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KSEP

Innovator U.S. Small Cap Power Buffer ETF - September

37 hedge funds and large institutions have $42.7M invested in Innovator U.S. Small Cap Power Buffer ETF - September in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

83% more capital invested

Capital invested by funds: $23.4M → $42.7M (+$19.3M)

16% more funds holding

Funds holding: 3237 (+5)

9.63% more ownership

Funds ownership: 66.92%76.55% (+9.6%)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
37
Holders Change
+5
Holders Change %
+15.63%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
4
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Allworth Financial
California
$27.2M +$27M +976,269 New
CNBT
2
Canandaigua National Bank & Trust
New York
$1.98M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.85M -$474K -17,120 -21%
KAS
4
Kestra Advisory Services
Texas
$1.55M
CA
5
Corrado Advisors
New Jersey
$1.07M -$3.49K -126 -0.3%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.04M -$43.9K -1,586 -4%
Osaic Holdings
7
Osaic Holdings
Arizona
$990K
Raymond James Financial
8
Raymond James Financial
Florida
$799K -$216K -7,800 -21%
HF
9
HRT Financial
New York
$704K +$699K +25,273 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$513K -$6.36M -229,952 -93%
FFG
11
Fiduciary Financial Group
California
$441K
Truist Financial
12
Truist Financial
North Carolina
$426K
WTFG
13
Wood Tarver Financial Group
Idaho
$376K +$115K +4,162 +45%
FL
14
FreeGulliver LLC
Louisiana
$310K
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$299K +$51.7K +1,870 +21%
KFAS
16
Keating Financial Advisory Services
Kansas
$290K +$288K +10,415 New
BFA
17
Beacon Financial Advisory
Ohio
$278K
Goldman Sachs
18
Goldman Sachs
New York
$273K +$270K +9,774 New
CCG
19
Catalina Capital Group
California
$244K
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$243K +$236K +8,544 New
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$233K
LAA
22
Liberty Atlantic Advisors
Texas
$222K +$220K +7,952 New
VWA
23
Visionary Wealth Advisors
Illinois
$214K +$212K +7,666 New
IA
24
Integrity Alliance
Iowa
$202K +$200K +7,241 New
CAL
25
Capital Analysts LLC
Pennsylvania
$156K

KSEP Hedge Fund Activity: Q4 2025 in Review

37 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator U.S. Small Cap Power Buffer ETF - September (KSEP) for Q4 2025, worth a combined $42.7M — up 83% from $23.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new KSEP positions and 6 closed out — a net gain of 5 holders — while 4 added to existing stakes and 7 trimmed.

The largest buyer was Allworth Financial, opening a new position worth an estimated $27M. The largest seller was Susquehanna International Group, cutting an estimated $6.36M.

  • 37 institutional investors held Innovator U.S. Small Cap Power Buffer ETF - September (KSEP) as of Q4 2025, up from 32 in Q3 2025.
  • Funds reported $42.7M of Innovator U.S. Small Cap Power Buffer ETF - September stock for Q4 2025, up 83% quarter-over-quarter.
  • 11 funds opened new Innovator U.S. Small Cap Power Buffer ETF - September positions in Q4 2025 and 6 closed out, a net change of +5 holders.
  • The largest Innovator U.S. Small Cap Power Buffer ETF - September buyer in Q4 2025 was Allworth Financial, an estimated $27M added.
  • The largest Innovator U.S. Small Cap Power Buffer ETF - September seller in Q4 2025 was Susquehanna International Group, an estimated $6.36M sold.

Based on aggregated 13F filings for Q4 2025.