Innovator U.S. Equity Ultra Buffer ETF(USEP)

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Innovator U.S. Equity Ultra Buffer ETF(USEP)

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$41.39—

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USEP(USEP)

USEP

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 93 Institutional Holders

Holder	Shares	Date	Change	% Held
Sovran Advisors, LLC	559.70K	Mar 31, 26	+24.40K	10.26%
Kellett Wealth Advisors, LLC	515.32K	Mar 31, 26	-73.92K	9.45%
SIGNATUREFD, LLC	194.35K	Mar 31, 26	--	3.56%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	148.39K	Mar 31, 26	+8.43K	2.72%
Kestra Advisory Services, LLC	104.66K	Mar 31, 26	-1.39K	1.92%
COMMONWEALTH EQUITY SERVICES, LLC	93.58K	Mar 31, 26	-109	1.72%
KFG WEALTH MANAGEMENT, LLC	87.12K	Mar 31, 26	-7.78K	1.60%
ADVISOR GROUP HOLDINGS, INC.	87.00K	Mar 31, 26	-10.71K	1.60%
Spire Wealth Management	80.48K	Mar 31, 26	-150	1.48%
CENTRAL VALLEY ADVISORS, LLC	72.37K	Mar 31, 26	-179	1.33%
Cetera Investment Advisers	68.50K	Mar 31, 26	+943	1.26%
ENVESTNET ASSET MANAGEMENT INC	54.55K	Mar 31, 26	+2.73K	1.00%
Brookstone Capital Management	49.45K	Mar 31, 26	-1.57M	0.91%
TRUIST FINANCIAL CORP	48.17K	Mar 31, 26	-1.30K	0.88%
MML INVESTORS SERVICES, LLC	36.70K	Mar 31, 26	-3.19K	0.67%
Advisory Services Network, LLC	35.92K	Mar 31, 26	-701	0.66%
Berger Financial Group, Inc	32.89K	Mar 31, 26	-280	0.60%
Arete Wealth Advisors, LLC	32.47K	Mar 31, 26	+6	0.60%
Cambridge Investment Research Advisors, Inc.	32.32K	Mar 31, 26	-1.05K	0.59%
Creative Planning	30.23K	Mar 31, 26	+30.23K	0.55%
Strategic Blueprint, LLC	29.43K	Mar 31, 26	--	0.54%
HighTower Advisors, LLC	26.00K	Mar 31, 26	--	0.48%
FIDUCIARY FINANCIAL GROUP, LLC	24.26K	Mar 31, 26	--	0.44%
Legacy Advisors, LLC	24.21K	Mar 31, 26	-7.72K	0.44%
Sageworth Trust Co	24.21K	Mar 31, 26	-7.72K	0.44%
OLD MISSION CAPITAL LLC	24.08K	Mar 31, 26	+24.08K	0.44%
RAYMOND JAMES FINANCIAL INC	23.81K	Mar 31, 26	-300	0.44%
Foundations Investment Advisors, LLC	23.70K	Mar 31, 26	+13	0.43%
FIRST COMMONWEALTH FINANCIAL CORP /PA/	19.33K	Mar 31, 26	--	0.35%
LPL Financial LLC	18.89K	Mar 31, 26	-4.46K	0.35%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	17.12K	Mar 31, 26	+17.12K	0.31%
CITADEL ADVISORS LLC	16.40K	Mar 31, 26	+5.10K	0.30%
Bedel Financial Consulting, Inc.	14.59K	Mar 31, 26	--	0.27%
Trek Financial, LLC	14.43K	Mar 31, 26	--	0.26%
PFG Advisors	13.73K	Mar 31, 26	-2.07K	0.25%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	12.84K	Mar 31, 26	--	0.24%
AssuredPartners Investment Advisors, LLC	12.78K	Mar 31, 26	-280	0.23%
Wood Tarver Financial Group, LLC	11.54K	Mar 31, 26	-1.51K	0.21%
Allworth Financial LP	11.10K	Mar 31, 26	-334	0.20%
Archer Investment Corp	10.83K	Mar 31, 26	-116	0.20%
Continuum Advisory, LLC	10.62K	Mar 31, 26	-522	0.19%
ATTICUS WEALTH MANAGEMENT, LLC	10.00K	Mar 31, 26	--	0.18%
Lantz Financial LLC	9.48K	Mar 31, 26	--	0.17%
Cornerstone Wealth Group, LLC	9.42K	Mar 31, 26	--	0.17%
Miracle Mile Advisors, LLC	9.02K	Mar 31, 26	--	0.17%
Outlook Wealth Advisors, LLC	8.56K	Mar 31, 26	-257	0.16%
JPMORGAN CHASE & CO	7.96K	Mar 31, 26	+7.96K	0.15%
Core Wealth Advisors, Inc.	7.70K	Mar 31, 26	--	0.14%
AE Wealth Management LLC	7.48K	Mar 31, 26	-2.36K	0.14%
Physician Wealth Advisors, Inc.	7.35K	Mar 31, 26	--	0.13%
IMG Wealth Management, Inc.	7.34K	Mar 31, 26	--	0.13%
HARBOUR INVESTMENTS, INC.	6.98K	Mar 31, 26	-3.55K	0.13%
COLTON GROOME FINANCIAL ADVISORS, LLC	6.32K	Mar 31, 26	--	0.12%
Accurate Wealth Management, LLC	6.11K	Mar 31, 26	-204	0.11%
GOLDMAN SACHS GROUP INC	5.83K	Mar 31, 26	+5.83K	0.11%
RPS ADVISORY SOLUTIONS LLC	5.78K	Mar 31, 26	-174	0.11%
FC Advisory LLC	5.66K	Mar 31, 26	--	0.10%
Plum Street Advisors, LLC	5.40K	Mar 31, 26	--	0.10%
WorthPointe, LLC	5.30K	Mar 31, 26	-1.33K	0.10%
Truvestments Capital LLC	4.34K	Mar 31, 26	--	0.08%
GUARDIAN WEALTH ADVISORS, LLC / NC	4.17K	Mar 31, 26	+4.17K	0.08%
Aptus Capital Advisors, LLC	4.17K	Mar 31, 26	--	0.08%
DHJJ Financial Advisors, Ltd.	3.94K	Mar 31, 26	--	0.07%
Steward Partners Investment Advisory, LLC	3.37K	Mar 31, 26	--	0.06%
WealthShield Partners, LLC	3.32K	Mar 31, 26	+162	0.06%
SRS Capital Advisors, Inc.	3.12K	Mar 31, 26	-322	0.06%
Capital Analysts, LLC	1.81K	Mar 31, 26	-148	0.03%
EVOLUTION WEALTH MANAGEMENT INC.	1.31K	Mar 31, 26	--	0.02%
Talon Private Wealth, LLC	1.27K	Mar 31, 26	+1.27K	0.02%
BARCLAYS PLC	1.19K	Mar 31, 26	+1.15K	0.02%
Financial Network Wealth Advisors LLC	811	Mar 31, 26	-201	0.01%
ROYAL BANK OF CANADA	500	Mar 31, 26	-120	0.01%
CWM, LLC	140	Mar 31, 26	--	0.00%
UBS Group AG	1	Mar 31, 26	-221	0.00%
GTS SECURITIES LLC	--	Mar 31, 26	-5.13K	--
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	--	Mar 31, 26	-9.35K	--
Chris Bulman Inc	--	Mar 31, 26	-6.85K	--
Garden State Investment Advisory Services LLC	--	Mar 31, 26	-12.66K	--
Vantage Point Financial LLC	--	Mar 31, 26	-5.10K	--
RIVERCHASE WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-10.36K	--
Arkadios Wealth Advisors	--	Mar 31, 26	-14.55K	--
Camelot Portfolios, LLC	--	Mar 31, 26	-57	--
SageView Advisory Group, LLC	30.23K	Dec 31, 25	--	0.55%
AVANTAX ADVISORY SERVICES, INC.	11.49K	Jun 30, 25	--	0.21%
Sugarloaf Wealth Management, LLC	6.24K	Dec 31, 24	--	0.11%
Raymond James Financial Services Advisors, Inc.	11.83K	Sep 30, 24	+2.97K	0.22%
BEDEL FINANCIAL CONSULTING INC	14.59K	Sep 30, 23	+14.59K	0.27%
American Portfolios Advisors	1.54K	Sep 30, 22	+1.54K	0.03%
Carroll Financial Associates, Inc.	854	Dec 31, 21	--	0.02%
NEXT Financial Group, Inc	--	Dec 31, 21	--	--
OLD MISSION CAPITAL, LLC	48.74K	Dec 31, 20	+48.74K	0.89%
LADENBURG THALMANN FINANCIAL SERVICES INC.	2.30K	Dec 31, 19	+250	0.04%
Advisor Group, Inc.	2.01K	Dec 31, 19	-785	0.04%

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Holder

Date

Change

% Held

Sovran Advisors, LLC

559.70K

Mar 31, 26

+24.40K

10.26%

Kellett Wealth Advisors, LLC

515.32K

Mar 31, 26

-73.92K

9.45%

SIGNATUREFD, LLC

194.35K

Mar 31, 26

3.56%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

148.39K

Mar 31, 26

+8.43K

2.72%

Kestra Advisory Services, LLC

104.66K

Mar 31, 26

-1.39K

1.92%

COMMONWEALTH EQUITY SERVICES, LLC

93.58K

Mar 31, 26

-109

1.72%

KFG WEALTH MANAGEMENT, LLC

87.12K

Mar 31, 26

-7.78K

1.60%

ADVISOR GROUP HOLDINGS, INC.

87.00K

Mar 31, 26

-10.71K

1.60%

Spire Wealth Management

80.48K

Mar 31, 26

-150

1.48%

CENTRAL VALLEY ADVISORS, LLC

72.37K

Mar 31, 26

-179

1.33%

Cetera Investment Advisers

68.50K

Mar 31, 26

+943

1.26%

ENVESTNET ASSET MANAGEMENT INC

54.55K

Mar 31, 26

+2.73K

1.00%

Brookstone Capital Management

49.45K

Mar 31, 26

-1.57M

0.91%

TRUIST FINANCIAL CORP

48.17K

Mar 31, 26

-1.30K

0.88%

MML INVESTORS SERVICES, LLC

36.70K

Mar 31, 26

-3.19K

0.67%

Advisory Services Network, LLC

35.92K

Mar 31, 26

-701

0.66%

Berger Financial Group, Inc

32.89K

Mar 31, 26

-280

0.60%

Arete Wealth Advisors, LLC

32.47K

Mar 31, 26

0.60%

Cambridge Investment Research Advisors, Inc.

32.32K

Mar 31, 26

-1.05K

0.59%

Creative Planning

30.23K

Mar 31, 26

+30.23K

0.55%

Strategic Blueprint, LLC

29.43K

Mar 31, 26

0.54%

HighTower Advisors, LLC

26.00K

Mar 31, 26

0.48%

FIDUCIARY FINANCIAL GROUP, LLC

24.26K

Mar 31, 26

0.44%

Legacy Advisors, LLC

24.21K

Mar 31, 26

-7.72K

0.44%

Sageworth Trust Co

24.21K

Mar 31, 26

-7.72K

0.44%

OLD MISSION CAPITAL LLC

24.08K

Mar 31, 26

+24.08K

0.44%

RAYMOND JAMES FINANCIAL INC

23.81K

Mar 31, 26

-300

0.44%

Foundations Investment Advisors, LLC

23.70K

Mar 31, 26

+13

0.43%

FIRST COMMONWEALTH FINANCIAL CORP /PA/

19.33K

Mar 31, 26

0.35%

LPL Financial LLC

18.89K

Mar 31, 26

-4.46K

0.35%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

17.12K

Mar 31, 26

+17.12K

0.31%

CITADEL ADVISORS LLC

16.40K

Mar 31, 26

+5.10K

0.30%

Bedel Financial Consulting, Inc.

14.59K

Mar 31, 26

0.27%

Trek Financial, LLC

14.43K

Mar 31, 26

0.26%

PFG Advisors

13.73K

Mar 31, 26

-2.07K

0.25%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

12.84K

Mar 31, 26

0.24%

AssuredPartners Investment Advisors, LLC

12.78K

Mar 31, 26

-280

0.23%

Wood Tarver Financial Group, LLC

11.54K

Mar 31, 26

-1.51K

0.21%

Allworth Financial LP

11.10K

Mar 31, 26

-334

0.20%

Archer Investment Corp

10.83K

Mar 31, 26

-116

0.20%

Continuum Advisory, LLC

10.62K

Mar 31, 26

-522

0.19%

ATTICUS WEALTH MANAGEMENT, LLC

10.00K

Mar 31, 26

0.18%

Lantz Financial LLC

9.48K

Mar 31, 26

0.17%

Cornerstone Wealth Group, LLC

9.42K

Mar 31, 26

0.17%

Miracle Mile Advisors, LLC

9.02K

Mar 31, 26

0.17%

Outlook Wealth Advisors, LLC

8.56K

Mar 31, 26

-257

0.16%

JPMORGAN CHASE & CO

7.96K

Mar 31, 26

+7.96K

0.15%

Core Wealth Advisors, Inc.

7.70K

Mar 31, 26

0.14%

AE Wealth Management LLC

7.48K

Mar 31, 26

-2.36K

0.14%

Physician Wealth Advisors, Inc.

7.35K

Mar 31, 26

0.13%

IMG Wealth Management, Inc.

7.34K

Mar 31, 26

0.13%

HARBOUR INVESTMENTS, INC.

6.98K

Mar 31, 26

-3.55K

0.13%

COLTON GROOME FINANCIAL ADVISORS, LLC

6.32K

Mar 31, 26

0.12%

Accurate Wealth Management, LLC

6.11K

Mar 31, 26

-204

0.11%

GOLDMAN SACHS GROUP INC

5.83K

Mar 31, 26

+5.83K

0.11%

RPS ADVISORY SOLUTIONS LLC

5.78K

Mar 31, 26

-174

0.11%

FC Advisory LLC

5.66K

Mar 31, 26

0.10%

Plum Street Advisors, LLC

5.40K

Mar 31, 26

0.10%

WorthPointe, LLC

5.30K

Mar 31, 26

-1.33K

0.10%

Truvestments Capital LLC

4.34K

Mar 31, 26

0.08%

GUARDIAN WEALTH ADVISORS, LLC / NC

4.17K

Mar 31, 26

+4.17K

0.08%

Aptus Capital Advisors, LLC

4.17K

Mar 31, 26

0.08%

DHJJ Financial Advisors, Ltd.

3.94K

Mar 31, 26

0.07%

Steward Partners Investment Advisory, LLC

3.37K

Mar 31, 26

0.06%

WealthShield Partners, LLC

3.32K

Mar 31, 26

+162

0.06%

SRS Capital Advisors, Inc.

3.12K

Mar 31, 26

-322

0.06%

Capital Analysts, LLC

1.81K

Mar 31, 26

-148

0.03%

EVOLUTION WEALTH MANAGEMENT INC.

1.31K

Mar 31, 26

0.02%

Talon Private Wealth, LLC

1.27K

Mar 31, 26

+1.27K

0.02%

BARCLAYS PLC

1.19K

Mar 31, 26

+1.15K

0.02%

Financial Network Wealth Advisors LLC

811

Mar 31, 26

-201

0.01%

ROYAL BANK OF CANADA

500

Mar 31, 26

-120

0.01%

CWM, LLC

140

Mar 31, 26

0.00%

UBS Group AG

Mar 31, 26

-221

0.00%

GTS SECURITIES LLC

Mar 31, 26

-5.13K

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Mar 31, 26

-9.35K

Chris Bulman Inc

Mar 31, 26

-6.85K

Garden State Investment Advisory Services LLC

Mar 31, 26

-12.66K

Vantage Point Financial LLC

Mar 31, 26

-5.10K

RIVERCHASE WEALTH MANAGEMENT, LLC

Mar 31, 26

-10.36K

Arkadios Wealth Advisors

Mar 31, 26

-14.55K

Camelot Portfolios, LLC

Mar 31, 26

-57

SageView Advisory Group, LLC

30.23K

Dec 31, 25

0.55%

AVANTAX ADVISORY SERVICES, INC.

11.49K

Jun 30, 25

0.21%

Sugarloaf Wealth Management, LLC

6.24K

Dec 31, 24

0.11%

Raymond James Financial Services Advisors, Inc.

11.83K

Sep 30, 24

+2.97K

0.22%

BEDEL FINANCIAL CONSULTING INC

14.59K

Sep 30, 23

+14.59K

0.27%

American Portfolios Advisors

1.54K

Sep 30, 22

+1.54K

0.03%

Carroll Financial Associates, Inc.

854

Dec 31, 21

0.02%

NEXT Financial Group, Inc

Dec 31, 21

OLD MISSION CAPITAL, LLC

48.74K

Dec 31, 20

+48.74K

0.89%

LADENBURG THALMANN FINANCIAL SERVICES INC.

2.30K

Dec 31, 19

+250

0.04%

Advisor Group, Inc.

2.01K

Dec 31, 19

-785

0.04%