BATS:USEP Innovator U.S. Equity Ultra Buffer ETF - September - USEP Institutional Ownership Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat Daily Premium to add more stocks to your watchlist. Adding Innovator U.S. Equity Ultra Buffer ETF - September Please log in to your account or sign up in order to add this asset to your watchlist. $27.15 +0.22 (+0.82%) (As of 03/29/2023 12:00 AM ET) Add Compare Share Share Today's Range$27.06▼$27.1650-Day Range$26.48▼$27.6752-Week Range N/AVolume7,153 shsAverage VolumeN/AMarket Capitalization$151.24 millionAssets Under Management$108.99 millionDividend YieldN/ANet Expense Ratio0.79% ProfileChartInstitutional OwnershipHoldings Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Ultra Buffer ETF - September (BATS:USEP)Number ofInstitutional Buyers(last 12 months)15TotalInstitutional Inflows(last 12 months)$27.23 MNumber ofInstitutional Sellers(last 12 months)10TotalInstitutional Outflows(last 12 months)$3.03 M Skip Chart & View Institutional Buying and Selling Data USEP Institutional Buying and Selling by Quarter Get USEP Insider Trade Alerts Want to know when executives and insiders are buying or selling Innovator U.S. Equity Ultra Buffer ETF - September stock? 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Email Address Innovator U.S. Equity Ultra Buffer ETF - September Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails3/6/2023OLD Mission Capital LLC45,825$1.21M0.0%N/A0.000% 2/15/2023Money Concepts Capital Corp39,102$1.03M0.0%+592.6%0.000% 2/14/2023First Commonwealth Financial Corp PA19,327$0.51M0.2%N/A0.000% 2/14/2023Cetera Investment Advisers27,021$0.71M0.0%+1.6%0.000% 2/10/2023Advisor Group Holdings Inc.84,619$2.23M0.0%-16.6%0.000% 2/9/2023HighTower Advisors LLC34,156$0.90M0.0%-18.6%0.000% 2/8/2023UBS Group AG4,293$0.11M0.0%N/A0.000% 2/8/2023Cambridge Investment Research Advisors Inc.30,620$0.81M0.0%-9.9%0.000% 2/7/2023Commonwealth Equity Services LLC24,974$0.66M0.0%+39.9%0.000% 2/7/2023LPL Financial LLC16,863$0.45M0.0%+68.2%0.000% 2/7/2023IFP Advisors Inc7,229$0.18M0.0%+21.5%0.000% 2/7/2023Envestnet Asset Management Inc.16,082$0.43M0.0%-60.4%0.000% 2/6/2023Arete Wealth Advisors LLC50,427$1,331.27B0.1%-7.9%0.000% 2/3/2023Archer Investment Corp143,810$3.80M1.5%-17.3%0.000% 2/1/2023CWM LLC1,098$29K0.0%-43.2%0.000% 1/31/2023Atticus Wealth Management LLC10,000$0.26M0.1%N/A0.000% 1/31/2023Kestra Advisory Services LLC49,370$1.30M0.0%+8.3%0.000% 1/31/2023AE Wealth Management LLC428,041$11.30M0.1%+113.2%0.000% 1/26/2023Strategic Blueprint LLC97,999$2.59M0.3%-6.3%0.000% 1/25/2023Sageworth Trust Co825,986$21.81M1.7%+4.9%0.000% 1/20/2023Miracle Mile Advisors LLC588,675$15.54M0.5%N/A0.000% 1/20/2023Delta Investment Management LLC28,678$0.76M0.2%-6.3%0.000% 1/18/2023KFG Wealth Management LLC20,871$0.55M0.6%N/A0.000% 1/17/2023Donald L. Hagan LLC107,167$2.83M1.8%-14.7%0.000% 1/9/2023Brookstone Capital Management48,825$1.30M0.0%+96.9%0.000% (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, 25 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - September. The most heavily invested institutionals were Arete Wealth Advisors LLC ($1,331.27B), Sageworth Trust Co ($21.81M), Miracle Mile Advisors LLC ($15.54M), AE Wealth Management LLC ($11.30M), Archer Investment Corp ($3.80M), Donald L. Hagan LLC ($2.83M), and Strategic Blueprint LLC ($2.59M).Learn more on USEP's institutional investors. Which institutional investors have been buying Innovator U.S. Equity Ultra Buffer ETF - September stock? Of the 15 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: Miracle Mile Advisors LLC ($0.59M), AE Wealth Management LLC ($0.23M), OLD Mission Capital LLC ($45.83K), Sageworth Trust Co ($38.39K), Money Concepts Capital Corp ($33.46K), Brookstone Capital Management ($24.03K), and KFG Wealth Management LLC ($20.87K). How much institutional buying is happening at Innovator U.S. Equity Ultra Buffer ETF - September? Institutional investors have bought a total of 1,031,576 shares in the last 24 months. This purchase volume represents approximately $27.23M in transactions. Which Innovator U.S. Equity Ultra Buffer ETF - September major shareholders have been selling company stock? Of the 10 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: Archer Investment Corp ($30.06K), Envestnet Asset Management Inc. ($24.55K), Donald L. Hagan LLC ($18.49K), Advisor Group Holdings Inc. ($16.86K), HighTower Advisors LLC ($7.80K), Strategic Blueprint LLC ($6.61K), and Arete Wealth Advisors LLC ($4.32K). How much institutional selling is happening at Innovator U.S. Equity Ultra Buffer ETF - September? Institutional investors have sold a total of 114,835 shares in the last 24 months. This volume of shares sold represents approximately $3.03M in transactions. This page (BATS:USEP) was last updated on 3/30/2023 by MarketBeat.com Staff Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. 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