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

$52.75 0.00 (0.00%)
As of 07/2/2026 04:10 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)
60
Total
Institutional Inflows
(last 12 months)
$86.11M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$48.88M
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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
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%
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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%
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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, 116 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 89 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 ($1.05M), Outlook Wealth Advisors LLC ($390.72K), Citadel Advisors LLC ($240.90K), WealthPlan Investment Management LLC ($180.67K), Raymond James Financial Inc. ($174.83K), Richard P Slaughter Associates Inc ($149.66K), and Cerity Partners LLC ($130.74K).

Institutional investors have bought a total of 1,780,482 shares in the last 24 months. This purchase volume represents approximately $86.11M in transactions.

Of the 45 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 ($567.36K), Outlook Wealth Advisors LLC ($87.66K), Commonwealth Equity Services LLC ($74.65K), Osaic Holdings Inc. ($59.69K), Richard P Slaughter Associates Inc ($37.23K), Concurrent Investment Advisors LLC ($37.21K), and Penserra Capital Management LLC ($28.13K).

Institutional investors have sold a total of 1,026,314 shares in the last 24 months. This volume of shares sold represents approximately $48.88M in transactions.


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This page (BATS:BSEP) was last updated on 7/5/2026 by MarketBeat.com Staff.
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