Innovator U.s. Equity Ultra
$42.030%
-$571.6K
Net Activity
-3.47% total shares
Institutions Holding
80
Popularity Rank
#5095
Avg Weight
0.20%
Total Value
$119.9M
80 institutions currently hold USEP, with 19 net buyers and 41 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Decreased
Based on recent trading activity
Net Selling Institutions
41
Net Buying Institutions
19
Top 5 by Value
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Across its top 20 institutional holders, USEP's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 23/100).
USEP ranks #5095 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
USEP is a top-conviction position for Kellett Wealth Advisors, LLC — at 9.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in USEP belongs to Sovran Advisors, LLC, but the position matters far more to Kellett Wealth Advisors, LLC, who has 9.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Sovran Advisors, LLC has added to its USEP position for two straight quarters, increasing it by $2.1M to reach $23.2M today.
Brookstone Capital Management has trimmed its USEP position for two straight quarters, cutting it by $61.8M while still holding $1.9M.
+$5.7M
Total Buy Value
$10.1M
Total Sell Value
19
Net Buyers
41
Net Sellers
USEP
Q2 2026
Top 5 Institutional Movers
+$1.2M
-$1.2M
-$1.2M
-$987.6K
USEP does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
45782C649
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,419
Total reported value
$354.5B
Held by 4419 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,323
Total reported value
$864.3B
Held by 4323 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,246
Total reported value
$320.5B
Held by 4246 institutions — one of the most-tracked stocks on AlphaSMO
Access USEP's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/USEPCLI
npx alphasmo stocks get USEP