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 72 institutions that hold shares in the stock, with a total of 2.78 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 |
|---|---|---|---|---|---|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
607,034
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 26.76%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
601,067
shares
|
$0
2.33% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
167,338
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1330.97%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
138,338
shares
|
$0
0.48% of portfolio
|
Q2 2025
Added 9.95%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
83,127
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
69,262
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 14.19%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
60,907
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
57,416
shares
|
$0
0.72% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
57,348
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
50,179
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
49,533
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
49,504
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 60.14%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
42,816
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 26.67%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
37,331
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
35,830
shares
|
$0
0.09% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
34,383
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
32,638
shares
|
$0
0.05% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
29,719
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 394.33%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
29,428
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
27,390
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 16.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
25,999
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
24,257
shares
|
$0
0.16% of portfolio
|
Q3 2024
Added 137.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
23,704
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
22,804
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 15.99%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
22,472
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 76.03%
|