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

$34.76 -1.06 (-2.96%)
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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)
37
Total
Institutional Inflows
(last 12 months)
$64.37M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$56.23M
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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
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%
2/17/2025Cetera Investment Advisers32,503$1.14M0.0%+1.5%1.757%
2/17/2025Citadel Advisors LLC5,943$209K0.0%-48.0%0.321%
2/14/2025Jane Street Group LLC11,563$407K0.0%N/A0.625%
2/14/2025Berger Financial Group Inc33,110$1.17M0.1%-9.2%1.790%
2/13/2025Garden State Investment Advisory Services LLC14,415$507K0.2%-17.2%0.779%
2/13/2025SageView Advisory Group LLC60,237$2.12M0.1%+93.3%3.256%
2/13/2025Raymond James Financial Inc.12,964$456K0.0%N/A0.701%
2/13/2025Advisory 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%
2/12/2025Arete Wealth Advisors LLC38,920$1.37M0.1%-1.7%2.104%
2/12/2025OLD Mission Capital LLC18,376$647K0.0%N/A0.993%
2/12/2025Riverchase Wealth Management LLC9,144$322K0.2%N/A0.494%
2/12/2025PKS Advisory Services LLC13,880$489K0.1%N/A0.750%
2/11/2025WorthPointe LLC10,226$360K0.1%N/A0.553%
2/10/2025Harbour Investments Inc.14,595$514K0.0%+4.9%0.789%
2/10/2025Commonwealth Equity Services LLC60,906$2.14M0.0%+1.3%3.292%
2/7/2025Miller Financial Services LLC6,230$219K0.2%N/A0.337%
2/6/2025Raymond 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%
2/3/2025Sigma Planning Corp5,897$208K0.0%-40.7%0.319%
1/31/2025C2P 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%
1/29/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors1,073$38K0.0%-98.9%0.058%
Elon just did WHAT!? (Ad)

As you may recall, Biden and the Fed were working on a central bank digital currency, or CBDC. Had they gotten away with it, the Fed and U.S. banks could have seized control of our financial lives forever. But Trump stopped them cold on January 23rd, 2025, when he outlawed CBDCs… Paving the way for Elon Musk's secret master plan.

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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%
1/28/2025Archer Investment Corp9,755$343K0.1%-5.4%0.527%
1/22/2025Foundations 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%
11/18/2024Arete Wealth Advisors LLC39,575$1.37M0.1%-7.1%2.139%
11/15/2024 Continuum Advisory LLC13,378$471K0.1%+5.9%0.723%
11/15/2024SageView Advisory Group LLC31,159$1.08M0.1%+317.1%1.684%
11/15/2024IHT Wealth Management LLC8,160$288K0.0%N/A0.441%
11/15/2024HighTower Advisors LLC25,999$903K0.0%N/A1.405%
11/13/2024Truvestments Capital LLC4,339$151K0.0%N/A0.235%
11/6/2024Archer Investment Corp10,308$358K0.1%-88.5%0.557%
11/5/2024Harbour Investments Inc.13,919$484K0.0%+113.5%0.752%
11/4/2024Sigma 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%
10/8/2024C2P 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%
8/2/2024Archer Investment Corp89,249$3.02M0.9%-9.3%4.824%
7/31/2024 Spire Wealth Management15,262$516K0.0%-14.2%0.825%
7/31/2024Commonwealth Equity Services LLC46,079$1.56M0.0%+3.2%2.491%
7/26/2024WealthShield 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%
7/18/2024 Outlook Wealth Advisors LLC14,339$484K0.1%-64.1%0.775%
7/18/2024Triad 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%
5/9/2024SageView Advisory Group LLC7,471$251K0.0%-98.3%0.404%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors46,957$1.55M0.2%-14.2%2.538%
4/30/2024Commonwealth Equity Services LLC44,643$1.47M0.0%-0.9%2.413%
4/24/2024 Spire Wealth Management17,784$586K0.0%-11.7%0.946%
4/22/2024 Outlook Wealth Advisors LLC39,967$1.32M0.4%-91.4%2.126%
4/19/2024 KFG Wealth Management LLC76,507$2.52M1.0%+1.6%4.070%
4/15/2024 Brookstone Capital Management57,162$1.88M0.0%-87.9%3.041%
Elon just did WHAT!? (Ad)

As you may recall, Biden and the Fed were working on a central bank digital currency, or CBDC. Had they gotten away with it, the Fed and U.S. banks could have seized control of our financial lives forever. But Trump stopped them cold on January 23rd, 2025, when he outlawed CBDCs… Paving the way for Elon Musk's secret master plan.

Click here to see how to claim your stake before they launch to avoid missing out.
4/12/2024 Fermata Advisors LLC6,298$207K0.0%N/A0.268%
4/11/2024 RFG Advisory LLC6,336$209K0.0%N/A0.270%
2/16/2024SageView Advisory Group LLC444,157$13.91M0.5%N/A18.900%
2/15/2024Garden State Investment Advisory Services LLC17,415$545K0.2%+9.4%0.741%
2/9/2024Atlantic Private Wealth LLC3,500$110K0.1%N/A0.149%
2/9/2024SageView Advisory Group LLC444,157$13.91M0.4%N/A18.900%
2/9/2024 Central Valley Advisors LLC28,186$883K0.5%N/A1.199%
2/7/2024Avantax Advisory Services Inc.14,212$445K0.0%-31.2%0.605%
2/7/2024Berger Financial Group Inc9,594$300K0.0%N/A0.408%
2/2/2024 Truist Financial Corp42,875$1.34M0.0%+13.4%1.824%
(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, 69 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), Envestnet Asset Management Inc. ($4.27M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($3.87M), Commonwealth Equity Services LLC ($2.14M), SageView Advisory Group LLC ($2.12M), 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 56 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), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($75.59K), KFG Wealth Management LLC ($65.94K), Central Valley Advisors LLC ($59.89K), and Arete Wealth Advisors LLC ($50.81K).

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

Institutional investors have bought a total of 3,537,206 shares in the last 24 months. This purchase volume represents approximately $116.03M in transactions.

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

Of the 36 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), Sageworth Trust Co ($783.17K), Outlook Wealth Advisors LLC ($622.93K), AE Wealth Management LLC ($549.38K), SageView Advisory Group LLC ($436.69K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($162.92K), and Archer Investment Corp ($127.58K).

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

Institutional investors have sold a total of 4,190,542 shares in the last 24 months. This volume of shares sold represents approximately $133.39M in transactions.



This page (BATS:USEP) was last updated on 5/2/2025 by MarketBeat.com Staff
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