Institutional Ownership Innovator U.S. Equity Ultra Bu (USEP)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (USEP). We have compiled data on the 85 institutions that hold shares in the stock, with a total of 4.69 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
1,618,090
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 1.77%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Jan 22, 2026 Q4 2025 |
589,233
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 2.01%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
535,298
shares
|
$0
1.8% of portfolio
|
Q4 2025
Reduced 13.91%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
194,350
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 20, 2026 Q4 2025 |
139,967
shares
|
$0
0.33% of portfolio
|
Q4 2025
Reduced 7.24%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
106,925
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 28.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
97,361
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 40.57%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2026 Q4 2025 |
94,896
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 4.08%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
91,607
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 50.4%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
80,628
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 5.53%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
72,551
shares
|
$0
0.85% of portfolio
|
Q3 2025
Added 26.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
65,337
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 90.03%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
56,408
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 13.95%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
51,568
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
39,582
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 113.89%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
36,742
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jan 27, 2026 Q4 2025 |
33,174
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 21.12%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
32,599
shares
|
$0
0.08% of portfolio
|
Q3 2025
Reduced 9.02%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
31,935
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 25.41%
|
|
|
Legacy Advisors, LLC
|
Jan 27, 2026 Q4 2025 |
31,935
shares
|
$0
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
30,330
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
30,227
shares
|
$0
0.04% of portfolio
|
Q3 2025
Reduced 7.39%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 30, 2026 Q4 2025 |
29,428
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 1.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
25,999
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
25,270
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.61%
|
|