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

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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)
47
Total
Institutional Inflows
(last 12 months)
$55.41M
Number of
Institutional Sellers
(last 12 months)
47
Total
Institutional Outflows
(last 12 months)
$46.62M
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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
4/24/2024Pinnacle Wealth Management Group Inc.13,660$537K0.4%-29.4%0.355%
4/24/2024Blue Bell Private Wealth Management LLC36,538$1.44M0.3%-2.4%0.949%
4/23/2024 Raymond James Financial Services Advisors Inc.111,073$4.36M0.0%-2.0%2.885%
4/22/2024 Outlook Wealth Advisors LLC49,317$1.94M0.6%-0.7%1.281%
4/19/2024 Capital Wealth Management LLC45,303$1.78M0.9%-1.4%1.177%
4/18/2024 Claro Advisors LLC7,084$278K0.0%-12.0%0.184%
4/16/2024Kathmere Capital Management LLC6,669$262K0.0%-20.2%0.154%
4/15/2024 Brookstone Capital Management13,625$535K0.0%-93.6%0.315%
4/15/2024 Sunbelt Securities Inc.5,995$235K0.0%-5.7%0.139%
4/11/2024 DHJJ Financial Advisors Ltd.43,526$1.71M0.8%-1.8%1.008%
4/11/2024 RFG Advisory LLC10,883$428K0.0%N/A0.252%
4/10/2024 BCS Wealth Management18,068$710K0.2%-29.1%0.418%
4/10/2024 Lantz Financial LLC302,025$11.86M3.8%-2.1%6.991%
3/6/2024SageView Advisory Group LLC264,555$9.70M0.3%+3,659.0%6.124%
2/16/2024SageView Advisory Group LLC264,555$9.70M0.3%+3,659.0%6.124%
2/15/2024Financial Network Wealth Advisors LLC7,882$289K0.3%N/A0.182%
2/12/2024Tradition Wealth Management LLC2,001$76K0.0%N/A0.046%
2/12/2024Steward Partners Investment Advisory LLC69,293$2.54M0.0%+6.5%1.604%
2/9/2024SageView Advisory Group LLC264,555$9.70M0.3%+3,659.0%6.124%
2/8/2024Beacon Pointe Advisors LLC14,690$539K0.0%-14.4%0.340%
2/8/2024Janney Montgomery Scott LLC21,446$787K0.0%-7.3%0.496%
2/7/2024Avantax Advisory Services Inc.16,140$592K0.0%-10.3%0.374%
2/7/2024Principal Securities Inc.9,270$340K0.0%N/A0.215%
2/6/2024Valtinson Bruner Financial Planning LLC77,836$2.86M1.5%+0.8%1.802%
2/6/2024Lincoln National Corp51,237$1.88M0.0%+4.9%1.186%
2/6/2024U.S. Capital Wealth Advisors LLC14,823$544K0.0%-4.2%0.343%
2/6/2024SRS Capital Advisors Inc.12,426$456K0.1%-3.9%0.288%
2/5/2024Vantage Financial Partners LLC180,556$6.62M1.9%-19.4%4.180%
2/1/2024Capital Investment Advisory Services LLC13,573$498K0.0%+10.2%0.314%
1/29/2024 Outlook Wealth Advisors LLC49,682$1.82M0.6%-2.4%1.150%
1/26/2024Cerity Partners LLC42,449$1.56M0.0%+28.4%0.983%
1/26/2024Soltis Investment Advisors LLC5,716$210K0.0%N/A0.132%
1/25/2024 Strategic Blueprint LLC33,471$1.23M0.1%-3.7%0.775%
1/25/2024Blue Bell Private Wealth Management LLC37,449$1.37M0.3%-1.2%0.867%
1/25/2024 Capital Wealth Management LLC45,925$1.69M0.9%-2.4%1.063%
1/23/2024 Sageworth Trust Co65,400$2.40M0.2%-87.0%1.514%
1/23/2024Lewis Asset Management LLC9,206$338K0.3%N/A0.213%
1/22/2024 Claro Advisors LLC8,051$295K0.1%N/A0.186%
1/16/2024 Raymond James Financial Services Advisors Inc.113,367$4.16M0.0%+2.0%2.624%
1/16/2024CoreCap Advisors LLC14,639$537K0.0%+11.8%0.339%
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1/12/2024 Lantz Financial LLC308,634$11.32M4.1%-1.1%7.144%
1/12/2024Bellwether Advisors LLC21,022$771K0.2%-1.9%0.487%
1/11/2024 Brookstone Capital Management212,575$7.80M0.2%+25.8%4.921%
1/11/2024 BCS Wealth Management25,479$935K0.3%-6.5%0.590%
1/8/2024 Fragasso Group Inc.18,590$682K0.1%-3.9%0.430%
1/5/2024WealthPLAN Partners LLC48,550$1.78M0.2%+6.4%1.124%
11/16/2023Orion Capital Management LLC1,630$55K0.0%N/A0.038%
11/16/2023Harbour Investments Inc.11,425$385K0.0%+13.6%0.264%
11/16/2023Penserra Capital Management LLC140,944$4.74M0.1%+43.5%3.263%
11/15/2023WealthPlan Investment Management LLC45,614$1.54M0.2%N/A1.056%
11/14/2023Share Andrew L.6,480$218K0.1%N/A0.150%
11/14/2023 Milestone Asset Management LLC7,608$256K0.1%N/A0.176%
11/13/2023 Sugarloaf Wealth Management LLC3,531$119K0.0%+68.1%0.082%
11/13/2023Kestra Advisory Services LLC42,812$1.44M0.0%-43.1%0.991%
11/9/2023WealthPlan Investment Management LLC45,614$1.54M0.2%N/A1.056%
11/8/2023HighTower Advisors LLC56,862$1.91M0.0%+127.6%1.316%
11/8/2023Janney Montgomery Scott LLC23,146$779K0.0%+21.7%0.536%
11/8/2023Spire Wealth Management6,078$205K0.0%+52.0%0.141%
11/8/2023Avantax Advisory Services Inc.17,989$606K0.0%+2.1%0.416%
11/6/2023Sigma Planning Corp11,911$401K0.0%+51.3%0.276%
11/6/2023My Personal CFO LLC18,230$614K0.5%N/A0.422%
11/6/2023Lincoln National Corp48,850$1.64M0.0%-11.7%1.131%
11/3/2023SageView Advisory Group LLC7,038$237K0.0%N/A0.163%
11/2/2023Capital Investment Advisory Services LLC12,313$414K0.0%+3.0%0.285%
11/2/2023C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors7,692$259K0.0%-6.0%0.178%
11/2/2023Vantage Financial Partners LLC224,030$7.54M3.0%-13.3%5.186%
10/31/2023 Capital Wealth Management LLC47,061$1.58M0.9%-1.7%1.089%
10/30/2023Blue Bell Private Wealth Management LLC37,923$1.28M0.3%+13.8%0.878%
10/30/2023Bellwether Advisors LLC21,424$721K0.2%+6.8%0.496%
10/25/2023WealthShield Partners LLC2,100$71K0.0%+31.3%0.049%
10/25/2023Beacon Financial Advisory LLC10,288$346K0.2%-15.6%0.238%
10/24/2023Valtinson Bruner Financial Planning LLC77,238$2.60M1.4%-3.0%1.788%
10/24/2023 Stratos Wealth Advisors LLC16,281$548K0.0%N/A0.377%
10/24/2023 Raymond James Financial Services Advisors Inc.111,144$3.74M0.0%+842.7%2.573%
10/24/2023 Raymond James & Associates9,224$310K0.0%-7.3%0.214%
10/24/2023Cambridge Investment Research Advisors Inc.33,588$1.13M0.0%+4.1%0.778%
10/23/2023Commonwealth Equity Services LLC320,785$10.80M0.0%+27.3%7.426%
10/20/2023 Brookstone Capital Management169,038$5.68M0.1%N/A3.913%
10/20/2023 Lantz Financial LLC311,932$10.50M4.2%+1.4%7.221%
10/20/2023U.S. Capital Wealth Advisors LLC15,473$521K0.0%-32.8%0.358%
10/18/2023 Strategic Blueprint LLC34,774$1.17M0.1%-20.6%0.805%
10/17/2023Berkshire Money Management Inc.461,809$15.54M2.4%-5.1%10.690%
10/12/2023IFP Advisors Inc4,504$152K0.0%-6.6%0.104%
10/12/2023 BCS Wealth Management27,264$918K0.4%-5.6%0.631%
10/12/2023 AdvisorNet Financial Inc2,335$79K0.0%+300.5%0.054%
10/11/2023 Sageworth Trust Co501,921$16.90M1.2%-35.4%11.619%
10/11/2023Pinnacle Wealth Management Group Inc.19,340$651K0.6%-3.7%0.448%
10/11/2023AE Wealth Management LLC19,877$669K0.0%-24.7%0.460%
10/11/2023 Maltin Wealth Management Inc.29,592$996K0.7%-24.0%0.685%
10/10/2023 DHJJ Financial Advisors Ltd.44,356$1.49M0.7%-9.1%1.027%
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10/10/2023 Outlook Wealth Advisors LLC50,883$1.71M0.7%-1.7%1.178%
8/23/2023Wolverine Trading LLC7,557$257K0.0%-40.6%0.175%
8/14/2023Cerity Partners LLC40,502$1.40M0.0%-25.6%0.938%
8/11/2023Penserra Capital Management LLC98,203$3.38M0.1%+7.7%2.273%
8/10/2023Osaic Holdings Inc.123,651$4.26M0.0%-15.7%2.862%
8/10/2023Integral Investment Advisors Inc.24,727$852K0.6%-4.5%0.572%
8/10/2023Commonwealth Equity Services LLC252,089$8.69M0.0%-6.6%5.835%
8/10/2023Cetera Advisors LLC49,345$1.70M0.0%-1.9%1.142%
8/10/2023Cetera Advisor Networks LLC20,546$708K0.0%-4.9%0.476%
8/10/2023Cetera Investment Advisers7,067$243K0.0%-32.3%0.164%
(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, 83 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - September. The most heavily invested institutionals were Berkshire Money Management Inc. ($15.54M), Lantz Financial LLC ($11.86M), Commonwealth Equity Services LLC ($10.80M), SageView Advisory Group LLC ($9.70M), Vantage Financial Partners LLC ($6.62M), Advisor Group Holdings Inc. ($5.34M), and Penserra Capital Management LLC ($4.74M).Learn more on BSEP's institutional investors.

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

Of the 52 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 ($212.58K), WealthPlan Investment Management LLC ($134.86K), Raymond James Financial Services Advisors Inc. ($102.22K), Penserra Capital Management LLC ($91.12K), Commonwealth Equity Services LLC ($68.70K), and HighTower Advisors LLC ($34.18K).

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

Institutional investors have bought a total of 1,722,532 shares in the last 24 months. This purchase volume represents approximately $60.19M in transactions.

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

Of the 54 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 ($711K), Brookstone Capital Management ($198.95K), Vantage Financial Partners LLC ($90.95K), OLD Mission Capital LLC ($42.26K), Commonwealth Equity Services LLC ($34.94K), Kestra Advisory Services LLC ($33.42K), and Steward Financial Group LLC ($31.40K).

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

Institutional investors have sold a total of 1,449,673 shares in the last 24 months. This volume of shares sold represents approximately $51.11M in transactions.


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This page (BATS:BSEP) was last updated on 4/25/2024 by MarketBeat.com Staff

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