PSTP Institutional Ownership
Innovator Power Buffer Step-Up Strategy ETF
1W: -0.1%
1M: +0.5%
3M: +2.0%
YTD: +6.3%
1Y: +7.9%
3Y: +41.5%
$37.60
+0.14 (+0.37%)
Weekly Expected Move ±0.8%
$37
$37
$38
$38
$38
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
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Institutional Ownership — PSTP
57
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
98M
Total Invested
10
New Positions
16
Increased
20
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (61 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sunbelt Securities, Inc. | 327,142 | $12M | -33,352 | -9.3% | 15Q | SEC ↗ |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 318,342 | $12M | -22,758 | -6.7% | 17Q | SEC ↗ |
| 3 | BROWN WEALTH MANAGEMENT, LLC | 275,784 | $10M | -36,920 | -11.8% | 7Q | SEC ↗ |
| 4 | KFG WEALTH MANAGEMENT, LLC | 248,305 | $9M | -3,704 | -1.5% | 15Q | SEC ↗ |
| 5 | HighTower Advisors, LLC | 219,743 | $8M | -14,109 | -6.0% | 10Q | SEC ↗ |
| 6 | Lineweaver Wealth Advisors, LLC | 206,063 | $8M | — | +0.0% | 12Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 169,559 | $6M | -7,274 | -4.1% | 17Q | SEC ↗ |
| 8 | AE Wealth Management LLC | 154,297 | $6M | +22,389 | +17.0% | 5Q | SEC ↗ |
| 9 | Cetera Investment Advisers | 139,471 | $5M | +5,951 | +4.5% | 15Q | SEC ↗ |
| 10 | Krilogy Financial LLC | 104,078 | $4M | -450 | -0.4% | 16Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 76,628 | $3M | +6,986 | +10.0% | 17Q | SEC ↗ |
| 12 | AIRE ADVISORS, LLC | 71,771 | $3M | -1,922 | -2.6% | 14Q | SEC ↗ |
| 13 | Farther Finance Advisors, LLC | 63,870 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 59,281 | $2M | +2,089 | +3.7% | 2Q | SEC ↗ |
| 15 | SIGNATURE ESTATE & INVESTMENT ADVISORS | 51,113 | $2M | +598 | +1.2% | 7Q | SEC ↗ |
| 16 | EVOLUTION WEALTH MANAGEMENT INC. | 41,530 | $2M | -1,862 | -4.3% | 5Q | SEC ↗ |
| 17 | WEALTHGARDEN F.S. LLC | 34,434 | $1M | -707 | -2.0% | 9Q | SEC ↗ |
| 18 | Kestra Advisory Services, LLC | 31,699 | $1M | +426 | +1.4% | 4Q | SEC ↗ |
| 19 | OFC FINANCIAL PLANNING, LLC | 28,088 | $1M | -2,509 | -8.2% | 7Q | SEC ↗ |
| 20 | Addison Capital Co | 27,042 | $1M | +426 | +1.6% | 2Q | SEC ↗ |
| 21 | Nest Investments, LLC | 26,093 | $981K | +701 | +2.8% | 3Q | SEC ↗ |
| 22 | Mosley Wealth Management | 21,720 | $817K | +19,716 | +983.8% | 2Q | SEC ↗ |
| 23 | William Mack & Associates, Inc. | 21,378 | $804K | — | +0.0% | 7Q | SEC ↗ |
| 24 | OLD MISSION CAPITAL LLC | 19,935 | $750K | +9,409 | +89.4% | 2Q | SEC ↗ |
| 25 | CITADEL ADVISORS LLC NEW | 19,457 | $732K | — | +0.0% | 1Q | SEC ↗ |
| 26 | SOUTHERN CAPITAL ADVISORS, LLC | 19,204 | $722K | +1,755 | +10.1% | 14Q | SEC ↗ |
| 27 | LPL Financial LLC | 19,100 | $718K | +151 | +0.8% | 4Q | SEC ↗ |
| 28 | Cambridge Advisors Inc. | 18,205 | $685K | -2,415 | -11.7% | 15Q | SEC ↗ |
| 29 | Tradition Wealth Management, LLC | 15,428 | $580K | -216 | -1.4% | 18Q | SEC ↗ |
| 30 | Modera Wealth Management, LLC | 13,020 | $490K | — | +0.0% | 13Q | SEC ↗ |
| 31 | Nuveen, LLC NEW | 12,891 | $485K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Capital Investment Advisory Services, | 11,593 | $436K | +318 | +2.8% | 5Q | SEC ↗ |
| 33 | Opus Financial Solutions LLC | 11,360 | $427K | -60 | -0.5% | 3Q | SEC ↗ |
| 34 | Brooklyn Investment Group | 10,559 | $397K | +1,854 | +21.3% | 2Q | SEC ↗ |
| 35 | Occidental Asset Management, LLC | 10,525 | $396K | +25 | +0.2% | 8Q | SEC ↗ |
| 36 | FSA Advisors, Inc. | 10,253 | $386K | -249 | -2.4% | 3Q | SEC ↗ |
| 37 | COFG Advisors, LLC | 9,611 | $361K | +605 | +6.7% | 3Q | SEC ↗ |
| 38 | Cape Investment Advisory, Inc. | 9,200 | $346K | — | +0.0% | 3Q | SEC ↗ |
| 39 | GTS SECURITIES LLC | 9,071 | $341K | — | +0.0% | 3Q | SEC ↗ |
| 40 | AQR CAPITAL MANAGEMENT LLC | 7,500 | $282K | — | +0.0% | 7Q | SEC ↗ |
| 41 | PLANWISER FINANCIAL, LLC | 7,347 | $276K | -20 | -0.3% | 6Q | SEC ↗ |
| 42 | HARBOUR INVESTMENTS, INC. | 6,771 | $255K | -4,155 | -38.0% | 17Q | SEC ↗ |
| 43 | Pine Valley Investments Ltd Liability NEW | 6,539 | $246K | — | +0.0% | 1Q | SEC ↗ |
| 44 | RIVERCHASE WEALTH MANAGEMENT, LLC NEW | 6,237 | $235K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Stegent Equity Advisors, Inc. | 6,154 | $231K | — | +0.0% | 5Q | SEC ↗ |
| 46 | Cambridge Investment Research Advisors NEW | 5,836 | $219K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Lloyd Advisory Services, LLC. NEW | 5,768 | $217K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Atria Investments, Inc NEW | 5,528 | $208K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Oakmont Advisory Group, LLC NEW | 2,958 | $111K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Luminist Capital LLC NEW | 989 | $37K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 19,457 | $732K |
| Nuveen, LLC | 12,891 | $485K |
| Pine Valley Investments Ltd Liabili | 6,539 | $246K |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 6,237 | $235K |
| Cambridge Investment Research Advis | 5,836 | $219K |
| Lloyd Advisory Services, LLC. | 5,768 | $217K |
| Atria Investments, Inc | 5,528 | $208K |
| Oakmont Advisory Group, LLC | 2,958 | $111K |
| Luminist Capital LLC | 989 | $37K |
| IFP Advisors, Inc | 1 | $0K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| DIVERSIFY WEALTH MANAGEMENT, LLC | 6,614 | $249K |
| GOLDMAN SACHS GROUP INC | 6,495 | $244K |
| Allworth Financial LP | 1,800 | $68K |
| CoreCap Advisors, LLC | 388 | $15K |
| BARCLAYS PLC | 232 | $9K |
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | +22,389 | +17.0% | 154,297 |
| Mosley Wealth Management | +19,716 | +983.8% | 21,720 |
| OLD MISSION CAPITAL LLC | +9,409 | +89.4% | 19,935 |
| ENVESTNET ASSET MANAGEMENT INC | +6,986 | +10.0% | 76,628 |
| Cetera Investment Advisers | +5,951 | +4.5% | 139,471 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +2,089 | +3.7% | 59,281 |
| Brooklyn Investment Group | +1,854 | +21.3% | 10,559 |
| SOUTHERN CAPITAL ADVISORS, LLC | +1,755 | +10.1% | 19,204 |
| Nest Investments, LLC | +701 | +2.8% | 26,093 |
| COFG Advisors, LLC | +605 | +6.7% | 9,611 |
| SIGNATURE ESTATE & INVESTMENT ADVIS | +598 | +1.2% | 51,113 |
| Addison Capital Co | +426 | +1.6% | 27,042 |
| Kestra Advisory Services, LLC | +426 | +1.4% | 31,699 |
| Capital Investment Advisory Service | +318 | +2.8% | 11,593 |
| LPL Financial LLC | +151 | +0.8% | 19,100 |
| Key Capital Management, INC | +134 | +26.4% | 642 |
| Occidental Asset Management, LLC | +25 | +0.2% | 10,525 |
Biggest Decreases (18)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BROWN WEALTH MANAGEMENT, LLC | -36,920 | -11.8% | 275,784 |
| Sunbelt Securities, Inc. | -33,352 | -9.3% | 327,142 |
| COMMONWEALTH EQUITY SERVICES, LLC | -22,758 | -6.7% | 318,342 |
| HighTower Advisors, LLC | -14,109 | -6.0% | 219,743 |
| OSAIC HOLDINGS, INC. | -7,274 | -4.1% | 169,559 |
| HARBOUR INVESTMENTS, INC. | -4,155 | -38.0% | 6,771 |
| KFG WEALTH MANAGEMENT, LLC | -3,704 | -1.5% | 248,305 |
| OFC FINANCIAL PLANNING, LLC | -2,509 | -8.2% | 28,088 |
| Cambridge Advisors Inc. | -2,415 | -11.7% | 18,205 |
| AIRE ADVISORS, LLC | -1,922 | -2.6% | 71,771 |
| EVOLUTION WEALTH MANAGEMENT INC. | -1,862 | -4.3% | 41,530 |
| WEALTHGARDEN F.S. LLC | -707 | -2.0% | 34,434 |
| Krilogy Financial LLC | -450 | -0.4% | 104,078 |
| FSA Advisors, Inc. | -249 | -2.4% | 10,253 |
| Tradition Wealth Management, LLC | -216 | -1.4% | 15,428 |
| Opus Financial Solutions LLC | -60 | -0.5% | 11,360 |
| UBS Group AG | -44 | -88.0% | 6 |
| PLANWISER FINANCIAL, LLC | -20 | -0.3% | 7,347 |