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

Innovator U.S. Equity Power Buffer ETF - September logo
$41.12 +2.92 (+7.63%)
As of 07/3/2025 01:04 PM Eastern
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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)
121
Total
Institutional Inflows
(last 12 months)
$247.89M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$200.77M
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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
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%
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%
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%
5/9/2025Blair 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%
5/5/2025IFP Advisors Inc41,261$1.59M0.0%-11.1%0.230%
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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%
4/29/2025U.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%
4/25/2025Stonebridge 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%
4/22/2025Weaver Capital Management LLC80,834$3.11M0.8%-15.1%0.450%
4/21/2025Clear Point Advisors Inc.6,203$238K0.2%-13.9%0.035%
4/17/2025Janney Montgomery Scott LLC57,052$2.19M0.0%+1.4%0.292%
4/17/2025Keystone 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%
4/16/2025Wealth Enhancement Advisory Services LLC162,349$6.24M0.0%-3.1%0.830%
4/16/2025Bernard 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%
4/15/2025Chris Bulman Inc50,116$1.93M1.2%-12.7%0.256%
4/15/2025Focus Financial Network Inc.21,295$818K0.0%-3.0%0.109%
4/14/2025Farther 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%
4/14/2025BCS Wealth Management28,140$1.08M0.3%-19.9%0.144%
4/14/2025ARS Wealth Advisors Group LLC7,761$298K0.0%-44.5%0.040%
4/11/2025KFG Wealth Management LLC100,067$3.84M0.7%-4.5%0.512%
4/11/2025Pinnacle Wealth Management Group Inc.43,735$1.68M1.2%-1.5%0.224%
4/10/2025Diligent Investors LLC52,825$2.03M0.5%-29.9%0.270%
4/9/2025RFG Advisory LLC15,818$608K0.0%-1.8%0.081%
4/9/2025Cypress Financial Planning LLC23,367$898K0.3%-9.7%0.120%
4/8/2025Advisory Alpha LLC39,127$1.50M0.1%+9.5%0.200%
4/7/2025AdvisorNet Financial Inc18,234$700K0.1%+10.4%0.093%
3/17/2025Wealth Enhancement Advisory Services LLC167,516$6.55M0.0%+3.9%0.856%
3/6/2025Wood Tarver Financial Group LLC13,253$517K0.2%N/A0.068%
3/5/2025Castle Rock Wealth Management LLC5,357$214K0.1%N/A0.027%
2/27/2025Bernard Wealth Management Corp.3,624$142K0.1%N/A0.019%
2/26/2025LifeWealth Investments LLC8,229$322K0.2%N/A0.042%
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2/25/2025Leigh Baldwin & CO. LLC8,100$317K0.2%N/A0.042%
2/20/2025Michels Family Financial LLC48,334$1.89M1.7%N/A0.252%
2/18/2025Sunbelt Securities Inc.3,866$151K0.0%-51.0%0.020%
2/18/2025Orion Capital Management LLC9,450$369K0.2%-17.5%0.049%
2/17/2025Visionary Wealth Advisors55,522$2.17M0.1%-5.4%0.289%
2/17/2025Stuart Chaussee & Associates Inc.680,662$26.60M6.6%-0.5%3.545%
2/17/2025Focus Partners Wealth72,320$2.83M0.0%-2.8%0.377%
2/17/2025CoreCap Advisors LLC104,504$4.09M0.2%-14.7%0.544%
2/17/2025Cetera Investment Advisers155,605$6.08M0.0%-1.7%0.810%
2/17/2025Chapman Financial Group LLC8,423$329K0.3%N/A0.044%
(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, 216 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 174 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 6,386,609 shares in the last 24 months. This purchase volume represents approximately $247.89M 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 ($769.74K), Raymond James Financial Inc. ($614.04K), Joseph Group Capital Management ($418.11K), Wealth Enhancement Advisory Services LLC ($168.19K), and Alliancebernstein L.P. ($125.46K).

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

Institutional investors have sold a total of 5,226,857 shares in the last 24 months. This volume of shares sold represents approximately $200.77M in transactions.


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This page (BATS:PSEP) was last updated on 7/4/2025 by MarketBeat.com Staff
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