Who Owns INNOVATOR ETFS TRUST (USEP)? -- Institutional Holders (2026-03-31)
85 institutions reported holding $114.2M of INNOVATOR ETFS TRUST (USEP) in SEC 13F filings for 2026-03-31. Largest institutional holders: Sovran Advisors, LLC ($22.7M), Kellett Wealth Advisors, LLC ($19.9M), SIGNATUREFD, LLC ($7.5M), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors ($5.7M), Kestra Advisory Services, LLC ($4.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Sovran Advisors, LLC | $22.7M | 559,701 | Added |
| 2 | Kellett Wealth Advisors, LLC | $19.9M | 515,316 | Trimmed |
| 3 | SIGNATUREFD, LLC | $7.5M | 194,350 | Hold |
| 4 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $5.7M | 148,393 | Added |
| 5 | Kestra Advisory Services, LLC | $4.0M | 104,655 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $3.6M | 93,575 | Trimmed |
| 7 | KFG WEALTH MANAGEMENT, LLC | $3.4M | 87,117 | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $3.4M | 86,999 | Trimmed |
| 9 | Spire Wealth Management | $3.1M | 80,478 | Trimmed |
| 10 | CENTRAL VALLEY ADVISORS, LLC | $2.8M | 72,372 | Trimmed |
| 11 | Cetera Investment Advisers | $2.6M | 68,497 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $2.1M | 54,550 | Added |
| 13 | Brookstone Capital Management | $1.9M | 49,453 | Trimmed |
| 14 | TRUIST FINANCIAL CORP | $1.9M | 48,175 | Trimmed |
| 15 | MML INVESTORS SERVICES, LLC | $1.4M | 36,695 | Trimmed |
| 16 | Advisory Services Network, LLC | $1.4M | 35,920 | Trimmed |
| 17 | Berger Financial Group, Inc | $1.3M | 32,894 | Trimmed |
| 18 | Arete Wealth Advisors, LLC | $1.3M | 32,472 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $1.2M | 32,321 | Trimmed |
| 20 | Creative Planning | $1.2M | 30,227 | New |
| 21 | Strategic Blueprint, LLC | $1.1M | 29,428 | Hold |
| 22 | HighTower Advisors, LLC | $1.0M | 25,999 | Hold |
| 23 | FIDUCIARY FINANCIAL GROUP, LLC | $937,999 | 24,257 | Hold |
| 24 | Legacy Advisors, LLC | $936,375 | 24,215 | Trimmed |
| 25 | Sageworth Trust Co | $936,375 | 24,215 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31