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

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

Number of
Institutional Buyers
(last 12 months)
124
Total
Institutional Inflows
(last 12 months)
$264.33M
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$206.91M
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PSEP Institutional Buying and Selling by Quarter

Innovator U.S. Equity 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
10/17/2025WorthPointe LLC6,587$283K0.1%-11.0%0.037%
10/17/2025Lakeridge Wealth Management LLC7,641$328K0.1%+20.7%0.043%
10/16/2025 CRA Financial Services LLC16,605$713K0.1%+191.3%0.093%
10/16/2025 MBL Wealth LLC203,879$8.76M0.8%-0.6%1.142%
10/15/2025 Brookstone Capital Management825,432$35.45M0.4%+807.2%4.624%
10/15/2025 Southland Equity Partners LLC31,611$1.36M0.3%+501.8%0.177%
10/14/2025 Bernard Wealth Management Corp.3,992$171K0.1%+43.9%0.022%
10/14/2025 Retirement Income Solutions Inc.9,154$393K0.1%+3.7%0.051%
10/10/2025 Lineweaver Wealth Advisors LLC5,043$217K0.0%N/A0.028%
10/10/2025 Pathway Financial Advisors LLC36,630$1.57M0.2%-24.2%0.205%
10/10/2025 Focus Financial Network Inc.18,856$810K0.0%-5.8%0.106%
10/10/2025 KMG Fiduciary Partners LLC6,390$274K0.0%+4.1%0.036%
10/9/2025 AdvisorNet Financial Inc30,670$1.32M0.1%+68.2%0.172%
10/9/2025 Cypress Financial Planning LLC22,829$981K0.3%-2.0%0.128%
10/8/2025 Pinnacle Wealth Management Group Inc.43,630$1.87M1.0%+0.7%0.244%
10/7/2025 KFG Wealth Management LLC109,987$4.72M0.7%+15.4%0.616%
10/6/2025 ARS Wealth Advisors Group LLC12,515$538K0.1%+61.3%0.070%
9/4/2025Osaic Holdings Inc.561,087$22.94M0.0%-0.1%3.143%
8/29/2025Centaurus Financial Inc.4,459$182K0.0%N/A0.025%
8/19/2025Cape Investment Advisory Inc.41,151$1.68M0.6%-11.0%0.231%
8/15/2025Chapman Financial Group LLC8,088$331K0.3%N/A0.045%
8/15/2025Visionary Wealth Advisors47,531$1.94M0.1%-20.2%0.266%
8/15/2025MML Investors Services LLC122,394$5.01M0.0%+190.6%0.686%
8/15/2025Garden State Investment Advisory Services LLC42,388$1.73M0.4%-36.2%0.237%
8/15/2025Benjamin Edwards Inc.11,479$469K0.0%+9.5%0.064%
8/14/2025Raymond James Financial Inc.332,538$13.60M0.0%-2.8%1.863%
8/14/2025Alliancebernstein L.P.3,304,961$135.14M0.0%-2.6%18.515%
8/14/2025NewEdge Advisors LLC19,776$809K0.0%-2.8%0.111%
8/14/2025Cerity Partners LLC30,844$1.26M0.0%+189.2%0.173%
8/13/2025Cresset Asset Management LLC342,637$14.01M0.1%-0.7%1.920%
8/13/2025M Holdings Securities Inc.11,872$485K0.1%-2.4%0.067%
8/13/2025Trek Financial LLC10,814$442K0.0%-21.7%0.061%
8/13/2025Beacon Pointe Advisors LLC179,868$7.36M0.1%+6.1%1.008%
8/12/2025Steward Partners Investment Advisory LLC9,972$408K0.0%-4.8%0.056%
8/12/2025CreativeOne Wealth LLC54,620$2.23M0.1%+5.1%0.306%
8/12/2025Coldstream Capital Management Inc.8,826$361K0.0%-28.7%0.049%
8/12/2025MAI Capital Management61,198$2.50M0.0%-23.6%0.343%
8/12/2025JPMorgan Chase & Co.1,630$67K0.0%-60.6%0.009%
8/12/2025Weaver Consulting Group19,312$790K0.2%-6.8%0.108%
8/11/2025Outlook Wealth Advisors LLC25,616$1.05M0.3%-5.5%0.144%
8/8/2025Kingsview Wealth Management LLC9,734$398K0.0%+7.3%0.055%
8/8/2025Cetera Investment Advisers162,016$6.63M0.0%+2.9%0.908%
8/8/2025Creative Planning4,893$200K0.0%N/A0.027%
8/8/2025Foundations Investment Advisors LLC23,951$979K0.0%-6.3%0.134%
8/7/2025Joseph Group Capital Management3,106$127K0.0%+25.9%0.017%
8/6/2025AE Wealth Management LLC52,033$2.13M0.0%-4.0%0.292%
8/6/2025Penserra Capital Management LLC1,433,715$58.62M0.8%+15.8%8.032%
8/5/2025Sigma Planning Corp10,612$434K0.0%-35.8%0.059%
8/5/2025MMA Asset Management LLC1,300$53K0.0%N/A0.007%
8/4/2025Creative Financial Designs Inc. ADV7,800$319K0.0%-4.2%0.044%
8/4/2025Arkadios Wealth Advisors13,301$544K0.0%N/A0.075%
8/1/2025Stuart Chaussee & Associates Inc.614,899$25.14M5.7%-9.2%3.445%
8/1/2025FSA Advisors Inc.26,330$1.08M0.9%-1.2%0.148%
8/1/2025Advisory Alpha LLC40,539$1.66M0.1%+3.9%0.227%
8/1/2025Envestnet Asset Management Inc.323,809$13.24M0.0%+16.9%1.814%
7/31/2025 Pinnacle Wealth Management Group Inc.43,335$1.77M1.0%-0.9%0.243%
7/31/2025Cardinal Point Capital Management ULC7,690$314K0.0%-24.5%0.043%
7/31/2025Gill Capital Partners LLC8,099$331K0.1%-11.6%0.045%
7/30/2025Strategic Blueprint LLC10,003$409K0.0%-10.1%0.056%
7/30/2025Red Crane Wealth Management LLC9,096$372K0.3%-65.9%0.051%
7/30/2025 Brookstone Capital Management90,984$3.72M0.0%-38.9%0.510%
7/29/2025Stephens Inc. AR38,787$1.59M0.0%-44.2%0.217%
7/29/2025Forvis Mazars Wealth Advisors LLC67,432$2.76M0.1%-11.4%0.378%
7/29/2025Chicago Partners Investment Group LLC12,733$529K0.0%-17.5%0.071%
7/29/2025Stratos Wealth Advisors LLC5,409$221K0.0%-19.0%0.030%
7/28/2025Compass Advisory Group LLC13,888$568K0.2%-10.1%0.078%
7/28/2025Harbour Investments Inc.20,461$837K0.0%-23.1%0.115%
7/28/2025RFG Advisory LLC12,110$495K0.0%-23.4%0.068%
7/25/2025Atria Wealth Solutions Inc.33,417$1.37M0.0%-16.8%0.187%
7/25/2025MGO One Seven LLC12,458$509K0.0%N/A0.070%
7/25/2025 Pathway Financial Advisors LLC48,335$1.98M0.3%-2.7%0.271%
7/25/2025Mitchell Capital Management Co.6,680$276K0.1%-26.6%0.037%
7/25/2025Yarger Wealth Strategies LLC121,577$4.97M2.6%-9.9%0.681%
7/25/2025Concurrent Investment Advisors LLC17,580$719K0.0%+2.4%0.098%
7/24/2025IFP Advisors Inc10,920$447K0.0%-73.5%0.061%
7/24/2025Blair William & Co. IL28,399$1.16M0.0%-72.8%0.159%
7/24/2025Weaver Capital Management LLC79,483$3.25M0.8%-1.7%0.445%
7/22/2025Beacon Financial Advisory LLC15,186$621K0.2%-7.4%0.085%
7/22/2025Diligent Investors LLC51,572$2.11M0.5%-2.4%0.289%
7/21/2025 Patriot Financial Group Insurance Agency LLC26,030$1.06M0.1%-1.1%0.146%
7/17/2025Janney Montgomery Scott LLC56,558$2.31M0.0%-0.9%0.317%
7/17/2025City Holding Co.21,855$893K0.1%-6.4%0.122%
7/17/2025Camelot Portfolios LLC50,498$2.07M1.2%-10.7%0.283%
7/17/2025 Hengehold Capital Management LLC5,085$208K0.0%N/A0.028%
7/14/2025 KFG Wealth Management LLC95,286$3.90M0.6%-4.8%0.534%
7/10/2025Wealth Enhancement Advisory Services LLC116,978$4.81M0.0%-27.9%0.655%
7/10/2025 Focus Financial Network Inc.20,021$819K0.0%-6.0%0.112%
7/10/2025Sovran Advisors LLC33,732$1.39M0.1%-4.7%0.189%
7/9/2025Keystone Wealth Services LLC44,895$1.84M0.4%-2.7%0.252%
6/10/2025Compass Financial Services Inc2,505$96K0.1%N/A0.014%
5/27/2025Jacobi Capital Management LLC75,052$2.88M0.2%-6.7%0.419%
5/21/2025MBL Wealth LLC204,844$7.87M0.8%-4.1%1.144%
5/20/2025Focus Partners Wealth71,320$2.74M0.0%-1.4%0.398%
5/19/2025SageView Advisory Group LLC67,935$2.61M0.1%+68.1%0.380%
5/19/2025Advisory Alpha LLC39,031$1.50M0.1%+9.2%0.218%
5/16/2025Stuart Chaussee & Associates Inc.677,378$26.02M6.5%-0.5%3.784%
5/16/2025Cape Investment Advisory Inc.46,226$1.78M0.7%-2.8%0.258%
5/16/2025Legacy Wealth Managment LLC ID885$34K0.0%N/A0.005%
5/16/2025NewEdge Advisors LLC20,346$781K0.0%-21.2%0.114%
5/16/2025Alliancebernstein L.P.3,394,730$130.39M0.0%-1.9%18.965%
(Data available from 1/1/2016 forward)

PSEP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSEP shares?

During the previous two years, 217 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - September. The most heavily invested institutionals were Alliancebernstein L.P. ($135.14M), Penserra Capital Management LLC ($58.62M), Brookstone Capital Management ($35.45M), Commonwealth Equity Services LLC ($25.19M), Stuart Chaussee & Associates Inc. ($25.14M), Osaic Holdings Inc. ($22.94M), and HighTower Advisors LLC ($19.98M).Learn more on Innovator U.S. Equity Power Buffer ETF - September's institutional investors.

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

Of the 173 institutional investors that purchased Innovator U.S. Equity Power 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 ($2.38M), Raymond James Financial Inc. ($1.91M), Allworth Financial LP ($914.78K), HighTower Advisors LLC ($431.56K), SageView Advisory Group LLC ($381.02K), Penserra Capital Management LLC ($368.23K), and Raymond James Financial Services Advisors Inc. ($291.81K).

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

Institutional investors have bought a total of 6,689,941 shares in the last 24 months. This purchase volume represents approximately $264.33M in transactions.

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

Of the 108 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - September's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AE Wealth Management LLC ($1.15M), Allworth Financial LP ($902.50K), Brookstone Capital Management ($803.98K), Raymond James Financial Inc. ($623.61K), Joseph Group Capital Management ($418.11K), Alliancebernstein L.P. ($215.23K), and Outlook Wealth Advisors LLC ($81.83K).

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

Institutional investors have sold a total of 5,337,409 shares in the last 24 months. This volume of shares sold represents approximately $206.91M in transactions.


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This page (BATS:PSEP) was last updated on 10/20/2025 by MarketBeat.com Staff
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