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

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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)
$63.24M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$27.80M
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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
4/23/2025Kellett Wealth Advisors LLC828,812$28.52M19.8%-4.0%21.811%
4/23/2025Spire Wealth Management27,144$934K0.0%-15.9%0.714%
4/23/2025Legacy 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%
3/6/2025Wood Tarver Financial Group LLC14,077$495K0.2%N/A0.366%
2/18/2025Continuum 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%
2/13/2025Envestnet 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%
2/5/2025Kellett 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%
1/31/2025Truist Financial Corp50,606$1.78M0.0%-1.2%2.735%
1/30/2025Allworth 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%
1/29/2025Sovran Advisors LLC521,901$18.32M2.6%N/A28.211%
1/28/2025AlphaStar 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%
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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%
1/13/2025Brookstone Capital Management868,157$30.56M0.4%+57.0%46.927%
11/18/2024Arete Wealth Advisors LLC39,575$1.37M0.1%-7.1%2.139%
11/15/2024Continuum 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%
10/28/2024Reston Wealth Management LLC2,680$93K0.0%N/A0.145%
10/25/2024Strategic 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%
10/24/2024Sageworth 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%
10/16/2024Physician 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%
10/8/2024Brookstone 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%
7/31/2024Spire 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%
7/18/2024Brookstone 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%
4/24/2024Spire 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%
4/15/2024Brookstone Capital Management57,162$1.88M0.0%-87.9%3.041%
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%
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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%
2/2/2024Truist Financial Corp42,875$1.34M0.0%+13.4%1.824%
2/1/2024Strata Wealth Advisors LLC6,414$201K0.1%N/A0.273%
1/31/2024 KFG Wealth Management LLC75,299$2.36M1.1%+68.2%3.204%
1/31/2024Archer Investment Corp106,458$3.33M1.1%+1.5%4.530%
1/29/2024 Outlook Wealth Advisors LLC463,456$14.51M5.1%-14.0%19.722%
(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, 71 institutional investors and hedge funds held shares of Innovator U.S. Equity Ultra Buffer ETF - September. The most heavily invested institutionals were Brookstone Capital Management ($30.56M), Kellett Wealth Advisors LLC ($28.52M), Sovran Advisors LLC ($18.32M), Envestnet Asset Management Inc. ($4.68M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($3.87M), Commonwealth Equity Services LLC ($2.14M), and SageView Advisory Group LLC ($2.12M).Learn more on USEP's institutional investors.

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

Of the 57 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 ($521.90K), Arete Wealth Advisors LLC ($101.63K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($75.59K), KFG Wealth Management LLC ($65.94K), and Central Valley Advisors LLC ($59.89K).

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

Institutional investors have bought a total of 3,556,560 shares in the last 24 months. This purchase volume represents approximately $116.34M in transactions.

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

Of the 35 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 ($783.17K), Outlook Wealth Advisors LLC ($622.93K), AE Wealth Management LLC ($549.38K), Brookstone Capital Management ($439.78K), 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 3,383,060 shares in the last 24 months. This volume of shares sold represents approximately $105.47M in transactions.


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This page (BATS:USEP) was last updated on 4/24/2025 by MarketBeat.com Staff
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