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Innovator US Equity Buffer ETF September
BSEP

Overview Fund Activity

100 hedge funds and large institutions have $113M invested in Innovator US Equity Buffer ETF September in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 40 reducing their positions, and 6 closing their positions.

Holders
100
Holders Change
+3
Holders Change %
+3.09%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
12
Reduced
40
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$1.01M
2
Citadel Advisors
2
Citadel Advisors
Florida
$853K
3
Cerity Partners
3
Cerity Partners
New York
$7.28M
4
KAS
4
Kestra Advisory Services
Texas
$3.83M
5
SS
5
Sunbelt Securities
Texas
$257K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$5.21M
2
RPSA
2
Richard P. Slaughter Associates
Texas
$1.84M
3
CIA
3
Concurrent Investment Advisors
Florida
$716K
4
PCM
4
Penserra Capital Management
California
$17.5M
5
ST
5
Sageworth Trust
Pennsylvania
$1.27M
Name Market Value Shares Shares
Change 		Shares
Change %
OMC
26
Old Mission Capital
Illinois
$1.01M 22,374 +22,374 New
MPCL
27
My Personal CFO LLC
Washington
$1M 22,180 – –
SB
28
Strategic Blueprint
Georgia
$987K 21,854 -4,532 -17%
WTFG
29
Wood Tarver Financial Group
Idaho
$968K 21,453 -23 -0.1%
OWA
30
Outlook Wealth Advisors
Texas
$951K 21,050 -139 -0.7%
FCFC
31
First Commonwealth Financial Corp
Pennsylvania
$908K 20,109 +3,764 +23%
Citadel Advisors
32
Citadel Advisors
Florida
$853K 18,888 +7,326 +63%
BPA
33
Beacon Pointe Advisors
California
$819K 18,137 +3,970 +28%
GSIAS
34
Garden State Investment Advisory Services
New Jersey
$725K 16,050 – –
BCM
35
Brookstone Capital Management
Illinois
$723K 16,004 -1,299 -8%
CIA
36
Concurrent Investment Advisors
Florida
$716K 15,860 -36,362 -70%
TSW
37
Three Seasons Wealth
Utah
$699K 15,485 – –
FFA
38
Fragasso Financial Advisors
Pennsylvania
$663K 14,688 -6,809 -32%
AAS
39
Avantax Advisory Services
Texas
$645K 14,280 – –
UBS Group
40
UBS Group
Switzerland
$627K 13,886 +3,504 +34%
CPA
41
Clear Point Advisors
New York
$616K 13,649 – –
PWMG
42
Pinnacle Wealth Management Group
Michigan
$616K 13,630 -1,200 -8%
AAP
43
Arax Advisory Partners
Colorado
$584K 12,931 -743 -5%
BMM
44
Berkshire Money Management
Massachusetts
$573K 12,687 – –
HI
45
Harbour Investments
Wisconsin
$568K 12,570 – –
BA
46
Bellwether Advisors
Nebraska
$559K 12,383 – –
CPIG
47
Chicago Partners Investment Group
Illinois
$553K 12,015 -1,931 -14%
WWA
48
WCG Wealth Advisors
Nevada
$550K 12,186 – –
BFA
49
Beacon Financial Advisory
Ohio
$536K 11,860 -1,120 -9%
LSA
50
Lion Street Advisors
Texas
$535K 11,846 – –
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