INNOVATOR U.S. EQUITY BUFFER BSEP
$52.76
-0.0% 52w: $43.80 – $52.77
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data43.8048.2852.77
Jun 20, 2025 Jul 2, 2026
Institutional holders
99
-16 QoQ
13F value
$134.5M
-28.8% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BSEP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | Diversified mechanical | 415.7K | $20.0M | 0.2% | +11.1% |
| Outlook Wealth Advisors, LLC | Wealth advisor | 318.0K | $15.3M | 3.7% | -21.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 227.1K | $10.9M | 0.0% | -0.4% |
| Cerity Partners LLC | Diversified mechanical | 176.2K | $8.5M | 0.0% | -1.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 119.0K | $5.7M | 0.0% | -46.6% |
| Kestra Advisory Services, LLC | Wealth advisor | 95.6K | $4.6M | 0.0% | +21.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 92.7K | $4.5M | 0.0% | -3.7% |
| Cetera Investment Advisers | Wealth advisor | 89.9K | $4.3M | 0.0% | +3.1% |
| HighTower Advisors, LLC | Diversified mechanical | 72.7K | $3.5M | 0.0% | Held |
| Lantz Financial LLC | Wealth advisor | 63.5K | $3.1M | 0.6% | -0.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 62.6K | $3.0M | 0.0% | +112.0% |
| Diligent Investors, LLC | Other | 52.4K | $2.5M | 0.6% | Held |
| INTEGRAL INVESTMENT ADVISORS, INC. | Wealth advisor | 47.5K | $2.3M | 0.6% | Held |
| GWN SECURITIES INC. | Wealth advisor | 41.8K | $2.0M | 0.4% | -1.0% |
| WealthPLAN Partners, LLC | Wealth advisor | 38.2K | $1.8M | 0.4% | -0.4% |
| DHJJ Financial Advisors, Ltd. | Wealth advisor | 35.4K | $1.7M | 0.6% | -0.9% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Wealth advisor | 35.3K | $1.7M | 0.2% | -1.8% |
| Snowden Capital Advisors LLC | Diversified mechanical | 33.0K | $1.6M | 0.0% | Held |
| LPL Financial LLC | Bank broker | 31.8K | $1.5M | 0.0% | -3.3% |
| FSA Advisors, Inc. | Wealth advisor | 31.4K | $1.5M | 1.0% | -1.1% |
| Brookstone Capital Management | Wealth advisor | 26.5K | $1.3M | 0.0% | -95.5% |
| Cresset Asset Management, LLC | Wealth advisor | 24.4K | $1.2M | 0.0% | Held |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 24.4K | $1.2M | 0.0% | -22.7% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 24.2K | $1.2M | 0.0% | -7.6% |
| Maltin Wealth Management, Inc. | Wealth advisor | 23.8K | $1.1M | 0.4% | Held |
| My Personal CFO, LLC | Wealth advisor | 23.6K | $1.1M | 0.5% | Held |
| First Commonwealth Financial Corp /PA/ | Wealth advisor | 23.4K | $1.1M | 0.2% | +3.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 22.6K | $1.1M | 0.0% | -1.1% |
| Wood Tarver Financial Group, LLC | Wealth advisor | 21.5K | $1.0M | 0.3% | -0.1% |
| COFG Advisors, LLC | Wealth advisor | 20.9K | $1.0M | 0.2% | -0.8% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | Other | 18.8K | $905K | 0.1% | Held |
| TopTier Wealth Management, LLC | Wealth advisor | 17.2K | $825K | 0.5% | 0.0% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 16.6K | $797K | 0.0% | -0.3% |
| Garden State Investment Advisory Services LLC | Wealth advisor | 15.9K | $766K | 0.2% | -0.8% |
| Strategic Blueprint, LLC | Wealth advisor | 15.5K | $745K | 0.0% | Held |
| Fragasso Financial Advisors Inc | Wealth advisor | 15.1K | $734K | 0.0% | Held |
| Pinnacle Wealth Management Group, Inc. | Wealth advisor | 14.0K | $675K | 0.3% | Held |
| Chris Bulman Inc | Wealth advisor | 13.1K | $631K | 0.3% | -34.9% |
| Berkshire Money Management, Inc. | Wealth advisor | 12.7K | $610K | 0.1% | Held |
| Three Seasons Wealth, LLC | Wealth advisor | 12.6K | $605K | 0.2% | Held |
| WCG Wealth Advisors LLC | Wealth advisor | 12.2K | $586K | 0.0% | Held |
| Arax Advisory Partners | Wealth advisor | 12.2K | $584K | 0.0% | -2.7% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 11.9K | $572K | 0.0% | -70.6% |
| Spire Wealth Management | Wealth advisor | 11.7K | $564K | 0.0% | 0.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 11.6K | $557K | 0.0% | -3.7% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 11.4K | $548K | 0.0% | -24.1% |
| Chicago Partners Investment Group LLC | Wealth advisor | 10.7K | $546K | 0.0% | -1.4% |
| Sigma Planning Corp | Wealth advisor | 10.5K | $507K | 0.0% | -1.1% |
| Bellwether Advisors, LLC | Wealth advisor | 10.3K | $495K | 0.1% | Held |
| BCGM Wealth Management, LLC | Wealth advisor | 10.0K | $481K | 0.1% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.