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

$40.63 +0.11 (+0.27%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$94.63M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$93.75M
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USEP Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2026 Kellett Wealth Advisors LLC515,316$19.93M10.8%-12.5%14.196%
5/1/2026 Sovran Advisors LLC559,701$22.67M1.8%+4.6%15.419%
4/30/2026 Kestra Advisory Services LLC104,655$4.05M0.0%-1.3%2.883%
4/30/2026 Sageworth Trust Co24,215$936K0.0%-24.2%0.667%
4/28/2026 Berger Financial Group Inc32,894$1.27M0.1%-0.8%0.906%
4/23/2026 Continuum Advisory LLC10,619$411K0.0%-4.7%0.293%
4/21/2026 KFG Wealth Management LLC87,117$3.37M0.4%-8.2%2.400%
4/17/2026 Outlook Wealth Advisors LLC8,560$331K0.1%-2.9%0.236%
4/17/2026 Brookstone Capital Management49,453$1.91M0.0%-96.9%1.362%
2/23/2026Sonoma Allocations LLC8,337$331K0.1%-7.0%0.230%
2/17/2026Cetera Investment Advisers67,554$2.66M0.0%+3.4%1.861%
2/17/2026Osaic Holdings Inc.97,704$3.84M0.0%+0.4%2.692%
2/16/2026 MML Investors Services LLC39,889$1.57M0.0%+0.8%1.099%
2/16/2026Arax Advisory Partners3,443$135K0.0%N/A0.095%
2/16/2026Aptus Capital Advisors LLC4,175$164K0.0%+20.1%0.115%
2/13/2026 Kestra Advisory Services LLC106,047$4.17M0.0%-0.8%2.921%
2/13/2026Arkadios Wealth Advisors14,554$572K0.0%+12.4%0.401%
2/12/2026TopTier Wealth Management LLC5,656$222K0.2%N/A0.156%
2/12/2026 Commonwealth Equity Services LLC93,684$3.69M0.0%+2.3%2.581%
2/11/2026LPL Financial LLC23,343$918K0.0%-1.3%0.643%
2/11/2026 Continuum Advisory LLC11,141$438K0.0%-5.0%0.307%
2/10/2026 Colton Groome Financial Advisors LLC6,321$249K0.1%N/A0.174%
2/10/2026Foundations Investment Advisors LLC23,685$932K0.0%+39.2%0.652%
2/9/2026Harbour Investments Inc.10,530$414K0.0%-19.7%0.290%
2/5/2026IMG Wealth Management Inc.7,343$289K0.2%+46.3%0.202%
2/5/2026Allworth Financial LP11,438$450K0.0%-2.8%0.315%
2/4/2026Trek Financial LLC14,426$567K0.0%-3.0%0.397%
2/3/2026 WealthShield Partners LLC3,154$124K0.0%+9.1%0.087%
2/3/2026 AssuredPartners Investment Advisors LLC13,060$514K0.1%N/A0.360%
2/2/2026 Truist Financial Corp49,472$1.95M0.0%-4.1%1.363%
2/2/2026 Vantage Point Financial LLC5,104$201K0.1%-10.9%0.141%
1/30/2026 Archer Investment Corp10,944$430K0.1%-6.3%0.301%
1/30/2026 Strategic Blueprint LLC29,428$1.16M0.1%-1.1%0.811%
1/27/2026Legacy Advisors LLC31,935$1.26M0.1%N/A0.880%
1/26/2026WorthPointe LLC6,622$260K0.1%-32.5%0.182%
1/23/2026 Kellett Wealth Advisors LLC589,233$23.18M13.2%-2.0%16.232%
1/21/2026 KFG Wealth Management LLC94,896$3.73M0.5%-4.1%2.614%
1/20/2026 Sovran Advisors LLC535,298$21.18M1.8%-13.9%14.747%
1/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors139,967$5.51M0.3%-7.2%3.856%
1/15/2026 Brookstone Capital Management1,618,090$63.64M0.7%+1.8%44.575%
1/14/2026 Spire Wealth Management80,628$3.17M0.1%-5.5%2.221%
1/14/2026 Chris Bulman Inc6,851$269K0.1%+12.7%0.189%
1/8/2026 Wealth Enhancement Advisory Services LLC9,348$369K0.0%-10.7%0.258%
12/2/2025Allworth Financial LP11,771$455K0.0%-5.3%0.324%
11/18/2025Advisory Services Network LLC36,742$1.42M0.0%-1.6%1.012%
11/17/2025Susquehanna International Group LLP23,075$892K0.0%-22.4%0.636%
11/17/2025Citadel Advisors LLC5,841$226K0.0%-74.0%0.161%
11/14/2025Raymond James Financial Inc.24,718$956K0.0%+54.5%0.681%
11/14/2025Wood Tarver Financial Group LLC13,071$505K0.1%+2.2%0.360%
11/14/2025Plum Street Advisors LLC5,400$209K0.1%N/A0.149%
11/13/2025PFG Advisors15,832$612K0.0%+11.3%0.436%
11/12/2025Aptus Capital Advisors LLC3,475$134K0.0%N/A0.096%
11/12/2025Arete Wealth Advisors LLC32,599$1.26M0.1%-9.0%0.898%
11/6/2025 Lantz Financial LLC9,537$369K0.1%N/A0.263%
11/5/2025IMG Wealth Management Inc.5,020$194K0.1%+1,306.2%0.138%
11/5/2025 Envestnet Asset Management Inc.56,408$2.18M0.0%+13.9%1.554%
11/3/2025Foundations Investment Advisors LLC17,017$658K0.0%+170.4%0.469%
11/3/2025 Archer Investment Corp11,678$452K0.1%+24.6%0.322%
11/3/2025 Truist Financial Corp51,568$1.99M0.0%+2.8%1.421%
10/31/2025 Sovran Advisors LLC621,789$24.21M2.1%+3.4%17.129%
10/31/2025Trek Financial LLC14,876$575K0.0%N/A0.410%
10/29/2025Arkadios Wealth Advisors12,947$501K0.0%N/A0.357%
10/28/2025 Nations Financial Group Inc. IA ADV12,758$493K0.0%N/A0.351%
10/24/2025Sonoma Allocations LLC8,964$346K0.1%N/A0.247%
10/23/2025 Evolution Wealth Management Inc.1,311$51K0.1%N/A0.036%
10/23/2025 Spire Wealth Management85,345$3.30M0.1%+274.3%2.351%
10/23/2025 Strategic Blueprint LLC29,761$1.15M0.1%+1.1%0.820%
10/22/2025 Riverchase Wealth Management LLC10,356$400K0.2%N/A0.285%
10/21/2025 Kellett Wealth Advisors LLC601,321$23.25M14.0%-0.9%16.565%
10/21/2025 Signaturefd LLC194,350$7.52M0.1%N/A5.354%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors150,890$5.84M0.3%+9.1%4.157%
10/20/2025 Accurate Wealth Management LLC6,282$242K0.0%N/A0.173%
10/20/2025 DHJJ Financial Advisors Ltd.3,935$152K0.1%+230.7%0.108%
10/20/2025 Nicholas Wealth LLC.7,681$297K0.1%N/A0.212%
10/20/2025 Chris Bulman Inc6,078$235K0.1%N/A0.167%
10/17/2025WorthPointe LLC9,817$380K0.1%-4.0%0.270%
10/15/2025 Brookstone Capital Management1,589,985$61.49M0.7%+3,110.0%43.801%
10/15/2025 Founders Financial Securities LLC16,343$632K0.0%N/A0.450%
10/14/2025 Berger Financial Group Inc33,174$1.28M0.1%+21.1%0.914%
10/9/2025 Central Valley Advisors LLC72,551$2.81M0.9%+26.4%1.999%
10/7/2025 KFG Wealth Management LLC98,929$3.83M0.6%+72.5%2.725%
9/4/2025Osaic Holdings Inc.69,262$2.55M0.0%+0.7%1.908%
8/14/2025Raymond James Financial Inc.16,003$590K0.0%+23.4%0.441%
8/13/2025SageView Advisory Group LLC32,638$1.23M0.0%-8.7%0.899%
8/12/2025Steward Partners Investment Advisory LLC3,368$124K0.0%-21.1%0.093%
8/11/2025 Outlook Wealth Advisors LLC8,820$325K0.1%-16.7%0.243%
8/8/2025Cetera Investment Advisers34,383$1.27M0.0%+7.3%0.947%
8/8/2025 WealthShield Partners LLC3,003$111K0.0%-46.4%0.083%
8/8/2025Foundations Investment Advisors LLC6,294$232K0.0%-71.2%0.173%
8/7/2025PFG Advisors14,219$524K0.0%N/A0.392%
8/6/2025AE Wealth Management LLC9,445$348K0.0%-31.4%0.260%
8/5/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors138,338$5.10M0.5%+10.0%3.811%
8/4/2025 Spire Wealth Management22,804$841K0.0%-16.0%0.628%
8/1/2025 Envestnet Asset Management Inc.49,504$1.82M0.0%-60.1%1.364%
7/30/2025 Brookstone Capital Management49,533$1.83M0.0%+1.6%1.365%
7/25/2025 Kellett Wealth Advisors LLC607,034$22.37M14.6%-26.8%16.723%
7/24/2025 Vantage Point Financial LLC5,728$211K0.1%N/A0.158%
7/22/2025 Simplicity Wealth LLC167,338$6.17M0.3%+1,331.0%4.610%
7/22/2025 Berger Financial Group Inc27,390$1.01M0.1%-16.8%0.755%
7/18/2025 Truist Financial Corp50,179$1.85M0.0%-1.8%1.382%


USEP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USEP shares?

During the previous two years, 80 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - September. The most heavily invested institutionals were Sovran Advisors LLC ($22.67M), Kellett Wealth Advisors LLC ($19.93M), Signaturefd LLC ($7.52M), Simplicity Wealth LLC ($6.17M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($5.51M), Kestra Advisory Services LLC ($4.05M), and Osaic Holdings Inc. ($3.84M).Learn more on Innovator U.S. Equity Ultra Buffer ETF - September's institutional investors.

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

Of the 66 institutional investors that purchased Innovator U.S. Equity Ultra Buffer ETF - September's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($2.40M), Sovran Advisors LLC ($646.19K), Signaturefd LLC ($194.35K), Simplicity Wealth LLC ($167.34K), Spire Wealth Management ($62.54K), Legacy Advisors LLC ($61.78K), and C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($60.54K).

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

Institutional investors have bought a total of 2,462,187 shares in the last 24 months. This purchase volume represents approximately $94.63M in transactions.

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

Of the 36 institutional investors that sold Innovator U.S. Equity Ultra Buffer ETF - September's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($1.57M), Kellett Wealth Advisors LLC ($313.50K), Talon Private Wealth LLC ($269.84K), Sovran Advisors LLC ($86.49K), Envestnet Asset Management Inc. ($74.70K), SageView Advisory Group LLC ($27.60K), and Citadel Advisors LLC ($16.63K).

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

Institutional investors have sold a total of 2,472,445 shares in the last 24 months. This volume of shares sold represents approximately $93.75M in transactions.


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This page (BATS:USEP) was last updated on 5/5/2026 by MarketBeat.com Staff.
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