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

$InfinityT

% of Float Held

—

QoQ Change in Holders

+14 / -3

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+$19.8B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+228K+$11.0B
Lantz Financial LLCNew Position+64K+$3.1B
INTEGRAL INVESTMENT ADVISORS, INC.New Position+48K+$2.3B
First Heartland Consultants, Inc.New Position+43K+$2.1B
GWN SECURITIES INC.New Position+42K+$2.1B
DHJJ Financial Advisors, Ltd.New Position+36K+$1.8B
OLD MISSION CAPITAL LLCIncreased+25K+$1.3B
Maltin Wealth Management, Inc.New Position+24K+$1.2B
My Personal CFO, LLCNew Position+24K+$1.2B
Atria Investments, IncNew Position+40K+$1.0B
Arkadios Wealth AdvisorsNew Position+23K+$1.0B
Global Assets Advisory, LLCNew Position+22K+$1.0B
Chris Bulman IncNew Position+20K+$992.0M
INTEGRITY ALLIANCE, LLC.New Position+17K+$824.0M

BSEP — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CITADEL ADVISORS LLCDecreased-244K-$12.3B
Cetera Investment AdvisersDecreased-2K-$4.3B
LPL Financial LLCDecreased-6K-$1.9B
OSAIC HOLDINGS, INC.Decreased-15K-$1.3B
Beacon Pointe Advisors, LLCDecreased-75-$1.3B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-17K-$1.2B
HARBOUR INVESTMENTS, INC.Decreased-6K-$615.6M
JANE STREET GROUP, LLCClosed Position-13K-$607.0M
CreativeOne Wealth, LLCDecreased-303-$455.5M
Steward Partners Investment Advisory, LLCDecreased-2K-$391.8M
Advisory Services Network, LLCClosed Position-2K-$118.0M
Bellwether Advisors, LLCDecreased-2K-$90.9M
AdvisorNet Financial, IncDecreased-572-$27.5M
Fragasso Financial Advisors IncDecreased-477-$10.9M
NewEdge Advisors, LLCClosed Position-207-$10.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Outlook Wealth Advisors, LLC402,787$19.8B4.49%Share
2COMMONWEALTH EQUITY SERVICES, LLC228,010$11.0B14.66%Share
3OSAIC HOLDINGS, INC.219,033$10.0B14.61%Share
4Lantz Financial LLC63,545$3.1B0.66%Share
5RAYMOND JAMES FINANCIAL INC76,738$3.0B0.93%Share
6INTEGRAL INVESTMENT ADVISORS, INC.47,537$2.3B0.58%Share
7First Heartland Consultants, Inc.43,207$2.1B0.16%Share
8GWN SECURITIES INC.42,262$2.1B0.42%Share
9OLD MISSION CAPITAL LLC40,516$2.0B0.05%Share
10DHJJ Financial Advisors, Ltd.35,700$1.8B0.58%Share
11FSA Advisors, Inc.31,705$1.6B1.09%Share
12Maltin Wealth Management, Inc.23,834$1.2B0.47%Share
13My Personal CFO, LLC23,610$1.2B0.48%Share
14Sageworth Trust Co23,537$1.2B0.05%Share
15Snowden Capital Advisors LLC32,976$1.0B0.03%Share
16Global Assets Advisory, LLC22,274$1.0B0.29%Share
17Cresset Asset Management, LLC24,394$1.0B4.21%Share
18Arkadios Wealth Advisors20,627$1.0B19.39%Share
19Atria Investments, Inc39,844$1.0B11.37%Share
20Chris Bulman Inc20,154$992.0M0.44%Share
21INTEGRITY ALLIANCE, LLC.16,739$824.0M0.03%Share
22Garden State Investment Advisory Services LLC16,050$790.0M0.17%Share
23Strategic Blueprint, LLC15,496$763.0M0.04%Share
24Fragasso Financial Advisors Inc15,123$744.0M0.05%Share
25Pinnacle Wealth Management Group, Inc.14,030$690.0M0.34%Share
26Clear Point Advisors Inc.13,649$672.0M0.52%Share
27WCG Wealth Advisors LLC12,186$600.0M0.02%Share
28Spire Wealth Management11,729$577.0M0.02%Share
29Sigma Planning Corp10,652$524.0M0.01%Share
30Bellwether Advisors, LLC10,302$507.0M0.08%Share
31BCGM Wealth Management, LLC10,000$492.0M0.13%Share
32Vantage Financial Partners, LLC9,499$467.0M0.09%Share
33AlphaStar Capital Management, LLC9,240$455.0M0.03%Share
34CALIBER WEALTH MANAGEMENT, LLC / KS8,923$439.0M0.05%Share
35Lewis Asset Management, LLC8,530$420.0M0.17%Share
36Weaver Consulting Group7,095$349.0M0.09%Share
37Trek Financial, LLC6,150$302.0M0.02%Share
38IMG Wealth Management, Inc.6,042$297.0M0.19%Share
39Beacon Financial Advisory LLC5,834$287.0M0.07%Share
40Valtinson Bruner Financial Planning LLC5,633$277.0M0.08%Share
41Syntegra Private Wealth Group, LLC5,233$257.0M0.02%Share
42Summit Wealth Partners, LLC4,713$232.0M0.04%Share
43Kathmere Capital Management, LLC4,613$227.0M0.02%Share
44Share Andrew L.4,380$215.0M0.11%Share
45Sugar Maple Asset Management, LLC4,248$209.0M0.14%Share
46OPTIMA CAPITAL LLC3,400$167.0M0.07%Share
47Weaver Capital Management LLC3,004$147.0M0.03%Share
48CoreCap Advisors, LLC2,980$146.0M0.01%Share
49Global Trust Asset Management, LLC2,000$98.0M0.04%Share
50Capital Investment Advisory Services, LLC1,845$90.0M0.01%Share

BSEP Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025113$80.9B+66
Q3 202547$83.3B-45
Q2 202592$62.7B-4
Q1 202596$83.3B+10
Q4 202486$4.1T+22
Q3 202464$8.1T-1
Q2 202465$5.4T+6
Q1 202459$429.0T—

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As of Q4 2025, 50 institutional investors hold BSEP (Innovator U.S. Equity Buffer ETF). The largest holder is Outlook Wealth Advisors, LLC with $19.8B in shares. This quarter, 14 institutions opened new positions and 3 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 Outlook Wealth Advisors, LLC with $19.8B in shares.

Is institutional ownership of BSEP increasing or decreasing?

This quarter, 14 institutions opened new positions in BSEP and 3 closed their positions.