | 5q | -4.3%-$68.5K |
| WEALTHGARDEN F.S. LLC | $1.3M | 34,434 | 0.72% | 9q | -2.0%-$26.0K |
| Kestra Advisory Services, LLC | $1.2M | 31,699 | 0.00% | 4q | +1.4%+$15.7K |
| OFC FINANCIAL PLANNING, LLC | $1.0M | 28,088 | 0.92% | 7q | -8.2%-$92.3K |
| Addison Capital Co | $994.7K | 27,042 | 0.16% | 2q | +1.6%+$15.7K |
| Nest Investments, LLC | $959.8K | 26,093 | 0.73% | 3q | +2.8%+$25.8K |
| Mosley Wealth Management | $799.0K | 21,720 | 0.25% | 2q | +983.8%+$725.3K |
| William Mack & Associates, Inc. | $786.4K | 21,378 | 0.28% | 7q | HELD |
| FSA Advisors, Inc. | $754.3K | 20,506 | 0.17% | 3q | +95.3%+$368.0K |
| OLD MISSION CAPITAL LLC | $733.3K | 19,935 | 0.01% | 2q | +89.4%+$346.1K |
| CITADEL ADVISORS LLC | $715.7K | 19,457 | 0.00% | new | NEW |
| SOUTHERN CAPITAL ADVISORS, LLC | $706.4K | 19,204 | 0.30% | 14q | +10.1%+$64.6K |
| LPL Financial LLC | $702.6K | 19,100 | 0.00% | 4q | +0.8%+$5.6K |
| Cambridge Advisors Inc. | $669.7K | 18,205 | 0.12% | 15q | -11.7%-$88.8K |
| Tradition Wealth Management, LLC | $567.5K | 15,428 | 0.03% | 18q | -1.4%-$7.9K |
| Modera Wealth Management, LLC | $478.9K | 13,020 | 0.01% | 13q | HELD |
| Nuveen, LLC | $474.2K | 12,891 | 0.00% | new | NEW |
| Capital Investment Advisory Services, LLC | $426.4K | 11,593 | 0.03% | 5q | +2.8%+$11.7K |
| Opus Financial Solutions LLC | $417.9K | 11,360 | 0.34% | 3q | -0.5%-$2.2K |
| Occidental Asset Management, LLC | $387.2K | 10,525 | 0.04% | 8q | HELD |
| COFG Advisors, LLC | $353.5K | 9,611 | 0.06% | 3q | +6.7%+$22.3K |
| Cape Investment Advisory, Inc. | $338.4K | 9,200 | 0.09% | 3q | HELD |
| GTS SECURITIES LLC | $333.7K | 9,071 | 0.01% | 3q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $275.9K | 7,500 | 0.00% | 7q | HELD |
| PLANWISER FINANCIAL, LLC | $270.3K | 7,347 | 0.19% | 6q | HELD |
| HARBOUR INVESTMENTS, INC. | $249.1K | 6,771 | 0.00% | 17q | -38.0%-$152.8K |
| Pine Valley Investments Ltd Liability Co | $240.5K | 6,539 | 0.01% | new | NEW |
| RIVERCHASE WEALTH MANAGEMENT, LLC | $229.4K | 6,237 | 0.11% | new | NEW |
| Stegent Equity Advisors, Inc. | $226.4K | 6,154 | 0.16% | 5q | HELD |
| Lloyd Advisory Services, LLC. | $212.2K | 5,768 | 0.08% | new | NEW |
| Atria Investments, Inc | $203.3K | 5,528 | 0.00% | new | NEW |
| Oakmont Advisory Group, LLC | $108.8K | 2,958 | 0.09% | new | NEW |
| Luminist Capital LLC | $35.6K | 989 | 0.04% | new | NEW |
| Key Capital Management, INC | $23.6K | 642 | 0.01% | 3q | +26.4%+$4.9K |
| MORGAN STANLEY | $13.5K | 366 | 0.00% | 16q | HELD |
| JPMORGAN CHASE & CO | $12.1K | 329 | 0.00% | 12q | HELD |
| Cambridge Investment Research Advisors, Inc. | $430 | 11,672 | 0.00% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $368 | 10 | 0.00% | 12q | HELD |
| UBS Group AG | $221 | 6 | 0.00% | 2q | -88.0%-$1.6K |
| IFP Advisors, Inc | $37 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 53 | $98.1M | 2,666,540 | 9 | 16 | 14 | 0.0% |
| Q1 2026 | 49 | $102.5M | 2,969,842 | 8 | 16 | 13 | 0.0% |
| Q4 2025 | 45 | $102.9M | 2,919,358 | 5 | 9 | 14 | 0.0% |
| Q3 2025 | 39 | $90.8M | 2,608,830 | 7 | 13 | 9 | 0.0% |
| Q2 2025 | 35 | $75.2M | 2,262,261 | 3 | 9 | 13 | 0.0% |
| Q1 2025 | 35 | $77.3M | 2,460,242 | 3 | 14 | 9 | 0.0% |
| Q4 2024 | 32 | $77.0M | 2,404,848 | 6 | 11 | 6 | 0.0% |
| Q3 2024 | 28 | $57.1M | 1,810,197 | 6 | 8 | 9 | 0.0% |
| Q2 2024 | 26 | $53.8M | 1,771,343 | 3 | 9 | 9 | 0.0% |
| Q1 2024 | 23 | $54.1M | 1,833,602 | 2 | 12 | 6 | 0.0% |
| Q4 2023 | 23 | $52.0M | 1,842,439 | 3 | 10 | 3 | 0.0% |
| Q3 2023 | 23 | $51.9M | 1,945,761 | 6 | 4 | 6 | 0.0% |
| Q2 2023 | 18 | $50.0M | 1,832,439 | 2 | 9 | 4 | 0.0% |
| Q1 2023 | 20 | $43.4M | 1,670,928 | 5 | 10 | 3 | 0.0% |
| Q4 2022 | 17 | $21.6M | 871,481 | 5 | 5 | 4 | 0.0% |
| Q3 2022 | 15 | $21.0M | 888,545 | 5 | 7 | 1 | 0.0% |
| Q2 2022 | 13 | $11.1M | 457,268 | 11 | 2 | 0 | 0.0% |
| Q1 2022 | 6 | $2.6M | 97,884 | 6 | 0 | 0 | 0.0% |