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

$42.87 -0.01 (-0.02%)
(As of 11/20/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$80.46M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$69.08M
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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
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 PA 9,263$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%
10/18/2024NovaPoint 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%
8/22/2024 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%
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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%
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%
7/31/2024Commonwealth 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%
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%
5/24/2024 Cetera 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%
5/8/2024 Thoroughbred Financial Services LLC24,772$973K0.1%-22.4%0.647%
5/7/2024 WealthPLAN 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%
5/2/2024 Vantage 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%
4/30/2024 Valtinson 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%
4/18/2024 Claro 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%
4/15/2024 Sunbelt 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%
3/6/2024 SageView Advisory Group LLC264,555$9.70M0.3%+3,659.0%6.124%
2/16/2024 SageView Advisory Group LLC264,555$9.70M0.3%+3,659.0%6.124%
2/15/2024 Financial Network Wealth Advisors LLC7,882$289K0.3%N/A0.182%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code… And since then… "In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics…

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2/12/2024 Tradition Wealth Management LLC2,001$76K0.0%N/A0.046%
2/12/2024 Steward Partners Investment Advisory LLC69,293$2.54M0.0%+6.5%1.604%
2/9/2024 SageView Advisory Group LLC264,555$9.70M0.3%+3,659.0%6.124%
2/8/2024 Beacon Pointe Advisors LLC14,690$539K0.0%-14.4%0.340%
2/8/2024 Janney Montgomery Scott LLC21,446$787K0.0%-7.3%0.496%
2/7/2024 Avantax Advisory Services Inc.16,140$592K0.0%-10.3%0.374%
2/7/2024 Principal Securities Inc.9,270$340K0.0%N/A0.215%
2/6/2024 Valtinson 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%
(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, 104 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), Penserra Capital Management LLC ($13.03M), Commonwealth Equity Services LLC ($12.65M), SageView Advisory Group LLC ($9.70M), WealthPlan Investment Management LLC ($7.61M), Cerity Partners LLC ($6.92M), and WealthPLAN Partners LLC ($5.47M).Learn more on BSEP's institutional investors.

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

Of the 72 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 ($315.53K), Penserra Capital Management LLC ($155.17K), Cerity Partners LLC ($132.46K), Richard P Slaughter Associates Inc ($124.32K), and Raymond James Financial Services Advisors Inc. ($102.22K).

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

Institutional investors have bought a total of 2,860,319 shares in the last 24 months. This purchase volume represents approximately $107.84M in transactions.

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

Of the 67 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 2,496,409 shares in the last 24 months. This volume of shares sold represents approximately $93.03M in transactions.


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This page (BATS:BSEP) was last updated on 11/21/2024 by MarketBeat.com Staff
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