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Innovator International Developed Power Buffer ETF - September (ISEP) Institutional Ownership

$28.07 +0.29 (+1.04%)
As of 01/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Innovator International Developed Power Buffer ETF - September (NYSEARCA:ISEP)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$15.05M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$14.14M
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ISEP Institutional Buying and Selling by Quarter

Innovator International Developed Power Buffer ETF - September Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025KFG Wealth Management LLC52,682$1.45M0.3%-9.1%2.848%
1/13/2025 Fragasso Financial Advisors Inc47,046$1.30M0.1%-1.4%2.543%
12/2/2024Capasso Planning Partners LLC13,747$398K0.1%-41.1%0.743%
11/15/2024Continuum Advisory LLC2,251$62K0.0%N/A0.122%
11/15/2024HighTower Advisors LLC15,387$446K0.0%N/A0.832%
11/5/2024Harbour Investments Inc.8,341$242K0.0%N/A0.451%
11/1/2024PFS Partners LLC7,824$227K0.1%N/A0.423%
11/1/2024Corrado Advisors LLC40,242$1.17M0.7%+116.9%2.175%
10/29/2024 Janney Montgomery Scott LLC175,447$5.08M0.0%N/A9.484%
10/25/2024Worth Financial Advisory Group LLC14,440$418K0.2%N/A0.781%
10/22/2024DHJJ Financial Advisors Ltd.1,192$35K0.0%N/A0.064%
10/18/2024Raymond James & Associates258,162$7.48M0.0%+384.3%13.955%
10/15/2024NBC Securities Inc.2,385$69K0.0%+20.2%0.129%
10/9/2024Ferguson Shapiro LLC377,394$10.94M4.1%-50.2%20.400%
10/7/2024 Cypress Financial Planning LLC12,694$368K0.1%+16.9%0.686%
8/7/2024MGO One Seven LLC31,305$852K0.0%-22.9%1.692%
8/2/2024Ferguson Shapiro LLC757,363$20.62M8.1%-5.3%40.939%
7/31/2024Commonwealth Equity Services LLC8,894$242K0.0%-10.0%0.481%
4/10/2024Ferguson Shapiro LLC799,570$21.77M10.0%-5.1%0.000%
2/12/2024Steward Partners Investment Advisory LLC40,601$1.06M0.0%-5.3%0.000%
2/7/2024NBC Securities Inc.1,984$51K0.0%N/A0.000%
2/1/2024Corrado Advisors LLC20,222$529K0.4%-6.0%0.000%
2/1/2024Capital Investment Advisory Services LLC3,200$84K0.0%N/A0.000%
1/31/2024KFG Wealth Management LLC57,928$1.51M0.7%N/A0.000%
1/23/2024Straight Path Wealth Management9,580$250K0.1%N/A0.000%
1/19/2024 AdvisorNet Financial Inc993$26K0.0%N/A0.000%
1/16/2024Ferguson Shapiro LLC842,216$22.02M10.4%+0.6%0.000%
1/11/2024Diligent Investors LLC9,295$243K0.1%+12.1%0.000%
11/6/2023Corrado Advisors LLC21,511$525K0.4%N/A0.000%
11/6/2023Diligent Investors LLC8,295$202K0.1%N/A0.000%
10/25/2023Ferguson Shapiro LLC837,408$20.44M11.3%N/A0.000%
(Data available from 1/1/2016 forward)

ISEP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ISEP shares?

During the previous two years, 22 institutional investors and hedge funds held shares of Innovator International Developed Power Buffer ETF - September. The most heavily invested institutionals were Ferguson Shapiro LLC ($10.94M), Raymond James & Associates ($7.48M), Janney Montgomery Scott LLC ($5.08M), KFG Wealth Management LLC ($1.45M), Fragasso Financial Advisors Inc ($1.30M), Corrado Advisors LLC ($1.17M), and Steward Partners Investment Advisory LLC ($1.06M).Learn more on ISEP's institutional investors.

Which institutional investors have been buying Innovator International Developed Power Buffer ETF - September stock?

Of the 17 institutional investors that purchased Innovator International Developed Power Buffer ETF - September stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ferguson Shapiro LLC ($842.22K), Raymond James & Associates ($204.85K), Janney Montgomery Scott LLC ($175.45K), KFG Wealth Management LLC ($57.93K), Corrado Advisors LLC ($43.20K), HighTower Advisors LLC ($15.39K), and Worth Financial Advisory Group LLC ($14.44K).

How much institutional buying is happening at Innovator International Developed Power Buffer ETF - September?

Institutional investors have bought a total of 1,400,365 shares in the last 24 months. This purchase volume represents approximately $36.39M in transactions.

Which Innovator International Developed Power Buffer ETF - September major shareholders have been selling company stock?

The following institutional investors have sold Innovator International Developed Power Buffer ETF - September stock in the last 24 months: Ferguson Shapiro LLC ($464.82K), Capasso Planning Partners LLC ($9.60K), MGO One Seven LLC ($9.30K), KFG Wealth Management LLC ($5.25K), Steward Partners Investment Advisory LLC ($2.26K), Corrado Advisors LLC ($1.29K), and Commonwealth Equity Services LLC ($993.00).

How much institutional selling is happening at Innovator International Developed Power Buffer ETF - September?

Institutional investors have sold a total of 494,186 shares in the last 24 months. This volume of shares sold represents approximately $14.14M in transactions.



This page (NYSEARCA:ISEP) was last updated on 1/22/2025 by MarketBeat.com Staff
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