USEP · Insider trading · 13F holders · Congress trades
Innovator Etfs Trust (USEP)
Who is buying and selling USEP: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 7
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
USEP at a glance
- No open-market insider purchases or sales of USEP were filed in the last 90 days.
- 7 13F filers hold USEP among their 50 largest positions, worth $99.5M combined. The biggest bets by portfolio weight are Kellett Wealth Advisors, LLC (5.0%), Sovran Advisors, LLC (1.7%) and Central Valley Advisors, LLC (0.9%). In their latest 13Fs, 1 manager opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in USEP.
USEP insider trading
No open-market insider purchases or sales of USEP were filed in the last 90 days.
Who owns USEP? Hedge funds and superinvestors
7 13F filers hold USEP among their 50 largest positions, worth $99.5M combined. The biggest bets by portfolio weight are Kellett Wealth Advisors, LLC (5.0%), Sovran Advisors, LLC (1.7%) and Central Valley Advisors, LLC (0.9%). In their latest 13Fs, 1 manager opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Brookstone Capital ManagementWealth manager | 0.5% | $53.1M | 1,264,028 | — | Q3 2026 |
| Sovran Advisors, LLCWealth manager | 1.7% | $23.2M | 559,190 | -0.1% shares | Q2 2026 |
| Kellett Wealth Advisors, LLCWealth manager | 5.0% | $13.5M | 322,353 | -37.0% shares | Q3 2026 |
| Central Valley Advisors, LLCWealth manager | 0.9% | $3.4M | 80,217 | +16.2% shares | Q3 2026 |
| Kfg Wealth Management, LLCWealth manager | 0.4% | $3.3M | 78,959 | +28.5% shares | Q3 2026 |
| Berkshire Money Management, Inc.Wealth manager | 0.2% | $2.6M | 61,750 | — | Q3 2026 |
| Hiley Hunt Wealth ManagementWealth manager | 0.1% | $292K | 6,946 | New | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 6, Q2 2026: 1). Screen USEP in the grand portfolio →
USEP stock trades by members of Congress
No member of Congress has disclosed a trade in USEP.
USEP questions and answers
Are insiders buying USEP stock?
No open-market insider purchases or sales of USEP were filed in the last 90 days.
Which hedge funds own USEP?
7 13F filers hold USEP among their 50 largest positions, worth $99.5M combined. The biggest bets by portfolio weight are Kellett Wealth Advisors, LLC (5.0%), Sovran Advisors, LLC (1.7%) and Central Valley Advisors, LLC (0.9%). In their latest 13Fs, 1 manager opened a new position and 2 added to one.
Has Congress traded USEP?
No member of Congress has disclosed a trade in USEP.
Who is the largest holder of USEP?
Among 13F filers, Brookstone Capital Management reports the largest USEP position, $53.1M (1,264,028 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Kellett Wealth Advisors, LLC's: 5.0% of its portfolio.
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