Who Owns INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - SEPTEMBER (USEP)? -- Institutional Holders (2026-06-30)
41 institutions reported holding $94.7M of INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - SEPTEMBER (USEP) in SEC 13F filings for 2026-06-30. Largest institutional holders: Sovran Advisors, LLC ($23.2M), Kellett Wealth Advisors, LLC ($21.1M), SIGNATUREFD, LLC ($8.0M), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors ($6.4M), COMMONWEALTH EQUITY SERVICES, LLC ($3.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Sovran Advisors, LLC | $23.2M | 559,190 | Trimmed |
| 2 | Kellett Wealth Advisors, LLC | $21.1M | 511,597 | Trimmed |
| 3 | SIGNATUREFD, LLC | $8.0M | 194,350 | Hold |
| 4 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.4M | 155,052 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $3.8M | 91,945 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $3.1M | 74,023 | Trimmed |
| 7 | CENTRAL VALLEY ADVISORS, LLC | $2.9M | 69,051 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $2.7M | 64,642 | Added |
| 9 | Spire Wealth Management | $2.6M | 62,273 | Trimmed |
| 10 | KFG WEALTH MANAGEMENT, LLC | $2.5M | 61,459 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 52,559 | Trimmed |
| 12 | Brookstone Capital Management | $1.9M | 44,905 | Trimmed |
| 13 | TRUIST FINANCIAL CORP | $1.8M | 43,737 | Trimmed |
| 14 | Berger Financial Group, Inc | $1.3M | 30,449 | Trimmed |
| 15 | Strategic Blueprint, LLC | $1.2M | 29,428 | Hold |
| 16 | FIDUCIARY FINANCIAL GROUP, LLC | $1.0M | 24,257 | Hold |
| 17 | SteelPeak Wealth, LLC | $841,231 | 20,354 | New |
| 18 | Legacy Advisors, LLC | $777,707 | 18,817 | Trimmed |
| 19 | Sageworth Trust Co | $777,707 | 18,817 | Trimmed |
| 20 | Bedel Financial Consulting, Inc. | $603,129 | 14,593 | Hold |
| 21 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $530,801 | 12,843 | Hold |
| 22 | PFG Advisors | $493,183 | 11,933 | Trimmed |
| 23 | First Heartland Consultants, Inc. | $413,879 | 10,014 | New |
| 24 | ATTICUS WEALTH MANAGEMENT, LLC | $413,300 | 10,000 | Hold |
| 25 | Lantz Financial LLC | $389,742 | 9,430 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30