Who owns USEP?
Innovator U.S. Equity Ultra Buffer ETF - Sep · Innovator
80 institutions reported holding USEP, worth $121.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of USEP
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Sovran Advisors, LLC | San Diego, CA | $23.2M | 559,190 | −511 shares |
| Kellett Wealth Advisors, LLC | Cincinnati, OH | $21.1M | 511,597 | −3,719 shares |
| Signaturefd, LLC | Atlanta, GA | $8.0M | 194,350 | No change |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Westlake, OH | $6.4M | 155,052 | +6,659 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $3.8M | 91,945 | −1,630 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $3.7M | 89,215 | +2,216 shares |
| Kestra Advisory Services, LLC | Austin, TX | $3.1M | 74,023 | −30,632 shares |
| Central Valley Advisors, LLC | Sacramento, CA | $2.9M | 69,051 | −3,321 shares |
| Cetera Investment Advisers | Schaumburg, IL | $2.7M | 66,425 | −2,072 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $2.7M | 64,642 | +32,321 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns USEP?
80 institutional managers reported holding USEP in Form 13F filings for June 30, 2026, worth $121.6M in total. The largest reported position was held by Sovran Advisors, LLC, at $23.2M.
Did institutions buy or sell USEP last quarter?
Reported 13F value rose 5.7% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is USEP ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.