INNOVATOR U.S. EQUITY ULTRA (USEP) Institutional Shareholders
INNOVATOR U.S. EQUITY ULTRA (USEP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $114.36M in USEP holdings during the latest filing period.
Sovran Advisors, Llc is currently the largest disclosed institutional shareholder of USEP tracked by InsiderSet, reporting ownership valued at approximately $23.25M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $23.33M, representing an estimated gain of +0.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed USEP value among the investors covered in this analysis. Major shareholders include Sovran Advisors, Llc, Kellett Wealth Advisors, Llc, Signaturefd, Llc, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY ULTRA (USEP).
This page ranks the largest institutional USEP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
77
Total Reported Value
$114.36M
Largest Holder
Sovran Advisors, Llc
Largest Position
$23.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
86
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sovran Advisors, Llc | 1.73% | 559,190 | $23,245,528 | $23,329,351 | +$83,823 | +0.36% | |
| Kellett Wealth Advisors, Llc | 9.84% | 511,597 | $21,144,304 | $21,343,776 | +$199,472 | +0.94% | |
| Signaturefd, Llc | 0.11% | 194,350 | $8,032,486 | $8,108,263 | +$75,777 | +0.94% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.32% | 155,052 | $6,408,299 | $6,468,754 | +$60,455 | +0.94% | |
| Commonwealth Equity Services, Llc | 0.00% | 91,945 | $3,800,100 | $3,835,936 | +$35,836 | +0.94% | |
| Osaic Holdings, Inc. | 0.00% | 86,999 | $3,364,219 | $3,629,590 | +$265,371 | +7.89% | |
| Kestra Advisory Services, Llc | 0.01% | 74,023 | $3,059,371 | $3,088,232 | +$28,861 | +0.94% | |
| Central Valley Advisors, Llc | 0.73% | 69,051 | $2,853,877 | $2,880,801 | +$26,924 | +0.94% | |
| Cetera Investment Advisers | 0.00% | 68,497 | $2,648,724 | $2,857,688 | +$208,964 | +7.89% | |
| Spire Wealth Management | 0.08% | 62,273 | $2,573,726 | $2,598,023 | +$24,297 | +0.94% | |
| Kfg Wealth Management, Llc | 0.29% | 61,459 | $2,540,120 | $2,564,063 | +$23,943 | +0.94% | |
| Envestnet Asset Management Inc | 0.00% | 52,559 | $2,172,263 | $2,192,756 | +$20,493 | +0.94% | |
| Brookstone Capital Management | 0.02% | 44,905 | $1,855,909 | $1,873,432 | +$17,523 | +0.94% | |
| Truist Financial Corp | 0.00% | 43,737 | $1,807,636 | $1,824,703 | +$17,067 | +0.94% | |
| Mml Investors Services, Llc | 0.00% | 36,695 | $1,418,977 | $1,530,912 | +$111,935 | +7.89% | |
| Advisory Services Network, Llc | 0.02% | 35,920 | $1,388,998 | $1,498,579 | +$109,581 | +7.89% | |
| Berger Financial Group, Inc | 0.07% | 32,894 | $1,271,985 | $1,372,334 | +$100,349 | +7.89% | |
| Arete Wealth Advisors, Llc | 0.09% | 32,472 | $1,253,792 | $1,354,729 | +$100,937 | +8.05% | |
| Strategic Blueprint, Llc | 0.06% | 29,428 | $1,216,259 | $1,227,733 | +$11,474 | +0.94% | |
| Creative Planning | 0.00% | 30,227 | $1,168,854 | $1,261,067 | +$92,213 | +7.89% | |
| Hightower Advisors, Llc | 0.00% | 25,999 | $1,005,361 | $1,084,676 | +$79,315 | +7.89% | |
| Fiduciary Financial Group, Llc | 0.11% | 24,257 | $1,002,542 | $1,012,000 | +$9,458 | +0.94% | |
| Old Mission Capital Llc | 0.02% | 24,082 | $931,231 | $1,004,699 | +$73,468 | +7.89% | |
| Raymond James Financial Inc | 0.00% | 23,810 | $920,714 | $993,351 | +$72,637 | +7.89% | |
| Foundations Investment Advisors, Llc | 0.01% | 23,698 | $916,383 | $988,678 | +$72,295 | +7.89% | |
| Steelpeak Wealth, Llc | 0.02% | 20,354 | $841,231 | $849,167 | +$7,936 | +0.94% | |
| Prairie Wealth Advisors, Inc. | 0.36% | 0 | $831,043 | — | — | — | |
| Legacy Advisors, Llc | 0.07% | 18,817 | $777,707 | $785,043 | +$7,336 | +0.94% | |
| Sageworth Trust Co | 0.03% | 18,817 | $777,707 | $785,043 | +$7,336 | +0.94% | |
| First Commonwealth Financial Corp | 0.12% | 19,327 | $747,360 | $806,321 | +$58,961 | +7.89% | |
| Lpl Financial Llc | 0.00% | 18,888 | $730,384 | $788,005 | +$57,621 | +7.89% | |
| Susquehanna International Group, Llp | 0.00% | 17,124 | $662,171 | $714,412 | +$52,241 | +7.89% | |
| Citadel Advisors Llc | 0.00% | 16,403 | $634,291 | $684,332 | +$50,041 | +7.89% | |
| Bedel Financial Consulting, Inc. | 0.06% | 14,593 | $603,129 | $608,819 | +$5,690 | +0.94% | |
| Trek Financial, Llc | 0.03% | 14,426 | $557,842 | $601,851 | +$44,009 | +7.89% | |
| Nations Financial Group Inc | 0.03% | 12,843 | $530,801 | $535,809 | +$5,008 | +0.94% | |
| Assuredpartners Investment Advisors, Llc | 0.05% | 12,780 | $497,817 | $533,180 | +$35,363 | +7.10% | |
| Pfg Advisors | 0.02% | 11,933 | $493,183 | $497,844 | +$4,661 | +0.94% | |
| Allworth Financial Lp | 0.00% | 11,104 | $429,383 | $463,258 | +$33,875 | +7.89% | |
| First Heartland Consultants, Inc. | 0.03% | 10,014 | $413,879 | $417,783 | +$3,904 | +0.94% | |
| Atticus Wealth Management, Llc | 0.10% | 10,000 | $413,300 | $417,199 | +$3,899 | +0.94% | |
| Continuum Advisory, Llc | 0.04% | 10,619 | $410,628 | $443,024 | +$32,396 | +7.89% | |
| Lantz Financial Llc | 0.07% | 9,430 | $389,742 | $393,419 | +$3,677 | +0.94% | |
| Cornerstone Wealth Group, Llc | 0.02% | 9,416 | $389,163 | $392,835 | +$3,672 | +0.94% | |
| Outlook Wealth Advisors, Llc | 0.08% | 8,560 | $353,786 | $357,122 | +$3,336 | +0.94% | |
| Sonoma Allocations Llc | 0.11% | 8,337 | $345,194 | $347,819 | +$2,625 | +0.76% | |
| Archer Investment Corp | 0.07% | 8,022 | $331,555 | $334,677 | +$3,122 | +0.94% | |
| Physician Wealth Advisors, Inc. | 0.04% | 7,350 | $303,776 | $306,641 | +$2,865 | +0.94% | |
| Core Wealth Advisors, Inc. | 0.07% | 7,704 | $297,908 | $321,410 | +$23,502 | +7.89% | |
| Img Wealth Management, Inc. | 0.18% | 7,343 | $283,948 | $306,349 | +$22,401 | +7.89% |
Frequently asked questions about USEP
Who owns the most USEP stock?
The largest holders of USEP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR U.S. EQUITY ULTRA (USEP).
Is USEP widely held by superinvestors?
Many widely followed stocks like USEP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly USEP is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.