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

$43.72 -0.37 (-0.85%)
As of 02/21/2025 03:59 PM Eastern
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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)
46
Total
Institutional Inflows
(last 12 months)
$75.01M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$61.20M
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BSEP Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Orion Capital Management LLC1,360$58K0.0%N/A0.036%
2/17/2025 Snowden Capital Advisors LLC32,001$1.37M0.0%-18.7%0.836%
2/17/2025 CoreCap Advisors LLC3,290$141K0.0%-77.8%0.086%
2/17/2025 Cetera Investment Advisers64,921$2.79M0.0%-1.4%1.695%
2/17/2025 Citadel Advisors LLC12,416$533K0.0%+71.5%0.324%
2/14/2025 Jane Street Group LLC9,499$408K0.0%-73.8%0.248%
2/14/2025 Beacon Pointe Advisors LLC13,993$600K0.0%-1.7%0.365%
2/14/2025 Three Seasons Wealth LLC15,485$664K0.3%N/A0.404%
2/14/2025 MML Investors Services LLC25,625$1.10M0.0%+4.1%0.669%
2/13/2025 First Commonwealth Financial Corp PA 11,909$511K0.1%+28.6%0.311%
2/13/2025 CreativeOne Wealth LLC8,461$363K0.0%N/A0.221%
2/13/2025 Townsquare Capital LLC9,650$414K0.0%-30.9%0.252%
2/13/2025 Raymond James Financial Inc.75,908$3.26M0.0%N/A1.982%
2/13/2025 Cerity Partners LLC160,966$6.91M0.0%-2.0%4.203%
2/13/2025 Trek Financial LLC8,345$358K0.0%-9.0%0.218%
2/12/2025 OLD Mission Capital LLC26,248$1.13M0.0%N/A0.685%
2/11/2025 LPL Financial LLC35,937$1.54M0.0%-6.4%0.938%
2/10/2025 IMG Wealth Management Inc.9,869$423K0.4%N/A0.258%
2/10/2025 Harbour Investments Inc.13,052$560K0.0%-9.6%0.341%
2/10/2025 Valtinson Bruner Financial Planning LLC21,729$932K0.3%-1.7%0.567%
2/10/2025 Commonwealth Equity Services LLC286,190$12.28M0.0%-12.2%7.472%
2/7/2025 Blue Bell Private Wealth Management LLC35,034$1.50M0.3%-1.3%0.915%
2/6/2025 Raymond James Financial Inc.75,908$3.26M0.0%N/A1.982%
2/6/2025 Vantage Financial Partners LLC10,429$447K0.1%-22.8%0.272%
2/6/2025 Steward Partners Investment Advisory LLC115,813$4.97M0.0%-2.3%3.024%
2/4/2025 WealthShield Partners LLC602$26K0.0%-77.7%0.016%
2/3/2025 Concurrent Investment Advisors LLC52,067$2.23M0.1%N/A1.359%
1/30/2025 WealthPLAN Partners LLC40,310$1.73M0.2%-68.9%1.052%
1/28/2025 Kingsview Wealth Management LLC6,456$277K0.0%-11.6%0.169%
1/27/2025 Lion Street Advisors LLC16,419$704K0.2%-15.3%0.429%
1/27/2025 Berkshire Money Management Inc.12,687$544K0.1%-66.7%0.331%
1/23/2025 FSA Advisors Inc.34,153$1.44M1.8%-1.3%0.892%
1/23/2025 Strategic Blueprint LLC26,890$1.15M0.1%-3.4%0.702%
1/22/2025 Foundations Investment Advisors LLC4,783$205K0.0%N/A0.125%
1/21/2025 RFG Advisory LLC12,892$553K0.0%-20.4%0.337%
1/17/2025 Janney Montgomery Scott LLC13,053$560K0.0%-4.7%0.341%
1/16/2025 Sugar Maple Asset Management LLC4,248$182K0.1%N/A0.111%
1/14/2025 Outlook Wealth Advisors LLC21,260$912K0.3%+11.9%0.555%
1/14/2025 Richard P Slaughter Associates Inc149,655$6.42M1.4%+20.4%3.907%
1/14/2025 PCA Investment Advisory Services Inc.4,745$204K0.1%N/A0.124%
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1/13/2025 BCS Wealth Management13,958$599K0.1%-2.9%0.364%
1/13/2025 Fragasso Financial Advisors Inc20,300$871K0.1%-14.5%0.530%
1/13/2025 Brookstone Capital Management487,623$20.92M0.3%+22.4%12.732%
12/26/2024 JPMorgan Chase & Co.1,025$43K0.0%N/A0.027%
12/10/2024 Garden State Investment Advisory Services LLC16,050$676K0.2%-24.5%0.419%
11/15/2024 Continuum Advisory LLC1,778$77K0.0%+676.4%0.046%
11/15/2024 MML Investors Services LLC24,612$1.04M0.0%+49.2%0.643%
11/15/2024 Jane Street Group LLC36,289$1.53M0.0%-4.1%0.947%
11/15/2024 HighTower Advisors LLC53,316$2.25M0.0%+26.5%1.392%
11/15/2024 Garden State Investment Advisory Services LLC16,050$676K0.2%-24.5%0.419%
11/14/2024 First Commonwealth Financial Corp PA9,263$390K0.1%+67.7%0.242%
11/13/2024 Townsquare Capital LLC13,958$588K0.0%+18.1%0.364%
11/12/2024 Penserra Capital Management LLC309,289$13.03M0.3%+26.1%8.075%
11/12/2024 Kingsview Wealth Management LLC7,303$308K0.0%N/A0.191%
11/12/2024 Cerity Partners LLC164,309$6.92M0.0%+298.5%4.290%
11/8/2024 Bellwether Advisors LLC12,383$522K0.1%-41.1%0.323%
11/5/2024 WealthPlan Investment Management LLC180,674$7.61M0.8%N/A4.717%
11/5/2024 WealthPLAN Partners LLC129,813$5.47M0.7%+233.3%3.389%
11/5/2024 Harbour Investments Inc.14,438$608K0.0%+26.4%0.377%
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%
10/18/2024 NovaPoint Capital LLC5,517$232K0.1%N/A0.144%
10/18/2024 Stratos Wealth Advisors LLC5,258$221K0.0%-67.7%0.137%
10/17/2024 BCS 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%
8/22/2024 Cetera Investment Advisers54,472$2.22M0.0%-4.6%1.422%
8/14/2024 Clear 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%
8/9/2024 WealthPLAN Partners LLC38,944$1.58M0.2%-19.2%1.017%
8/8/2024 Envestnet Asset Management Inc.44,150$1.80M0.0%-4.2%1.153%
8/8/2024 Thoroughbred Financial Services LLC28,423$1.16M0.1%+14.7%0.742%
8/8/2024 CoreCap Advisors LLC16,269$661K0.1%N/A0.425%
8/7/2024 Vantage Financial Partners LLC14,798$602K0.2%-91.4%0.386%
8/7/2024 Ashton Thomas Private Wealth LLC2,091$85K0.0%N/A0.055%
8/6/2024 Chris Bulman Inc1,496$61K0.0%N/A0.039%
Nvidia’s CEO: “This Will Be a Multitrillion-Dollar Industry." (Ad)

If you missed out on the big boom in Nvidia… Listen up, because according to Nvidia's own CEO… Elon Musk’s new technology could help launch an entirely new multitrillion-dollar industry.

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%
8/1/2024 Claro Advisors LLC5,924$241K0.0%-16.4%0.155%
7/31/2024 Commonwealth Equity Services LLC310,979$12.65M0.0%-0.7%8.120%
7/30/2024 Integral Investment Advisors Inc.24,312$989K0.4%-4.0%0.635%
7/29/2024 Nations 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%
7/18/2024 Brookstone Capital Management11,036$452K0.0%-19.0%0.288%
(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, 113 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - September. The most heavily invested institutionals were Brookstone Capital Management ($20.92M), Penserra Capital Management LLC ($13.03M), Commonwealth Equity Services LLC ($12.28M), SageView Advisory Group LLC ($9.70M), WealthPlan Investment Management LLC ($7.61M), Cerity Partners LLC ($6.91M), and Richard P Slaughter Associates Inc ($6.42M).Learn more on BSEP's institutional investors.

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

Of the 83 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 ($689.16K), WealthPlan Investment Management LLC ($271.90K), Raymond James Financial Inc. ($151.82K), Richard P Slaughter Associates Inc ($149.66K), Cerity Partners LLC ($132.46K), and Penserra Capital Management LLC ($113.83K).

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

Institutional investors have bought a total of 3,156,450 shares in the last 24 months. This purchase volume represents approximately $122.07M in transactions.

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

Of the 73 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. ($483.17K), Lantz Financial LLC ($263.13K), Vantage Financial Partners LLC ($255.11K), Brookstone Capital Management ($201.54K), WealthPLAN Partners LLC ($99.11K), and Commonwealth Equity Services LLC ($77.62K).

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

Institutional investors have sold a total of 2,652,075 shares in the last 24 months. This volume of shares sold represents approximately $100.81M in transactions.



This page (BATS:BSEP) was last updated on 2/22/2025 by MarketBeat.com Staff
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