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

Innovator U.S. Equity Power Buffer ETF - September logo
$39.24 +1.03 (+2.69%)
As of 12:06 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)
122
Total
Institutional Inflows
(last 12 months)
$254.93M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$201.57M
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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
5/21/2025 MBL Wealth LLC204,844$7.87M0.8%-4.1%1.144%
5/20/2025 Focus Partners Wealth71,320$2.74M0.0%-1.4%0.398%
5/19/2025 SageView Advisory Group LLC67,935$2.61M0.1%+68.1%0.380%
5/19/2025 Advisory Alpha LLC39,031$1.50M0.1%+9.2%0.218%
5/16/2025 Stuart Chaussee & Associates Inc.677,378$26.02M6.5%-0.5%3.784%
5/16/2025 Cape Investment Advisory Inc.46,226$1.78M0.7%-2.8%0.258%
5/16/2025 Legacy Wealth Managment LLC ID885$34K0.0%N/A0.005%
5/16/2025 NewEdge Advisors LLC20,346$781K0.0%-21.2%0.114%
5/16/2025 Alliancebernstein L.P.3,394,730$130.39M0.0%-1.9%18.965%
5/16/2025 AQR Capital Management LLC15,255$586K0.0%+1.8%0.085%
5/15/2025 MAI Capital Management80,072$3.08M0.0%-22.4%0.447%
5/15/2025 Calton & Associates Inc.10,992$422K0.1%N/A0.061%
5/14/2025 Truvestments Capital LLC1,657$64K0.0%N/A0.009%
5/14/2025 CreativeOne Wealth LLC51,994$2.00M0.1%-3.7%0.290%
5/14/2025 Kestra Advisory Services LLC314,802$12.09M0.1%-3.7%1.759%
5/13/2025 Raymond James Financial Inc.342,108$13.14M0.0%-64.2%1.911%
5/13/2025 Cresset Asset Management LLC345,089$13.26M0.1%-1.3%1.928%
5/13/2025 Forvis Mazars Wealth Advisors LLC76,069$2.92M0.1%-23.0%0.424%
5/13/2025 Compass Advisory Group LLC15,453$594K0.2%-7.8%0.086%
5/13/2025 Kovitz Investment Group Partners LLC238,791$9.17M0.0%-3.1%1.330%
5/13/2025 Financial Network Wealth Advisors LLC3,193$123K0.2%-9.4%0.018%
5/13/2025 HighTower Advisors LLC520,059$19.98M0.0%-9.3%2.897%
5/12/2025 Townsquare Capital LLC61,972$2.38M0.0%-2.9%0.345%
5/12/2025 AlphaCore Capital LLC1,500$58K0.0%N/A0.008%
5/9/2025 Altfest L J & Co. Inc.51,908$1.99M0.3%-5.9%0.289%
5/9/2025 Chicago Partners Investment Group LLC15,432$596K0.0%-18.1%0.086%
5/9/2025 WealthShield Partners LLC4,955$190K0.0%+656.5%0.028%
5/9/2025 Atria Wealth Solutions Inc.40,187$1.54M0.0%-10.7%0.224%
5/9/2025 Commonwealth 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%
5/8/2025 Harbour Investments Inc.26,608$1.02M0.0%+1.9%0.148%
5/8/2025 FSA Advisors Inc.26,662$1.02M0.8%-34.4%0.149%
5/7/2025 Foundations Investment Advisors LLC25,556$982K0.0%-3.5%0.142%
5/7/2025 LPL Financial LLC319,067$12.26M0.0%+69.8%1.778%
5/7/2025 Brown Wealth Management LLC34,931$1.34M0.5%-3.6%0.195%
5/6/2025 Cetera Investment Advisers157,473$6.05M0.0%+1.2%0.877%
5/6/2025 AE 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%
5/5/2025 Calton & Associates Inc.2,745$105K0.0%N/A0.015%
5/2/2025 Kingsview Wealth Management LLC9,073$348K0.0%-29.4%0.051%
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5/2/2025 Apollon Wealth Management LLC33,000$1.27M0.0%-2.9%0.184%
5/2/2025 Sigma Planning Corp16,535$635K0.0%-8.3%0.092%
5/1/2025 Corrado Advisors LLC49,815$1.91M1.3%-0.7%0.278%
5/1/2025 Stephens Inc. AR69,474$2.67M0.0%-8.3%0.387%
5/1/2025 Quest 10 Wealth Builders Inc.15,729$611K0.7%-46.4%0.088%
4/30/2025 Joseph Group Capital Management2,468$95K0.0%-99.4%0.014%
4/30/2025 Allworth Financial LP12,378$470K0.0%-98.6%0.069%
4/30/2025 Axxcess Wealth Management LLC9,392$361K0.0%N/A0.052%
4/30/2025 Trek Financial LLC13,814$531K0.0%-30.3%0.077%
4/30/2025 Stratos 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%
4/29/2025 Wood Tarver Financial Group LLC14,128$543K0.2%+6.6%0.079%
4/29/2025 Envestnet Asset Management Inc.276,937$10.64M0.0%+28.3%1.543%
4/29/2025 Penserra Capital Management LLC1,238,311$47.56M0.8%+3.6%6.899%
4/29/2025 Strategic Blueprint LLC11,130$427K0.0%-17.8%0.062%
4/29/2025 Brookstone Capital Management148,978$5.72M0.1%-83.4%0.830%
4/29/2025 OneDigital Investment Advisors LLC49,914$1.92M0.0%-3.9%0.278%
4/28/2025 Cannon Advisors Inc.13,993$537K0.5%-4.2%0.078%
4/25/2025 Stonebridge Financial Group LLC1,686$65K0.0%-13.7%0.009%
4/24/2025 Sunbelt Securities Inc.3,357$129K0.0%-13.2%0.019%
4/23/2025 Continuum Advisory LLC23,514$903K0.1%-8.3%0.131%
4/22/2025 Cambridge 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%
4/16/2025 Pathway Financial Advisors LLC49,670$1.91M0.3%-4.8%0.254%
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%
4/15/2025 Yarger 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%
4/14/2025 Outlook 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%
4/11/2025 Pinnacle Wealth Management Group Inc.43,735$1.68M1.2%-1.5%0.224%
4/10/2025 Diligent Investors LLC52,825$2.03M0.5%-29.9%0.270%
4/9/2025 RFG Advisory LLC15,818$608K0.0%-1.8%0.081%
4/9/2025 Cypress Financial Planning LLC23,367$898K0.3%-9.7%0.120%
4/8/2025 Advisory Alpha LLC39,127$1.50M0.1%+9.5%0.200%
4/7/2025 AdvisorNet Financial Inc18,234$700K0.1%+10.4%0.093%
3/17/2025 Wealth Enhancement Advisory Services LLC167,516$6.55M0.0%+3.9%0.856%
3/6/2025 Wood Tarver Financial Group LLC13,253$517K0.2%N/A0.068%
3/5/2025 Castle Rock Wealth Management LLC5,357$214K0.1%N/A0.027%
2/27/2025 Bernard Wealth Management Corp.3,624$142K0.1%N/A0.019%
2/26/2025 LifeWealth Investments LLC8,229$322K0.2%N/A0.042%
2/25/2025 Leigh Baldwin & CO. LLC8,100$317K0.2%N/A0.042%
2/20/2025 Michels Family Financial LLC48,334$1.89M1.7%N/A0.252%
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2/18/2025 Sunbelt Securities Inc.3,866$151K0.0%-51.0%0.020%
2/18/2025 Orion Capital Management LLC9,450$369K0.2%-17.5%0.049%
2/17/2025 Visionary Wealth Advisors55,522$2.17M0.1%-5.4%0.289%
2/17/2025 Stuart Chaussee & Associates Inc.680,662$26.60M6.6%-0.5%3.545%
2/17/2025 Focus Partners Wealth72,320$2.83M0.0%-2.8%0.377%
2/17/2025 CoreCap Advisors LLC104,504$4.09M0.2%-14.7%0.544%
2/17/2025 Cetera Investment Advisers155,605$6.08M0.0%-1.7%0.810%
2/17/2025Chapman Financial Group LLC8,423$329K0.3%N/A0.044%
2/17/2025 Brown Wealth Management LLC36,234$1.42M0.5%+17.3%0.189%
2/17/2025 Benjamin Edwards Inc.10,481$410K0.0%-14.1%0.055%
(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, 214 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 PSEP's institutional investors.

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

Of the 173 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - September 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 9,952,109 shares in the last 24 months. This purchase volume represents approximately $366.69M in transactions.

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

Of the 134 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - September stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($1.58M), AE Wealth Management LLC ($1.16M), Altfest L J & Co. Inc. ($1.15M), Allworth Financial LP ($902.50K), Stuart Chaussee & Associates Inc. ($744.04K), Transform Wealth LLC ($615.24K), and Raymond James Financial Inc. ($614.04K).

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

Institutional investors have sold a total of 10,975,367 shares in the last 24 months. This volume of shares sold represents approximately $394.22M in transactions.



This page (BATS:PSEP) was last updated on 5/23/2025 by MarketBeat.com Staff
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