Who Owns INNOVATOR ETFS TRUST (PSEP)? -- Institutional Holders (2026-06-30)

119 institutions reported holding $197.1M of INNOVATOR ETFS TRUST (PSEP) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($39.9M), Kestra Advisory Services, LLC ($13.9M), ENVESTNET ASSET MANAGEMENT INC ($11.6M), MBL Wealth, LLC ($10.4M), Cambridge Investment Research Advisors, Inc. ($9.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$39.9M867,478Trimmed
2Kestra Advisory Services, LLC$13.9M301,262Trimmed
3ENVESTNET ASSET MANAGEMENT INC$11.6M251,301Trimmed
4MBL Wealth, LLC$10.4M225,899Trimmed
5Cambridge Investment Research Advisors, Inc.$9.2M198,938Added
6TRUIST FINANCIAL CORP$5.8M125,025Trimmed
7CoreCap Advisors, LLC$5.4M116,461Trimmed
8Brookstone Capital Management$4.8M104,543Trimmed
9YARGER WEALTH STRATEGIES, LLC$4.7M102,589Trimmed
10MTM FINANCIAL GROUP, LLC$3.8M81,788New
11Jacobi Capital Management LLC$3.4M72,842Hold
12Weaver Capital Management LLC$3.3M76,074Hold
13KFG WEALTH MANAGEMENT, LLC$3.3M70,650Trimmed
14WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.1M66,100Trimmed
15Chris Bulman Inc$3.0M64,505Trimmed
16CORRADO ADVISORS, LLC$2.6M56,948Trimmed
17NATIONS FINANCIAL GROUP INC, /IA/ /ADV$2.4M53,171Trimmed
18Global Assets Advisory, LLC$2.4M52,254Trimmed
19ALTFEST L J & CO INC$2.4M51,692Hold
20Diligent Investors, LLC$2.3M50,517Trimmed
21Valtinson Bruner Financial Planning LLC$2.2M48,351Trimmed
22Pinnacle Wealth Management Group, Inc.$2.0M43,060Trimmed
23AE Wealth Management LLC$1.9M41,805Trimmed
24Cassady Wealth & Retirement Planning, LLC$1.9M41,558Trimmed
25BigSur Wealth Management LLC$1.7M38,000Added

Source: SEC Form 13F filings · as of 2026-06-30