INNOVATOR U.S. EQUITY ULTRA (USEP) Institutional Ownership Changes & 13F Activity
INNOVATOR U.S. EQUITY ULTRA (USEP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Susquehanna International Group, Llp, Old Mission Capital Llc, Jpmorgan Chase & Co, Lpl Financial Llc, and Assuredpartners Investment Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Talon Private Wealth, Llc | Buy | +40 | +3.1% | 1,311 | $54.17K | Q2 2026 | Sep 11, 2026 |
| Citadel Advisors Llc | Buy | +480 | +2.9% | 16,883 | $697.77K | Q2 2026 | Sep 02, 2026 |
| Archer Investment Corp | Sell | -2,806 | -25.9% | 8,022 | $331.56K | Q2 2026 | Aug 19, 2026 |
| Susquehanna International Group, Llp | Buy | +42,687 | +249.3% | 59,811 | $2.47M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +14,683 | +61.0% | 38,765 | $1.60M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -6,607 | -27.7% | 17,203 | $711.00K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +5,916 | — | 5,916 | $244.51K | Q2 2026 | Aug 14, 2026 |
| Vantage Point Financial Llc | Buy | +5,104 | — | 5,104 | $210.95K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +5,099 | — | 5,099 | $210.00K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -4,077 | -17.2% | 19,621 | $810.94K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,216 | +2.5% | 89,215 | $3.69M | Q2 2026 | Aug 14, 2026 |
| Arete Wealth Advisors, Llc | Sell | -5,679 | -17.5% | 26,793 | $1.11M | Q2 2026 | Aug 13, 2026 |
| Wood Tarver Financial Group, Llc | Sell | -2,526 | -21.9% | 9,017 | $372.00K | Q2 2026 | Aug 13, 2026 |
| Trek Financial, Llc | Sell | -2,257 | -15.6% | 12,169 | $502.94K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +12,603 | — | 12,603 | $520.19K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -2,072 | -3.0% | 66,425 | $2.75M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -1,170 | -16.8% | 5,814 | $240.29K | Q2 2026 | Aug 12, 2026 |
| Wealthshield Partners, Llc | Sell | -355 | -10.7% | 2,961 | $122.38K | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Sell | -296 | -0.8% | 35,624 | $1.47M | Q2 2026 | Aug 12, 2026 |
| Allworth Financial Lp | Sell | -1,948 | -17.5% | 9,156 | $378.42K | Q2 2026 | Aug 11, 2026 |
| Assuredpartners Investment Advisors, Llc | Sell | -7,163 | -56.0% | 5,617 | $232.15K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +9,647 | +51.1% | 28,535 | $1.18M | Q2 2026 | Aug 07, 2026 |
| Silver Oak Securities, Incorporated | Buy | +5,349 | — | 5,349 | $221.07K | Q2 2026 | Aug 07, 2026 |
| Img Wealth Management, Inc. | Buy | +2,750 | +37.5% | 10,093 | $417.14K | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +1,033 | +2.8% | 37,728 | $1.56M | Q2 2026 | Aug 07, 2026 |
| Tounjian Advisory Partners, Llc | Buy | +200 | — | 200 | $8.27K | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, Llc | Sell | -3,128 | -29.5% | 7,491 | $309.60K | Q2 2026 | Aug 06, 2026 |
| Berger Financial Group, Inc | Sell | -2,445 | -7.4% | 30,449 | $1.26M | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Sell | -1,991 | -3.6% | 52,559 | $2.17M | Q2 2026 | Aug 03, 2026 |
| Sovran Advisors, Llc | Sell | -511 | -0.1% | 559,190 | $23.25M | Q2 2026 | Jul 30, 2026 |
Frequently asked questions about USEP activity
Which institutional owners are buying USEP?
Institutional owners buying USEP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in USEP activity?
"Buy" means an investor increased their reported position in USEP compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY ULTRA (USEP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in USEP increasing?
Institutional interest in USEP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.