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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Talon Private Wealth, LlcBuy+40+3.1%1,311$54.17KQ2 2026Sep 11, 2026
Citadel Advisors LlcBuy+480+2.9%16,883$697.77KQ2 2026Sep 02, 2026
Archer Investment CorpSell-2,806-25.9%8,022$331.56KQ2 2026Aug 19, 2026
Susquehanna International Group, LlpBuy+42,687+249.3%59,811$2.47MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+14,683+61.0%38,765$1.60MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-6,607-27.7%17,203$711.00KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+5,9165,916$244.51KQ2 2026Aug 14, 2026
Vantage Point Financial LlcBuy+5,1045,104$210.95KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+5,0995,099$210.00KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcSell-4,077-17.2%19,621$810.94KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+2,216+2.5%89,215$3.69MQ2 2026Aug 14, 2026
Arete Wealth Advisors, LlcSell-5,679-17.5%26,793$1.11MQ2 2026Aug 13, 2026
Wood Tarver Financial Group, LlcSell-2,526-21.9%9,017$372.00KQ2 2026Aug 13, 2026
Trek Financial, LlcSell-2,257-15.6%12,169$502.94KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+12,60312,603$520.19KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-2,072-3.0%66,425$2.75MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-1,170-16.8%5,814$240.29KQ2 2026Aug 12, 2026
Wealthshield Partners, LlcSell-355-10.7%2,961$122.38KQ2 2026Aug 12, 2026
Advisory Services Network, LlcSell-296-0.8%35,624$1.47MQ2 2026Aug 12, 2026
Allworth Financial LpSell-1,948-17.5%9,156$378.42KQ2 2026Aug 11, 2026
Assuredpartners Investment Advisors, LlcSell-7,163-56.0%5,617$232.15KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+9,647+51.1%28,535$1.18MQ2 2026Aug 07, 2026
Silver Oak Securities, IncorporatedBuy+5,3495,349$221.07KQ2 2026Aug 07, 2026
Img Wealth Management, Inc.Buy+2,750+37.5%10,093$417.14KQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+1,033+2.8%37,728$1.56MQ2 2026Aug 07, 2026
Tounjian Advisory Partners, LlcBuy+200200$8.27KQ2 2026Aug 07, 2026
Continuum Advisory, LlcSell-3,128-29.5%7,491$309.60KQ2 2026Aug 06, 2026
Berger Financial Group, IncSell-2,445-7.4%30,449$1.26MQ2 2026Aug 04, 2026
Envestnet Asset Management IncSell-1,991-3.6%52,559$2.17MQ2 2026Aug 03, 2026
Sovran Advisors, LlcSell-511-0.1%559,190$23.25MQ2 2026Jul 30, 2026
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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.