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Disclosery

PSEP INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

224 managers (224 13F filers) reported a position in PSEP shares at 2026-03-31, 15,133,496 shares in all. 9 filers opened a position and 26 filers sold out during the quarter.

Managers
224
13F filers
224
New
9
Added
22
Reduced
101
Sold out
26
Shares held by filers
15,133,496

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ALLIANCEBERNSTEIN L.P.3,229,817$141M0.05%-64,30913F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,506,712$64.9M0.76%+85,28413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,025,505$44.2M0.06%-46,76313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC509,845$22M0.09%-43,27513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.468,457$20.2M0.03%-129,75813F-HRTimelineGroup
LPL Financial LLC384,881$16.6M<0.01%-15,10413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth380,949$16.4M0.02%-20,71513F-HRTimelineGroup
Cresset Asset Management, LLC362,081$15.6M0.07%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC354,994$15.3M0.06%+35,05013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC305,814$13.2M<0.01%-14,76713F-HRTimelineGroup
HighTower Advisors, LLC291,969$12.6M0.01%-30,86013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC273,528$11.8M<0.01%+64,07813F-HRTimelineGroup
Cetera Investment Advisers259,255$11.2M0.01%-5,63013F-HRTimeline
Creative Planningin group Creative Planning238,276$10.3M0.01%+233,39413F-HRTimelineGroup
SageView Advisory Group, LLC233,771$10.1M0.37%+13,62613F-HRTimeline
MBL Wealth, LLC229,345$9.88M0.75%+9,86713F-HRTimeline
Beacon Pointe Advisors, LLC226,037$9.73M0.05%+37,82213F-HRTimeline
Bellwether Advisors, LLC126,367$5.44M0.92%-1,91113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP125,515$5.4M0.01%-1,99013F-HRTimelineGroup
CoreCap Advisors, LLC118,959$5.12M0.17%-1,23613F-HRTimeline
MAI Capital Management111,461$4.8M0.03%-24,01413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management111,281$4.79M0.05%-694,46913F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC103,949$4.48M1.82%-2,28813F-HRTimeline
Cambridge Investment Research Advisors,…100,816$4.34M0.01%+29413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…99,738$4.32M0.01%-71,81813F-HRTimeline
BLAIR WILLIAM & CO/IL93,788$4.04M0.01%-10,30813F-HRTimeline
OneDigital Investment Advisors LLC88,281$3.8M0.04%-2,10113F-HRTimeline
MTM FINANCIAL GROUP, LLC83,747$3.61M1.69%-72713F-HRTimeline
Keating Financial Advisory Services, In…81,100$3.49M0.56%-3,89613F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …80,054$3.45M0.55%+1,30613F-HRTimelineGroup
Weaver Capital Management LLC76,074$3.28M0.71%-1,36113F-HRTimeline
KFG WEALTH MANAGEMENT, LLC75,016$3.23M0.42%-1,74013F-HRTimeline
Jacobi Capital Management LLC72,842$3.14M0.18%013F-HRTimeline
Chris Bulman Inc67,523$2.91M1.27%-7,05413F-HRTimeline
Frisch Financial Group, Inc.65,357$2.81M0.59%-19,97713F-HRTimeline
Janney Montgomery Scott LLC61,488$2.65M0.01%-1,21213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC61,283$2.64M0.05%-1,01913F-HRTimeline
CORRADO ADVISORS, LLC58,282$2.51M1.31%-1,19213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV53,726$2.31M0.12%+2813F-HRTimeline
Global Assets Advisory, LLC53,451$2.3M0.66%013F-HRTimeline
MML INVESTORS SERVICES, LLC52,621$2.27M0.01%-16,60713F-HRTimeline
ALTFEST L J & CO INC51,692$2.23M0.24%-9513F-HRTimeline
Diligent Investors, LLC51,517$2.22M0.55%-5013F-HRTimeline
Patriot Financial Group Insurance Agenc…51,454$2.22M0.13%+25,22713F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC50,942$2.19M0.5%-1,37813F-HRTimeline
OLD MISSION CAPITAL LLC49,418$2.13M0.05%+30,12113F-HRTimeline
Valtinson Bruner Financial Planning LLC49,222$2.12M0.58%013F-HRTimeline
Advisory Alpha, LLC48,526$2.09M0.06%+3,56513F-HRTimeline
COFG Advisors, LLC44,578$1.92M0.47%013F-HRTimeline
Cassady Wealth & Retirement Planning, L…41,838$1.89M0.98%-1,50813F-HRTimeline
Pinnacle Wealth Management Group, Inc.43,065$1.85M0.91%-11513F-HRTimeline
AE Wealth Management LLC42,974$1.85M0.01%-1,14313F-HRTimeline
Michels Family Financial, LLC42,695$1.84M1.33%-97013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,704$1.8M<0.01%new13F-HRTimelineGroup
Visionary Wealth Advisors41,468$1.79M0.08%-3,94113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,605$1.71M<0.01%+15,84813F-HRTimelineGroup
Advisory Services Network, LLC38,968$1.68M0.02%-73213F-HRTimeline
Keystone Wealth Services, LLC38,680$1.67M0.36%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS38,319$1.65M<0.01%-1013F-HRTimeline
Garden State Investment Advisory Servic…37,728$1.62M0.39%-1,81813F-HRTimeline
Cape Investment Advisory, Inc.36,661$1.58M0.53%-55013F-HRTimeline
O'Connor Financial Group LLC36,067$1.55M0.64%013F-HRTimeline
BFI Wealth Solutions, LLC34,963$1.52M1.45%+6,94913F-HRTimeline
Pathway Financial Advisors LLC34,430$1.49M0.18%013F-HRTimeline
Sovran Advisors, LLC32,857$1.48M0.12%013F-HRTimeline
Cornerstone Wealth, LLC/TN32,954$1.48M0.83%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV34,212$1.47M<0.01%-20813F-HRTimeline
BCGM Wealth Management, LLC33,480$1.44M0.36%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC33,432$1.44M<0.01%-2,94413F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC33,000$1.42M0.02%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…31,885$1.37M<0.01%+19,21513F-HRTimelineGroup
Southland Equity Partners LLC31,611$1.36M0.27%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…30,883$1.33M0.1%new13F-HRTimelineGroup
AdvisorNet Financial, Inc30,144$1.3M0.07%-52613F-HRTimeline
Camelot Portfolios, LLC29,993$1.29M0.97%-9,27013F-HRTimeline
Continuum Advisory, LLC27,579$1.19M0.11%-813F-HRTimeline
Foundations Investment Advisors, LLC27,498$1.18M0.01%-30713F-HRTimeline
Farther Finance Advisors, LLC26,875$1.16M0.01%+6413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…26,613$1.15M0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…26,449$1.14M0.01%-26,42513F-HRTimeline
Soltis Investment Advisors LLC26,046$1.12M0.07%-18913F-HRTimeline
FSA Advisors, Inc.25,817$1.11M0.73%-92513F-HRTimeline
Outlook Wealth Advisors, LLC25,348$1.09M0.26%-19313F-HRTimeline
WEALTH ALLIANCE, LLC25,288$1.09M0.11%013F-HRTimeline
Accredited Investors Inc.24,500$1.05M0.06%013F-HRTimeline
BCS Wealth Management24,261$1.04M0.21%-24,27513F-HRTimeline
Bedel Financial Consulting, Inc.23,831$1.03M0.12%013F-HRTimeline
Pacific Park Financial, Inc.23,764$1.02M0.67%-3,35013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC22,973$989K0.02%-3,62113F-HRTimelineGroup
Straight Path Wealth Management21,460$924K0.25%013F-HRTimeline
Envision Financial Transparency, LLC20,901$900K0.87%13F-HRTimeline
Beacon Financial Advisory LLC19,761$851K0.19%-64513F-HRTimeline
Summit Wealth Partners, LLC19,379$834K0.13%-15913F-HRTimeline
Weaver Consulting Group19,312$832K0.2%013F-HRTimeline
Merit Financial Group, LLC18,916$815K0.01%+91613F-HRTimeline
Focus Financial Network, Inc.18,773$808K0.03%013F-HRTimeline
NewEdge Advisors, LLC18,362$791K<0.01%013F-HR/ATimeline
TopTier Wealth Management, LLC17,709$763K0.47%013F-HRTimeline
Cornerstone Wealth Group, LLC16,742$749K0.05%-10213F-HRTimeline
RED REEF ADVISORS LLC17,300$745K0.78%013F-HRTimeline
IFP Advisors, Inc16,673$718K0.01%-2,95013F-HRTimeline
CRA Financial Services, LLC16,605$715K0.09%013F-HRTimeline
CENTAURUS FINANCIAL, INC.16,561$713K0.03%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC16,318$703K0.2%-5,61313F-HRTimeline
BigSur Wealth Management LLC16,000$689K0.19%013F-HRTimeline
Integrity Advisory Solutions, LLC15,392$663K0.09%-6,77613F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC15,337$660K0.47%-1,06013F-HRTimeline
Quest 10 Wealth Builders, Inc.15,258$657K0.58%013F-HRTimeline
Wood Tarver Financial Group, LLC15,134$651K0.18%-34413F-HRTimeline
MeadowBrook Investment Advisors LLC15,108$651K0.58%013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.14,945$644K0.01%013F-HRTimelineGroup
Compass Advisory Group LLC14,788$637K0.17%-10013F-HRTimeline
Three Seasons Wealth, LLC14,352$618K0.24%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,857$597K0.01%-24013F-HR/ATimeline
HARBOUR INVESTMENTS, INC.13,341$574K0.01%-4,36213F-HRTimeline
Valmark Advisers, Inc.13,193$568K0.01%-7,50813F-HRTimeline
FIRST MANHATTAN CO. LLC.12,963$558K<0.01%-1,40013F-HRTimeline
NCM Capital Management, LLC12,954$558K0.2%013F-HRTimeline
Cannon Advisors, Inc.12,793$551K0.41%-40013F-HRTimeline
Allworth Financial LP12,527$539K<0.01%013F-HRTimeline
Arkadios Wealth Advisors12,286$529K0.01%-21,19213F-HRTimeline
IHT Wealth Management, LLC12,220$526K0.01%-11,25313F-HRTimeline
RFG Advisory, LLC11,877$511K0.01%-17013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC11,850$510K0.03%013F-HRTimeline
Atlantic Private Wealth, LLC11,587$499K0.33%013F-HRTimeline
ARS Wealth Advisors Group, LLC11,559$498K0.04%-83713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,390$490K<0.01%-6913F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC11,274$485K0.01%-4,64913F-HRTimeline
PCA Investment Advisory Services Inc.11,067$477K0.16%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…10,700$461K0.07%013F-HRTimeline
Belpointe Asset Management LLC10,282$443K0.02%-45213F-HRTimeline
Sound View Wealth Advisors Group, LLC10,242$441K0.03%013F-HRTimeline
Blue Water Asset Management10,223$440K0.15%-9,85313F-HRTimeline
LeClair Wealth Partners LLC10,223$440K0.15%new13F-HRTimeline
Trek Financial, LLC10,188$439K0.02%013F-HRTimeline
Jessup Wealth Management, Inc10,131$436K0.16%013F-HRTimeline
Liberty Atlantic Advisors LLC10,037$432K0.37%-2,09513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP9,930$428K<0.01%new13F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC9,902$426K0.01%-2,34213F-HRTimeline
MGO ONE SEVEN LLC9,893$426K0.01%-5013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,707$418K<0.01%013F-HRTimelineGroup
Sigma Planning Corp9,608$414K0.01%-85813F-HRTimeline
Dynamic Advisor Solutions LLC9,596$413K0.01%+3,72113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,478$408K<0.01%013F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC9,154$394K0.07%013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC8,966$386K0.1%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC8,826$380K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,800$379K0.02%013F-HRTimeline
Certified Advisory Corp8,784$378K0.03%013F-HRTimeline
BIP Wealth, LLC8,779$378K0.02%-7913F-HRTimeline
Composition Wealth, LLC8,738$376K0.01%-3,24813F-HRTimeline
Orion Capital Management LLC8,725$376K0.13%-42513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC8,375$361K0.04%013F-HRTimeline
Tradition Wealth Management, LLC8,298$357K0.03%013F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC8,117$350K0.29%-97913F-HRTimeline
Arax Advisory Partners7,998$344K0.01%013F-HRTimeline
Chicago Partners Investment Group LLC7,538$339K0.01%-17513F-HRTimeline
SIGNATUREFD, LLC7,542$325K<0.01%013F-HRTimeline
Lakeridge Wealth Management LLC7,461$321K0.14%-18013F-HRTimeline
CITY HOLDING CO7,265$313K0.04%-14013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,260$313K0.02%-1,50113F-HRTimeline
WPWealth LLP7,022$302K0.05%-15,37213F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV7,000$301K0.13%013F-HRTimeline
Triad Wealth Partners, LLC6,922$298K0.02%-3,03113F-HRTimeline
RESTON WEALTH MANAGEMENT LLC6,890$297K0.09%013F-HRTimeline
Clay Northam Wealth Management, LLC6,400$276K0.15%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC6,390$275K0.02%013F-HRTimeline
Main Street Financial Solutions, LLC6,340$273K0.02%013F-HRTimeline
Galvin, Gaustad & Stein, LLC6,317$272K0.02%-113F-HRTimeline
Seros Financial, LLC6,296$271K0.17%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,144$265K<0.01%+4513F-HRTimelineGroup
Triton Financial Group Inc6,030$262K0.46%new13F-HRTimeline
Vantage Point Financial LLC6,019$259K0.09%013F-HRTimeline
J.W. COLE ADVISORS, INC.5,942$256K0.01%013F-HRTimeline
Pine Harbor Wealth Management, LLC5,834$251K0.08%013F-HRTimeline
McAdam, LLC5,769$248K0.01%013F-HRTimeline
Cardinal Point Capital Management ULC5,690$245K0.02%013F-HRTimeline
Elevation Wealth Management LLC5,650$243K0.22%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,636$243K0.01%-1,18113F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC5,362$231K0.03%new13F-HRTimeline
World Investment Advisors5,298$228K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,224$225K0.01%013F-HRTimelineGroup
Castle Rock Wealth Management, LLC5,178$224K0.05%013F-HRTimeline
Mariner, LLCin group Mariner, LLC5,188$223K<0.01%013F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.5,171$223K0.01%-5013F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC5,085$219K0.02%013F-HRTimeline
WorthPointe, LLC5,080$219K0.06%013F-HRTimeline
Lineweaver Wealth Advisors, LLC5,043$217K0.03%013F-HRTimeline
Forty-three Eighteen Advisors, LLC5,000$215K0.16%013F-HRTimeline
WealthShield Partners, LLC4,987$215K0.02%+3213F-HRTimeline
Capital Square, LLC4,756$214K0.1%-75313F-HRTimeline
HRT FINANCIAL LP4,893$210K<0.01%-2,02513F-HRTimeline
GILL CAPITAL PARTNERS, LLC4,831$208K0.06%013F-HRTimeline
Lewis Asset Management, LLC4,661$201K0.08%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,368$185K<0.01%+2,73813F-HR/ATimelineGroup
DHJJ Financial Advisors, Ltd.4,178$180K0.06%013F-HRTimeline
Bernard Wealth Management Corp.3,984$172K0.07%-313F-HRTimeline
Financial Network Wealth Advisors LLC3,649$157K0.16%-1013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,574$154K0.02%-20013F-HRTimeline
WELLINGTON-ALTUS USA INC.2,900$134K0.08%new13F-HRTimeline