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

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$32.37

-0.04 (-0.12%)

(As of 04/18/2024 ET)

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Stock Analysis Chart Holdings Ownership

Number of Institutional Buyers (last 12 months): 44
Total Institutional Inflows (last 12 months): $65.24M

Number of Institutional Sellers (last 12 months): 23
Total Institutional Outflows (last 12 months): $83.07M

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USEP Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/15/2024	Brookstone Capital Management	57,162	$1.88M	0.0%	-87.9%	3.041%
4/12/2024	Fermata Advisors LLC	6,298	$207K	0.0%	N/A	0.268%
4/11/2024	RFG Advisory LLC	6,336	$209K	0.0%	N/A	0.270%
2/16/2024	SageView Advisory Group LLC	444,157	$13.91M	0.5%	N/A	18.900%
2/16/2024	Harbour Investments Inc.	6,520	$204K	0.0%	-16.1%	0.277%
2/15/2024	Townsquare Capital LLC	9,793	$307K	0.0%	+36.0%	0.417%
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2/15/2024	OLD Mission Capital LLC	17,121	$536K	0.0%	-48.1%	0.729%
2/15/2024	Garden State Investment Advisory Services LLC	17,415	$545K	0.2%	+9.4%	0.741%
2/14/2024	Royal Bank of Canada	125,045	$3.92M	0.0%	+24,370.6%	5.321%
2/14/2024	Continuum Advisory LLC	12,791	$401K	0.1%	N/A	0.544%
2/14/2024	Kestra Advisory Services LLC	55,108	$1.73M	0.0%	+324.9%	2.345%
2/14/2024	Visionary Wealth Advisors	6,804	$213K	0.0%	N/A	0.290%
2/13/2024	Envestnet Asset Management Inc.	108,424	$3.40M	0.0%	+5.4%	4.614%
2/12/2024	Steward Partners Investment Advisory LLC	3,368	$105K	0.0%	N/A	0.143%
2/9/2024	Atlantic Private Wealth LLC	3,500	$110K	0.1%	N/A	0.149%
2/9/2024	SageView Advisory Group LLC	444,157	$13.91M	0.4%	N/A	18.900%
2/9/2024	Cambridge Investment Research Advisors Inc.	29,345	$919K	0.0%	-16.5%	1.249%
2/9/2024	Central Valley Advisors LLC	28,186	$883K	0.5%	N/A	1.199%
2/7/2024	Avantax Advisory Services Inc.	14,212	$445K	0.0%	-31.2%	0.605%
2/7/2024	Berger Financial Group Inc	9,594	$300K	0.0%	N/A	0.408%
2/2/2024	Truist Financial Corp	42,875	$1.34M	0.0%	+13.4%	1.824%
2/1/2024	Strata Wealth Advisors LLC	6,414	$201K	0.1%	N/A	0.273%
1/31/2024	KFG Wealth Management LLC	75,299	$2.36M	1.1%	+68.2%	3.204%
1/31/2024	Archer Investment Corp	106,458	$3.33M	1.1%	+1.5%	4.530%
1/29/2024	Outlook Wealth Advisors LLC	463,456	$14.51M	5.1%	-14.0%	19.722%
1/25/2024	Strategic Blueprint LLC	38,194	$1.20M	0.1%	-20.0%	1.625%
1/19/2024	Worth Financial Advisory Group LLC	6,400	$200K	0.2%	N/A	0.272%
1/16/2024	Raymond James Financial Services Advisors Inc.	8,855	$277K	0.0%	N/A	0.377%
1/11/2024	Brookstone Capital Management	471,961	$14.78M	0.3%	+6.2%	20.083%
11/15/2023	Townsquare Capital LLC	7,199	$211K	0.0%	N/A	0.306%
11/14/2023	Milestone Asset Management LLC	11,946	$349K	0.1%	N/A	0.508%
11/13/2023	Garden State Investment Advisory Services LLC	15,915	$466K	0.2%	N/A	0.677%
11/13/2023	LPL Financial LLC	29,133	$853K	0.0%	+29.2%	1.240%
11/13/2023	Envestnet Asset Management Inc.	102,882	$3.01M	0.0%	+790.4%	4.378%
11/13/2023	Kestra Advisory Services LLC	12,970	$380K	0.0%	-73.7%	0.552%
11/8/2023	Archer Investment Corp	104,836	$3.07M	1.1%	-6.4%	4.461%
11/8/2023	Spire Wealth Management	20,149	$590K	0.0%	+776.0%	0.857%
11/8/2023	Avantax Advisory Services Inc.	20,656	$605K	0.0%	+51.2%	0.879%
11/7/2023	Fermata Advisors LLC	15,848	$464K	0.1%	N/A	0.674%
11/2/2023	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	59,538	$1.74M	0.2%	-43.2%	2.534%
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10/30/2023	Arete Wealth Advisors LLC	28,115	$823K	0.1%	-41.1%	1.196%
10/25/2023	WealthShield Partners LLC	5,715	$167K	0.0%	N/A	0.243%
10/25/2023	CGC Financial Services LLC	27,789	$813K	0.6%	N/A	1.183%
10/24/2023	Cambridge Investment Research Advisors Inc.	35,145	$1.03M	0.0%	+19.7%	1.496%
10/23/2023	Commonwealth Equity Services LLC	26,439	$774K	0.0%	+5.1%	1.125%
10/20/2023	Brookstone Capital Management	444,485	$13.02M	0.3%	+966.4%	18.914%
10/18/2023	Strategic Blueprint LLC	47,758	$1.40M	0.1%	-20.4%	2.032%
10/17/2023	KFG Wealth Management LLC	44,755	$1.31M	0.7%	+127.7%	1.904%
10/11/2023	AE Wealth Management LLC	7,485	$219K	0.0%	-6.6%	0.319%
10/10/2023	DHJJ Financial Advisors Ltd.	3,190	$93K	0.0%	N/A	0.136%
10/10/2023	Outlook Wealth Advisors LLC	539,209	$15.78M	6.0%	-6.3%	22.945%
10/5/2023	Foundations Investment Advisors LLC	8,087	$237K	0.0%	N/A	0.344%
8/21/2023	Osaic Holdings Inc.	56,961	$1.67M	0.0%	-33.7%	2.424%
8/16/2023	GTS Securities LLC	32,295	$946K	0.0%	N/A	1.374%
8/15/2023	Goldman Sachs Group Inc.	20,038	$587K	0.0%	N/A	0.853%
8/15/2023	Citadel Advisors LLC	22,272	$653K	0.0%	+24.7%	0.948%
8/14/2023	MML Investors Services LLC	10,529	$309K	0.0%	N/A	0.448%
8/11/2023	JPMorgan Chase & Co.	7,970	$234K	0.0%	N/A	0.339%
8/10/2023	Osaic Holdings Inc.	56,961	$1.67M	0.0%	-33.7%	2.424%
8/10/2023	Commonwealth Equity Services LLC	25,151	$737K	0.0%	-2.1%	1.070%
8/10/2023	Cetera Investment Advisers	12,215	$358K	0.0%	-53.3%	0.520%
8/8/2023	Archer Investment Corp	111,962	$3.28M	1.2%	-7.0%	4.764%
8/4/2023	Envestnet Asset Management Inc.	11,554	$339K	0.0%	-21.9%	0.492%
8/4/2023	Delta Investment Management LLC	27,604	$809K	0.2%	-3.7%	1.175%
8/2/2023	Cornerstone Wealth Group LLC	9,416	$276K	0.1%	-33.3%	0.401%
7/31/2023	LPL Financial LLC	22,556	$661K	0.0%	-11.3%	0.578%
7/26/2023	Sageworth Trust Co	58,388	$1.71M	0.1%	-89.5%	1.497%
7/21/2023	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	104,790	$3.07M	0.4%	-11.6%	2.687%
7/13/2023	Miracle Mile Advisors LLC	9,015	$264K	0.0%	-14.3%	0.231%
7/13/2023	Cambridge Investment Research Advisors Inc.	29,360	$860K	0.0%	-2.5%	0.753%
7/11/2023	Brookstone Capital Management	41,679	$1.21M	0.0%	-10.6%	1.069%
7/10/2023	AE Wealth Management LLC	8,013	$235K	0.0%	-98.6%	0.205%
7/10/2023	Outlook Wealth Advisors LLC	575,194	$16.86M	6.4%	-9.2%	14.749%
7/6/2023	FC Advisory LLC	6,882	$202K	0.1%	N/A	0.176%
5/22/2023	Arete Wealth Advisors LLC	50,813	$1.40M	0.1%	N/A	1.286%
5/16/2023	Susquehanna International Group LLP	8,988	$247K	0.0%	N/A	0.228%
5/16/2023	Harbour Investments Inc.	7,774	$214K	0.0%	-18.5%	0.197%
5/15/2023	Cetera Investment Advisers	26,150	$719K	0.0%	-3.2%	0.662%
5/12/2023	OLD Mission Capital LLC	19,476	$536K	0.0%	-57.5%	0.493%
5/12/2023	UBS Group AG	3,684	$101K	0.0%	-14.2%	0.093%
5/11/2023	Cambridge Investment Research Advisors Inc.	30,120	$828K	0.0%	-1.6%	0.763%
5/11/2023	Envestnet Asset Management Inc.	14,801	$407K	0.0%	-8.0%	0.375%
5/11/2023	Commonwealth Equity Services LLC	25,682	$706K	0.0%	+2.8%	0.650%
5/10/2023	LPL Financial LLC	25,443	$700K	0.0%	+50.9%	0.644%
5/10/2023	Nelson Van Denburg & Campbell Wealth Management Group LLC	2,000	$55K	0.0%	N/A	0.051%
5/10/2023	WealthPLAN Partners LLC	3,575	$98K	0.0%	N/A	0.091%
5/9/2023	Archer Investment Corp	120,395	$3.31M	1.2%	-16.3%	3.048%
5/8/2023	Sageworth Trust Co	558,500	$15.36M	1.1%	-32.4%	14.139%
5/5/2023	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	118,565	$3.26M	0.5%	+89.7%	3.002%
5/1/2023	Arete Wealth Advisors LLC	50,813	$1.40T	0.1%	N/A	1.286%
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5/1/2023	Money Concepts Capital Corp	29,548	$288K	0.0%	-24.4%	0.748%
4/28/2023	Avantax Advisory Services Inc.	13,658	$376K	0.0%	+2.9%	0.346%
4/28/2023	Strategic Blueprint LLC	85,555	$2.35M	0.2%	-12.7%	2.166%
4/26/2023	Stone House Investment Management LLC	920	$25K	0.0%	N/A	0.023%
4/20/2023	Miracle Mile Advisors LLC	10,514	$289K	0.0%	-98.2%	0.266%
4/20/2023	Retirement Planning Group	7,532	$207K	0.0%	N/A	0.191%
4/19/2023	Brookstone Capital Management	46,599	$1.29M	0.0%	-4.6%	1.180%
4/18/2023	Donald L. Hagan LLC	110,883	$3.05M	1.7%	+3.5%	2.807%
4/18/2023	Outlook Wealth Advisors LLC	633,523	$17.42M	7.7%	-9.2%	16.039%
4/18/2023	IFP Advisors Inc	2,098	$52K	0.0%	-71.0%	0.053%

(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, 64 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - September. The most heavily invested institutionals were Outlook Wealth Advisors LLC ($14.51M), SageView Advisory Group LLC ($13.91M), Royal Bank of Canada ($3.92M), Envestnet Asset Management Inc. ($3.40M), Archer Investment Corp ($3.33M), Donald L. Hagan LLC ($3.05M), and KFG Wealth Management LLC ($2.36M).Learn more on USEP's institutional investors.
Which institutional investors have been buying Innovator U.S. Equity Ultra Buffer ETF - September stock?: Of the 55 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: SageView Advisory Group LLC ($888.31K), Miracle Mile Advisors LLC ($588.68K), Brookstone Capital Management ($454.31K), AE Wealth Management LLC ($356.07K), Royal Bank of Canada ($124.53K), Arete Wealth Advisors LLC ($101.63K), and Envestnet Asset Management Inc. ($96.87K).
How much institutional buying is happening at Innovator U.S. Equity Ultra Buffer ETF - September?: Institutional investors have bought a total of 3,317,892 shares in the last 24 months. This purchase volume represents approximately $96.12M in transactions.

Which Innovator U.S. Equity Ultra Buffer ETF - September major shareholders have been selling company stock?: Of the 29 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: Sageworth Trust Co ($767.60K), Miracle Mile Advisors LLC ($579.66K), AE Wealth Management LLC ($549.38K), Brookstone Capital Management ($421.95K), Outlook Wealth Advisors LLC ($234.33K), Archer Investment Corp ($69.03K), and C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($59.03K).
How much institutional selling is happening at Innovator U.S. Equity Ultra Buffer ETF - September?: Institutional investors have sold a total of 3,017,806 shares in the last 24 months. This volume of shares sold represents approximately $88.04M in transactions.

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This page (BATS:USEP) was last updated on 4/19/2024 by MarketBeat.com Staff

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

USEP Institutional Buying and Selling by Quarter

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

USEP Institutional Ownership - Frequently Asked Questions

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

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

USEP Institutional Buying and Selling by Quarter

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

USEP Institutional Ownership - Frequently Asked Questions