Who Owns Innovator U.S. Equity Buffer ETF (BSEP)?Hedge Fund & Institutional Holders

$48.84+0.19 (+0.39%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.918119837180001e+183T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$38.32$41.24$44.15$47.07$49.98Sep 24Jun 25Mar 26

BSEP — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Outlook Wealth Advisors, LLCNew Position+403K+$19.8M
Penserra Capital Management LLCNew Position+374K+$18.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+228K+$11.0M
Cerity Partners LLCNew Position+180K+$8.0M
Lantz Financial LLCNew Position+64K+$3.1M
INTEGRAL INVESTMENT ADVISORS, INC.New Position+48K+$2.3M
First Heartland Consultants, Inc.New Position+43K+$2.1M
GWN SECURITIES INC.New Position+42K+$2.1M
WealthPLAN Partners, LLCNew Position+38K+$1.9M
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCNew Position+36K+$1.8M
DHJJ Financial Advisors, Ltd.New Position+36K+$1.8M
DAYMARK WEALTH PARTNERS, LLCNew Position+26K+$1.3M
Maltin Wealth Management, Inc.New Position+24K+$1.2M
My Personal CFO, LLCNew Position+24K+$1.2M
Legacy Advisors, LLCNew Position+24K+$1.2M

BSEP — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CITADEL ADVISORS LLCDecreased-244K-$12.3B
OSAIC HOLDINGS, INC.Decreased-15K-$11.3B
Cetera Investment AdvisersDecreased-2K-$4.3B
Kestra Advisory Services, LLCDecreased-95-$3.8B
Diligent Investors, LLCDecreased-4K-$2.7B
LPL Financial LLCDecreased-6K-$1.9B
FSA Advisors, Inc.Decreased-446-$1.6B
Beacon Pointe Advisors, LLCDecreased-75-$1.3B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-17K-$1.2B
Fragasso Financial Advisors IncDecreased-477-$754.1M
HARBOUR INVESTMENTS, INC.Decreased-6K-$615.6M
JANE STREET GROUP, LLCClosed Position-13K-$607.0M
Bellwether Advisors, LLCDecreased-2K-$597.4M
Secure Asset Management, LLCDecreased-884-$520.0M
Sigma Planning CorpDecreased-15-$514.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Brookstone Capital Management592,519$29.2M0.33%Share
2Outlook Wealth Advisors, LLC402,787$19.8M4.49%Share
3Penserra Capital Management LLC374,189$18.0M0.21%Share
4COMMONWEALTH EQUITY SERVICES, LLC228,010$11.0M0.01%Share
5OSAIC HOLDINGS, INC.219,033$10.0M0.01%Share
6Cerity Partners LLC179,577$8.0M0.01%Share
7Cetera Investment Advisers87,184$4.0M0.00%Share
8Lantz Financial LLC63,545$3.1M0.66%Share
9RAYMOND JAMES FINANCIAL INC76,738$3.0M0.00%Share
10Kestra Advisory Services, LLC78,513$3.0M0.01%Share
11HighTower Advisors, LLC72,667$3.0M0.00%Share
12Diligent Investors, LLC52,449$2.6M0.64%Share
13INTEGRAL INVESTMENT ADVISORS, INC.47,537$2.3M0.58%Share
14First Heartland Consultants, Inc.43,207$2.1M0.16%Share
15GWN SECURITIES INC.42,262$2.1M0.42%Share
16OLD MISSION CAPITAL LLC40,516$2.0M0.05%Share
17WealthPLAN Partners, LLC38,363$1.9M0.28%Share
18BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC35,951$1.8M0.26%Share
19DHJJ Financial Advisors, Ltd.35,700$1.8M0.58%Share
20FSA Advisors, Inc.31,705$1.6M1.09%Share
21DAYMARK WEALTH PARTNERS, LLC26,271$1.3M0.04%Share
22Maltin Wealth Management, Inc.23,834$1.2M0.47%Share
23My Personal CFO, LLC23,610$1.2M0.48%Share
24Legacy Advisors, LLC23,537$1.2M0.12%Share
25Sageworth Trust Co23,537$1.2M0.05%Share
26FIRST COMMONWEALTH FINANCIAL CORP /PA/22,519$1.1M0.18%Share
27Wood Tarver Financial Group, LLC21,538$1.1M0.30%Share
28COFG Advisors, LLC21,101$1.0M0.26%Share
29Atria Investments, Inc39,844$1.0M0.01%Share
30MML INVESTORS SERVICES, LLC31,509$1.0M0.00%Share
31Cambridge Investment Research Advisors, Inc.22,883$1.0M0.00%Share
32Global Assets Advisory, LLC22,274$1.0M0.29%Share
33Cresset Asset Management, LLC24,394$1.0M0.00%Share
34Beacon Pointe Advisors, LLC26,163$1.0M0.01%Share
35LPL Financial LLC32,884$1.0M0.00%Share
36Arkadios Wealth Advisors20,627$1.0M0.02%Share
37ENVESTNET ASSET MANAGEMENT INC29,540$1.0M0.00%Share
38Snowden Capital Advisors LLC32,976$1.0M0.03%Share
39Chris Bulman Inc20,154$992K0.44%Share
40BCS Wealth Management19,828$976K0.10%Share
41TopTier Wealth Management, LLC17,163$845K0.57%Share
42INTEGRITY ALLIANCE, LLC.16,739$824K0.03%Share
43NATIONS FINANCIAL GROUP INC, /IA/ /ADV16,625$818K0.04%Share
44Garden State Investment Advisory Services LLC16,050$790K0.17%Share
45Strategic Blueprint, LLC15,496$763K0.04%Share
46Fragasso Financial Advisors Inc15,123$744K0.05%Share
47Concurrent Investment Advisors, LLC15,016$739K0.01%Share
48Pinnacle Wealth Management Group, Inc.14,030$690K0.34%Share
49Clear Point Advisors Inc.13,649$672K0.52%Share
50Berkshire Money Management, Inc.12,687$624K0.06%Share

BSEP Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025113$172.0M+66
Q3 202547$91.8B-45
Q2 202592$61.4B-4
Q1 202596$84.4B+10
Q4 202486$31.1T+22
Q3 202464$39.4T-1
Q2 202465$20.7T+6
Q1 202459$20.2T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold BSEP (Innovator U.S. Equity Buffer ETF). The largest holder is Brookstone Capital Management with $29.2M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own BSEP?

As of Q4 2025, 50 institutional investors report holding BSEP (Innovator U.S. Equity Buffer ETF) in their 13F filings.

Who is the largest institutional holder of BSEP?

The largest institutional holder of BSEP is Brookstone Capital Management with $29.2M in shares.

Is institutional ownership of BSEP increasing or decreasing?

This quarter, 15 institutions opened new positions in BSEP and 1 closed their positions.