USEP

Innovator U.s. Equity Ultra

Latest period2026 - Q1Total superinvestors78

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 78 superinvestors own shares of Innovator U.s. Equity Ultra (USEP), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Innovator U.s. Equity Ultra (USEP), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Innovator U.s. Equity Ultra (USEP) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Innovator U.s. Equity Ultra (USEP) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Elizabeth Arce@Sovran Advisors, Llc
Recent Activity
Increased 4.56%
1.78%
$22.673M
559,701 shares@ 40.52 avg price
Brian Kellett@Kellett Wealth Advisors, Llc
Recent Activity
Decreased -12.54%
10.81%
$19.927M
515,316 shares@ 38.67 avg price
Laura Katherine Amy@Signaturefd, Llc
Recent Activity
0.12%
$7.515M
194,350 shares@ 38.67 avg price
Ryan J. Warner@C2p Capital Advisory Group, Llc D.b.a. Prosperity Capital Advisors
Recent Activity
Increased 6.02%
0.33%
$5.738M
148,393 shares@ 38.67 avg price
Stephen Smith@Kestra Advisory Services, Llc
Recent Activity
Decreased -1.31%
0.02%
$4.047M
104,655 shares@ 38.67 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Decreased -0.11%
0.01%
$3.618M
93,575 shares@ 38.67 avg price
Jason Matthews@Kfg Wealth Management, Llc
Recent Activity
Decreased -8.19%
0.44%
$3.369M
87,117 shares@ 38.67 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Decreased -10.95%
0.01%
$3.364M
86,999 shares@ 38.67 avg price
Jeffrey Ameen@Spire Wealth Management
Recent Activity
Decreased -0.18%
0.11%
$3.112M
80,478 shares@ 38.67 avg price
Marion Hebert@Central Valley Advisors, Llc
Recent Activity
Decreased -0.24%
0.77%
$2.799M
72,372 shares@ 38.67 avg price

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