Institutional Ownership Innovator U.S. Equity Ultra Bu (UDEC)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UDEC). We have compiled data on the 111 institutions that hold shares in the stock, with a total of 9.42 Million shares, which have been reported (via 13F filing form) to have a value of $347 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
2,401,201
shares
|
$88.8 Million
1.32% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
951,315
shares
|
$35.2 Million
4.38% of portfolio
|
Q1 2025
Added 247.85%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
622,655
shares
|
$23 Million
3.29% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
409,766
shares
|
$15.2 Million
0.02% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
385,043
shares
|
$14.2 Million
0.01% of portfolio
|
Q1 2025
Added 1357.72%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
376,720
shares
|
$13.9 Million
3.73% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
305,957
shares
|
$11.3 Million
0.88% of portfolio
|
Q2 2025
Added 22.98%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
293,421
shares
|
$10.9 Million
0.0% of portfolio
|
Q2 2025
Added 556.44%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
188,438
shares
|
$6.97 Million
1.25% of portfolio
|
Q2 2025
Reduced 15.11%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
181,756
shares
|
$6.72 Million
5.62% of portfolio
|
Q2 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
139,109
shares
|
$5.15 Million
0.47% of portfolio
|
Q2 2025
Added 10.08%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
135,656
shares
|
$5.02 Million
1.14% of portfolio
|
Q2 2025
Added 17.96%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
133,927
shares
|
$4.96 Million
0.36% of portfolio
|
Q1 2025
Added 428.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
130,227
shares
|
$4.82 Million
0.01% of portfolio
|
Q4 2024
Reduced 63.76%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
129,629
shares
|
$4.8 Million
0.15% of portfolio
|
Q1 2025
Added 355.32%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
128,086
shares
|
$4.74 Million
0.02% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
122,838
shares
|
$4.55 Million
1.32% of portfolio
|
Q2 2025
Reduced 25.22%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
119,278
shares
|
$4.41 Million
1.45% of portfolio
|
Q2 2025
Added 13.67%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
94,689
shares
|
$3.5 Million
0.27% of portfolio
|
Q1 2025
Added 21.23%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
88,007
shares
|
$3.26 Million
0.93% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
85,322
shares
|
$3.16 Million
0.66% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
85,253
shares
|
$3.15 Million
1.21% of portfolio
|
Q2 2025
Reduced 33.79%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
81,742
shares
|
$3.02 Million
0.54% of portfolio
|
Q2 2025
Reduced 36.85%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
78,327
shares
|
$2.9 Million
0.97% of portfolio
|
Q2 2025
Added 74.57%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
68,228
shares
|
$2.52 Million
0.0% of portfolio
|
Q1 2025
Added 181.75%
|