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

Innovator U.S. Equity Power Buffer ETF - September logo
$39.52 +0.53 (+1.36%)
As of 01/17/2025 03:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Power Buffer ETF - September (BATS:PSEP)

Number of
Institutional Buyers
(last 12 months)
102
Total
Institutional Inflows
(last 12 months)
$126.65M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$79.45M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Seros Financial LLC6,296$236K0.2%N/A0.033%
1/17/2025Janney Montgomery Scott LLC56,249$2.20M0.0%-5.4%0.293%
1/16/2025City Holding Co.23,355$913K0.1%-1.7%0.122%
1/15/2025 Yarger Wealth Strategies LLC136,722$5.34M3.1%-9.6%0.712%
1/14/2025 Outlook Wealth Advisors LLC78,755$3.08M0.9%-26.7%0.410%
1/14/2025 Cardinal Point Capital Management ULC10,190$398K0.1%-21.6%0.053%
1/14/2025 Cypress Financial Planning LLC25,871$1.01M0.4%-3.2%0.135%
1/14/2025 PCA Investment Advisory Services Inc.6,888$269K0.1%+7.7%0.036%
1/13/2025 BCS Wealth Management35,140$1.37M0.3%-1.6%0.183%
1/13/2025 AdvisorNet Financial Inc16,516$646K0.1%-5.2%0.086%
1/13/2025 Miracle Mile Advisors LLC12,244$479K0.0%+9.4%0.064%
1/13/2025 Brookstone Capital Management894,965$34.98M0.5%+11.8%4.661%
1/8/2025 Weaver Consulting Group20,677$808K0.2%-1.4%0.108%
12/26/2024JPMorgan Chase & Co.2,117$82K0.0%N/A0.011%
12/16/2024SMART Wealth LLC54,574$2.10M0.8%N/A0.284%
12/13/2024B. Riley Wealth Advisors Inc.17,773$683K0.0%+16.2%0.093%
11/18/2024Arete Wealth Advisors LLC19,150$735K0.1%N/A0.100%
11/18/2024Sunbelt Securities Inc.7,895$304K0.0%-7.1%0.041%
11/18/2024Coldstream Capital Management Inc.14,978$577K0.0%N/A0.078%
11/18/2024Orion Capital Management LLC11,450$441K0.2%-3.4%0.060%
11/15/2024Continuum Advisory LLC25,890$1.01M0.1%+96.2%0.135%
11/15/2024MML Investors Services LLC48,711$1.88M0.0%+14.9%0.254%
11/15/2024Jane Street Group LLC44,224$1.70M0.0%+43.3%0.230%
11/15/2024 Weaver Consulting Group20,965$808K0.3%+54.8%0.109%
11/15/2024HighTower Advisors LLC586,614$22.60M0.0%+164.9%3.055%
11/15/2024Garden State Investment Advisory Services LLC123,248$4.75M1.4%-11.4%0.642%
11/15/2024Beck Capital Management LLC63,187$2.44M0.7%-2.2%0.329%
11/15/2024Benjamin Edwards Inc.12,199$470K0.0%N/A0.064%
11/14/2024Tradition Wealth Management LLC33,290$1.28M0.1%+1.5%0.173%
11/14/2024Rockefeller Capital Management L.P.42,159$1.62M0.0%N/A0.220%
11/14/2024First Commonwealth Financial Corp PA90,870$3.50M0.8%+28.2%0.473%
11/14/2024CreativeOne Wealth LLC48,548$1.87M0.1%+235.7%0.253%
11/13/2024WorthPointe LLC5,692$219K0.1%N/A0.030%
11/13/2024Townsquare Capital LLC66,840$2.58M0.0%+7.8%0.348%
11/13/2024Capital Square LLC5,787$223K0.1%N/A0.030%
11/13/2024Truvestments Capital LLC1,670$64K0.0%N/A0.009%
11/12/2024Penserra Capital Management LLC1,027,312$39.58M0.9%+5.9%5.351%
11/12/2024Kingsview Wealth Management LLC14,422$556K0.0%N/A0.075%
11/8/2024Bellwether Advisors LLC97,350$3.75M0.7%-24.9%0.507%
11/7/2024Caprock Group LLC9,468$365K0.0%N/A0.049%
11/7/2024Joseph Group Capital Management420,573$16.21M6.2%+4.0%2.190%
11/7/2024MAI Capital Management152,848$5.89M0.1%+99.7%0.796%
11/7/2024Sugar Maple Asset Management LLC8,918$344K0.3%+36.5%0.046%
11/6/2024BCGM Wealth Management LLC46,068$1.78M0.6%-11.5%0.240%
11/6/2024OneDigital Investment Advisors LLC51,914$2M0.0%+4.5%0.270%
11/6/2024Pinnacle Financial Partners Inc40,838$1.57M0.0%N/A0.213%
11/5/2024WealthPlan Investment Management LLC8,352$322K0.0%N/A0.044%
11/5/2024WealthPLAN Partners LLC20,095$774K0.1%N/A0.105%
11/5/2024Harbour Investments Inc.22,165$854K0.0%+121.0%0.115%
11/5/2024Apollon Wealth Management LLC37,000$1.43M0.0%-2.6%0.193%
11/5/2024Nations Financial Group Inc. IA ADV36,853$1.42M0.1%+107.6%0.192%
11/4/2024Sigma Planning Corp21,585$832K0.0%+136.5%0.112%
11/1/2024Corrado Advisors LLC52,923$2.04M1.3%+268.7%0.276%
10/30/2024Beacon Financial Advisory LLC17,721$683K0.2%+15.5%0.092%
10/29/2024Janney Montgomery Scott LLC59,490$2.29M0.0%+3.4%0.310%
10/28/2024Focus Financial Network Inc.23,232$895K0.0%+23.3%0.121%
10/28/2024Stephens Inc. AR75,747$2.92M0.0%+292.3%0.395%
10/28/2024Summit Wealth Partners LLC38,600$1.49M0.3%+35.0%0.201%
10/25/2024Cornerstone Wealth Group LLC16,595$639K0.1%+46.5%0.086%
10/25/2024Fiducient Advisors LLC6,567$253K0.0%N/A0.034%
10/25/2024Evermay Wealth Management LLC8,525$328K0.1%N/A0.044%
10/25/2024Valmark Advisers Inc.20,405$786K0.0%+16.4%0.106%
10/25/2024Strategic Blueprint LLC15,099$582K0.0%+3.6%0.079%
10/24/2024Patriot Financial Group Insurance Agency LLC25,655$988K0.1%+15.6%0.134%
10/24/2024FSA Advisors Inc.27,045$1.04M1.0%+23.9%0.141%
10/24/2024 Wealth Enhancement Advisory Services LLC161,295$6.22M0.0%+72.5%0.840%
10/23/2024 Outlook Wealth Advisors LLC107,445$4.14M1.2%+322.4%0.560%
10/23/2024Allworth Financial LP5,059$195K0.0%+4,959.0%0.026%
10/23/2024West Michigan Advisors LLC212,930$8.20M2.5%N/A1.109%
10/23/2024Dakota Wealth Management44,824$1.73M0.0%N/A0.233%
10/22/2024DHJJ Financial Advisors Ltd.2,968$114K0.0%+29.0%0.015%
10/22/2024Chris Bulman Inc57,860$2.23M1.5%+78.1%0.301%
10/22/2024Weaver Capital Management LLC96,043$3.70M1.1%+25.7%0.500%
10/21/2024Calton & Associates Inc.9,192$354K0.1%N/A0.048%
10/21/2024Foundations Investment Advisors LLC24,396$940K0.0%+75.4%0.127%
10/18/2024 KMG Fiduciary Partners LLC6,347$245K0.0%N/A0.033%
10/18/2024Stratos Wealth Advisors LLC11,179$431K0.0%-27.4%0.058%
10/17/2024 BCS Wealth Management35,710$1.38M0.6%-18.3%0.186%
10/15/2024Keystone Wealth Services LLC47,903$1.85M0.5%+4.8%0.249%
10/15/2024NBC Securities Inc.2,935$113K0.0%N/A0.015%
10/10/2024CRA Financial Services LLC5,700$220K0.0%-23.0%0.030%
10/10/2024 Pinnacle Wealth Management Group Inc.44,385$1.71M1.1%+26.3%0.231%
10/10/2024Lloyd Advisory Services LLC.5,757$222K0.1%N/A0.030%
10/8/2024 Gill Capital Partners LLC9,364$361K0.1%+5.1%0.049%
10/8/2024Pathway Financial Advisors LLC53,180$2.05M0.5%-4.1%0.277%
10/8/2024 Brookstone Capital Management800,666$30.85M0.5%+731.8%4.170%
10/8/2024City Holding Co.23,755$915K0.1%-51.5%0.124%
10/8/2024 Sugarloaf Wealth Management LLC27,978$1.08M0.2%+18.8%0.146%
10/8/2024Dynamic Advisor Solutions LLC5,875$226K0.0%N/A0.031%
10/8/2024 Cardinal Point Capital Management ULC13,000$501K0.1%-6.8%0.068%
10/7/2024 Cypress Financial Planning LLC26,719$1.03M0.4%+92.3%0.139%
10/7/2024 Miracle Mile Advisors LLC11,189$431K0.0%N/A0.058%
10/7/2024Lakeridge Wealth Management LLC6,333$244K0.1%N/A0.033%
9/11/2024Summit Wealth Partners LLC28,600$1.07M0.2%-6.0%0.149%
8/22/2024Cetera Investment Advisers149,151$5.59M0.0%-31.2%0.777%
8/21/2024Advisory Alpha LLC109,897$4.12M0.2%-3.1%0.572%
8/21/2024Truist Financial Corp121,720$4.56M0.0%-8.2%0.634%
8/19/2024B. Riley Wealth Advisors Inc.15,292$573K0.0%-3.3%0.080%
8/14/2024Bank of Montreal Can14,670$550K0.0%N/A0.076%
8/14/2024Beck Capital Management LLC64,607$2.42M0.7%-6.4%0.336%
(Data available from 1/1/2016 forward)

PSEP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSEP shares?

During the previous two years, 190 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - September. The most heavily invested institutionals were Penserra Capital Management LLC ($39.58M), Brookstone Capital Management ($34.98M), Stuart Chaussee & Associates Inc. ($25.28M), Commonwealth Equity Services LLC ($22.91M), HighTower Advisors LLC ($22.60M), Joseph Group Capital Management ($16.21M), and Osaic Holdings Inc. ($15.07M).Learn more on PSEP's institutional investors.

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

Of the 158 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - September stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($1.64M), Altfest L J & Co. Inc. ($1.20M), Transform Wealth LLC ($874.24K), Joseph Group Capital Management ($558.46K), Envestnet Asset Management Inc. ($544.18K), HighTower Advisors LLC ($492.06K), and Penserra Capital Management LLC ($334.81K).

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

Institutional investors have bought a total of 10,527,313 shares in the last 24 months. This purchase volume represents approximately $349.76M in transactions.

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

Of the 103 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - September stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Altfest L J & Co. Inc. ($1.14M), Brookstone Capital Management ($842.36K), Stuart Chaussee & Associates Inc. ($755.03K), Transform Wealth LLC ($615.24K), Osaic Holdings Inc. ($548.68K), Envestnet Asset Management Inc. ($424.39K), and Steward Financial Group LLC ($400.34K).

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

Institutional investors have sold a total of 7,157,206 shares in the last 24 months. This volume of shares sold represents approximately $240.71M in transactions.


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This page (BATS:PSEP) was last updated on 1/18/2025 by MarketBeat.com Staff
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