INNOVATOR U.S. EQUITY BUFFER (BSEP) Institutional Shareholders
INNOVATOR U.S. EQUITY BUFFER (BSEP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $116.22M in BSEP holdings during the latest filing period.
Outlook Wealth Advisors, Llc is currently the largest disclosed institutional shareholder of BSEP tracked by InsiderSet, reporting ownership valued at approximately $16.88M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $17.18M, representing an estimated gain of +1.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed BSEP value among the investors covered in this analysis. Major shareholders include Outlook Wealth Advisors, Llc, Commonwealth Equity Services, Llc, Cerity Partners Llc, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY BUFFER (BSEP).
This page ranks the largest institutional BSEP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
100
Total Reported Value
$116.22M
Largest Holder
Outlook Wealth Advisors, Llc
Largest Position
$16.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
119
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Outlook Wealth Advisors, Llc | 3.65% | 320,071 | $16,877,287 | $17,184,548 | +$307,261 | +1.82% | |
| Commonwealth Equity Services, Llc | 0.01% | 223,188 | $11,768,720 | $11,982,919 | +$214,199 | +1.82% | |
| Cerity Partners Llc | 0.01% | 176,182 | $8,471,448 | $9,459,176 | +$987,728 | +11.66% | |
| Osaic Holdings, Inc. | 0.01% | 119,005 | $5,721,865 | $6,389,355 | +$667,490 | +11.67% | |
| Raymond James Financial Inc | 0.00% | 92,723 | $4,458,446 | $4,978,279 | +$519,833 | +11.66% | |
| Cetera Investment Advisers | 0.00% | 89,892 | $4,322,298 | $4,826,284 | +$503,986 | +11.66% | |
| Kestra Advisory Services, Llc | 0.01% | 75,036 | $3,956,648 | $4,028,668 | +$72,020 | +1.82% | |
| Hightower Advisors, Llc | 0.00% | 72,667 | $3,494,084 | $3,901,477 | +$407,393 | +11.66% | |
| Lantz Financial Llc | 0.61% | 63,431 | $3,344,717 | $3,405,598 | +$60,881 | +1.82% | |
| Envestnet Asset Management Inc | 0.00% | 61,070 | $3,220,221 | $3,278,836 | +$58,615 | +1.82% | |
| Diligent Investors, Llc | 0.61% | 51,949 | $2,739,271 | $2,789,131 | +$49,860 | +1.82% | |
| Integral Investment Advisors, Inc. | 0.55% | 47,537 | $2,506,626 | $2,552,252 | +$45,626 | +1.82% | |
| Gwn Securities Inc. | 0.38% | 41,832 | $2,011,429 | $2,245,952 | +$234,523 | +11.66% | |
| Wealthplan Partners, Llc | 0.38% | 38,080 | $2,007,958 | $2,044,508 | +$36,550 | +1.82% | |
| Dhjj Financial Advisors, Ltd. | 0.53% | 35,065 | $1,848,978 | $1,882,633 | +$33,655 | +1.82% | |
| Blue Bell Private Wealth Management, Llc | 0.24% | 35,292 | $1,696,963 | $1,894,820 | +$197,857 | +11.66% | |
| Snowden Capital Advisors Llc | 0.04% | 32,976 | $1,585,602 | $1,770,475 | +$184,873 | +11.66% | |
| Lpl Financial Llc | 0.00% | 31,812 | $1,529,632 | $1,707,980 | +$178,348 | +11.66% | |
| Fsa Advisors, Inc. | 0.99% | 31,355 | $1,507,658 | $1,683,444 | +$175,786 | +11.66% | |
| Maltin Wealth Management, Inc. | 0.42% | 23,834 | $1,256,767 | $1,279,643 | +$22,876 | +1.82% | |
| My Personal Cfo, Llc | 0.49% | 23,610 | $1,244,955 | $1,267,616 | +$22,661 | +1.82% | |
| Cresset Asset Management, Llc | 0.01% | 24,394 | $1,172,929 | $1,309,709 | +$136,780 | +11.66% | |
| Mml Investors Services, Llc | 0.00% | 24,356 | $1,171,122 | $1,307,669 | +$136,547 | +11.66% | |
| Beacon Pointe Advisors, Llc | 0.01% | 24,180 | $1,162,659 | $1,298,219 | +$135,560 | +11.66% | |
| Global Assets Advisory, Llc | 0.25% | 21,768 | $1,150,313 | $1,168,720 | +$18,407 | +1.60% | |
| First Commonwealth Financial Corp | 0.18% | 23,379 | $1,124,144 | $1,255,214 | +$131,070 | +11.66% | |
| Brookstone Capital Management | 0.01% | 21,012 | $1,107,963 | $1,128,130 | +$20,167 | +1.82% | |
| Cofg Advisors, Llc | 0.25% | 20,940 | $1,006,858 | $1,124,264 | +$117,406 | +11.66% | |
| Toptier Wealth Management, Llc | 0.55% | 17,161 | $904,900 | $921,371 | +$16,471 | +1.82% | |
| Nations Financial Group Inc | 0.04% | 16,349 | $862,083 | $877,775 | +$15,692 | +1.82% | |
| Fragasso Financial Advisors Inc | 0.04% | 15,031 | $792,585 | $807,011 | +$14,426 | +1.82% | |
| Strategic Blueprint, Llc | 0.04% | 14,566 | $768,065 | $782,046 | +$13,981 | +1.82% | |
| Garden State Investment Advisory Services Llc | 0.18% | 15,925 | $765,730 | $855,010 | +$89,280 | +11.66% | |
| Pinnacle Wealth Management Group, Inc. | 0.35% | 14,030 | $739,802 | $753,268 | +$13,466 | +1.82% | |
| Chris Bulman Inc | 0.25% | 13,066 | $688,971 | $701,511 | +$12,540 | +1.82% | |
| Berkshire Money Management, Inc. | 0.06% | 12,687 | $668,986 | $681,162 | +$12,176 | +1.82% | |
| Spire Wealth Management | 0.02% | 11,614 | $612,406 | $623,553 | +$11,147 | +1.82% | |
| Three Seasons Wealth, Llc | 0.23% | 12,590 | $605,371 | $675,955 | +$70,584 | +11.66% | |
| Concurrent Investment Advisors, Llc | 0.01% | 11,402 | $601,227 | $612,171 | +$10,944 | +1.82% | |
| Wcg Wealth Advisors Llc | 0.02% | 12,186 | $585,946 | $654,264 | +$68,318 | +11.66% | |
| Arax Advisory Partners | 0.02% | 12,154 | $584,407 | $652,546 | +$68,139 | +11.66% | |
| Old Mission Capital Llc | 0.01% | 11,902 | $572,289 | $639,016 | +$66,727 | +11.66% | |
| Chicago Partners Investment Group Llc | 0.01% | 10,716 | $565,312 | $575,340 | +$10,028 | +1.77% | |
| Bcs Wealth Management | 0.09% | 9,804 | $516,963 | $526,375 | +$9,412 | +1.82% | |
| Sigma Planning Corp | 0.01% | 10,540 | $506,799 | $565,890 | +$59,091 | +11.66% | |
| Bellwether Advisors, Llc | 0.08% | 10,302 | $495,356 | $553,112 | +$57,756 | +11.66% | |
| Bcgm Wealth Management, Llc | 0.12% | 10,000 | $480,835 | $536,898 | +$56,063 | +11.66% | |
| Principal Securities, Inc. | 0.01% | 9,829 | $472,613 | $527,717 | +$55,104 | +11.66% | |
| Caliber Wealth Management, Llc / Ks | 0.05% | 8,923 | $470,510 | $479,074 | +$8,564 | +1.82% | |
| Rfg Advisory, Llc | 0.01% | 8,741 | $460,913 | $469,303 | +$8,390 | +1.82% |
Frequently asked questions about BSEP
Who owns the most BSEP stock?
The largest holders of BSEP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR U.S. EQUITY BUFFER (BSEP).
Is BSEP widely held by superinvestors?
Many widely followed stocks like BSEP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSEP is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.