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

$41.94
+0.01 (+0.02%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Buffer ETF - September (BATS:BSEP)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$67.04M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$70.91M
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BSEP Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/30/2024 Beacon Financial Advisory LLC13,000$548K0.2%+26.4%0.339%
10/28/2024 Reston Wealth Management LLC2,458$104K0.0%N/A0.064%
10/25/2024 Strategic Blueprint LLC27,850$1.17M0.1%-38.4%0.727%
10/24/2024 FSA Advisors Inc.34,603$1.46M1.5%+12.3%0.903%
10/24/2024 Sageworth Trust Co45,288$1.91M0.1%-7.7%1.182%
10/23/2024 Outlook Wealth Advisors LLC19,001$800K0.2%+25.3%0.496%
10/23/2024 Global Trust Asset Management LLC2,000$84K0.0%N/A0.052%
10/22/2024 DHJJ Financial Advisors Ltd.37,082$1.56M0.6%-3.1%0.968%
10/22/2024 Chris Bulman Inc7,833$330K0.2%+423.6%0.205%
10/22/2024 My Personal CFO LLC22,180$934K0.5%+21.7%0.579%
10/18/2024NovaPoint Capital LLC5,517$232K0.1%N/A0.144%
10/18/2024Stratos Wealth Advisors LLC5,258$221K0.0%-67.7%0.137%
10/17/2024BCS Wealth Management14,375$606K0.3%-12.1%0.375%
10/17/2024 Berkshire Money Management Inc.38,154$1.61M0.2%+0.8%0.996%
10/16/2024 Secure Asset Management LLC11,362$479K0.1%+22.4%0.297%
10/10/2024 Retirement Planning Group LLC9,740$410K0.0%-3.1%0.254%
10/10/2024 Pinnacle Wealth Management Group Inc.15,310$645K0.4%+24.9%0.400%
10/10/2024 Lion Street Advisors LLC19,385$817K0.3%-5.1%0.506%
10/8/2024 Daymark Wealth Partners LLC6,671$281K0.0%N/A0.174%
10/8/2024 Brookstone Capital Management398,421$16.78M0.2%+3,510.2%10.403%
10/7/2024 Richard P Slaughter Associates Inc124,324$5.24M1.2%N/A3.246%
8/22/2024Cetera Investment Advisers54,472$2.22M0.0%-4.6%1.422%
8/14/2024Clear Point Advisors Inc.13,673$556K0.5%-6.8%0.357%
8/13/2024Benjamin F. Edwards & Company Inc.1,500$61K0.0%-34.8%0.039%
8/9/2024WealthPLAN Partners LLC38,944$1.58M0.2%-19.2%1.017%
8/8/2024Envestnet Asset Management Inc.44,150$1.80M0.0%-4.2%1.153%
8/8/2024Thoroughbred Financial Services LLC28,423$1.16M0.1%+14.7%0.742%
8/8/2024CoreCap Advisors LLC16,269$661K0.1%N/A0.425%
8/7/2024Vantage Financial Partners LLC14,798$602K0.2%-91.4%0.386%
8/7/2024Ashton Thomas Private Wealth LLC2,091$85K0.0%N/A0.055%
8/6/2024 Chris Bulman Inc1,496$61K0.0%N/A0.039%
8/5/2024 Blue Bell Private Wealth Management LLC35,799$1.46M0.3%-2.0%0.935%
8/2/2024 Weaver Capital Management LLC3,004$122K0.0%-28.6%0.078%
8/1/2024Claro Advisors LLC5,924$241K0.0%-16.4%0.155%
7/31/2024Commonwealth Equity Services LLC310,979$12.65M0.0%-0.7%8.120%
7/30/2024Integral Investment Advisors Inc.24,312$989K0.4%-4.0%0.635%
7/29/2024Nations Financial Group Inc. IA ADV16,782$683K0.1%-3.5%0.438%
7/27/2024 Strategic Blueprint LLC45,239$1.84M0.1%+35.2%1.181%
7/24/2024 Secure Asset Management LLC9,280$377K0.1%+8.1%0.242%
7/19/2024 Berkshire Money Management Inc.37,840$1.54M0.2%-1.7%0.988%
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7/18/2024 Brookstone Capital Management11,036$452K0.0%-19.0%0.288%
7/18/2024 Outlook Wealth Advisors LLC15,170$617K0.2%-69.2%0.396%
7/18/2024 Triad Wealth Partners LLC859$35K0.0%N/A0.022%
7/16/2024BCS Wealth Management16,360$665K0.3%-9.5%0.427%
7/15/2024RFG Advisory LLC10,367$422K0.0%-4.7%0.271%
7/12/2024 Maltin Wealth Management Inc.26,482$1.08M0.6%-10.5%0.691%
7/12/2024 DHJJ Financial Advisors Ltd.38,263$1.56M0.7%-12.1%0.999%
7/10/2024 Lantz Financial LLC55,870$2.27M0.7%-81.5%1.459%
7/8/2024 Sugarloaf Wealth Management LLC3,187$130K0.0%-9.7%0.083%
7/1/2024 Kathmere Capital Management LLC8,358$340K0.0%+25.3%0.218%
5/24/2024Cetera Advisors LLC46,168$1.81M0.0%-17.1%1.205%
5/24/2024Cetera Investment Advisers57,081$2.24M0.0%+618.7%1.490%
5/8/2024 Berkshire Money Management Inc.38,504$1.51M0.2%-91.8%1.005%
5/8/2024Thoroughbred Financial Services LLC24,772$973K0.1%-22.4%0.647%
5/7/2024WealthPLAN Partners LLC48,211$1.89M0.2%-0.7%1.259%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,351$249K0.0%-6.5%0.166%
5/2/2024Vantage Financial Partners LLC173,066$6.80M1.8%-4.1%4.495%
5/1/2024 Janney Montgomery Scott LLC20,716$814K0.0%-3.4%0.538%
4/30/2024Valtinson Bruner Financial Planning LLC22,270$875K0.4%-71.4%0.578%
4/29/2024Commonwealth Equity Services LLC313,146$12.30M0.0%-2.6%8.134%
4/24/2024 Pinnacle Wealth Management Group Inc.13,660$537K0.4%-29.4%0.355%
4/24/2024 Blue Bell Private Wealth Management LLC36,538$1.44M0.3%-2.4%0.949%
4/23/2024Raymond James Financial Services Advisors Inc.111,073$4.36M0.0%-2.0%2.885%
4/22/2024 Outlook Wealth Advisors LLC49,317$1.94M0.6%-0.7%1.281%
4/19/2024Capital Wealth Management LLC45,303$1.78M0.9%-1.4%1.177%
4/18/2024Claro Advisors LLC7,084$278K0.0%-12.0%0.184%
4/16/2024 Kathmere Capital Management LLC6,669$262K0.0%-20.2%0.154%
4/15/2024 Brookstone Capital Management13,625$535K0.0%-93.6%0.315%
4/15/2024Sunbelt Securities Inc.5,995$235K0.0%-5.7%0.139%
4/11/2024 DHJJ Financial Advisors Ltd.43,526$1.71M0.8%-1.8%1.008%
4/11/2024RFG Advisory LLC10,883$428K0.0%N/A0.252%
4/10/2024BCS Wealth Management18,068$710K0.2%-29.1%0.418%
4/10/2024 Lantz Financial LLC302,025$11.86M3.8%-2.1%6.991%
3/6/2024SageView Advisory Group LLC264,555$9.70M0.3%+3,659.0%6.124%
2/16/2024SageView Advisory Group LLC264,555$9.70M0.3%+3,659.0%6.124%
2/15/2024Financial Network Wealth Advisors LLC7,882$289K0.3%N/A0.182%
2/12/2024Tradition Wealth Management LLC2,001$76K0.0%N/A0.046%
2/12/2024Steward Partners Investment Advisory LLC69,293$2.54M0.0%+6.5%1.604%
2/9/2024SageView Advisory Group LLC264,555$9.70M0.3%+3,659.0%6.124%
2/8/2024Beacon Pointe Advisors LLC14,690$539K0.0%-14.4%0.340%
2/8/2024 Janney Montgomery Scott LLC21,446$787K0.0%-7.3%0.496%
2/7/2024Avantax Advisory Services Inc.16,140$592K0.0%-10.3%0.374%
2/7/2024 Principal Securities Inc.9,270$340K0.0%N/A0.215%
2/6/2024Valtinson Bruner Financial Planning LLC77,836$2.86M1.5%+0.8%1.802%
2/6/2024 Lincoln National Corp51,237$1.88M0.0%+4.9%1.186%
2/6/2024 U.S. Capital Wealth Advisors LLC14,823$544K0.0%-4.2%0.343%
2/6/2024SRS Capital Advisors Inc.12,426$456K0.1%-3.9%0.288%
2/5/2024Vantage Financial Partners LLC180,556$6.62M1.9%-19.4%4.180%
2/1/2024 Capital Investment Advisory Services LLC13,573$498K0.0%+10.2%0.314%
1/29/2024 Outlook Wealth Advisors LLC49,682$1.82M0.6%-2.4%1.150%
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1/26/2024Cerity Partners LLC42,449$1.56M0.0%+28.4%0.983%
1/26/2024Soltis Investment Advisors LLC5,716$210K0.0%N/A0.132%
1/25/2024 Strategic Blueprint LLC33,471$1.23M0.1%-3.7%0.775%
1/25/2024 Blue Bell Private Wealth Management LLC37,449$1.37M0.3%-1.2%0.867%
1/25/2024Capital Wealth Management LLC45,925$1.69M0.9%-2.4%1.063%
1/23/2024 Sageworth Trust Co65,400$2.40M0.2%-87.0%1.514%
1/23/2024 Lewis Asset Management LLC9,206$338K0.3%N/A0.213%
1/22/2024Claro Advisors LLC8,051$295K0.1%N/A0.186%
1/16/2024Raymond James Financial Services Advisors Inc.113,367$4.16M0.0%+2.0%2.624%
1/16/2024CoreCap Advisors LLC14,639$537K0.0%+11.8%0.339%
(Data available from 1/1/2016 forward)

BSEP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BSEP shares?

During the previous two years, 97 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - September. The most heavily invested institutionals were Brookstone Capital Management ($16.78M), Commonwealth Equity Services LLC ($12.65M), SageView Advisory Group LLC ($9.70M), Advisor Group Holdings Inc. ($5.34M), Richard P Slaughter Associates Inc ($5.24M), Penserra Capital Management LLC ($4.74M), and Raymond James Financial Services Advisors Inc. ($4.36M).Learn more on BSEP's institutional investors.

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

Of the 67 institutional investors that purchased Innovator U.S. Equity Buffer ETF - September stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SageView Advisory Group LLC ($786.05K), Brookstone Capital Management ($599.96K), WealthPlan Investment Management LLC ($134.86K), Richard P Slaughter Associates Inc ($124.32K), Raymond James Financial Services Advisors Inc. ($102.22K), Penserra Capital Management LLC ($91.12K), and Commonwealth Equity Services LLC ($68.70K).

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

Institutional investors have bought a total of 2,364,615 shares in the last 24 months. This purchase volume represents approximately $87.00M in transactions.

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

Of the 65 institutional investors that sold Innovator U.S. Equity Buffer ETF - September stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sageworth Trust Co ($714.76K), Berkshire Money Management Inc. ($457.70K), Lantz Financial LLC ($268.33K), Vantage Financial Partners LLC ($256.71K), Brookstone Capital Management ($201.54K), Valtinson Bruner Financial Planning LLC ($58.73K), and Commonwealth Equity Services LLC ($45.42K).

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

Institutional investors have sold a total of 2,481,031 shares in the last 24 months. This volume of shares sold represents approximately $92.38M in transactions.


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This page (BATS:BSEP) was last updated on 11/2/2024 by MarketBeat.com Staff
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