— Know what they know.
Not Investment Advice

KSEP Institutional Ownership

Innovator U.S. Small Cap Power Buffer ETF - September
1W: -0.1% YTD: -2.0%
$30.76
+0.15 (+0.49%)
 
ETF CBOE · AUM $24.0M

Institutional Ownership — KSEP

33
Institutional Holders
-8 vs prior quarter
0.0%
Ownership
+0.00pp
13M
Total Invested
4
New Positions
3
Increased
9
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (33 total)

# Holder Shares Value Change Change % Holding Period Filing
1 COMMONWEALTH EQUITY SERVICES, LLC 56,291 $2M -6,786 -10.8% 8Q SEC ↗
2 Kestra Advisory Services, LLC 46,366 $1M -12,481 -21.2% 8Q SEC ↗
3 OSAIC HOLDINGS, INC. 44,842 $1M +12,974 +40.7% 8Q SEC ↗
4 OLD MISSION CAPITAL LLC 36,247 $1M +13,003 +55.9% 2Q SEC ↗
5 Cetera Investment Advisers 34,773 $1M -714 -2.0% 8Q SEC ↗
6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 27,358 $842K +9,182 +50.5% 8Q SEC ↗
7 RAYMOND JAMES FINANCIAL INC 25,435 $782K -2,645 -9.4% 7Q SEC ↗
8 FIDUCIARY FINANCIAL GROUP, LLC 15,798 $486K — +0.0% 4Q SEC ↗
9 TRUIST FINANCIAL CORP 14,495 $446K — +0.0% 8Q SEC ↗
10 Wood Tarver Financial Group, LLC 13,483 $415K — +0.0% 6Q SEC ↗
11 BLUE BELL PRIVATE WEALTH MANAGEMENT, L 11,852 $365K -12 -0.1% 7Q SEC ↗
12 CITADEL ADVISORS LLC NEW 11,121 $342K — +0.0% 1Q SEC ↗
13 FreeGulliver LLC 11,108 $342K — +0.0% 7Q SEC ↗
14 Keating Financial Advisory Services, I 10,415 $320K — +0.0% 3Q SEC ↗
15 Beacon Financial Advisory LLC 9,850 $303K -130 -1.3% 4Q SEC ↗
16 Allworth Financial LP 8,453 $260K — +0.0% 3Q SEC ↗
17 Visionary Wealth Advisors NEW 7,066 $217K — +0.0% 1Q SEC ↗
18 Capital Analysts, LLC 5,607 $172K — +0.0% 4Q SEC ↗
19 IFP Advisors, Inc 3,360 $103K -200 -5.6% 8Q SEC ↗
20 PFS Partners, LLC 2,891 $89K — +0.0% 4Q SEC ↗
21 Noble Wealth Management PBC 2,537 $78K — +0.0% 4Q SEC ↗
22 RED REEF ADVISORS LLC 2,500 $77K — +0.0% 3Q SEC ↗
23 DHJJ Financial Advisors, Ltd. 2,368 $73K — +0.0% 4Q SEC ↗
24 Atlantic Private Wealth, LLC NEW 2,000 $62K — +0.0% 1Q SEC ↗
25 Ashton Thomas Private Wealth, LLC 1,859 $57K — +0.0% 2Q SEC ↗
26 Financial Network Wealth Advisors LLC 1,709 $53K — +0.0% 7Q SEC ↗
27 GILL CAPITAL PARTNERS, LLC 1,600 $49K — +0.0% 2Q SEC ↗
28 AdvisorNet Financial, Inc 1,505 $46K — +0.0% 8Q SEC ↗
29 LANARK FINANCIAL, INC. 1,277 $39K — +0.0% 7Q SEC ↗
30 HARBOUR INVESTMENTS, INC. 1,137 $35K — +0.0% 8Q SEC ↗
31 Beacon Financial Strategies CORP NEW 61 $2K — +0.0% 1Q SEC ↗
32 TopTier Wealth Management, LLC 0 $0K -1,518 -100.0% 1Q SEC ↗
33 Annis Gardner Whiting Capital Advisors 0 $0K -4,300 -100.0% 4Q SEC ↗

Recent Activity

New Positions (4)
Sold Out (2)
HolderPrev SharesPrev Value
Annis Gardner Whiting Capital Advis 4,300 $132K
TopTier Wealth Management, LLC 1,518 $47K
Biggest Increases (3)
HolderAddedChange %Total Shares
OLD MISSION CAPITAL LLC +13,003 +55.9% 36,247
OSAIC HOLDINGS, INC. +12,974 +40.7% 44,842
SUSQUEHANNA INTERNATIONAL GROUP, LL +9,182 +50.5% 27,358
Biggest Decreases (7)
HolderReducedChange %Total Shares
Kestra Advisory Services, LLC -12,481 -21.2% 46,366
COMMONWEALTH EQUITY SERVICES, LLC -6,786 -10.8% 56,291
RAYMOND JAMES FINANCIAL INC -2,645 -9.4% 25,435
Cetera Investment Advisers -714 -2.0% 34,773
IFP Advisors, Inc -200 -5.6% 3,360
Beacon Financial Advisory LLC -130 -1.3% 9,850
BLUE BELL PRIVATE WEALTH MANAGEMENT -12 -0.1% 11,852

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms