Free Trial

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

$54.82 +0.03 (+0.05%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$54.82 0.00 (-0.01%)
As of 10/13/2026 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Buffer ETF - September (BATS:BSEP)

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$84.39M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$39.56M
Get BSEP Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Equity Buffer ETF - September stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
5/13/2026Cetera Investment Advisers89,892$4.32M0.0%+3.1%2.463%
5/6/2026FSA Advisors Inc.31,355$1.51M1.0%-1.1%0.859%
4/30/2026Kestra Advisory Services LLC95,608$4.60M0.0%+21.8%2.619%
4/22/2026Janney Montgomery Scott LLC11,583$557K0.0%-3.7%0.317%
4/18/2026BCS Wealth Management9,882$475K0.1%-50.2%0.271%
4/17/2026Outlook Wealth Advisors LLC318,020$15.28M3.7%-21.0%8.713%
4/17/2026Brookstone Capital Management26,460$1.27M0.0%-95.5%0.725%
2/18/2026OLD Mission Capital LLC40,516$2.00M0.0%+168.2%1.110%
2/17/2026Cetera Investment Advisers87,184$4.29M0.0%-2.7%2.389%
2/17/2026Osaic Holdings Inc.222,755$10.97M0.0%-6.2%6.103%
2/17/2026Beacon Financial Advisory LLC5,834$287K0.1%-13.9%0.160%
2/16/2026Share Andrew L.4,380$216K0.1%-32.4%0.120%
2/16/2026MML Investors Services LLC31,509$1.55M0.0%+5.4%0.863%
2/16/2026Financial Network Wealth Advisors LLC6,600$325K0.3%-4.5%0.181%
2/16/2026Arax Advisory Partners12,497$615K0.0%N/A0.342%
2/16/2026Barclays PLC2,319$114K0.0%N/A0.064%
2/13/2026CreativeOne Wealth LLC9,130$450K0.0%-3.2%0.250%
2/13/2026Arkadios Wealth Advisors22,817$1.12M0.0%+3.3%0.625%
2/12/2026TopTier Wealth Management LLC17,163$845K0.6%N/A0.470%
2/12/2026Commonwealth Equity Services LLC228,010$11.23M0.0%-21.2%6.247%
2/12/2026Steward Partners Investment Advisory LLC6,549$323K0.0%-19.3%0.179%
2/11/2026GWN Securities Inc.42,262$2.08M0.4%+33.3%1.158%
2/11/2026Outlook Wealth Advisors LLC402,787$19.84M4.5%-0.7%11.035%
2/11/2026Cerity Partners LLC179,577$8.84M0.0%+0.3%4.920%
2/11/2026LPL Financial LLC32,884$1.62M0.0%-15.9%0.901%
2/10/2026COFG Advisors LLC21,101$1.04M0.3%N/A0.578%
2/10/2026Foundations Investment Advisors LLC9,152$451K0.0%-3.1%0.251%
2/10/2026Thoroughbred Financial Services LLC18,836$927K0.1%-7.1%0.516%
2/9/2026Integrity Alliance LLC.16,739$824K0.0%N/A0.459%
2/9/2026Bellwether Advisors LLC10,302$507K0.1%-16.8%0.282%
2/9/2026Blue Bell Private Wealth Management LLC35,951$1.77M0.3%+6.9%0.985%
2/9/2026Harbour Investments Inc.7,103$350K0.0%-44.3%0.195%
2/6/2026IFP Advisors Inc6,793$335K0.0%+12.4%0.186%
2/2/2026FSA Advisors Inc.31,705$1.56M0.3%-1.4%0.869%
2/2/2026AlphaStar Capital Management LLC9,240$455K0.0%N/A0.253%
1/30/2026Archer Investment Corp1,588$78K0.0%-18.1%0.044%
1/30/2026Strategic Blueprint LLC15,496$763K0.0%-28.8%0.425%
1/29/2026Concurrent Investment Advisors LLC15,016$740K0.0%-1.8%0.411%
1/28/2026Chicago Partners Investment Group LLC10,872$540K0.0%-9.5%0.298%
1/27/2026Legacy Advisors LLC23,537$1.16M0.1%N/A0.645%
Why major institutions are piling into this digital asset now (Ad)

BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one that gets burned with every transaction on what analysts are calling America's new financial grid. The Nasdaq has received SEC approval to move stocks onto blockchain rails, and BlackRock CEO Larry Fink dedicated his entire 2026 annual letter to this infrastructure shift. Blockchain analyst Andy Howard is calling this asset 'Digital Oil' - and says institutional buyers are already positioned.tc pixel

Get the name, the ticker, and exactly how to buy it
1/26/2026Merit Financial Group LLC6,214$306K0.0%N/A0.170%
1/26/2026BCS Wealth Management19,828$977K0.1%+82.8%0.543%
1/23/2026Optima Capital LLC3,400$167K0.1%N/A0.093%
1/23/2026Diligent Investors LLC52,449$2.58M0.6%-7.2%1.437%
1/23/2026DHJJ Financial Advisors Ltd.35,700$1.76M0.6%-1.0%0.978%
1/20/2026Secure Asset Management LLC9,868$486K0.1%-8.2%0.270%
1/15/2026Maltin Wealth Management Inc.23,834$1.17M0.5%-9.3%0.653%
1/15/2026My Personal CFO LLC23,610$1.16M0.5%N/A0.647%
1/15/2026Lewis Asset Management LLC8,530$420K0.2%-2.6%0.234%
1/15/2026Brookstone Capital Management592,519$29.18M0.3%+5.6%16.233%
1/14/2026Lantz Financial LLC63,545$3.13M0.7%-0.5%1.741%
1/14/2026Spire Wealth Management11,729$578K0.0%-17.7%0.321%
1/14/2026Chris Bulman Inc20,154$993K0.4%+6.5%0.552%
1/13/2026CoreCap Advisors LLC2,980$147K0.0%-30.4%0.082%
1/9/2026First Heartland Consultants Inc.43,207$2.13M0.2%N/A1.184%
1/7/2026Fragasso Financial Advisors Inc15,123$745K0.0%-3.1%0.414%
12/2/2025IFP Advisors Inc6,045$292K0.0%+15.1%0.166%
11/19/2025First Commonwealth Financial Corp PA22,595$1.09M0.2%+12.4%0.619%
11/18/2025Advisory Services Network LLC2,443$118K0.0%N/A0.067%
11/17/2025Susquehanna International Group LLP24,784$1.20M0.0%+246.7%0.679%
11/17/2025Citadel Advisors LLC254,612$12.29M0.0%+1,248.0%6.976%
11/14/2025Raymond James Financial Inc.95,483$4.61M0.0%+27.1%2.616%
11/14/2025Diligent Investors LLC56,511$2.73M0.7%+1.1%1.548%
11/13/2025CreativeOne Wealth LLC9,433$455K0.0%+16.9%0.258%
11/12/2025FSA Advisors Inc.32,151$1.55M1.2%-2.5%0.881%
11/12/2025Cresset Asset Management LLC23,778$1.15M0.0%+4.7%0.651%
11/12/2025Weaver Consulting Group7,255$350K0.1%N/A0.199%
11/10/2025Thoroughbred Financial Services LLC20,267$978K0.1%-19.8%0.555%
11/7/2025HighTower Advisors LLC72,667$3.51M0.0%+11.8%1.991%
11/6/2025Lantz Financial LLC63,862$3.08M0.7%+2.9%1.750%
11/5/2025Caliber Wealth Management LLC KS8,923$431K0.0%N/A0.244%
11/5/2025Vantage Financial Partners LLC9,603$464K0.1%+44.4%0.263%
11/5/2025IMG Wealth Management Inc.6,150$297K0.2%-33.4%0.168%
11/5/2025Envestnet Asset Management Inc.66,813$3.23M0.0%+59.6%1.830%
11/4/2025Penserra Capital Management LLC391,820$18.92M0.2%+1.2%10.735%
11/3/2025Foundations Investment Advisors LLC9,440$456K0.0%+97.7%0.259%
11/3/2025AE Wealth Management LLC6,024$291K0.0%+13.1%0.165%
10/31/2025Global Assets Advisory LLC22,374$1.08M0.3%N/A0.613%
10/31/2025Trek Financial LLC6,150$297K0.0%-26.3%0.168%
10/30/2025Outlook Wealth Advisors LLC405,675$19.59M4.9%+1,827.2%11.114%
10/29/2025Sugar Maple Asset Management LLC4,248$205K0.1%N/A0.116%
10/29/2025Arkadios Wealth Advisors22,080$1.07M0.0%N/A0.605%
10/29/2025Wealth Enhancement Advisory Services LLC4,316$209K0.0%N/A0.118%
10/29/2025Beacon Financial Advisory LLC6,772$327K0.1%-42.9%0.186%
10/28/2025Nations Financial Group Inc. IA ADV16,670$805K0.1%N/A0.457%
10/27/2025WealthPLAN Partners LLC38,376$1.85M0.3%+1.8%1.051%
10/27/2025GWN Securities Inc.31,710$1.53M0.4%N/A0.869%
10/27/2025Concurrent Investment Advisors LLC15,286$738K0.0%-3.6%0.419%
10/23/2025Evolution Wealth Management Inc.5,256$254K0.3%N/A0.144%
10/23/2025Spire Wealth Management14,248$688K0.0%+123.4%0.390%
Federal Reserve Reveals Disturbing New Plan To Control Your Money (Ad)

Docket No. OP-1670 is drawing attention for what it reveals about the Federal Reserve's next move. Buried on page 84 is a plan that could expand oversight of checking accounts, purchases, and money transfers across the country. Martin D. Weiss, PhD, founder of Weiss Ratings, breaks down what this document means and why it could roll out as soon as this summer.tc pixel

Watch the video to learn how this plan could affect you
10/23/2025Integral Investment Advisors Inc.47,612$2.30M0.6%+95.8%1.304%
10/22/2025CoreCap Advisors LLC4,284$207K0.0%+39.1%0.117%
10/22/2025BCS Wealth Management10,847$524K0.1%+6.7%0.297%
10/22/2025Blue Bell Private Wealth Management LLC33,639$1.62M0.2%-3.4%0.922%
10/22/2025Daymark Wealth Partners LLC26,271$1.27M0.0%+293.8%0.720%
10/22/2025Commonwealth Equity Services LLC289,519$13.98M0.0%-4.3%7.932%
10/21/2025Summit Wealth Partners LLC4,713$228K0.0%N/A0.129%
10/20/2025DHJJ Financial Advisors Ltd.36,043$1.74M0.6%+2.5%0.987%
10/20/2025Chris Bulman Inc18,923$914K0.5%N/A0.518%
10/20/2025Lewis Asset Management LLC8,762$423K0.2%-4.8%0.240%


BSEP Institutional Ownership - Frequently Asked Questions

During the previous two years, 108 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 ($18.92M), Outlook Wealth Advisors LLC ($15.28M), Citadel Advisors LLC ($12.29M), Commonwealth Equity Services LLC ($11.23M), Osaic Holdings Inc. ($10.97M), Cerity Partners LLC ($8.84M), and WealthPlan Investment Management LLC ($7.61M).Learn more on Innovator U.S. Equity Buffer ETF - September's institutional investors.

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: Brookstone Capital Management ($665.72K), Outlook Wealth Advisors LLC ($390.72K), Citadel Advisors LLC ($240.90K), WealthPlan Investment Management LLC ($180.67K), Raymond James Financial Inc. ($174.83K), Cerity Partners LLC ($130.74K), and Penserra Capital Management LLC ($129.60K).

Institutional investors have bought a total of 1,742,684 shares in the last 24 months. This purchase volume represents approximately $84.39M in transactions.

Of the 35 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: Brookstone Capital Management ($566.06K), Outlook Wealth Advisors LLC ($87.66K), Commonwealth Equity Services LLC ($74.65K), Osaic Holdings Inc. ($14.75K), BCS Wealth Management ($9.95K), Thoroughbred Financial Services LLC ($6.44K), and Strategic Blueprint LLC ($6.28K).

Institutional investors have sold a total of 819,525 shares in the last 24 months. This volume of shares sold represents approximately $39.56M in transactions.



Institutional ownership data for BATS:BSEP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/13/2026. New 13F filings are added each quarter as they're published.
From Our Partners