Free Trial

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

Innovator U.S. Equity Power Buffer ETF - September logo
$39.70 +0.72 (+1.83%)
As of 02/21/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
112
Total
Institutional Inflows
(last 12 months)
$242.95M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$83.94M
Get PSEP Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Equity Power Buffer ETF - September stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
2/20/2025Michels Family Financial LLC48,334$1.89M1.7%N/A0.252%
2/18/2025 Sunbelt Securities Inc.3,866$151K0.0%-51.0%0.020%
2/18/2025 Orion Capital Management LLC9,450$369K0.2%-17.5%0.049%
2/17/2025 Visionary Wealth Advisors55,522$2.17M0.1%-5.4%0.289%
2/17/2025 Stuart Chaussee & Associates Inc.680,662$26.60M6.6%-0.5%3.545%
2/17/2025 Focus Partners Wealth72,320$2.83M0.0%-2.8%0.377%
2/17/2025 CoreCap Advisors LLC104,504$4.09M0.2%-14.7%0.544%
2/17/2025 Cetera Investment Advisers155,605$6.08M0.0%-1.7%0.810%
2/17/2025 Chapman Financial Group LLC8,423$329K0.3%N/A0.044%
2/17/2025 Brown Wealth Management LLC36,234$1.42M0.5%+17.3%0.189%
2/17/2025 Benjamin Edwards Inc.10,481$410K0.0%-14.1%0.055%
2/14/2025 Mercer Global Advisors Inc. ADV54,128$2.12M0.0%+4.7%0.282%
2/14/2025 Jane Street Group LLC10,477$409K0.0%-76.3%0.055%
2/14/2025 Bellwether Advisors LLC96,869$3.79M0.7%-0.5%0.505%
2/14/2025 Beacon Pointe Advisors LLC181,283$7.09M0.1%-3.8%0.944%
2/14/2025 Three Seasons Wealth LLC14,352$561K0.3%N/A0.075%
2/14/2025 Two Sigma Securities LLC10,612$415K0.1%N/A0.055%
2/14/2025 Kovitz Investment Group Partners LLC246,366$9.63M0.0%-0.7%1.283%
2/14/2025 Beck Capital Management LLC60,673$2.37M0.6%-4.0%0.316%
2/14/2025 WPWealth LLP29,009$1.13M0.2%-6.8%0.151%
2/14/2025 MML Investors Services LLC45,640$1.78M0.0%-6.3%0.238%
2/13/2025 First Commonwealth Financial Corp PA 86,793$3.39M0.8%-4.5%0.452%
2/13/2025 Garden State Investment Advisory Services LLC119,737$4.68M1.4%-2.8%0.624%
2/13/2025 CreativeOne Wealth LLC53,985$2.11M0.1%+11.2%0.281%
2/13/2025 Barclays PLC3,776$148K0.0%N/A0.020%
2/13/2025 SageView Advisory Group LLC40,403$1.58M0.1%N/A0.210%
2/13/2025 Townsquare Capital LLC63,805$2.49M0.0%-4.5%0.332%
2/13/2025 Raymond James Financial Inc.956,148$37.37M0.0%N/A4.980%
2/13/2025 Advisory Services Network LLC33,830$1.32M0.0%N/A0.176%
2/13/2025 Bernard Wealth Management Corp.3,624$130K0.1%N/A0.019%
2/13/2025 Trek Financial LLC19,831$775K0.1%-26.2%0.103%
2/13/2025 Envestnet Asset Management Inc.215,897$8.44M0.0%+45.5%1.124%
2/13/2025 Wells Fargo & Company MN847$33K0.0%N/A0.004%
2/12/2025 World Investment Advisors5,880$230K0.0%N/A0.031%
2/12/2025 Riggs Capital Management LLC9,926$388K0.4%N/A0.052%
2/12/2025 Alliancebernstein L.P.3,461,019$135.28M0.0%-1.7%18.026%
2/12/2025 Joseph Group Capital Management413,975$16.18M6.4%-1.6%2.156%
2/12/2025 Riverchase Wealth Management LLC6,805$266K0.2%N/A0.035%
2/12/2025 Blair William & Co. IL105,845$4.14M0.0%+2.4%0.551%
2/12/2025 JPMorgan Chase & Co.1,613$63K0.0%-23.8%0.008%
Watch This Robotics Demo Before March 17th (Ad)

Jeff Brown, the tech legend who picked shares of Nvidia in 2016 before they jumped by more than 22,000%... Just did a demo of what Nvidia’s CEO said will be "the first multitrillion-dollar robotics industry."

2/11/2025 WorthPointe LLC7,397$289K0.1%+30.0%0.039%
2/11/2025 LPL Financial LLC187,937$7.35M0.0%+0.6%0.979%
2/10/2025 Harbour Investments Inc.26,109$1.02M0.0%+17.8%0.136%
2/10/2025 Commonwealth Equity Services LLC611,235$23.89M0.0%-7.9%3.184%
2/10/2025 Avantax Advisory Services Inc.49,394$1.93M0.0%+2.1%0.257%
2/10/2025 Farther Finance Advisors LLC28,786$1.13M0.0%+863.4%0.150%
2/7/2025 HighTower Advisors LLC573,613$22.42M0.0%-2.2%2.988%
2/6/2025 Raymond James Financial Inc.956,148$37.37M0.0%N/A4.980%
2/6/2025 Triad Wealth Partners LLC9,077$355K0.1%N/A0.047%
2/6/2025 Bedel Financial Consulting Inc.24,067$957K0.1%-3.1%0.125%
2/5/2025 Cape Investment Advisory Inc.47,566$1.86M0.7%-2.5%0.248%
2/5/2025 Corrado Advisors LLC50,191$1.96M1.3%-5.2%0.261%
2/5/2025 Red Crane Wealth Management LLC26,962$1.05M1.0%N/A0.140%
2/5/2025 Siligmueller & Norvid Wealth Advisors LLC8,550$334K0.1%N/A0.045%
2/4/2025 IFP Advisors Inc46,430$1.82M0.1%+1.3%0.242%
2/4/2025 WealthShield Partners LLC655$26K0.0%-86.8%0.003%
2/4/2025 BCGM Wealth Management LLC33,610$1.31M0.4%-27.0%0.175%
2/4/2025 Forvis Mazars Wealth Advisors LLC98,829$3.86M0.1%-11.3%0.515%
2/3/2025 Pinnacle Financial Partners Inc40,004$1.56M0.0%-2.0%0.208%
2/3/2025 Sigma Planning Corp18,035$705K0.0%-16.4%0.094%
2/3/2025 Camelot Portfolios LLC46,286$1.81M2.0%-5.3%0.241%
2/3/2025 Concurrent Investment Advisors LLC17,026$665K0.0%N/A0.089%
2/3/2025 Wealth Alliance25,288$988K0.1%-1.8%0.132%
1/31/2025 Atria Wealth Solutions Inc.44,982$1.76M0.0%-13.0%0.234%
1/31/2025 Truist Financial Corp159,642$6.24M0.0%-0.3%0.831%
1/31/2025 Pathway Financial Advisors LLC52,150$2.04M0.5%-1.9%0.272%
1/30/2025 Csenge Advisory Group18,585$726K0.0%+27.4%0.097%
1/30/2025 Allworth Financial LP914,879$36.36M0.2%+17,984.2%4.765%
1/30/2025 Principal Securities Inc.6,535$255K0.0%-7.4%0.034%
1/30/2025 Lord & Richards Wealth Management LLC11,879$464K1.0%N/A0.062%
1/30/2025 Nations Financial Group Inc. IA ADV39,168$1.53M0.1%+6.3%0.204%
1/29/2025 MeadowBrook Investment Advisors LLC15,285$597K0.5%N/A0.080%
1/29/2025 Sovran Advisors LLC35,390$1.38M0.2%N/A0.184%
1/29/2025 Stonebridge Financial Group LLC1,954$76K0.0%N/A0.010%
1/29/2025 Focus Financial Network Inc.21,944$858K0.0%-5.5%0.114%
1/29/2025 FSR Wealth Management Ltd.111,675$4.37M5.5%N/A0.582%
1/28/2025 Kingsview Wealth Management LLC12,845$502K0.0%-10.9%0.067%
1/28/2025 Apollon Wealth Management LLC34,000$1.33M0.0%-8.1%0.177%
1/28/2025 SMART Wealth LLC51,264$2.00M0.7%-6.1%0.267%
1/28/2025 Keystone Financial Group Inc.21,740$850K0.7%N/A0.113%
1/27/2025 Beacon Financial Advisory LLC16,391$641K0.2%-7.5%0.085%
1/27/2025 Summit Wealth Partners LLC14,625$572K0.1%-62.1%0.076%
1/27/2025 Weaver Capital Management LLC95,176$3.72M1.0%-0.9%0.496%
1/27/2025 Stratos Wealth Advisors LLC8,545$334K0.0%-23.6%0.045%
1/24/2025 Clay Northam Wealth Management LLC8,290$324K0.2%-7.8%0.043%
1/24/2025 Vantage Point Financial LLC5,580$218K0.1%N/A0.029%
1/24/2025 U.S. Capital Wealth Advisors LLC13,024$509K0.0%+29.7%0.068%
1/23/2025 FSA Advisors Inc.40,635$1.57M1.9%+50.2%0.212%
1/23/2025 Reston Wealth Management LLC6,890$269K0.1%-6.8%0.036%
1/23/2025 Strategic Blueprint LLC13,541$529K0.0%-10.3%0.071%
Watch This Robotics Demo Before March 17th (Ad)

Jeff Brown, the tech legend who picked shares of Nvidia in 2016 before they jumped by more than 22,000%... Just did a demo of what Nvidia’s CEO said will be "the first multitrillion-dollar robotics industry."

1/22/2025 Patriot Financial Group Insurance Agency LLC26,555$1.04M0.1%+3.5%0.138%
1/22/2025 Foundations Investment Advisors LLC26,486$1.04M0.0%+8.6%0.138%
1/21/2025 KFG Wealth Management LLC104,803$4.10M0.8%+5.2%0.546%
1/21/2025 RFG Advisory LLC16,115$630K0.0%-38.8%0.084%
1/17/2025 Seros Financial LLC6,296$236K0.2%N/A0.033%
1/17/2025 Janney Montgomery Scott LLC56,249$2.20M0.0%-5.4%0.293%
1/16/2025 City 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%
(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, 212 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. ($135.28M), Penserra Capital Management LLC ($39.58M), Raymond James Financial Inc. ($37.37M), Allworth Financial LP ($36.36M), Brookstone Capital Management ($34.98M), Stuart Chaussee & Associates Inc. ($26.60M), and Commonwealth Equity Services LLC ($23.89M).Learn more on PSEP's institutional investors.

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

Of the 173 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: Raymond James Financial Inc. ($1.91M), Brookstone Capital Management ($1.64M), Allworth Financial LP ($914.78K), Transform Wealth LLC ($874.24K), Envestnet Asset Management Inc. ($589.99K), Altfest L J & Co. Inc. ($582.60K), and HighTower Advisors LLC ($431.56K).

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

Institutional investors have bought a total of 12,219,687 shares in the last 24 months. This purchase volume represents approximately $433.14M in transactions.

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

Of the 120 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. ($758.51K), 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 7,358,402 shares in the last 24 months. This volume of shares sold represents approximately $249.95M in transactions.



This page (BATS:PSEP) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners