PSEP INNOVATOR ETFS TRUST
FollowUS EQTY PWR BUF (fund)
Filings received so far for Q3 2026: 9 13F filers report a position in PSEP shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 140,858 | $6.6M | 0.19% | +24,397 | 13F-HRTimeline |
| Pathway Financial Advisors LLC | 30,130 | $1.41M | 0.16% | -4,300 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 29,788 | $1.4M | 0.01% | +1,961 | 13F-HRTimeline |
| Weaver Consulting Group | 25,332 | $1.19M | 0.23% | +6,020 | 13F-HRTimeline |
| CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T… | 13,553 | $635K | 0.06% | new | 13F-HRTimelineGroup |
| CYPRESS FINANCIAL PLANNING LLC | 10,047 | $471K | 0.13% | -2,967 | 13F-HRTimeline |
| Galvin, Gaustad & Stein, LLC | 6,152 | $288K | 0.02% | +154 | 13F-HRTimeline |
| Trust Co | 382 | $17.9K | <0.01% | 0 | 13F-HRTimeline |
| GILPIN WEALTH MANAGEMENT, LLC | 200 | $9.37K | 0.01% | 0 | 13F-HRTimeline |