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

$47.10 +0.28 (+0.60%)

As of 09/3/2026 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 135
Total Institutional Inflows (last 12 months): $340.43M

Number of Institutional Sellers (last 12 months): 86
Total Institutional Outflows (last 12 months): $72.16M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/13/2026	Capital Square LLC	4,756	$220K	0.1%	N/A	0.027%
7/7/2026	CoreCap Advisors LLC	116,461	$5.36M	0.2%	-2.1%	0.652%
6/23/2026	MTM Financial Group LLC	83,747	$3.61M	1.7%	-0.9%	0.469%
5/19/2026	Cornerstone Wealth LLC TN	32,954	$1.48M	0.8%	N/A	0.185%
5/19/2026	Cassady Wealth & Retirement Planning LLC	41,838	$1.89M	0.9%	-3.5%	0.234%
5/19/2026	Arkadios Wealth Advisors	12,286	$529K	0.0%	-63.3%	0.069%
5/14/2026	Lido Advisors LLC	509,845	$21.95M	0.1%	-7.8%	2.856%
5/13/2026	Cetera Investment Advisers	259,255	$11.16M	0.0%	-2.1%	1.452%
5/13/2026	Envision Financial Transparency LLC	20,901	$900K	0.9%	N/A	0.117%
5/12/2026	Bellwether Advisors LLC	126,367	$5.44M	0.9%	-1.5%	0.708%
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5/6/2026	FSA Advisors Inc.	25,817	$1.11M	0.7%	-3.5%	0.145%
5/6/2026	Frisch Financial Group Inc.	65,357	$2.81M	0.6%	-23.4%	0.366%
5/6/2026	Independent Financial Group LLC	13,857	$597K	0.0%	N/A	0.078%
5/5/2026	Sigma Planning Corp	9,608	$414K	0.0%	-8.2%	0.054%
5/2/2026	Valmark Advisers Inc.	13,193	$568K	0.0%	-36.3%	0.074%
5/1/2026	Corrado Advisors LLC	58,282	$2.51M	1.3%	-2.0%	0.327%
4/30/2026	Kestra Advisory Services LLC	354,994	$15.29M	0.1%	+11.0%	1.989%
4/29/2026	Red Crane Wealth Management LLC	8,117	$350K	0.3%	-10.8%	0.045%
4/28/2026	Ascentis Independent Advisors	30,883	$1.33M	0.1%	N/A	0.173%
4/28/2026	Beacon Financial Advisory LLC	19,761	$851K	0.2%	-3.2%	0.111%
4/22/2026	Patriot Financial Group Insurance Agency LLC	51,454	$2.22M	0.1%	+96.2%	0.288%
4/22/2026	Janney Montgomery Scott LLC	61,488	$2.65M	0.0%	-1.9%	0.344%
4/21/2026	KFG Wealth Management LLC	75,016	$3.23M	0.4%	-2.3%	0.420%
4/21/2026	Silver Oak Securities Incorporated	7,260	$313K	0.0%	-17.1%	0.041%
4/18/2026	Weaver Capital Management LLC	76,074	$3.28M	0.7%	-1.8%	0.426%
4/18/2026	BCS Wealth Management	24,261	$1.05M	0.2%	-50.0%	0.136%
4/17/2026	AdvisorNet Financial Inc	30,144	$1.30M	0.1%	-1.7%	0.169%
4/17/2026	Brookstone Capital Management	111,281	$4.79M	0.1%	-86.2%	0.623%
4/16/2026	Triad Wealth Partners LLC	6,922	$298K	0.0%	-30.5%	0.039%
3/17/2026	Forty three Eighteen Advisors LLC	5,000	$219K	0.2%	N/A	0.028%
3/17/2026	Rockefeller Capital Management L.P.	12,670	$554K	0.0%	N/A	0.071%
3/13/2026	World Investment Advisors	5,298	$232K	0.0%	N/A	0.030%
2/19/2026	BFI Wealth Solutions LLC	28,014	$1.23M	1.2%	N/A	0.157%
2/19/2026	Michels Family Financial LLC	43,665	$1.91M	1.4%	-1.6%	0.245%
2/18/2026	Ameriflex Group Inc.	1,713	$75K	0.0%	-50.0%	0.010%
2/18/2026	Beacon Pointe Advisors LLC	188,215	$8.23M	0.1%	+1.7%	1.054%
2/18/2026	NewEdge Advisors LLC	18,362	$803K	0.0%	-9.5%	0.103%
2/18/2026	Garton & Associates Financial Advisors LLC	2,648	$116K	0.1%	N/A	0.015%
2/18/2026	OLD Mission Capital LLC	19,297	$844K	0.0%	N/A	0.108%
2/18/2026	IHT Wealth Management LLC	23,473	$1.04M	0.0%	-18.9%	0.132%
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2/18/2026	First Manhattan CO. LLC.	14,363	$628K	0.0%	N/A	0.080%
2/18/2026	Clay Northam Wealth Management LLC	6,400	$280K	0.2%	-22.8%	0.036%
2/17/2026	AQR Capital Management LLC	9,478	$414K	0.0%	N/A	0.053%
2/17/2026	Cetera Investment Advisers	264,885	$11.58M	0.0%	-3.5%	1.484%
2/17/2026	Osaic Holdings Inc.	598,215	$26.15M	0.0%	-9.1%	3.351%
2/17/2026	Beacon Financial Advisory LLC	20,406	$892K	0.2%	-14.7%	0.114%
2/16/2026	MML Investors Services LLC	69,228	$3.03M	0.0%	-49.4%	0.388%
2/16/2026	Focus Partners Wealth	401,664	$17.56M	0.0%	+431.0%	2.250%
2/16/2026	Arax Advisory Partners	7,998	$350K	0.0%	N/A	0.045%
2/16/2026	Barclays PLC	1,471	$64K	0.0%	N/A	0.008%
2/13/2026	Jacobi Capital Management LLC	72,842	$3.19M	0.2%	-2.1%	0.408%
2/13/2026	CreativeOne Wealth LLC	26,594	$1.16M	0.0%	-8.0%	0.149%
2/13/2026	Kestra Advisory Services LLC	319,944	$13.99M	0.1%	-2.4%	1.792%
2/13/2026	Visionary Wealth Advisors	45,409	$1.99M	0.1%	-4.3%	0.254%
2/13/2026	WPWealth LLP	22,394	$979K	0.2%	-2.0%	0.125%
2/13/2026	Arkadios Wealth Advisors	33,478	$1.46M	0.0%	+4.0%	0.188%
2/13/2026	Wells Fargo & Company MN	1,511	$66K	0.0%	-35.1%	0.008%
2/13/2026	Beck Capital Management LLC	52,320	$2.29M	0.5%	-3.5%	0.293%
2/12/2026	Elevation Wealth Management LLC	5,650	$247K	0.2%	N/A	0.032%
2/12/2026	HRT Financial LP	6,918	$302K	0.0%	N/A	0.039%
2/12/2026	TopTier Wealth Management LLC	17,709	$774K	0.5%	N/A	0.099%
2/12/2026	Commonwealth Equity Services LLC	1,072,268	$46.88M	0.1%	-5.1%	6.007%
2/12/2026	Steward Partners Investment Advisory LLC	52,874	$2.31M	0.0%	-2.5%	0.296%
2/12/2026	Principal Securities Inc.	6,099	$267K	0.0%	-25.3%	0.034%
2/11/2026	Janney Montgomery Scott LLC	62,700	$2.74M	0.0%	-11.9%	0.351%
2/11/2026	Fortune Financial Group Inc.	10,389	$479K	0.5%	N/A	0.058%
2/11/2026	Cerity Partners LLC	36,376	$1.59M	0.0%	-6.2%	0.204%
2/11/2026	LPL Financial LLC	399,985	$17.49M	0.0%	+10.2%	2.241%
2/11/2026	Tradition Wealth Management LLC	8,298	$363K	0.0%	-74.7%	0.046%
2/10/2026	Lido Advisors LLC	553,120	$24.18M	0.1%	N/A	3.099%
2/10/2026	Avestar Capital LLC	13,400	$586K	0.0%	N/A	0.075%
2/10/2026	Calton & Associates Inc.	9,490	$415K	0.1%	-17.8%	0.053%
2/10/2026	COFG Advisors LLC	44,578	$1.95M	0.5%	N/A	0.250%
2/10/2026	Waterloo Capital L.P.	6,505	$284K	0.0%	+7.4%	0.036%
2/10/2026	Northwestern Mutual Wealth Management Co.	1,070,212	$46.79M	0.0%	+159,633.1%	5.996%
2/10/2026	Corrado Advisors LLC	59,474	$2.60M	1.3%	-0.5%	0.333%
2/10/2026	Foundations Investment Advisors LLC	27,805	$1.22M	0.0%	-10.6%	0.156%
2/9/2026	Valtinson Bruner Financial Planning LLC	49,222	$2.15M	0.6%	+1.1%	0.276%
2/9/2026	Integrity Advisory Solutions LLC	22,168	$969K	0.1%	+144.3%	0.124%
2/9/2026	Bellwether Advisors LLC	128,278	$5.61M	0.9%	-3.5%	0.719%
2/9/2026	Harbour Investments Inc.	17,703	$774K	0.0%	-29.1%	0.099%
2/9/2026	Global Assets Advisory LLC	53,451	$2.34M	0.7%	-1.6%	0.299%
2/6/2026	IFP Advisors Inc	19,623	$858K	0.0%	+9.4%	0.110%
2/6/2026	Brown Wealth Management LLC	8,966	$392K	0.1%	-74.3%	0.050%
2/6/2026	Frisch Financial Group Inc.	85,334	$3.73M	0.8%	-6.7%	0.478%
2/6/2026	HighTower Advisors LLC	322,829	$14.11M	0.0%	-6.2%	1.809%
2/5/2026	Soltis Investment Advisors LLC	26,235	$1.15M	0.1%	-6.9%	0.147%
2/5/2026	Stephens Inc. AR	20,410	$892K	0.0%	-43.9%	0.114%
2/5/2026	Northwestern Mutual Wealth Management Co.	1,070,212	$46.79M	0.0%	+159,633.1%	5.996%
2/5/2026	Blue Water Asset Management	20,076	$878K	0.3%	N/A	0.112%
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2/3/2026	Retirement Planning Group LLC	4,584	$200K	0.0%	N/A	0.026%
2/3/2026	Liberty Atlantic Advisors LLC	12,132	$530K	0.5%	N/A	0.068%
2/2/2026	Truist Financial Corp	127,505	$5.57M	0.0%	+0.8%	0.714%
2/2/2026	FSA Advisors Inc.	26,742	$1.17M	0.2%	+4.1%	0.150%
2/2/2026	AlphaStar Capital Management LLC	12,755	$558K	0.0%	N/A	0.071%
2/2/2026	Chapman Financial Group LLC	16,397	$717K	0.5%	-9.2%	0.092%
1/30/2026	Joseph Group Capital Management	2,468	$108K	0.0%	-11.4%	0.014%
1/30/2026	Pacific Park Financial Inc.	27,114	$1.19M	0.7%	N/A	0.152%
1/29/2026	Camelot Portfolios LLC	39,263	$1.72M	1.1%	-21.1%	0.220%
1/29/2026	Quest 10 Wealth Builders Inc.	15,258	$667K	0.6%	-3.0%	0.085%

PSEP Institutional Ownership - Frequently Asked Questions

During the previous two years, 254 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 210 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), Brookstone Capital Management ($1.53M), Allworth Financial LP ($914.78K), 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 7,865,869 shares in the last 24 months. This purchase volume represents approximately $340.43M in transactions.

Of the 86 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 1,666,049 shares in the last 24 months. This volume of shares sold represents approximately $72.16M 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 8/13/2026. New 13F filings are added each quarter as they're published.

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

PSEP Institutional Buying and Selling by Quarter

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

PSEP Institutional Ownership - Frequently Asked Questions

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

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

PSEP Institutional Buying and Selling by Quarter

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

PSEP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSEP shares?

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

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

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

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