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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 341,100 | 11,757 | 0.02% | 0.02% | 1 | -10,505 | -2.99% | Q1 2026 | Apr 27, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 327,142 | 11,276 | 0.71% | 0.85% | 2 | -33,352 | -9.25% | Q1 2026 | May 15, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 312,704 | 10,778 | 2.77% | 2.71% | 3 | +21,738 | 7.47% | Q1 2026 | Apr 09, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 252,009 | 8,686 | 1.12% | 2.46% | 4 | -268,072 | -51.54% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Added to | 233,852 | 8,060 | 0.01% | 0.01% | 5 | +14,346 | 6.54% | Q1 2026 | May 05, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 206,063 | 7,102 | 0.96% | 0.99% | 6 | -132 | -0.06% | Q1 2026 | Apr 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 176,833 | 6,095 | 0.01% | 0.0% | 7 | +145,575 | 465.72% | Q1 2026 | May 15, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 140,149 | 4,952 | 1.31% | 1.31% | 8 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cetera Investment Advisers | History | Added to | 133,520 | 4,602 | 0.0% | 0.0% | 9 | +8,324 | 6.65% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 131,908 | 4,546 | 0.02% | 0.02% | 10 | +22,007 | 20.02% | Q1 2026 | May 13, 2026 |
| Krilogy Financial LLC | History | Reduced | 104,528 | 3,736 | 0.12% | 0.14% | 11 | -7,633 | -6.81% | Q1 2026 | Apr 17, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 73,693 | 2,540 | 0.46% | 0.49% | 12 | -2,180 | -2.87% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 69,642 | 2,400 | 0.0% | 0.0% | 13 | +3,871 | 5.89% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | New | 63,870 | 2,210 | 0.02% | — | 14 | +63,870 | New | Q1 2026 | Apr 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 57,192 | 1,971 | 0.0% | — | 15 | +57,192 | New | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 50,515 | 1,741 | 0.04% | 0.03% | 16 | +5,772 | 12.9% | Q1 2026 | Apr 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 43,392 | 1,495 | 1.09% | 1.24% | 17 | +1,091 | 2.58% | Q1 2026 | Apr 27, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 35,141 | 1,211 | 0.83% | 0.83% | 18 | -195 | -0.55% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 31,273 | 1,077 | 0.0% | 0.0% | 19 | +2,985 | 10.55% | Q1 2026 | Apr 30, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 30,597 | 1,054 | 1.04% | 1.03% | 20 | -10 | -0.03% | Q1 2026 | May 06, 2026 |
| Addison Capital Co | History | New | 26,616 | 917 | 0.16% | — | 21 | +26,616 | New | Q1 2026 | Apr 29, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 21,378 | 736 | 0.42% | 0.36% | 22 | -372 | -1.71% | Q1 2026 | Apr 14, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 20,620 | 710 | 0.14% | 0.15% | 23 | -1,700 | -7.62% | Q1 2026 | Apr 16, 2026 |
| LPL Financial LLC | History | Reduced | 18,949 | 653 | 0.0% | 0.0% | 24 | -99 | -0.52% | Q1 2026 | May 06, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Reduced | 17,449 | 601 | 0.28% | 0.28% | 25 | -9 | -0.05% | Q1 2026 | Apr 16, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 15,644 | 539 | 0.04% | 0.04% | 26 | -39 | -0.25% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | No change | 13,020 | 448 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 11,420 | 393 | 0.37% | 0.38% | 28 | -5 | -0.04% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 11,275 | 388 | 0.03% | 0.01% | 29 | +8,979 | 391.07% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 10,926 | 376 | 0.01% | 0.01% | 30 | +2,859 | 35.44% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Added to | 10,559 | 363 | 0.01% | 0.01% | 31 | +1,854 | 21.3% | Q1 2026 | Apr 29, 2026 |
| FSA Advisors, Inc. | History | Reduced | 10,502 | 362 | 0.24% | 0.25% | 32 | -10,712 | -50.49% | Q1 2026 | May 06, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 10,526 | 362 | 0.01% | — | 33 | +10,526 | New | Q1 2026 | May 15, 2026 |
| Occidental Asset Management, LLC | History | No change | 10,500 | 361 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 9,200 | 317 | 0.11% | 0.1% | 35 | +200 | 2.22% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | No change | 9,071 | 312 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COFG Advisors, LLC | History | Added to | 9,006 | 310 | 0.08% | 0.08% | 37 | +95 | 1.07% | Q1 2026 | May 11, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 7,367 | 263 | 0.19% | 0.23% | 38 | -1,468 | -16.62% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 7,500 | 258 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 6,495 | 223 | 0.0% | — | 40 | +6,495 | New | Q1 2026 | May 15, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 6,154 | 212 | 0.18% | 0.17% | 41 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Mosley Wealth Management | History | New | 2,004 | 69 | 0.03% | — | 42 | +2,004 | New | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Added to | 1,800 | 62 | 0.0% | 0.0% | 43 | +400 | 28.57% | Q1 2026 | May 14, 2026 |
| Key Capital Management, INC | History | No change | 508 | 17 | 0.01% | 0.02% | 44 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Reduced | 366 | 12 | 0.0% | 0.0% | 45 | -3,259 | -89.9% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 329 | 11 | 0.0% | 0.0% | 46 | -4,249 | -92.81% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | New | 232 | 7 | 0.0% | — | 47 | +232 | New | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | New | 50 | 1 | 0.0% | — | 48 | +50 | New | Q1 2026 | May 05, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.12% | — | -8,622 | -100.0% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,614 | -100.0% | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -388 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -339 | -100.0% | Q1 2026 | Apr 24, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |