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Innovator U.S. Equity Buffer ETF - September (BSEP) Institutional Ownership

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As of 08/1/2025 03:53 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Buffer ETF - September (BATS:BSEP)

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$69.96M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$32.72M
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BSEP Institutional Buying and Selling by Quarter

Innovator U.S. Equity Buffer ETF - September Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025FSA Advisors Inc.32,972$1.49M1.2%-1.2%0.903%
8/1/2025Envestnet Asset Management Inc.41,851$1.89M0.0%-9.7%1.147%
7/31/2025 Pinnacle Wealth Management Group Inc.13,630$616K0.4%-8.1%0.373%
7/30/2025 Strategic Blueprint LLC21,854$987K0.0%-17.2%0.599%
7/30/2025 Brookstone Capital Management16,004$723K0.0%-7.5%0.438%
7/30/2025 IMG Wealth Management Inc.9,230$417K0.3%-6.5%0.253%
7/29/2025 Chicago Partners Investment Group LLC12,015$553K0.0%-13.8%0.329%
7/28/2025 WealthPLAN Partners LLC37,711$1.70M0.3%-2.2%1.033%
7/28/2025 RFG Advisory LLC9,229$417K0.0%-26.7%0.253%
7/25/2025 Concurrent Investment Advisors LLC15,860$716K0.0%-69.6%0.435%
7/24/2025 IFP Advisors Inc5,252$237K0.0%-6.7%0.144%
7/22/2025 Beacon Financial Advisory LLC11,860$536K0.1%-8.6%0.325%
7/22/2025 Diligent Investors LLC55,893$2.52M0.6%-3.5%1.531%
7/21/2025 DHJJ Financial Advisors Ltd.35,165$1.59M0.6%-2.6%0.963%
7/21/2025 Sageworth Trust Co28,012$1.27M0.1%-38.1%0.767%
7/17/2025 Janney Montgomery Scott LLC11,798$533K0.0%-11.8%0.323%
7/16/2025 Kathmere Capital Management LLC4,719$213K0.0%N/A0.129%
7/15/2025 BCS Wealth Management10,168$459K0.1%-13.0%0.279%
7/9/2025 Fragasso Financial Advisors Inc14,688$663K0.0%-31.7%0.402%
7/8/2025 Richard P Slaughter Associates Inc40,836$1.84M0.4%-47.7%1.119%
6/27/2025Goldman Sachs Group Inc.7,640$319K0.0%N/A0.209%
6/10/2025Compass Financial Services Inc4,062$170K0.1%N/A0.110%
5/16/2025Goldman Sachs Group Inc.7,640$319K0.0%N/A0.201%
5/14/2025CreativeOne Wealth LLC8,127$340K0.0%-3.9%0.211%
5/14/2025WCG Wealth Advisors LLC12,186$509K0.0%N/A0.317%
5/14/2025Kestra Advisory Services LLC78,595$3.28M0.0%+6.0%2.041%
5/13/2025Raymond James Financial Inc.72,466$3.03M0.0%-4.5%1.882%
5/13/2025HighTower Advisors LLC66,233$2.77M0.0%+24.5%1.720%
5/12/2025Townsquare Capital LLC8,261$345K0.0%-14.4%0.215%
5/9/2025 Chicago Partners Investment Group LLC13,946$584K0.0%-19.0%0.362%
5/9/2025WealthShield Partners LLC3,304$138K0.0%+448.8%0.086%
5/8/2025 Harbour Investments Inc.12,570$525K0.0%-3.7%0.326%
5/8/2025FSA Advisors Inc.33,370$1.39M1.1%-2.3%0.867%
5/7/2025Vantage Financial Partners LLC9,540$399K0.1%-8.5%0.248%
5/7/2025LPL Financial LLC40,872$1.71M0.0%+13.7%1.062%
5/6/2025Cetera Investment Advisers74,962$3.13M0.0%+15.5%1.947%
5/5/2025 IFP Advisors Inc5,628$235K0.0%-21.0%0.146%
5/2/2025Sigma Planning Corp10,401$435K0.0%-2.8%0.270%
4/30/2025Cerity Partners LLC153,962$6.43M0.0%-4.4%3.999%
4/29/2025Envestnet Asset Management Inc.46,332$1.94M0.0%-9.0%1.203%
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4/29/2025Penserra Capital Management LLC415,270$17.35M0.3%+17.2%10.786%
4/29/2025 Strategic Blueprint LLC26,386$1.10M0.1%-1.9%0.685%
4/23/2025Legacy Advisors LLC20,218$845K0.1%N/A0.525%
4/22/2025 Cambridge Investment Research Advisors Inc.22,605$944K0.0%-61.6%0.580%
4/18/2025 Lion Street Advisors LLC11,846$495K0.2%-27.9%0.304%
4/18/2025 DHJJ Financial Advisors Ltd.36,099$1.51M0.6%-2.6%0.926%
4/17/2025 Janney Montgomery Scott LLC13,378$559K0.0%+2.5%0.343%
4/14/2025 BCS Wealth Management11,686$488K0.1%-16.3%0.300%
4/11/2025 Pinnacle Wealth Management Group Inc.14,830$620K0.4%-3.1%0.380%
4/10/2025 Diligent Investors LLC57,924$2.42M0.6%-38.7%1.485%
4/10/2025 Secure Asset Management LLC10,881$455K0.1%-3.7%0.279%
4/10/2025 Richard P Slaughter Associates Inc78,062$3.26M0.8%-47.8%2.002%
4/9/2025 RFG Advisory LLC12,590$526K0.0%-2.3%0.323%
4/9/2025 Fragasso Financial Advisors Inc21,497$898K0.1%+5.9%0.551%
4/8/2025 Lantz Financial LLC62,146$2.60M0.7%-2.3%1.593%
3/6/2025Wood Tarver Financial Group LLC21,476$921K0.3%N/A0.540%
2/18/2025 Orion Capital Management LLC1,360$58K0.0%N/A0.036%
2/17/2025Snowden Capital Advisors LLC32,001$1.37M0.0%-18.7%0.836%
2/17/2025CoreCap Advisors LLC3,290$141K0.0%-77.8%0.086%
2/17/2025Cetera Investment Advisers64,921$2.79M0.0%-1.4%1.695%
2/17/2025Citadel Advisors LLC12,416$533K0.0%+71.5%0.324%
2/14/2025Jane Street Group LLC9,499$408K0.0%-73.8%0.248%
2/14/2025Beacon Pointe Advisors LLC13,993$600K0.0%-1.7%0.365%
2/14/2025 Three Seasons Wealth LLC15,485$664K0.3%N/A0.404%
2/14/2025MML Investors Services LLC25,625$1.10M0.0%+4.1%0.669%
2/13/2025First Commonwealth Financial Corp PA11,909$511K0.1%+28.6%0.311%
2/13/2025CreativeOne Wealth LLC8,461$363K0.0%N/A0.221%
2/13/2025Townsquare Capital LLC9,650$414K0.0%-30.9%0.252%
2/13/2025Raymond James Financial Inc.75,908$3.26M0.0%N/A1.982%
2/13/2025Cerity Partners LLC160,966$6.91M0.0%-2.0%4.203%
2/13/2025Trek Financial LLC8,345$358K0.0%-9.0%0.218%
2/12/2025OLD Mission Capital LLC26,248$1.13M0.0%N/A0.685%
2/11/2025LPL Financial LLC35,937$1.54M0.0%-6.4%0.938%
2/10/2025 IMG Wealth Management Inc.9,869$423K0.4%N/A0.258%
2/10/2025 Harbour Investments Inc.13,052$560K0.0%-9.6%0.341%
2/10/2025Valtinson Bruner Financial Planning LLC21,729$932K0.3%-1.7%0.567%
2/10/2025Commonwealth Equity Services LLC286,190$12.28M0.0%-12.2%7.472%
2/7/2025Blue Bell Private Wealth Management LLC35,034$1.50M0.3%-1.3%0.915%
2/6/2025Raymond James Financial Inc.75,908$3.26M0.0%N/A1.982%
2/6/2025Vantage Financial Partners LLC10,429$447K0.1%-22.8%0.272%
2/6/2025Steward Partners Investment Advisory LLC115,813$4.97M0.0%-2.3%3.024%
2/4/2025WealthShield Partners LLC602$26K0.0%-77.7%0.016%
2/3/2025 Concurrent Investment Advisors LLC52,067$2.23M0.1%N/A1.359%
1/30/2025 WealthPLAN Partners LLC40,310$1.73M0.2%-68.9%1.052%
1/28/2025Kingsview Wealth Management LLC6,456$277K0.0%-11.6%0.169%
1/27/2025 Lion Street Advisors LLC16,419$704K0.2%-15.3%0.429%
1/27/2025 Berkshire Money Management Inc.12,687$544K0.1%-66.7%0.331%
1/23/2025FSA Advisors Inc.34,153$1.44M1.8%-1.3%0.892%
1/23/2025 Strategic Blueprint LLC26,890$1.15M0.1%-3.4%0.702%
1/22/2025Foundations Investment Advisors LLC4,783$205K0.0%N/A0.125%
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1/21/2025 RFG Advisory LLC12,892$553K0.0%-20.4%0.337%
1/17/2025 Janney Montgomery Scott LLC13,053$560K0.0%-4.7%0.341%
1/16/2025Sugar Maple Asset Management LLC4,248$182K0.1%N/A0.111%
1/14/2025Outlook Wealth Advisors LLC21,260$912K0.3%+11.9%0.555%
1/14/2025 Richard P Slaughter Associates Inc149,655$6.42M1.4%+20.4%3.907%
1/14/2025PCA Investment Advisory Services Inc.4,745$204K0.1%N/A0.124%
1/13/2025 BCS Wealth Management13,958$599K0.1%-2.9%0.364%
1/13/2025 Fragasso Financial Advisors Inc20,300$871K0.1%-14.5%0.530%
1/13/2025 Brookstone Capital Management487,623$20.92M0.3%+22.4%12.732%
12/26/2024JPMorgan Chase & Co.1,025$43K0.0%N/A0.027%
(Data available from 1/1/2016 forward)

BSEP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSEP shares?

During the previous two years, 115 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - September. The most heavily invested institutionals were Penserra Capital Management LLC ($17.35M), Commonwealth Equity Services LLC ($12.28M), SageView Advisory Group LLC ($9.70M), WealthPlan Investment Management LLC ($7.61M), Cerity Partners LLC ($6.43M), Steward Partners Investment Advisory LLC ($4.97M), and Raymond James Financial Services Advisors Inc. ($4.36M).Learn more on Innovator U.S. Equity Buffer ETF - September's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Buffer ETF - September's stock?

Of the 85 institutional investors that purchased Innovator U.S. Equity Buffer ETF - September's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SageView Advisory Group LLC ($779.59K), Brookstone Capital Management ($689.16K), WealthPlan Investment Management LLC ($271.90K), Penserra Capital Management LLC ($174.71K), Raymond James Financial Inc. ($151.82K), Richard P Slaughter Associates Inc ($149.66K), and Cerity Partners LLC ($132.46K).

How much institutional buying is happening at Innovator U.S. Equity Buffer ETF - September?

Institutional investors have bought a total of 1,654,855 shares in the last 24 months. This purchase volume represents approximately $69.96M in transactions.

Which of Innovator U.S. Equity Buffer ETF - September's major shareholders have been selling company stock?

Of the 50 institutional investors that sold Innovator U.S. Equity Buffer ETF - September's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vantage Financial Partners LLC ($162.23K), Richard P Slaughter Associates Inc ($108.82K), WealthPLAN Partners LLC ($99.62K), Commonwealth Equity Services LLC ($39.73K), Diligent Investors LLC ($38.60K), Concurrent Investment Advisors LLC ($36.36K), and Cambridge Investment Research Advisors Inc. ($36.28K).

How much institutional selling is happening at Innovator U.S. Equity Buffer ETF - September?

Institutional investors have sold a total of 770,816 shares in the last 24 months. This volume of shares sold represents approximately $32.72M in transactions.


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This page (BATS:BSEP) was last updated on 8/2/2025 by MarketBeat.com Staff
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