Free Trial
→ INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off (From Traders Agency) (Ad)tc pixel Free PSEP Stock Alerts

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

Innovator U.S. Equity Power Buffer ETF - September logo
$42.31 +4.10 (+10.73%)
As of 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
126
Total
Institutional Inflows
(last 12 months)
$259.15M
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$207.95M
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.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.561,087$22.94M0.0%-0.1%3.143%
8/29/2025 Centaurus Financial Inc.4,459$182K0.0%N/A0.025%
8/19/2025 Cape Investment Advisory Inc.41,151$1.68M0.6%-11.0%0.231%
8/15/2025 Chapman Financial Group LLC8,088$331K0.3%N/A0.045%
8/15/2025 Visionary Wealth Advisors47,531$1.94M0.1%-20.2%0.266%
8/15/2025 MML Investors Services LLC122,394$5.01M0.0%+190.6%0.686%
8/15/2025 Garden State Investment Advisory Services LLC42,388$1.73M0.4%-36.2%0.237%
8/15/2025 Benjamin Edwards Inc.11,479$469K0.0%+9.5%0.064%
8/14/2025 Raymond James Financial Inc.332,538$13.60M0.0%-2.8%1.863%
8/14/2025 Alliancebernstein L.P.3,304,961$135.14M0.0%-2.6%18.515%
8/14/2025 NewEdge Advisors LLC19,776$809K0.0%-2.8%0.111%
8/14/2025 Cerity Partners LLC30,844$1.26M0.0%+189.2%0.173%
8/13/2025 Cresset Asset Management LLC342,637$14.01M0.1%-0.7%1.920%
8/13/2025 M Holdings Securities Inc.11,872$485K0.1%-2.4%0.067%
8/13/2025 Trek Financial LLC10,814$442K0.0%-21.7%0.061%
8/13/2025 Beacon Pointe Advisors LLC179,868$7.36M0.1%+6.1%1.008%
8/12/2025 Steward Partners Investment Advisory LLC9,972$408K0.0%-4.8%0.056%
8/12/2025 CreativeOne Wealth LLC54,620$2.23M0.1%+5.1%0.306%
8/12/2025 Coldstream Capital Management Inc.8,826$361K0.0%-28.7%0.049%
8/12/2025 MAI Capital Management61,198$2.50M0.0%-23.6%0.343%
8/12/2025 JPMorgan Chase & Co.1,630$67K0.0%-60.6%0.009%
8/12/2025 Weaver Consulting Group19,312$790K0.2%-6.8%0.108%
8/11/2025 Outlook Wealth Advisors LLC25,616$1.05M0.3%-5.5%0.144%
8/8/2025 Kingsview Wealth Management LLC9,734$398K0.0%+7.3%0.055%
8/8/2025 Cetera Investment Advisers162,016$6.63M0.0%+2.9%0.908%
8/8/2025 Creative Planning4,893$200K0.0%N/A0.027%
8/8/2025 Foundations Investment Advisors LLC23,951$979K0.0%-6.3%0.134%
8/7/2025 Joseph Group Capital Management3,106$127K0.0%+25.9%0.017%
8/6/2025 AE Wealth Management LLC52,033$2.13M0.0%-4.0%0.292%
8/6/2025 Penserra Capital Management LLC1,433,715$58.62M0.8%+15.8%8.032%
8/5/2025 Sigma Planning Corp10,612$434K0.0%-35.8%0.059%
8/5/2025 MMA Asset Management LLC1,300$53K0.0%N/A0.007%
8/4/2025 Creative Financial Designs Inc. ADV7,800$319K0.0%-4.2%0.044%
8/4/2025 Arkadios Wealth Advisors13,301$544K0.0%N/A0.075%
8/1/2025 Stuart Chaussee & Associates Inc.614,899$25.14M5.7%-9.2%3.445%
8/1/2025 FSA Advisors Inc.26,330$1.08M0.9%-1.2%0.148%
8/1/2025 Advisory Alpha LLC40,539$1.66M0.1%+3.9%0.227%
8/1/2025 Envestnet 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%
7/31/2025 Cardinal Point Capital Management ULC7,690$314K0.0%-24.5%0.043%
7/31/2025 Gill Capital Partners LLC8,099$331K0.1%-11.6%0.045%
7/30/2025 Strategic Blueprint LLC10,003$409K0.0%-10.1%0.056%
7/30/2025 Red 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%
7/29/2025 Stephens Inc. AR38,787$1.59M0.0%-44.2%0.217%
7/29/2025 Forvis Mazars Wealth Advisors LLC67,432$2.76M0.1%-11.4%0.378%
7/29/2025 Chicago Partners Investment Group LLC12,733$529K0.0%-17.5%0.071%
7/29/2025 Stratos Wealth Advisors LLC5,409$221K0.0%-19.0%0.030%
7/28/2025 Compass Advisory Group LLC13,888$568K0.2%-10.1%0.078%
7/28/2025 Harbour Investments Inc.20,461$837K0.0%-23.1%0.115%
7/28/2025 RFG Advisory LLC12,110$495K0.0%-23.4%0.068%
7/25/2025 Atria Wealth Solutions Inc.33,417$1.37M0.0%-16.8%0.187%
7/25/2025 MGO One Seven LLC12,458$509K0.0%N/A0.070%
7/25/2025 Pathway Financial Advisors LLC48,335$1.98M0.3%-2.7%0.271%
7/25/2025 Mitchell Capital Management Co.6,680$276K0.1%-26.6%0.037%
7/25/2025 Yarger Wealth Strategies LLC121,577$4.97M2.6%-9.9%0.681%
7/25/2025 Concurrent 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%
6/10/2025 Compass Financial Services Inc2,505$96K0.1%N/A0.014%
5/27/2025 Jacobi 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%
5/20/2025 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%
(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. ($135.14M), Penserra Capital Management LLC ($58.62M), Commonwealth Equity Services LLC ($25.19M), Stuart Chaussee & Associates Inc. ($25.14M), Osaic Holdings Inc. ($22.94M), HighTower Advisors LLC ($19.98M), 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 177 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), 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 6,649,885 shares in the last 24 months. This purchase volume represents approximately $259.15M 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 5,366,241 shares in the last 24 months. This volume of shares sold represents approximately $207.95M in transactions.


Related Companies

This page (BATS:PSEP) was last updated on 9/4/2025 by MarketBeat.com Staff
From Our Partners
Capital Gains Tax Strategies for Seniors
Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holdi...
SmartAsset | Sponsoredtc pixel
NVIDIA's Worst Nightmare?
$2 TRILLION Quantum Gold Rush While everyone fights over expensive AI stocks... McKinsey just revealed the ...
The Oxford Club | Sponsoredtc pixel
The Tiny Stock Set to Soar with Musk's AI Ambitions
The Tiny Stock Set to Soar with Musk's AI Ambitions While Musk builds one of the most ambitious AI empires ...
Behind the Markets | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Musk Warns. Trump Acts. Your Retirement May Depend on It
With Donald Trump back in the White House, many believe an economic revival could be underway — but it also br...
American Alternative | Sponsoredtc pixel
“HELIOS”: My No. 1 Investment of the 2020s
A mysterious new energy technology — backed by Nvidia, Google, and even legendary investors like Stanley Druck...
Stansberry Research | Sponsoredtc pixel
2013 Bitcoin miner reveals his trading system (free)
While everyone else is gambling on meme coins or chasing the next "100x moonshot," our members are systematica...
Crypto Swap Profits | Sponsoredtc pixel
What Steve Bannon revealed about Trump’s gold play
A Trump advisor just said 3 words that could reset the dollar. It’s a gold move nobody saw coming—and your ...
Reagan Gold Group | Sponsoredtc pixel