Q1 2023 13F Holders as of 3/31/2023
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Type / Class
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Equity / Innovator U.S. Equity Buffer ETF - September
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Shares outstanding
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4.91M
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Number of holders
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86
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Total 13F shares, excl. options
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3.97M
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Shares change
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-129K
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Total reported value, excl. options
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$127M
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Value change
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-$4.05M
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Number of buys
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27
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Number of sells
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-34
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Price
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$32.12
Significant Holders of Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - September (BSEP) as of Q1 2023
93 filings reported holding BSEP - Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - September as of Q1 2023.
Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - September (BSEP) has 86 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.97M shares
of 4.91M outstanding shares and own 80.79% of the company stock.
Largest 10 shareholders include Sageworth Trust Co (776K shares), Berkshire Money Management, Inc. (489K shares), Lantz Financial LLC (312K shares), COMMONWEALTH EQUITY SERVICES, LLC (270K shares), Vantage Financial Partners, LLC (262K shares), ADVISOR GROUP HOLDINGS, INC. (147K shares), Diligent Investors, LLC (94.5K shares), Penserra Capital Management LLC (91.2K shares), ENVESTNET ASSET MANAGEMENT INC (83.6K shares), and Valtinson Bruner Financial Planning LLC (80.4K shares).
This table shows the top 86 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.