Who Owns BSEP?
Innovator U.S. Equity Buffer ETF — Institutional Ownership & 13F Holdings
$51.10
+0.04 (+0.08%)
Market Cap
$207.4M
Shares Outstanding
3,872,431
Institutional Holders
96
Total Inst. Value
$86.4M
% of Float Held
—
QoQ Holder Change
+37
Institutional data as of Q1 2025
New Positions
23
Closed Positions
13
Increased
14
Decreased
28
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Penserra Capital Management LLC | $17.3M | 415,270 |
| 2 | OSAIC HOLDINGS, INC. | $11.3M | 271,258 |
| 3 | Richard P Slaughter Associates IncNew | $3.3M | 78,062 |
| 4 | Cetera Investment Advisers | $3.1M | 74,962 |
| 5 | RAYMOND JAMES FINANCIAL INC | $3.0M | 72,466 |
| 6 | HighTower Advisors, LLC | $2.8M | 66,233 |
| 7 | Lantz Financial LLCNew | $2.6M | 62,146 |
| 8 | Diligent Investors, LLC | $2.4M | 57,924 |
| 9 | Concurrent Investment Advisors, LLC | $2.2M | 52,222 |
| 10 | Sageworth Trust Co | $1.9M | 45,288 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Penserra Capital Management LLC | +61K | $17.3M |
| OSAIC HOLDINGS, INC. | +68K | $11.3M |
| Richard P Slaughter Associates IncNew | +78K | $3.3M |
| Cetera Investment Advisers | +10K | $3.1M |
| HighTower Advisors, LLC | +13K | $2.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Brookstone Capital Management | -470K | $723K |
| Steward Partners Investment Advisory, LLC | -107K | $369K |
| Diligent Investors, LLC | -37K | $2.4M |
| Cambridge Investment Research Advisors, Inc. | -36K | $944K |
| Valtinson Bruner Financial Planning LLC | -16K | $234K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold BSEP?
As of Q1 2025, 96 institutional investors report holding BSEP (Innovator U.S. Equity Buffer ETF) in their 13F filings.
Which hedge fund owns the most BSEP?
The largest institutional holder of BSEP is Penserra Capital Management LLC with $17.3M in shares.
Are institutions buying or selling BSEP?
This quarter, 23 institutions opened new positions in BSEP and 13 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.