USEP institutional holders

INNOVATOR ETFS TRUST · 13F, 2026Q2

Managers holding79
Shares held2,916,491
Reported value$121.6m
Quarter flows9 new, 12 added, 30 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Sovran Advisors, LLC559,190$23.2m1.7%
Kellett Wealth Advisors, LLC511,597$21.1m9.8%
SIGNATUREFD, LLC194,350$8.0m0.1%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors155,052$6.4m0.3%
COMMONWEALTH EQUITY SERVICES, LLC91,945$3.8m0.0%
OSAIC HOLDINGS, INC.89,215$3.7m0.0%
Kestra Advisory Services, LLC74,023$3.1m0.0%
CENTRAL VALLEY ADVISORS, LLC69,051$2.9m0.7%
Cetera Investment Advisers66,425$2.7m0.0%
Cambridge Investment Research Advisors, Inc.64,642$2.7m0.0%
Spire Wealth Management62,273$2.6m0.1%
KFG WEALTH MANAGEMENT, LLC61,459$2.5m0.3%
SUSQUEHANNA INTERNATIONAL GROUP, LLP59,811$2.5m0.0%
ENVESTNET ASSET MANAGEMENT INC52,559$2.2m0.0%
Brookstone Capital Management44,905$1.9m0.0%
TRUIST FINANCIAL CORP43,737$1.8m0.0%
OLD MISSION CAPITAL LLC38,765$1.6m0.0%
MML INVESTORS SERVICES, LLC37,728$1.6m0.0%
Advisory Services Network, LLC35,624$1.5m0.0%
Berger Financial Group, Inc30,449$1.3m0.1%
Strategic Blueprint, LLC29,428$1.2m0.1%
LPL Financial LLC28,535$1.2m0.0%
Arete Wealth Advisors, LLC26,793$1.1m0.1%
HighTower Advisors, LLC25,999$1.1m0.0%
FIDUCIARY FINANCIAL GROUP, LLC24,257$1.0m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("USEP"). USEP price history · All 13F data

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