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

$41.49 +0.07 (+0.17%)
As of 07/24/2026 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)
43
Total
Institutional Inflows
(last 12 months)
$86.04M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$74.67M
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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
7/8/2026 First Heartland Consultants Inc.10,014$414K0.0%N/A0.276%
5/18/2026Talon Private Wealth LLC1,271$49K0.0%N/A0.035%
5/13/2026Cetera Investment Advisers68,497$2.65M0.0%+1.4%1.887%
5/4/2026 Kellett Wealth Advisors LLC515,316$19.93M10.8%-12.5%14.196%
5/1/2026Sovran Advisors LLC559,701$22.67M1.8%+4.6%15.419%
4/30/2026Kestra Advisory Services LLC104,655$4.05M0.0%-1.3%2.883%
4/30/2026Sageworth Trust Co24,215$936K0.0%-24.2%0.667%
4/28/2026Berger Financial Group Inc32,894$1.27M0.1%-0.8%0.906%
4/23/2026Continuum Advisory LLC10,619$411K0.0%-4.7%0.293%
4/21/2026 KFG Wealth Management LLC87,117$3.37M0.4%-8.2%2.400%
4/17/2026Outlook Wealth Advisors LLC8,560$331K0.1%-2.9%0.236%
4/17/2026 Brookstone Capital Management49,453$1.91M0.0%-96.9%1.362%
2/23/2026 Sonoma 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%
2/16/2026MML 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%
2/13/2026Kestra Advisory Services LLC106,047$4.17M0.0%-0.8%2.921%
2/13/2026Arkadios Wealth Advisors14,554$572K0.0%+12.4%0.401%
2/12/2026 TopTier Wealth Management LLC5,656$222K0.2%N/A0.156%
2/12/2026Commonwealth Equity Services LLC93,684$3.69M0.0%+2.3%2.581%
2/11/2026LPL Financial LLC23,343$918K0.0%-1.3%0.643%
2/11/2026Continuum 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%
2/3/2026WealthShield Partners LLC3,154$124K0.0%+9.1%0.087%
2/3/2026AssuredPartners Investment Advisors LLC13,060$514K0.1%N/A0.360%
2/2/2026Truist Financial Corp49,472$1.95M0.0%-4.1%1.363%
2/2/2026Vantage Point Financial LLC5,104$201K0.1%-10.9%0.141%
1/30/2026Archer 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%
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1/20/2026Sovran 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%
11/13/2025 PFG 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%
11/5/2025Envestnet 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%
11/3/2025Archer Investment Corp11,678$452K0.1%+24.6%0.322%
11/3/2025Truist Financial Corp51,568$1.99M0.0%+2.8%1.421%
10/31/2025Sovran 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%
10/24/2025 Sonoma 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%
10/21/2025Signaturefd 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%
10/20/2025DHJJ Financial Advisors Ltd.3,935$152K0.1%+230.7%0.108%
10/20/2025Nicholas 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%
10/15/2025Founders Financial Securities LLC16,343$632K0.0%N/A0.450%
10/14/2025Berger 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%
8/11/2025Outlook Wealth Advisors LLC8,820$325K0.1%-16.7%0.243%
8/8/2025Cetera Investment Advisers34,383$1.27M0.0%+7.3%0.947%
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8/8/2025WealthShield Partners LLC3,003$111K0.0%-46.4%0.083%
8/8/2025Foundations Investment Advisors LLC6,294$232K0.0%-71.2%0.173%
8/7/2025 PFG 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%
8/1/2025Envestnet 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%
7/24/2025Vantage Point Financial LLC5,728$211K0.1%N/A0.158%


USEP Institutional Ownership - Frequently Asked Questions

During the previous two years, 79 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.

Of the 67 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).

Institutional investors have bought a total of 2,224,630 shares in the last 24 months. This purchase volume represents approximately $86.04M in transactions.

Of the 32 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 ($91.72K), Sovran Advisors LLC ($86.49K), Envestnet Asset Management Inc. ($74.70K), Citadel Advisors LLC ($16.63K), Foundations Investment Advisors LLC ($15.56K), and KFG Wealth Management LLC ($11.81K).

Institutional investors have sold a total of 1,933,780 shares in the last 24 months. This volume of shares sold represents approximately $74.67M in transactions.


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This page (BATS:USEP) was last updated on 7/25/2026 by MarketBeat.com Staff.
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