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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Arete Wealth Advisors, Llc | Buy | +32,466 | — | 32,466 | $1.28M | Q4 2025 | Aug 11, 2026 |
| Sonoma Allocations Llc | Buy | +8,337 | — | 8,337 | $330.56K | Q4 2025 | Feb 23, 2026 |
| Raymond James Financial Inc | Buy | +24,110 | — | 24,110 | $948.26K | Q4 2025 | Feb 18, 2026 |
| First Commonwealth Financial Corp | Buy | +19,327 | — | 19,327 | $760.15K | Q4 2025 | Feb 18, 2026 |
| Osaic Holdings, Inc. | Buy | +97,704 | — | 97,704 | $3.84M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +67,554 | — | 67,554 | $2.66M | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, Llc | Buy | +36,621 | — | 36,621 | $1.44M | Q4 2025 | Feb 17, 2026 |
| Garden State Investment Advisory Services Llc | Buy | +12,665 | — | 12,665 | $498.13K | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +11,302 | — | 11,302 | $444.52K | Q4 2025 | Feb 17, 2026 |
| Core Wealth Advisors, Inc. | Buy | +7,704 | — | 7,704 | $303.00K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +620 | — | 620 | $25.00K | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, Llc | Buy | +106,047 | — | 106,047 | $4.17M | Q4 2025 | Feb 13, 2026 |
| Mml Investors Services, Llc | Buy | +39,889 | — | 39,889 | $1.57M | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | Buy | +14,554 | — | 14,554 | $572.42K | Q4 2025 | Feb 13, 2026 |
| Plum Street Advisors, Llc | Buy | +5,400 | — | 5,400 | $212.39K | Q4 2025 | Feb 13, 2026 |
| Gts Securities Llc | Buy | +5,134 | — | 5,134 | $201.93K | Q4 2025 | Feb 13, 2026 |
| Truvestments Capital Llc | Buy | +4,339 | — | 4,339 | $170.66K | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, Llc | Buy | +4,175 | — | 4,175 | $164.21K | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | Buy | +3,443 | — | 3,443 | $135.42K | Q4 2025 | Feb 13, 2026 |
| Financial Network Wealth Advisors Llc | Buy | +1,012 | — | 1,012 | $39.80K | Q4 2025 | Feb 13, 2026 |
| Barclays Plc | Buy | +31 | — | 31 | $1.22K | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +93,684 | — | 93,684 | $3.68M | Q4 2025 | Feb 12, 2026 |
| Wood Tarver Financial Group, Llc | Buy | +13,050 | — | 13,050 | $513.00K | Q4 2025 | Feb 12, 2026 |
| Toptier Wealth Management, Llc | Buy | +5,656 | — | 5,656 | $222.46K | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +3,368 | — | 3,368 | $132.47K | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +23,343 | — | 23,343 | $918.10K | Q4 2025 | Feb 11, 2026 |
| Continuum Advisory, Llc | Buy | +11,141 | — | 11,141 | $438.18K | Q4 2025 | Feb 11, 2026 |
| Outlook Wealth Advisors, Llc | Buy | +8,817 | — | 8,817 | $346.78K | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, Llc | Buy | +1,960 | — | 1,960 | $77.00K | Q4 2025 | Feb 11, 2026 |
| Envestnet Asset Management Inc | Buy | +51,825 | — | 51,825 | $2.04M | Q4 2025 | Feb 10, 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.