Innovator ETFs Trust - PSTP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 520,081 | 18,384 | 2.46% | 3.27% | 1 | -130,575 | -20.07% | Q4 2025 | Jan 21, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 360,494 | 12,742 | 0.85% | 0.82% | 2 | +19,194 | 5.62% | Q4 2025 | Feb 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 351,605 | 12,428 | 0.02% | 0.02% | 3 | -6,769 | -1.89% | Q4 2025 | Feb 12, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 290,966 | 10,285 | 2.71% | 2.71% | 4 | +13,028 | 4.69% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 219,506 | 7,759 | 0.01% | 0.01% | 5 | +925 | 0.42% | Q4 2025 | Feb 06, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 206,195 | 7,288 | 0.99% | 1.07% | 6 | -3,154 | -1.51% | Q4 2025 | Jan 14, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 140,149 | 4,952 | 1.31% | 1.28% | 7 | +1,643 | 1.19% | Q4 2025 | Feb 09, 2026 |
| Cetera Investment Advisers | History | Reduced | 125,196 | 4,425 | 0.0% | 0.01% | 8 | -1,414 | -1.12% | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | Reduced | 112,161 | 3,998 | 0.14% | 0.17% | 9 | -16,140 | -12.58% | Q4 2025 | Jan 27, 2026 |
| AE Wealth Management LLC | History | Added to | 109,901 | 3,884 | 0.02% | 0.01% | 10 | +45,655 | 71.06% | Q4 2025 | Jan 26, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 75,873 | 2,681 | 0.49% | 0.48% | 11 | -321 | -0.42% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 65,771 | 2,324 | 0.0% | 0.0% | 12 | -2,924 | -4.26% | Q4 2025 | Feb 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 44,743 | 1,581 | 0.03% | 0.03% | 13 | +1,856 | 4.33% | Q4 2025 | Feb 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 42,301 | 1,495 | 1.24% | 2.5% | 14 | -27,676 | -39.55% | Q4 2025 | Feb 10, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 35,336 | 1,259 | 0.83% | 0.95% | 15 | -2,904 | -7.59% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 31,258 | 1,104 | 0.0% | 0.0% | 16 | -2,148 | -6.43% | Q4 2025 | Feb 17, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Added to | 30,607 | 1,081 | 1.03% | 1.04% | 17 | +359 | 1.19% | Q4 2025 | Feb 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 28,288 | 999 | 0.0% | 0.0% | 18 | +1,775 | 6.69% | Q4 2025 | Feb 13, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 22,320 | 788 | 0.15% | 0.15% | 19 | -100 | -0.45% | Q4 2025 | Jan 21, 2026 |
| William Mack & Associates, Inc. | History | No change | 21,750 | 768 | 0.36% | 0.41% | 20 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Reduced | 19,048 | 673 | 0.0% | 0.0% | 21 | -94 | -0.49% | Q4 2025 | Feb 11, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 17,458 | 617 | 0.28% | 0.28% | 22 | +28 | 0.16% | Q4 2025 | Jan 28, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 15,683 | 554 | 0.04% | 0.04% | 23 | -228 | -1.43% | Q4 2025 | Feb 11, 2026 |
| Modera Wealth Management, LLC | History | No change | 13,020 | 460 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Opus Financial Solutions LLC | History | New | 11,425 | 403 | 0.38% | — | 25 | +11,425 | New | Q4 2025 | Feb 17, 2026 |
| Occidental Asset Management, LLC | History | Added to | 10,500 | 371 | 0.04% | 0.03% | 26 | +3,750 | 55.56% | Q4 2025 | Jan 08, 2026 |
| FSA Advisors, Inc. | History | New | 21,214 | 365 | 0.25% | — | 27 | +21,214 | New | Q4 2025 | Feb 02, 2026 |
| GTS SECURITIES LLC | History | New | 9,071 | 320 | 0.01% | — | 28 | +9,071 | New | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 9,000 | 318 | 0.1% | — | 29 | +9,000 | New | Q4 2025 | Feb 17, 2026 |
| COFG Advisors, LLC | History | New | 8,911 | 314 | 0.08% | — | 30 | +8,911 | New | Q4 2025 | Feb 10, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 8,835 | 313 | 0.23% | 0.25% | 31 | -185 | -2.05% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | New | 8,705 | 308 | 0.01% | — | 32 | +8,705 | New | Q4 2025 | Feb 12, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 8,622 | 304 | 0.12% | — | 33 | +8,622 | New | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 8,067 | 285 | 0.01% | 0.01% | 34 | -1,542 | -16.05% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 7,500 | 265 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 6,614 | 235 | 0.01% | 0.01% | 36 | -69 | -1.03% | Q4 2025 | Feb 03, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 6,154 | 217 | 0.17% | 0.17% | 37 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,578 | 161 | 0.0% | 0.0% | 38 | -3,102 | -40.39% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 3,625 | 128 | 0.0% | 0.0% | 39 | +3,259 | 890.44% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,296 | 81 | 0.01% | 0.0% | 40 | +532 | 30.16% | Q4 2025 | Jan 21, 2026 |
| Allworth Financial LP | History | New | 1,400 | 49 | 0.0% | — | 41 | +1,400 | New | Q4 2025 | Feb 05, 2026 |
| Key Capital Management, INC | History | New | 508 | 17 | 0.02% | — | 42 | +508 | New | Q4 2025 | Jan 26, 2026 |
| CoreCap Advisors, LLC | History | No change | 388 | 13 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Luminist Capital LLC | History | No change | 339 | 11 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,301 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,308 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Authentikos Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -6,641 | -100.0% | Q3 2025 | Feb 26, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -423 | -100.0% | Q3 2025 | Nov 13, 2025 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |