Free Trial

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

Innovator U.S. Equity Power Buffer ETF - September logo
$41.61 +3.40 (+8.90%)
Closing price 03:55 PM Eastern
Extended Trading
$41.66 +0.04 (+0.11%)
As of 04:11 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 Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
123
Total
Institutional Inflows
(last 12 months)
$248.36M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$199.58M
Get PSEP Insider Trade Alerts

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

Skip Chart & View Institutional Buying and Selling Data

PSEP Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
7/25/2025Pathway 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%
7/24/2025 IFP Advisors Inc10,920$447K0.0%-73.5%0.061%
7/24/2025 Blair William & Co. IL28,399$1.16M0.0%-72.8%0.159%
7/24/2025 Weaver Capital Management LLC79,483$3.25M0.8%-1.7%0.445%
7/22/2025 Beacon Financial Advisory LLC15,186$621K0.2%-7.4%0.085%
7/22/2025 Diligent 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%
7/17/2025 Janney Montgomery Scott LLC56,558$2.31M0.0%-0.9%0.317%
7/17/2025 City Holding Co.21,855$893K0.1%-6.4%0.122%
7/17/2025 Camelot 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%
7/10/2025 Wealth 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%
7/10/2025 Sovran Advisors LLC33,732$1.39M0.1%-4.7%0.189%
7/9/2025 Keystone 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%
5/21/2025 MBL 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%
5/16/2025AQR Capital Management LLC15,255$586K0.0%+1.8%0.085%
5/15/2025MAI Capital Management80,072$3.08M0.0%-22.4%0.447%
5/15/2025Calton & Associates Inc.10,992$422K0.1%N/A0.061%
5/14/2025Truvestments Capital LLC1,657$64K0.0%N/A0.009%
5/14/2025CreativeOne Wealth LLC51,994$2.00M0.1%-3.7%0.290%
5/14/2025Kestra Advisory Services LLC314,802$12.09M0.1%-3.7%1.759%
5/13/2025Raymond James Financial Inc.342,108$13.14M0.0%-64.2%1.911%
5/13/2025Cresset Asset Management LLC345,089$13.26M0.1%-1.3%1.928%
The End of Elon Musk…? (Ad)

The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again. And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again. According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime.

Click here to see why the "End of Elon" crowd is about to be wrong again.
5/13/2025Forvis Mazars Wealth Advisors LLC76,069$2.92M0.1%-23.0%0.424%
5/13/2025Compass Advisory Group LLC15,453$594K0.2%-7.8%0.086%
5/13/2025Kovitz Investment Group Partners LLC238,791$9.17M0.0%-3.1%1.330%
5/13/2025Financial Network Wealth Advisors LLC3,193$123K0.2%-9.4%0.018%
5/13/2025HighTower Advisors LLC520,059$19.98M0.0%-9.3%2.897%
5/12/2025Townsquare Capital LLC61,972$2.38M0.0%-2.9%0.345%
5/12/2025AlphaCore Capital LLC1,500$58K0.0%N/A0.008%
5/9/2025Altfest L J & Co. Inc.51,908$1.99M0.3%-5.9%0.289%
5/9/2025Chicago Partners Investment Group LLC15,432$596K0.0%-18.1%0.086%
5/9/2025WealthShield Partners LLC4,955$190K0.0%+656.5%0.028%
5/9/2025Atria Wealth Solutions Inc.40,187$1.54M0.0%-10.7%0.224%
5/9/2025Commonwealth Equity Services LLC655,910$25.19M0.0%+7.3%3.654%
5/9/2025 Blair William & Co. IL104,519$4.02M0.0%-1.3%0.582%
5/8/2025Harbour Investments Inc.26,608$1.02M0.0%+1.9%0.148%
5/8/2025FSA Advisors Inc.26,662$1.02M0.8%-34.4%0.149%
5/7/2025Foundations Investment Advisors LLC25,556$982K0.0%-3.5%0.142%
5/7/2025LPL Financial LLC319,067$12.26M0.0%+69.8%1.778%
5/7/2025Brown Wealth Management LLC34,931$1.34M0.5%-3.6%0.195%
5/6/2025Cetera Investment Advisers157,473$6.05M0.0%+1.2%0.877%
5/6/2025AE Wealth Management LLC54,211$2.08M0.0%-95.5%0.302%
5/5/2025 IFP Advisors Inc41,261$1.59M0.0%-11.1%0.230%
5/5/2025Calton & Associates Inc.2,745$105K0.0%N/A0.015%
5/2/2025Kingsview Wealth Management LLC9,073$348K0.0%-29.4%0.051%
5/2/2025Apollon Wealth Management LLC33,000$1.27M0.0%-2.9%0.184%
5/2/2025Sigma Planning Corp16,535$635K0.0%-8.3%0.092%
5/1/2025Corrado Advisors LLC49,815$1.91M1.3%-0.7%0.278%
5/1/2025Stephens Inc. AR69,474$2.67M0.0%-8.3%0.387%
5/1/2025Quest 10 Wealth Builders Inc.15,729$611K0.7%-46.4%0.088%
4/30/2025Joseph Group Capital Management2,468$95K0.0%-99.4%0.014%
4/30/2025Allworth Financial LP12,378$470K0.0%-98.6%0.069%
4/30/2025Axxcess Wealth Management LLC9,392$361K0.0%N/A0.052%
4/30/2025Trek Financial LLC13,814$531K0.0%-30.3%0.077%
4/30/2025Stratos Wealth Advisors LLC6,674$256K0.0%-21.9%0.037%
4/29/2025 U.S. Capital Wealth Advisors LLC13,324$512K0.0%+2.3%0.074%
4/29/2025Wood Tarver Financial Group LLC14,128$543K0.2%+6.6%0.079%
4/29/2025Envestnet Asset Management Inc.276,937$10.64M0.0%+28.3%1.543%
4/29/2025Penserra Capital Management LLC1,238,311$47.56M0.8%+3.6%6.899%
4/29/2025Strategic Blueprint LLC11,130$427K0.0%-17.8%0.062%
4/29/2025Brookstone Capital Management148,978$5.72M0.1%-83.4%0.830%
4/29/2025OneDigital Investment Advisors LLC49,914$1.92M0.0%-3.9%0.278%
4/28/2025Cannon Advisors Inc.13,993$537K0.5%-4.2%0.078%
4/25/2025 Stonebridge Financial Group LLC1,686$65K0.0%-13.7%0.009%
4/24/2025Sunbelt Securities Inc.3,357$129K0.0%-13.2%0.019%
4/23/2025Continuum Advisory LLC23,514$903K0.1%-8.3%0.131%
4/22/2025Cambridge Investment Research Advisors Inc.98,891$3.80M0.0%-30.2%0.551%
4/22/2025 Weaver Capital Management LLC80,834$3.11M0.8%-15.1%0.450%
4/21/2025 Clear Point Advisors Inc.6,203$238K0.2%-13.9%0.035%
4/17/2025 Janney Montgomery Scott LLC57,052$2.19M0.0%+1.4%0.292%
4/17/2025 Keystone Wealth Services LLC46,150$1.77M0.5%-3.7%0.236%
4/16/2025Pathway Financial Advisors LLC49,670$1.91M0.3%-4.8%0.254%
The End of Elon Musk…? (Ad)

The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again. And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again. According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime.

Click here to see why the "End of Elon" crowd is about to be wrong again.
4/16/2025 Wealth Enhancement Advisory Services LLC162,349$6.24M0.0%-3.1%0.830%
4/16/2025 Bernard Wealth Management Corp.2,774$107K0.1%-23.5%0.014%
4/15/2025Yarger Wealth Strategies LLC134,985$5.19M3.0%-1.3%0.690%
4/15/2025 Chris Bulman Inc50,116$1.93M1.2%-12.7%0.256%
4/15/2025 Focus Financial Network Inc.21,295$818K0.0%-3.0%0.109%
4/14/2025 Farther Finance Advisors LLC26,876$1.03M0.0%-6.6%0.137%
4/14/2025Outlook Wealth Advisors LLC27,111$1.04M0.3%-65.6%0.139%
4/14/2025 BCS Wealth Management28,140$1.08M0.3%-19.9%0.144%
4/14/2025 ARS Wealth Advisors Group LLC7,761$298K0.0%-44.5%0.040%
4/11/2025 KFG Wealth Management LLC100,067$3.84M0.7%-4.5%0.512%
(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, 215 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. ($130.39M), Penserra Capital Management LLC ($47.56M), Stuart Chaussee & Associates Inc. ($26.02M), Commonwealth Equity Services LLC ($25.19M), HighTower Advisors LLC ($19.98M), Osaic Holdings Inc. ($15.07M), and Raymond James Financial Services Advisors Inc. ($14.15M).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 175 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: Raymond James Financial Inc. ($1.91M), Brookstone Capital Management ($1.64M), Allworth Financial LP ($914.78K), HighTower Advisors LLC ($431.56K), SageView Advisory Group LLC ($381.02K), Raymond James Financial Services Advisors Inc. ($295.32K), and Penserra Capital Management LLC ($239.88K).

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

Institutional investors have bought a total of 6,397,599 shares in the last 24 months. This purchase volume represents approximately $248.36M in transactions.

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

Of the 107 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 ($1.16M), Allworth Financial LP ($902.50K), Brookstone Capital Management ($745.99K), Raymond James Financial Inc. ($614.04K), Joseph Group Capital Management ($418.11K), Alliancebernstein L.P. ($125.46K), and Commonwealth Equity Services LLC ($82.03K).

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

Institutional investors have sold a total of 5,177,366 shares in the last 24 months. This volume of shares sold represents approximately $199.58M in transactions.



This page (BATS:PSEP) was last updated on 7/25/2025 by MarketBeat.com Staff
From Our Partners