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Innovator U.S. Small Cap Power Buffer ETF - September (KSEP) Institutional Ownership

$30.20 0.00 (0.00%)
Closing price 05/22/2026 04:10 PM Eastern
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$30.18 -0.02 (-0.07%)
As of 05/22/2026 04:12 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Small Cap Power Buffer ETF - September (BATS:KSEP)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$40.47M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.06M
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KSEP Institutional Buying and Selling by Quarter

Innovator U.S. Small Cap Power Buffer ETF - September Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2026 Cetera Investment Advisers35,487$1.00M0.0%-5.1%7.097%
4/30/2026 Kestra Advisory Services LLC58,847$1.66M0.0%+6.1%11.769%
2/17/2026 Cetera Investment Advisers37,394$1.04M0.0%-4.1%3.739%
2/13/2026 Visionary Wealth Advisors7,666$214K0.0%N/A0.767%
2/12/2026 HRT Financial LP25,273$704K0.0%N/A2.527%
2/12/2026 Commonwealth Equity Services LLC66,325$1.85M0.0%-20.5%6.633%
2/12/2026 Wood Tarver Financial Group LLC13,496$376K0.1%+44.6%1.350%
2/10/2026 Goldman Sachs Group Inc.9,774$273K0.0%N/A0.977%
2/9/2026 Integrity Alliance LLC.7,241$202K0.0%N/A0.724%
2/9/2026 Blue Bell Private Wealth Management LLC10,732$299K0.0%+21.1%1.073%
2/9/2026 Harbour Investments Inc.1,537$43K0.0%-81.5%0.154%
2/6/2026 IFP Advisors Inc4,120$115K0.0%+442.1%0.412%
2/6/2026 Larson Financial Group LLC2,921$81K0.0%N/A0.292%
2/5/2026 Allworth Financial LP976,269$27.23M0.1%N/A97.627%
2/3/2026 Liberty Atlantic Advisors LLC7,952$222K0.2%N/A0.795%
1/8/2026 Wealth Enhancement Advisory Services LLC8,544$243K0.0%N/A0.438%
11/17/2025 Susquehanna International Group LLP248,348$6.81M0.0%+2,419.5%22.995%
11/17/2025 Focus Partners Wealth8,368$229K0.0%N/A0.775%
11/14/2025 Raymond James Financial Inc.36,456$999K0.0%+85.7%3.376%
11/14/2025 Wood Tarver Financial Group LLC9,334$255K0.1%+408.1%0.864%
11/7/2025 Syon Capital LLC26,671$731K0.0%N/A2.470%
11/3/2025 Corrado Advisors LLC38,325$1.05M0.6%+85.0%3.549%
11/3/2025 Annis Gardner Whiting Capital Advisors LLC4,300$118K0.0%+760.0%0.398%
11/3/2025 Truist Financial Corp15,292$419K0.0%+20.0%1.416%
10/29/2025 Beacon Financial Advisory LLC9,980$273K0.1%N/A0.924%
10/27/2025 Financial Network Wealth Advisors LLC1,709$47K0.1%+115.8%0.158%
10/24/2025 Catalina Capital Group LLC8,734$239K0.1%-17.7%0.809%
10/22/2025 CoreCap Advisors LLC21,937$601K0.0%N/A2.031%
10/20/2025 DHJJ Financial Advisors Ltd.2,368$65K0.0%N/A0.219%
10/16/2025 PFS Partners LLC2,716$74K0.0%N/A0.251%
10/10/2025 Fiduciary Financial Group LLC15,798$433K0.1%N/A1.398%
10/7/2025Canandaigua National Bank & Trust Co.70,922$1.94M0.2%+9.8%6.276%
9/4/2025 Osaic Holdings Inc.19,129$489K0.0%+157.1%3.826%
8/14/2025 Raymond James Financial Inc.19,633$502K0.0%-14.9%3.927%
8/8/2025 Cetera Investment Advisers15,588$399K0.0%-18.8%3.118%
7/21/2025 Catalina Capital Group LLC10,609$271K0.2%-4.3%2.122%
7/8/2025Canandaigua National Bank & Trust Co.64,572$1.65M0.2%-2.8%12.914%
5/8/2025Harbour Investments Inc.6,420$158K0.0%-15.9%1.284%
5/6/2025Cetera Investment Advisers19,198$472K0.0%+25.8%3.840%
4/29/2025Wood Tarver Financial Group LLC2,483$61K0.0%+12,968.4%0.497%
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4/21/2025Catalina Capital Group LLC11,087$273K0.2%N/A2.217%
4/9/2025NBC Securities Inc.1,277$31K0.0%+25,440.0%0.243%
2/12/2025OLD Mission Capital LLC26,532$682K0.0%+115.8%0.000%
2/11/2025FreeGulliver LLC11,108$285K0.1%N/A0.000%
2/10/2025Harbour Investments Inc.7,637$196K0.0%+11.5%0.000%
2/10/2025Commonwealth Equity Services LLC10,284$264K0.0%+19.2%0.000%
2/7/2025Blue Bell Private Wealth Management LLC8,900$229K0.0%N/A0.000%
1/24/2025Spire Wealth Management3,549$91K0.0%N/A0.000%
1/6/2025Canandaigua National Bank & Trust Co.66,424$1.71M0.2%N/A0.000%
11/15/2024Jane Street Group LLC27,009$689K0.0%N/A0.000%
11/4/2024Sigma Planning Corp14,375$367K0.0%N/A0.000%
11/1/2024Corrado Advisors LLC21,140$539K0.3%N/A0.000%
10/30/2024Catalina Capital Group LLC11,087$283K0.1%N/A0.000%
10/8/2024Sugarloaf Wealth Management LLC5,694$145K0.0%N/A0.000%


KSEP Institutional Ownership - Frequently Asked Questions

During the previous two years, 38 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Power Buffer ETF - September. The most heavily invested institutionals were Allworth Financial LP ($27.23M), Susquehanna International Group LLP ($6.81M), Canandaigua National Bank & Trust Co. ($1.94M), Commonwealth Equity Services LLC ($1.85M), Kestra Advisory Services LLC ($1.66M), Corrado Advisors LLC ($1.05M), and Cetera Investment Advisers ($1.00M).Learn more on Innovator U.S. Small Cap Power Buffer ETF - September's institutional investors.

Of the 38 institutional investors that purchased Innovator U.S. Small Cap Power Buffer ETF - September's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allworth Financial LP ($976.27K), Susquehanna International Group LLP ($238.49K), Canandaigua National Bank & Trust Co. ($72.77K), Corrado Advisors LLC ($38.75K), Jane Street Group LLC ($27.01K), Syon Capital LLC ($26.67K), and HRT Financial LP ($25.27K).

Institutional investors have bought a total of 1,451,994 shares in the last 24 months. This purchase volume represents approximately $40.47M in transactions.

The following institutional investors have sold Innovator U.S. Small Cap Power Buffer ETF - September stock in the last 24 months: Commonwealth Equity Services LLC ($17.12K), Cetera Investment Advisers ($7.10K), Harbour Investments Inc. ($6.78K), Raymond James Financial Inc. ($3.44K), Catalina Capital Group LLC ($2.35K), and Canandaigua National Bank & Trust Co. ($1.85K).

Institutional investors have sold a total of 38,650 shares in the last 24 months. This volume of shares sold represents approximately $1.06M in transactions.


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This page (BATS:KSEP) was last updated on 5/26/2026 by MarketBeat.com Staff.
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