Who Owns INNOVATOR ETFS TRUST (PSEP)? -- Institutional Holders (2026-06-30)
231 institutions reported holding $665.1M of INNOVATOR ETFS TRUST (PSEP) in SEC 13F filings for 2026-06-30. Largest institutional holders: ALLIANCEBERNSTEIN L.P. ($136.4M), Penserra Capital Management LLC ($73.3M), COMMONWEALTH EQUITY SERVICES, LLC ($39.9M), OSAIC HOLDINGS, INC. ($23.6M), Lido Advisors, LLC ($23.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ALLIANCEBERNSTEIN L.P. | $136.4M | 3.2M | Trimmed |
| 2 | Penserra Capital Management LLC | $73.3M | 1.6M | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $39.9M | 867,478 | Trimmed |
| 4 | OSAIC HOLDINGS, INC. | $23.6M | 512,161 | Added |
| 5 | Lido Advisors, LLC | $23.4M | 507,486 | Trimmed |
| 6 | LPL Financial LLC | $17.7M | 385,448 | Added |
| 7 | Focus Partners Wealth | $16.9M | 367,870 | Trimmed |
| 8 | Cresset Asset Management, LLC | $15.6M | 337,840 | Trimmed |
| 9 | Kestra Advisory Services, LLC | $13.9M | 301,262 | Trimmed |
| 10 | HighTower Advisors, LLC | $12.8M | 278,238 | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $12.4M | 268,877 | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $11.6M | 251,301 | Trimmed |
| 13 | Creative Planning | $10.5M | 228,401 | Trimmed |
| 14 | MBL Wealth, LLC | $10.4M | 225,899 | Trimmed |
| 15 | SageView Advisory Group, LLC | $10.3M | 223,846 | Trimmed |
| 16 | Cetera Investment Advisers | $9.9M | 215,435 | Trimmed |
| 17 | Beacon Pointe Advisors, LLC | $8.9M | 192,560 | Trimmed |
| 18 | Bellwether Advisors, LLC | $5.8M | 126,367 | Hold |
| 19 | TRUIST FINANCIAL CORP | $5.8M | 125,025 | Trimmed |
| 20 | CoreCap Advisors, LLC | $5.4M | 116,461 | Trimmed |
| 21 | Brookstone Capital Management | $4.8M | 104,543 | Trimmed |
| 22 | OLD MISSION CAPITAL LLC | $4.8M | 104,468 | Added |
| 23 | YARGER WEALTH STRATEGIES, LLC | $4.7M | 102,589 | Trimmed |
| 24 | Cambridge Investment Research Advisors, Inc. | $4.6M | 99,469 | Trimmed |
| 25 | BLAIR WILLIAM & CO/IL | $4.2M | 90,371 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30