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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Kestra Advisory Services, Llc, Osaic Holdings, Inc., Commonwealth Equity Services, Llc, Cetera Investment Advisers, and Envestnet Asset Management Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Arete Wealth Advisors, LlcBuy+32,466—32,466$1.28MQ4 2025Aug 11, 2026
Sonoma Allocations LlcBuy+8,337—8,337$330.56KQ4 2025Feb 23, 2026
Raymond James Financial IncBuy+24,110—24,110$948.26KQ4 2025Feb 18, 2026
First Commonwealth Financial CorpBuy+19,327—19,327$760.15KQ4 2025Feb 18, 2026
Osaic Holdings, Inc.Buy+97,704—97,704$3.84MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+67,554—67,554$2.66MQ4 2025Feb 17, 2026
Advisory Services Network, LlcBuy+36,621—36,621$1.44MQ4 2025Feb 17, 2026
Garden State Investment Advisory Services LlcBuy+12,665—12,665$498.13KQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+11,302—11,302$444.52KQ4 2025Feb 17, 2026
Core Wealth Advisors, Inc.Buy+7,704—7,704$303.00KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+620—620$25.00KQ4 2025Feb 17, 2026
Kestra Advisory Services, LlcBuy+106,047—106,047$4.17MQ4 2025Feb 13, 2026
Mml Investors Services, LlcBuy+39,889—39,889$1.57MQ4 2025Feb 13, 2026
Arkadios Wealth AdvisorsBuy+14,554—14,554$572.42KQ4 2025Feb 13, 2026
Plum Street Advisors, LlcBuy+5,400—5,400$212.39KQ4 2025Feb 13, 2026
Gts Securities LlcBuy+5,134—5,134$201.93KQ4 2025Feb 13, 2026
Truvestments Capital LlcBuy+4,339—4,339$170.66KQ4 2025Feb 13, 2026
Aptus Capital Advisors, LlcBuy+4,175—4,175$164.21KQ4 2025Feb 13, 2026
Arax Advisory PartnersBuy+3,443—3,443$135.42KQ4 2025Feb 13, 2026
Financial Network Wealth Advisors LlcBuy+1,012—1,012$39.80KQ4 2025Feb 13, 2026
Barclays PlcBuy+31—31$1.22KQ4 2025Feb 13, 2026
Commonwealth Equity Services, LlcBuy+93,684—93,684$3.68MQ4 2025Feb 12, 2026
Wood Tarver Financial Group, LlcBuy+13,050—13,050$513.00KQ4 2025Feb 12, 2026
Toptier Wealth Management, LlcBuy+5,656—5,656$222.46KQ4 2025Feb 12, 2026
Steward Partners Investment Advisory, LlcBuy+3,368—3,368$132.47KQ4 2025Feb 12, 2026
Lpl Financial LlcBuy+23,343—23,343$918.10KQ4 2025Feb 11, 2026
Continuum Advisory, LlcBuy+11,141—11,141$438.18KQ4 2025Feb 11, 2026
Outlook Wealth Advisors, LlcBuy+8,817—8,817$346.78KQ4 2025Feb 11, 2026
Capital Analysts, LlcBuy+1,960—1,960$77.00KQ4 2025Feb 11, 2026
Envestnet Asset Management IncBuy+51,825—51,825$2.04MQ4 2025Feb 10, 2026
Showing 30 of 78

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.

USEP Institutional Ownership Changes and 13F Activity Q4 2025 | InsiderSet