BSEP

Innovator U.S. Equity BufferETF
UnclassifiedUSCUSIP 45782C664◍ Confluence graph
Tracked 13F Holders
97
13F Value (tracked)
$115.1M
13F Moves · latest Q
8 added
22 trimmed
Recent Filings
0

Who owns BSEP?

97 tracked 13F filers

97 tracked 13F filers disclose a position in BSEP as of the latest SEC 13F filings, a combined $115.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Outlook Wealth Advisors, LLC
$16.9M
320K
+0.6%
Added · +2K sh
Q2 2026
2COMMONWEALTH EQUITY SERVICES, LLC
$10.9M
227K
−0.4%
Reduced · −917 sh
Q1 2026
3Cerity Partners LLC
$8.5M
176K
−1.9%
Reduced · −3K sh
Q1 2026
4OSAIC HOLDINGS, INC.
$5.7M
119K
−47%
Reduced · −104K sh
Q1 2026
5RAYMOND JAMES FINANCIAL INC
$4.5M
93K
−3.7%
Reduced · −4K sh
Q1 2026
6Cetera Investment Advisers
$4.3M
90K
+3.1%
Added · +3K sh
Q1 2026
7Kestra Advisory Services, LLC
$4.0M
75K
−22%
Reduced · −21K sh
Q2 2026
8HighTower Advisors, LLC
$3.5M
73K
Held
Q1 2026
9Lantz Financial LLC
$3.3M
63K
−0.1%
Reduced · −41 sh
Q2 2026
10ENVESTNET ASSET MANAGEMENT INC
$3.0M
63K
+112%
Added · +33K sh
Q1 2026
11Diligent Investors, LLC
$2.7M
52K
−0.9%
Reduced · −500 sh
Q2 2026
12INTEGRAL INVESTMENT ADVISORS, INC.
$2.5M
48K
Held
Q2 2026
13GWN SECURITIES INC.
$2.1M
41K
−2.8%
Reduced · −1K sh
Q2 2026
14WealthPLAN Partners, LLC
$2.0M
38K
−0.3%
Reduced · −130 sh
Q2 2026
15DHJJ Financial Advisors, Ltd.
$1.8M
35K
−0.9%
Reduced · −307 sh
Q2 2026
16BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
$1.8M
34K
−2.5%
Reduced · −894 sh
Q2 2026
17Snowden Capital Advisors LLC
$1.6M
33K
Held
Q1 2026
18LPL Financial LLC
$1.5M
32K
−3.3%
Reduced · −1K sh
Q1 2026
19FSA Advisors, Inc.
$1.6M
31K
−1.1%
Reduced · −351 sh
Q2 2026
20MML INVESTORS SERVICES, LLC
$1.3M
26K
+4.9%
Added · +1K sh
Q2 2026
21Cresset Asset Management, LLC
$1.3M
24K
Held
Q2 2026
22Maltin Wealth Management, Inc.
$1.3M
24K
Held
Q2 2026
23Beacon Pointe Advisors, LLC
$1.2M
24K
−2.0%
Reduced · −476 sh
Q2 2026
24My Personal CFO, LLC
$1.2M
24K
Held
Q2 2026
25FIRST COMMONWEALTH FINANCIAL CORP /PA/
$1.2M
23K
−1.6%
Reduced · −374 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is BSEP being bought or sold by institutions?

Last quarter, 3 funds opened a new position in BSEP and 5 added to an existing one, while 22 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
5
funds
Reduced
22
funds
Exited
0
funds

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in BSEP

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BSEP/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BSEP.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BSEP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.