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

Innovator U.S. Equity Power Buffer ETF - September logo
$45.66 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
147
Total
Institutional Inflows
(last 12 months)
$357.21M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$95.93M
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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
5/19/2026 Cornerstone Wealth LLC TN32,954$1.48M0.8%N/A0.185%
5/19/2026 Cassady Wealth & Retirement Planning LLC41,838$1.89M0.9%-3.5%0.234%
5/19/2026 Arkadios Wealth Advisors12,286$529K0.0%-63.3%0.069%
5/14/2026 Lido Advisors LLC509,845$21.95M0.1%-7.8%2.856%
5/13/2026 Cetera Investment Advisers259,255$11.16M0.0%-2.1%1.452%
5/13/2026 Envision Financial Transparency LLC20,901$900K0.9%N/A0.117%
5/12/2026 Bellwether Advisors LLC126,367$5.44M0.9%-1.5%0.708%
5/6/2026 FSA Advisors Inc.25,817$1.11M0.7%-3.5%0.145%
5/6/2026 Frisch Financial Group Inc.65,357$2.81M0.6%-23.4%0.366%
5/6/2026 Independent Financial Group LLC13,857$597K0.0%N/A0.078%
5/5/2026 Sigma Planning Corp9,608$414K0.0%-8.2%0.054%
5/2/2026 Valmark Advisers Inc.13,193$568K0.0%-36.3%0.074%
5/1/2026 Corrado Advisors LLC58,282$2.51M1.3%-2.0%0.327%
4/30/2026 Kestra Advisory Services LLC354,994$15.29M0.1%+11.0%1.989%
4/29/2026 Red Crane Wealth Management LLC8,117$350K0.3%-10.8%0.045%
4/28/2026 Ascentis Independent Advisors30,883$1.33M0.1%N/A0.173%
4/28/2026 Beacon Financial Advisory LLC19,761$851K0.2%-3.2%0.111%
4/22/2026 Patriot Financial Group Insurance Agency LLC51,454$2.22M0.1%+96.2%0.288%
4/22/2026 Janney Montgomery Scott LLC61,488$2.65M0.0%-1.9%0.344%
4/21/2026 KFG Wealth Management LLC75,016$3.23M0.4%-2.3%0.420%
4/21/2026 Silver Oak Securities Incorporated7,260$313K0.0%-17.1%0.041%
4/18/2026 Weaver Capital Management LLC76,074$3.28M0.7%-1.8%0.426%
4/18/2026 BCS Wealth Management24,261$1.05M0.2%-50.0%0.136%
4/17/2026 AdvisorNet Financial Inc30,144$1.30M0.1%-1.7%0.169%
4/17/2026 Brookstone Capital Management111,281$4.79M0.1%-86.2%0.623%
4/16/2026 Triad Wealth Partners LLC6,922$298K0.0%-30.5%0.039%
3/17/2026 Forty three Eighteen Advisors LLC5,000$219K0.2%N/A0.028%
3/17/2026 Rockefeller Capital Management L.P.12,670$554K0.0%N/A0.071%
3/13/2026 World Investment Advisors5,298$232K0.0%N/A0.030%
2/19/2026 BFI Wealth Solutions LLC28,014$1.23M1.2%N/A0.157%
2/19/2026 Michels Family Financial LLC43,665$1.91M1.4%-1.6%0.245%
2/18/2026 Ameriflex Group Inc.1,713$75K0.0%-50.0%0.010%
2/18/2026 Beacon Pointe Advisors LLC188,215$8.23M0.1%+1.7%1.054%
2/18/2026 NewEdge Advisors LLC18,362$803K0.0%-9.5%0.103%
2/18/2026 Garton & Associates Financial Advisors LLC2,648$116K0.1%N/A0.015%
2/18/2026 OLD Mission Capital LLC19,297$844K0.0%N/A0.108%
2/18/2026 IHT Wealth Management LLC23,473$1.04M0.0%-18.9%0.132%
2/18/2026 First Manhattan CO. LLC.14,363$628K0.0%N/A0.080%
2/18/2026 Clay Northam Wealth Management LLC6,400$280K0.2%-22.8%0.036%
2/17/2026 AQR Capital Management LLC9,478$414K0.0%N/A0.053%
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2/17/2026 Cetera Investment Advisers264,885$11.58M0.0%-3.5%1.484%
2/17/2026 Osaic Holdings Inc.598,215$26.15M0.0%-9.1%3.351%
2/17/2026 Beacon Financial Advisory LLC20,406$892K0.2%-14.7%0.114%
2/16/2026 MML Investors Services LLC69,228$3.03M0.0%-49.4%0.388%
2/16/2026 Focus Partners Wealth401,664$17.56M0.0%+431.0%2.250%
2/16/2026 Arax Advisory Partners7,998$350K0.0%N/A0.045%
2/16/2026 Barclays PLC1,471$64K0.0%N/A0.008%
2/13/2026 Jacobi Capital Management LLC72,842$3.19M0.2%-2.1%0.408%
2/13/2026 CreativeOne Wealth LLC26,594$1.16M0.0%-8.0%0.149%
2/13/2026 Kestra Advisory Services LLC319,944$13.99M0.1%-2.4%1.792%
2/13/2026 Visionary Wealth Advisors45,409$1.99M0.1%-4.3%0.254%
2/13/2026 WPWealth LLP22,394$979K0.2%-2.0%0.125%
2/13/2026 Arkadios Wealth Advisors33,478$1.46M0.0%+4.0%0.188%
2/13/2026 Wells Fargo & Company MN1,511$66K0.0%-35.1%0.008%
2/13/2026 Beck Capital Management LLC52,320$2.29M0.5%-3.5%0.293%
2/12/2026 Elevation Wealth Management LLC5,650$247K0.2%N/A0.032%
2/12/2026 HRT Financial LP6,918$302K0.0%N/A0.039%
2/12/2026 TopTier Wealth Management LLC17,709$774K0.5%N/A0.099%
2/12/2026 Commonwealth Equity Services LLC1,072,268$46.88M0.1%-5.1%6.007%
2/12/2026 Steward Partners Investment Advisory LLC52,874$2.31M0.0%-2.5%0.296%
2/12/2026 Principal Securities Inc.6,099$267K0.0%-25.3%0.034%
2/11/2026 Janney Montgomery Scott LLC62,700$2.74M0.0%-11.9%0.351%
2/11/2026 Fortune Financial Group Inc.10,389$479K0.5%N/A0.058%
2/11/2026 Cerity Partners LLC36,376$1.59M0.0%-6.2%0.204%
2/11/2026 LPL Financial LLC399,985$17.49M0.0%+10.2%2.241%
2/11/2026 Tradition Wealth Management LLC8,298$363K0.0%-74.7%0.046%
2/10/2026 Lido Advisors LLC553,120$24.18M0.1%N/A3.099%
2/10/2026 Avestar Capital LLC13,400$586K0.0%N/A0.075%
2/10/2026 Calton & Associates Inc.9,490$415K0.1%-17.8%0.053%
2/10/2026 COFG Advisors LLC44,578$1.95M0.5%N/A0.250%
2/10/2026 Waterloo Capital L.P.6,505$284K0.0%+7.4%0.036%
2/10/2026 Northwestern Mutual Wealth Management Co.1,070,212$46.79M0.0%+159,633.1%5.996%
2/10/2026 Corrado Advisors LLC59,474$2.60M1.3%-0.5%0.333%
2/10/2026 Foundations Investment Advisors LLC27,805$1.22M0.0%-10.6%0.156%
2/9/2026 Valtinson Bruner Financial Planning LLC49,222$2.15M0.6%+1.1%0.276%
2/9/2026 Integrity Advisory Solutions LLC22,168$969K0.1%+144.3%0.124%
2/9/2026 Bellwether Advisors LLC128,278$5.61M0.9%-3.5%0.719%
2/9/2026 Harbour Investments Inc.17,703$774K0.0%-29.1%0.099%
2/9/2026 Global Assets Advisory LLC53,451$2.34M0.7%-1.6%0.299%
2/6/2026 IFP Advisors Inc19,623$858K0.0%+9.4%0.110%
2/6/2026 Brown Wealth Management LLC8,966$392K0.1%-74.3%0.050%
2/6/2026 Frisch Financial Group Inc.85,334$3.73M0.8%-6.7%0.478%
2/6/2026 HighTower Advisors LLC322,829$14.11M0.0%-6.2%1.809%
2/5/2026 Soltis Investment Advisors LLC26,235$1.15M0.1%-6.9%0.147%
2/5/2026 Stephens Inc. AR20,410$892K0.0%-43.9%0.114%
2/5/2026 Northwestern Mutual Wealth Management Co.1,070,212$46.79M0.0%+159,633.1%5.996%
2/5/2026 Blue Water Asset Management20,076$878K0.3%N/A0.112%
2/3/2026 Retirement Planning Group LLC4,584$200K0.0%N/A0.026%
2/3/2026 Liberty Atlantic Advisors LLC12,132$530K0.5%N/A0.068%
2/2/2026 Truist Financial Corp127,505$5.57M0.0%+0.8%0.714%
You cannot escape this reality (Ad)

The last time something like this happened was 1974 - a secret deal that quietly determined the financial fate of an entire generation. According to Porter Stansberry, founder of one of the largest independent financial research firms in the world, it is happening again. Fortune calls it 'the biggest change to the world's relationship with the dollar' in a generation. Stansberry says Trump's money reset - enacted through executive orders and a treaty signed by 13 nations in December 2025 called Pax Silica - could determine whether you are enriched or quietly impoverished by the shift already underway.tc pixel

Read Porter Stansberry's full briefing and find out which moves to make now
2/2/2026 FSA Advisors Inc.26,742$1.17M0.2%+4.1%0.150%
2/2/2026 AlphaStar Capital Management LLC12,755$558K0.0%N/A0.071%
2/2/2026 Chapman Financial Group LLC16,397$717K0.5%-9.2%0.092%
1/30/2026 Joseph Group Capital Management2,468$108K0.0%-11.4%0.014%
1/30/2026 Pacific Park Financial Inc.27,114$1.19M0.7%N/A0.152%
1/29/2026 Camelot Portfolios LLC39,263$1.72M1.1%-21.1%0.220%
1/29/2026 Quest 10 Wealth Builders Inc.15,258$667K0.6%-3.0%0.085%
1/29/2026 Concurrent Investment Advisors LLC26,613$1.16M0.0%-1.2%0.149%
1/28/2026 West Michigan Advisors LLC13,853$606K0.1%-93.4%0.078%
1/27/2026 Summit Wealth Partners LLC19,538$854K0.2%-7.0%0.109%


PSEP Institutional Ownership - Frequently Asked Questions

During the previous two years, 258 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 213 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 8,277,646 shares in the last 24 months. This purchase volume represents approximately $357.21M in transactions.

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: Brookstone Capital Management ($772.15K), West Michigan Advisors LLC ($195.83K), Alliancebernstein L.P. ($89.77K), Stuart Chaussee & Associates Inc. ($88.79K), Blair William & Co. IL ($76.12K), MML Investors Services LLC ($67.59K), and Osaic Holdings Inc. ($59.87K).

Institutional investors have sold a total of 2,248,772 shares in the last 24 months. This volume of shares sold represents approximately $95.93M in transactions.



This page (BATS:PSEP) was last updated on 5/26/2026 by MarketBeat.com Staff.
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