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

$41.96 -2.12 (-4.82%)
Closing price 05/1/2025 02:46 PM Eastern
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$41.94 -0.02 (-0.06%)
As of 05/1/2025 04:05 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)
48
Total
Institutional Inflows
(last 12 months)
$69.50M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$56.72M
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BSEP Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025 Cerity Partners LLC153,962$6.43M0.0%-4.4%3.999%
4/29/2025 Envestnet Asset Management Inc.46,332$1.94M0.0%-9.0%1.203%
4/29/2025 Penserra 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%
4/23/2025 Legacy 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%
3/6/2025 Wood Tarver Financial Group LLC21,476$921K0.3%N/A0.540%
2/18/2025Orion 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%
2/14/2025Three 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%
2/13/2025 Cerity Partners LLC160,966$6.91M0.0%-2.0%4.203%
2/13/2025 Trek 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%
2/10/2025Harbour 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%
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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%
1/30/2025WealthPLAN 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%
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%
1/16/2025 Sugar Maple Asset Management LLC4,248$182K0.1%N/A0.111%
1/14/2025 Outlook 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%
12/10/2024Garden State Investment Advisory Services LLC16,050$676K0.2%-24.5%0.419%
11/15/2024 Continuum Advisory LLC1,778$77K0.0%+676.4%0.046%
11/15/2024MML Investors Services LLC24,612$1.04M0.0%+49.2%0.643%
11/15/2024Jane Street Group LLC36,289$1.53M0.0%-4.1%0.947%
11/15/2024HighTower Advisors LLC53,316$2.25M0.0%+26.5%1.392%
11/15/2024Garden State Investment Advisory Services LLC16,050$676K0.2%-24.5%0.419%
11/14/2024First Commonwealth Financial Corp PA9,263$390K0.1%+67.7%0.242%
11/13/2024Townsquare Capital LLC13,958$588K0.0%+18.1%0.364%
11/12/2024 Penserra Capital Management LLC309,289$13.03M0.3%+26.1%8.075%
11/12/2024Kingsview Wealth Management LLC7,303$308K0.0%N/A0.191%
11/12/2024 Cerity Partners LLC164,309$6.92M0.0%+298.5%4.290%
11/8/2024Bellwether Advisors LLC12,383$522K0.1%-41.1%0.323%
11/5/2024WealthPlan Investment Management LLC180,674$7.61M0.8%N/A4.717%
11/5/2024WealthPLAN Partners LLC129,813$5.47M0.7%+233.3%3.389%
11/5/2024Harbour Investments Inc.14,438$608K0.0%+26.4%0.377%
10/30/2024 Beacon Financial Advisory LLC13,000$548K0.2%+26.4%0.339%
10/28/2024 Reston Wealth Management LLC2,458$104K0.0%N/A0.064%
10/25/2024 Strategic Blueprint LLC27,850$1.17M0.1%-38.4%0.727%
10/24/2024FSA Advisors Inc.34,603$1.46M1.5%+12.3%0.903%
10/24/2024 Sageworth Trust Co45,288$1.91M0.1%-7.7%1.182%
10/23/2024 Outlook Wealth Advisors LLC19,001$800K0.2%+25.3%0.496%
10/23/2024 Global Trust Asset Management LLC2,000$84K0.0%N/A0.052%
10/22/2024 DHJJ Financial Advisors Ltd.37,082$1.56M0.6%-3.1%0.968%
10/22/2024 Chris Bulman Inc7,833$330K0.2%+423.6%0.205%
10/22/2024 My Personal CFO LLC22,180$934K0.5%+21.7%0.579%
10/18/2024 NovaPoint Capital LLC5,517$232K0.1%N/A0.144%
10/18/2024 Stratos Wealth Advisors LLC5,258$221K0.0%-67.7%0.137%
10/17/2024 BCS Wealth Management14,375$606K0.3%-12.1%0.375%
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10/17/2024 Berkshire Money Management Inc.38,154$1.61M0.2%+0.8%0.996%
10/16/2024 Secure Asset Management LLC11,362$479K0.1%+22.4%0.297%
10/10/2024 Retirement Planning Group LLC9,740$410K0.0%-3.1%0.254%
10/10/2024 Pinnacle Wealth Management Group Inc.15,310$645K0.4%+24.9%0.400%
10/10/2024 Lion Street Advisors LLC19,385$817K0.3%-5.1%0.506%
10/8/2024 Daymark Wealth Partners LLC6,671$281K0.0%N/A0.174%
10/8/2024 Brookstone Capital Management398,421$16.78M0.2%+3,510.2%10.403%
10/7/2024 Richard P Slaughter Associates Inc124,324$5.24M1.2%N/A3.246%
8/22/2024Cetera Investment Advisers54,472$2.22M0.0%-4.6%1.422%
8/14/2024 Clear Point Advisors Inc.13,673$556K0.5%-6.8%0.357%
(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, 114 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - September. The most heavily invested institutionals were Brookstone Capital Management ($20.92M), 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), and Steward Partners Investment Advisory LLC ($4.97M).Learn more on BSEP's institutional investors.

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

Of the 81 institutional investors that purchased Innovator U.S. Equity Buffer ETF - September stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SageView Advisory Group LLC ($786.05K), 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 3,200,902 shares in the last 24 months. This purchase volume represents approximately $124.53M in transactions.

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

Of the 73 institutional investors that sold Innovator U.S. Equity Buffer ETF - September stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sageworth Trust Co ($714.76K), Berkshire Money Management Inc. ($483.17K), Lantz Financial LLC ($262.32K), Vantage Financial Partners LLC ($255.11K), Brookstone Capital Management ($201.54K), WealthPLAN Partners LLC ($99.11K), and Commonwealth Equity Services LLC ($77.62K).

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

Institutional investors have sold a total of 2,755,907 shares in the last 24 months. This volume of shares sold represents approximately $105.83M in transactions.



This page (BATS:BSEP) was last updated on 5/2/2025 by MarketBeat.com Staff
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