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 122 institutions that hold shares in the stock, with a total of 7.15 Million shares, which have been reported (via 13F filing form) to have a value of $275 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
958,228
shares
|
$36.8 Million
4.81% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
794,662
shares
|
$30.6 Million
0.42% of portfolio
|
Q3 2025
Reduced 66.91%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
460,973
shares
|
$17.7 Million
0.01% of portfolio
|
Q2 2025
Added 19.72%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
377,687
shares
|
$14.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.83%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
305,957
shares
|
$11.8 Million
0.88% of portfolio
|
Q2 2025
Added 22.98%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
293,421
shares
|
$11.3 Million
0.0% of portfolio
|
Q2 2025
Added 556.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
209,424
shares
|
$8.05 Million
0.01% of portfolio
|
Q2 2025
Added 259.71%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
188,438
shares
|
$7.25 Million
1.25% of portfolio
|
Q2 2025
Reduced 15.11%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
171,080
shares
|
$6.58 Million
5.03% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
168,747
shares
|
$6.49 Million
0.44% of portfolio
|
Q2 2025
Added 26.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
156,146
shares
|
$6 Million
0.01% of portfolio
|
Q2 2025
Added 128.86%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
153,632
shares
|
$5.91 Million
0.1% of portfolio
|
Q2 2025
Added 862.91%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
151,892
shares
|
$5.84 Million
0.34% of portfolio
|
Q3 2025
Added 9.19%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
131,319
shares
|
$5.05 Million
0.03% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
126,601
shares
|
$4.87 Million
1.03% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
119,278
shares
|
$4.59 Million
1.45% of portfolio
|
Q2 2025
Added 13.67%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
111,257
shares
|
$4.28 Million
0.12% of portfolio
|
Q2 2025
Reduced 14.17%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
87,821
shares
|
$3.38 Million
0.25% of portfolio
|
Q3 2025
Reduced 7.25%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
85,936
shares
|
$3.3 Million
0.8% of portfolio
|
Q3 2025
Reduced 30.04%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
85,273
shares
|
$3.28 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
81,742
shares
|
$3.14 Million
0.54% of portfolio
|
Q2 2025
Reduced 36.85%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
78,121
shares
|
$3 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
66,602
shares
|
$2.56 Million
1.84% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
66,583
shares
|
$2.56 Million
0.01% of portfolio
|
Q2 2025
Added 258.15%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
63,543
shares
|
$2.44 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.21%
|