PSEP — Innovator Etfs Trust Institutional Holders · Q3 2026
Who owns Innovator Etfs Trust (PSEP)? 11 institutions reported holding $12.02M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CoreCap Advisors, LLC ($6.6M), Pathway Financial Advisors LLC ($1.4M), Farther Finance Advisors, LLC ($1.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CoreCap Advisors, LLC | $6.6M | 140,858 | Added |
| 2 | Pathway Financial Advisors LLC | $1.4M | 30,130 | Trimmed |
| 3 | Farther Finance Advisors, LLC | $1.4M | 29,788 | Added |
| 4 | Weaver Consulting Group | $1.2M | 25,332 | Added |
| 5 | CANANDAIGUA NATIONAL BANK & TRUST CO | $635,094 | 13,553 | New |
| 6 | CYPRESS FINANCIAL PLANNING LLC | $470,786 | 10,047 | Trimmed |
| 7 | Galvin, Gaustad & Stein, LLC | $288,283 | 6,152 | Added |
| 8 | Trust Co | $17,901 | 382 | Hold |
| 9 | GILPIN WEALTH MANAGEMENT, LLC | $9,372 | 200 | Hold |
| 10 | Castle Rock Wealth Management, LLC | $0 | 0 | Exited |
| 11 | Noble Wealth Management PBC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30