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Innovator US Equity Buffer ETF September
BSEP

Overview Fund Activity

101 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, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
1.35%
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
41
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$5.21M
2
RPSA
Richard P. Slaughter Associates
Texas
$1.84M
3
CIA
Concurrent Investment Advisors
Florida
$716K
4
PCM
Penserra Capital Management
California
$17.5M
5
ST
Sageworth Trust
Pennsylvania
$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
1
Penserra Capital Management
California
$17.5M -$1.27M -28,130 -7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13.7M -$182K -4,033 -1%
Cerity Partners
3
Cerity Partners
New York
$7.28M +$322K +7,126 +5%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.21M -$6.45M -150,104 -55%
KAS
5
Kestra Advisory Services
Texas
$3.83M +$282K +6,234 +8%
Raymond James Financial
6
Raymond James Financial
Florida
$3.39M +$120K +2,661 +4%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.13M -$259K -5,728 -8%
HighTower Advisors
8
HighTower Advisors
Illinois
$2.93M -$56.8K -1,258 -2%
LF
9
Lantz Financial
Illinois
$2.8M -$3.43K -76 -0.1%
DI
10
Diligent Investors
California
$2.52M -$91.7K -2,031 -4%
LPL Financial
11
LPL Financial
California
$1.91M +$63.9K +1,414 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.89M -$202K -4,481 -10%
RPSA
13
Richard P. Slaughter Associates
Texas
$1.84M -$1.68M -37,226 -48%
WP
14
WealthPLAN Partners
Nebraska
$1.7M -$38.2K -846 -2%
DFA
15
DHJJ Financial Advisors
Illinois
$1.59M -$42.2K -934 -3%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$1.57M -$8.72K -193 -0.6%
FA
17
FSA Advisors
Michigan
$1.49M -$18K -398 -1%
SCA
18
Snowden Capital Advisors
New York
$1.45M – – –
ST
19
Sageworth Trust
Pennsylvania
$1.27M -$780K -17,276 -38%
MWM
20
Maltin Wealth Management
New Jersey
$1.19M – – –
TFS
21
Thoroughbred Financial Services
Tennessee
$1.14M -$142K -3,149 -11%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.1M -$5.6K -124 -0.5%
IIA
23
Integral Investment Advisors
California
$1.1M – – –
CAM
24
Cresset Asset Management
Illinois
$1.03M -$45 -1 -0%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.02M -$2.26K -50 -0.2%
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