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

Innovator U.S. Equity Power Buffer ETF - September logo
$47.24 -0.14 (-0.30%)
As of 10:17 AM 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)
145
Total
Institutional Inflows
(last 12 months)
$365.44M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$71.59M
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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
10/14/2026Focus Financial Network Inc.21,984$1.06M0.0%N/A0.123%
10/14/2026My Personal CFO LLC28,629$1.34M0.5%N/A0.160%
10/14/2026Liberty Atlantic Advisors LLC10,037$470K0.3%N/A0.056%
10/14/2026Red Crane Wealth Management LLC7,911$371K0.3%N/A0.044%
10/14/2026BigSur Wealth Management LLC16,000$750K0.2%N/A0.090%
10/14/2026Vestment Financial LLC12,364$578K0.3%N/A0.069%
10/14/2026Maltin Wealth Management Inc.23,627$1.11M0.4%N/A0.132%
10/13/2026Clay Northam Wealth Management LLC6,400$300K0.1%N/A0.036%
10/13/2026Lineweaver Wealth Advisors LLC19,000$890K0.1%N/A0.106%
10/13/2026Forvis Mazars Wealth Advisors LLC57,172$2.68M0.0%N/A0.320%
10/13/2026PCA Investment Advisory Services Inc.13,401$628K0.2%N/A0.075%
10/13/2026Fragasso Financial Advisors Inc31,550$1.48M0.1%N/A0.177%
10/9/2026Cypress Financial Planning LLC10,047$471K0.1%N/A0.056%
10/9/2026Galvin Gaustad & Stein LLC6,152$288K0.0%N/A0.034%
10/8/2026Farther Finance Advisors LLC29,788$1.40M0.0%N/A0.167%
10/8/2026CoreCap Advisors LLC172,313$8.33M0.2%N/A0.965%
10/8/2026Buska Wealth Management LLC8,049$377K0.1%N/A0.045%
10/7/2026Canandaigua National Bank & Trust Co.13,553$635K0.1%N/A0.076%
10/7/2026Pathway Financial Advisors LLC30,130$1.41M0.2%N/A0.169%
10/7/2026Weaver Consulting Group51,464$2.62M0.5%N/A0.288%
8/13/2026Capital Square LLC4,756$220K0.1%N/A0.027%
7/7/2026CoreCap Advisors LLC116,461$5.36M0.2%-2.1%0.652%
6/23/2026MTM Financial Group LLC83,747$3.61M1.7%-0.9%0.469%
5/19/2026Cornerstone Wealth LLC TN32,954$1.48M0.8%N/A0.185%
5/19/2026Cassady Wealth & Retirement Planning LLC41,838$1.89M0.9%-3.5%0.234%
5/19/2026Arkadios Wealth Advisors12,286$529K0.0%-63.3%0.069%
5/14/2026Lido Advisors LLC509,845$21.95M0.1%-7.8%2.856%
5/13/2026Cetera Investment Advisers259,255$11.16M0.0%-2.1%1.452%
5/13/2026Envision Financial Transparency LLC20,901$900K0.9%N/A0.117%
5/12/2026Bellwether Advisors LLC126,367$5.44M0.9%-1.5%0.708%
5/6/2026FSA Advisors Inc.25,817$1.11M0.7%-3.5%0.145%
5/6/2026Frisch Financial Group Inc.65,357$2.81M0.6%-23.4%0.366%
5/6/2026Independent Financial Group LLC13,857$597K0.0%N/A0.078%
5/5/2026Sigma Planning Corp9,608$414K0.0%-8.2%0.054%
5/2/2026Valmark Advisers Inc.13,193$568K0.0%-36.3%0.074%
5/1/2026Corrado Advisors LLC58,282$2.51M1.3%-2.0%0.327%
4/30/2026Kestra Advisory Services LLC354,994$15.29M0.1%+11.0%1.989%
4/29/2026Red Crane Wealth Management LLC8,117$350K0.3%-10.8%0.045%
4/28/2026Ascentis Independent Advisors30,883$1.33M0.1%N/A0.173%
4/28/2026Beacon Financial Advisory LLC19,761$851K0.2%-3.2%0.111%
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4/22/2026Patriot Financial Group Insurance Agency LLC51,454$2.22M0.1%+96.2%0.288%
4/22/2026Janney Montgomery Scott LLC61,488$2.65M0.0%-1.9%0.344%
4/21/2026KFG Wealth Management LLC75,016$3.23M0.4%-2.3%0.420%
4/21/2026Silver Oak Securities Incorporated7,260$313K0.0%-17.1%0.041%
4/18/2026Weaver Capital Management LLC76,074$3.28M0.7%-1.8%0.426%
4/18/2026BCS Wealth Management24,261$1.05M0.2%-50.0%0.136%
4/17/2026AdvisorNet Financial Inc30,144$1.30M0.1%-1.7%0.169%
4/17/2026Brookstone Capital Management111,281$4.79M0.1%-86.2%0.623%
4/16/2026Triad Wealth Partners LLC6,922$298K0.0%-30.5%0.039%
3/17/2026Forty three Eighteen Advisors LLC5,000$219K0.2%N/A0.028%
3/17/2026Rockefeller Capital Management L.P.12,670$554K0.0%N/A0.071%
3/13/2026World Investment Advisors5,298$232K0.0%N/A0.030%
2/19/2026BFI Wealth Solutions LLC28,014$1.23M1.2%N/A0.157%
2/19/2026Michels Family Financial LLC43,665$1.91M1.4%-1.6%0.245%
2/18/2026Ameriflex Group Inc.1,713$75K0.0%-50.0%0.010%
2/18/2026Beacon Pointe Advisors LLC188,215$8.23M0.1%+1.7%1.054%
2/18/2026NewEdge Advisors LLC18,362$803K0.0%-9.5%0.103%
2/18/2026Garton & Associates Financial Advisors LLC2,648$116K0.1%N/A0.015%
2/18/2026OLD Mission Capital LLC19,297$844K0.0%N/A0.108%
2/18/2026IHT Wealth Management LLC23,473$1.04M0.0%-18.9%0.132%
2/18/2026First Manhattan CO. LLC.14,363$628K0.0%N/A0.080%
2/18/2026Clay Northam Wealth Management LLC6,400$280K0.2%-22.8%0.036%
2/17/2026AQR Capital Management LLC9,478$414K0.0%N/A0.053%
2/17/2026Cetera Investment Advisers264,885$11.58M0.0%-3.5%1.484%
2/17/2026Osaic Holdings Inc.598,215$26.15M0.0%-9.1%3.351%
2/17/2026Beacon Financial Advisory LLC20,406$892K0.2%-14.7%0.114%
2/16/2026MML Investors Services LLC69,228$3.03M0.0%-49.4%0.388%
2/16/2026Focus Partners Wealth401,664$17.56M0.0%+431.0%2.250%
2/16/2026Arax Advisory Partners7,998$350K0.0%N/A0.045%
2/16/2026Barclays PLC1,471$64K0.0%N/A0.008%
2/13/2026Jacobi Capital Management LLC72,842$3.19M0.2%-2.1%0.408%
2/13/2026CreativeOne Wealth LLC26,594$1.16M0.0%-8.0%0.149%
2/13/2026Kestra Advisory Services LLC319,944$13.99M0.1%-2.4%1.792%
2/13/2026Visionary Wealth Advisors45,409$1.99M0.1%-4.3%0.254%
2/13/2026WPWealth LLP22,394$979K0.2%-2.0%0.125%
2/13/2026Arkadios Wealth Advisors33,478$1.46M0.0%+4.0%0.188%
2/13/2026Wells Fargo & Company MN1,511$66K0.0%-35.1%0.008%
2/13/2026Beck Capital Management LLC52,320$2.29M0.5%-3.5%0.293%
2/12/2026Elevation Wealth Management LLC5,650$247K0.2%N/A0.032%
2/12/2026HRT Financial LP6,918$302K0.0%N/A0.039%
2/12/2026TopTier Wealth Management LLC17,709$774K0.5%N/A0.099%
2/12/2026Commonwealth Equity Services LLC1,072,268$46.88M0.1%-5.1%6.007%
2/12/2026Steward Partners Investment Advisory LLC52,874$2.31M0.0%-2.5%0.296%
2/12/2026Principal Securities Inc.6,099$267K0.0%-25.3%0.034%
2/11/2026Janney Montgomery Scott LLC62,700$2.74M0.0%-11.9%0.351%
2/11/2026Fortune Financial Group Inc.10,389$479K0.5%N/A0.058%
2/11/2026Cerity Partners LLC36,376$1.59M0.0%-6.2%0.204%
2/11/2026LPL Financial LLC399,985$17.49M0.0%+10.2%2.241%
2/11/2026Tradition Wealth Management LLC8,298$363K0.0%-74.7%0.046%
2/10/2026Lido Advisors LLC553,120$24.18M0.1%N/A3.099%
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2/10/2026Avestar Capital LLC13,400$586K0.0%N/A0.075%
2/10/2026Calton & Associates Inc.9,490$415K0.1%-17.8%0.053%
2/10/2026COFG Advisors LLC44,578$1.95M0.5%N/A0.250%
2/10/2026Waterloo Capital L.P.6,505$284K0.0%+7.4%0.036%
2/10/2026Northwestern Mutual Wealth Management Co.1,070,212$46.79M0.0%+159,633.1%5.996%
2/10/2026Corrado Advisors LLC59,474$2.60M1.3%-0.5%0.333%
2/10/2026Foundations Investment Advisors LLC27,805$1.22M0.0%-10.6%0.156%
2/9/2026Valtinson Bruner Financial Planning LLC49,222$2.15M0.6%+1.1%0.276%
2/9/2026Integrity Advisory Solutions LLC22,168$969K0.1%+144.3%0.124%
2/9/2026Bellwether Advisors LLC128,278$5.61M0.9%-3.5%0.719%


PSEP Institutional Ownership - Frequently Asked Questions

During the previous two years, 257 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. ($145.58M), Penserra Capital Management LLC ($62.60M), Commonwealth Equity Services LLC ($46.88M), Northwestern Mutual Wealth Management Co. ($46.79M), Citadel Advisors LLC ($30.03M), Susquehanna International Group LLP ($26.54M), and Osaic Holdings Inc. ($26.15M).Learn more on Innovator U.S. Equity Power Buffer ETF - September's institutional investors.

Of the 215 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: Northwestern Mutual Wealth Management Co. ($2.14M), Raymond James Financial Inc. ($1.91M), Allworth Financial LP ($914.78K), Brookstone Capital Management ($828.75K), Citadel Advisors LLC ($690.31K), Susquehanna International Group LLP ($596.92K), and Commonwealth Equity Services LLC ($574.22K).

Institutional investors have bought a total of 8,327,850 shares in the last 24 months. This purchase volume represents approximately $362.23M in transactions.

Of the 85 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: Brookstone Capital Management ($714.15K), West Michigan Advisors LLC ($195.83K), MML Investors Services LLC ($67.59K), Osaic Holdings Inc. ($59.53K), Commonwealth Equity Services LLC ($57.42K), Lido Advisors LLC ($43.28K), and KFG Wealth Management LLC ($34.97K).

Institutional investors have sold a total of 1,652,703 shares in the last 24 months. This volume of shares sold represents approximately $71.59M in transactions.


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Institutional ownership data for BATS:PSEP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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