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Innovator U.S. Equity Ultra Buffer ETF - September (USEP) Institutional Ownership

$35.33 -0.29 (-0.81%)
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - September (BATS:USEP)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$65.81M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$52.09M
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USEP Institutional Buying and Selling by Quarter

Innovator U.S. Equity Ultra Buffer ETF - September Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 SageView Advisory Group LLC35,740$1.23M0.1%-40.7%0.941%
5/16/2025 Arete Wealth Advisors LLC36,758$1.27M0.1%-5.6%0.967%
5/16/2025 Talon Private Wealth LLC6,993$245K0.0%-97.5%0.184%
5/15/2025 OLD Mission Capital LLC26,170$901K0.0%+42.4%0.689%
5/14/2025 PKS Advisory Services LLC7,995$275K0.1%-42.4%0.210%
5/14/2025 Kestra Advisory Services LLC83,968$2.89M0.0%-0.9%2.210%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors125,816$4.34M0.3%+14.5%3.311%
5/9/2025 WealthShield Partners LLC5,602$193K0.0%+5.5%0.147%
5/8/2025 Harbour Investments Inc.13,121$452K0.0%-10.1%0.345%
5/7/2025 Foundations Investment Advisors LLC21,849$752K0.0%+201.8%0.575%
5/6/2025 Cetera Investment Advisers32,057$1.10M0.0%-1.4%0.844%
5/6/2025 AE Wealth Management LLC13,761$474K0.0%+32.3%0.362%
5/5/2025 Riverchase Wealth Management LLC8,719$300K0.2%-4.6%0.229%
4/29/2025 Wood Tarver Financial Group LLC12,789$440K0.1%-9.1%0.337%
4/29/2025 Envestnet Asset Management Inc.124,207$4.27M0.0%-6.6%3.269%
4/29/2025 Brookstone Capital Management48,737$1.68M0.0%-94.4%1.283%
4/25/2025 Sovran Advisors LLC554,660$18.48M2.4%+6.3%14.596%
4/23/2025 Kellett Wealth Advisors LLC828,812$28.52M19.8%-4.0%21.811%
4/23/2025 Spire Wealth Management27,144$934K0.0%-15.9%0.714%
4/23/2025 Legacy Advisors LLC29,841$1.03M0.1%N/A0.785%
4/22/2025 Cambridge Investment Research Advisors Inc.24,042$827K0.0%-5.3%0.633%
4/16/2025 Wealth Enhancement Advisory Services LLC10,465$360K0.0%-4.3%0.281%
4/15/2025 Simplicity Wealth LLC11,694$402K0.0%N/A0.314%
4/14/2025 Outlook Wealth Advisors LLC10,593$365K0.1%-15.6%0.284%
4/11/2025 KFG Wealth Management LLC61,303$2.11M0.4%-21.9%1.644%
4/7/2025 O Connor Financial Group LLC6,509$224K0.1%-51.7%0.175%
3/17/2025 Wealth Enhancement Advisory Services LLC10,930$385K0.0%-2.7%0.285%
3/6/2025 Wood Tarver Financial Group LLC14,077$495K0.2%N/A0.366%
2/18/2025 Continuum Advisory LLC12,160$428K0.1%-9.1%0.657%
2/17/2025 Cetera Investment Advisers32,503$1.14M0.0%+1.5%1.757%
2/17/2025 Citadel Advisors LLC5,943$209K0.0%-48.0%0.321%
2/14/2025 Jane Street Group LLC11,563$407K0.0%N/A0.625%
2/14/2025 Berger Financial Group Inc33,110$1.17M0.1%-9.2%1.790%
2/13/2025 Garden State Investment Advisory Services LLC14,415$507K0.2%-17.2%0.779%
2/13/2025 SageView Advisory Group LLC60,237$2.12M0.1%+93.3%3.256%
2/13/2025 Raymond James Financial Inc.12,964$456K0.0%N/A0.701%
2/13/2025 Advisory Services Network LLC37,331$1.31M0.0%N/A2.018%
2/13/2025 Envestnet Asset Management Inc.132,979$4.68M0.0%+1.7%7.188%
2/12/2025 Arete Wealth Advisors LLC38,920$1.37M0.1%-1.7%2.104%
2/12/2025 OLD Mission Capital LLC18,376$647K0.0%N/A0.993%
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2/12/2025 Riverchase Wealth Management LLC9,144$322K0.2%N/A0.494%
2/12/2025 PKS Advisory Services LLC13,880$489K0.1%N/A0.750%
2/11/2025 WorthPointe LLC10,226$360K0.1%N/A0.553%
2/10/2025 Harbour Investments Inc.14,595$514K0.0%+4.9%0.789%
2/10/2025 Commonwealth Equity Services LLC60,906$2.14M0.0%+1.3%3.292%
2/7/2025 Miller Financial Services LLC6,230$219K0.2%N/A0.337%
2/6/2025 Raymond James Financial Inc.12,964$456K0.0%N/A0.701%
2/5/2025 Kellett Wealth Advisors LLC863,238$30.38M20.9%-2.3%46.662%
2/3/2025 Sigma Planning Corp5,897$208K0.0%-40.7%0.319%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors109,869$3.87M0.1%+13.0%5.939%
1/31/2025 Truist Financial Corp50,606$1.78M0.0%-1.2%2.735%
1/30/2025 Allworth Financial LP12,804$459K0.0%-5.3%0.692%
1/29/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors1,073$38K0.0%-98.9%0.058%
1/29/2025 Sovran Advisors LLC521,901$18.32M2.6%N/A28.211%
1/28/2025 AlphaStar Capital Management LLC9,388$330K0.0%N/A0.507%
1/28/2025 Archer Investment Corp9,755$343K0.1%-5.4%0.527%
1/22/2025 Foundations Investment Advisors LLC7,240$255K0.0%N/A0.391%
1/21/2025 KFG Wealth Management LLC78,443$2.76M0.5%+13.1%4.240%
1/15/2025 Central Valley Advisors LLC58,904$2.07M0.9%-1.6%3.184%
1/14/2025 Accurate Wealth Management LLC8,286$292K0.1%+5.6%0.448%
1/13/2025 Brookstone Capital Management868,157$30.56M0.4%+57.0%46.927%
11/18/2024 Arete Wealth Advisors LLC39,575$1.37M0.1%-7.1%2.139%
11/15/2024 Continuum Advisory LLC13,378$471K0.1%+5.9%0.723%
11/15/2024 SageView Advisory Group LLC31,159$1.08M0.1%+317.1%1.684%
11/15/2024 IHT Wealth Management LLC8,160$288K0.0%N/A0.441%
11/15/2024 HighTower Advisors LLC25,999$903K0.0%N/A1.405%
11/13/2024 Truvestments Capital LLC4,339$151K0.0%N/A0.235%
11/6/2024 Archer Investment Corp10,308$358K0.1%-88.5%0.557%
11/5/2024 Harbour Investments Inc.13,919$484K0.0%+113.5%0.752%
11/4/2024 Sigma Planning Corp9,946$346K0.0%N/A0.538%
10/28/2024 Reston Wealth Management LLC2,680$93K0.0%N/A0.145%
10/25/2024 Strategic Blueprint LLC29,539$1.03M0.1%-22.5%1.597%
10/25/2024 Worth Financial Advisory Group LLC6,910$240K0.1%N/A0.374%
10/24/2024 Wealth Enhancement Advisory Services LLC11,230$390K0.0%+19.1%0.607%
10/24/2024 Sageworth Trust Co42,816$1.49M0.1%-26.7%2.314%
10/23/2024 Outlook Wealth Advisors LLC12,560$436K0.1%-12.4%0.679%
10/22/2024 DHJJ Financial Advisors Ltd.1,190$41K0.0%-55.8%0.064%
10/16/2024 Physician Wealth Advisors Inc.7,350$256K0.0%N/A0.397%
10/10/2024 Fiduciary Financial Group LLC24,257$841K0.2%+137.8%1.311%
10/9/2024 Fermata Advisors LLC9,249$321K0.1%+46.9%0.500%
10/8/2024 O Connor Financial Group LLC13,221$459K0.2%N/A0.715%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors97,206$3.38M0.3%+7.6%5.254%
10/8/2024 Brookstone Capital Management552,971$19.21M0.3%+1,390.5%29.890%
10/5/2024 Central Valley Advisors LLC59,888$2.08M1.2%+112.5%3.237%
8/2/2024 Archer Investment Corp89,249$3.02M0.9%-9.3%4.824%
7/31/2024 Spire Wealth Management15,262$516K0.0%-14.2%0.825%
7/31/2024 Commonwealth Equity Services LLC46,079$1.56M0.0%+3.2%2.491%
7/26/2024 WealthShield Partners LLC5,308$179K0.0%-6.6%0.287%
7/19/2024 KFG Wealth Management LLC72,700$2.46M1.0%-5.0%3.930%
7/18/2024 Brookstone Capital Management37,099$1.26M0.0%-35.1%2.005%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the May 1st funding window clos
7/18/2024 Outlook Wealth Advisors LLC14,339$484K0.1%-64.1%0.775%
7/18/2024 Triad Wealth Partners LLC3,351$113K0.1%N/A0.181%
7/18/2024 Fiduciary Financial Group LLC10,200$346K0.1%N/A0.551%
7/16/2024 Wealth Enhancement Advisory Services LLC9,430$319K0.0%N/A0.510%
7/12/2024 DHJJ Financial Advisors Ltd.2,690$91K0.0%-10.0%0.145%
6/28/2024 HFG Wealth Management LLC6,805$224K0.1%-6.9%0.368%
5/9/2024 SageView Advisory Group LLC7,471$251K0.0%-98.3%0.404%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors46,957$1.55M0.2%-14.2%2.538%
4/30/2024 Commonwealth Equity Services LLC44,643$1.47M0.0%-0.9%2.413%
4/24/2024 Spire Wealth Management17,784$586K0.0%-11.7%0.946%
(Data available from 1/1/2016 forward)

USEP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USEP shares?

During the previous two years, 68 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - September. The most heavily invested institutionals were Kellett Wealth Advisors LLC ($28.52M), Sovran Advisors LLC ($18.48M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($4.34M), Envestnet Asset Management Inc. ($4.27M), Kestra Advisory Services LLC ($2.89M), Commonwealth Equity Services LLC ($2.14M), and KFG Wealth Management LLC ($2.11M).Learn more on USEP's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Ultra Buffer ETF - September stock?

Of the 54 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - September stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($1.26M), SageView Advisory Group LLC ($941.08K), Sovran Advisors LLC ($554.66K), KFG Wealth Management LLC ($65.94K), Central Valley Advisors LLC ($59.89K), Advisory Services Network LLC ($37.33K), and C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($35.46K).

How much institutional buying is happening at Innovator U.S. Equity Ultra Buffer ETF - September?

Institutional investors have bought a total of 3,466,755 shares in the last 24 months. This purchase volume represents approximately $114.38M in transactions.

Which Innovator U.S. Equity Ultra Buffer ETF - September major shareholders have been selling company stock?

Of the 40 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - September stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($1.26M), Outlook Wealth Advisors LLC ($622.93K), AE Wealth Management LLC ($549.38K), Sageworth Trust Co ($515.68K), SageView Advisory Group LLC ($461.18K), Talon Private Wealth LLC ($269.84K), and C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($162.92K).

How much institutional selling is happening at Innovator U.S. Equity Ultra Buffer ETF - September?

Institutional investors have sold a total of 4,205,119 shares in the last 24 months. This volume of shares sold represents approximately $135.89M in transactions.



This page (BATS:USEP) was last updated on 5/23/2025 by MarketBeat.com Staff
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