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 81 institutions that hold shares in the stock, with a total of 3.59 Million shares, which have been reported (via 13F filing form) to have a value of $123 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
955,217
shares
|
$32.7 Million
0.56% of portfolio
|
Q4 2024
Added 780.67%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
256,527
shares
|
$8.78 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
163,044
shares
|
$5.58 Million
1.89% of portfolio
|
Q4 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
128,771
shares
|
$4.41 Million
2.18% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
124,963
shares
|
$4.28 Million
0.01% of portfolio
|
Q4 2024
Added 33.3%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
120,584
shares
|
$4.13 Million
0.02% of portfolio
|
Q4 2024
Added 185.85%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
114,999
shares
|
$3.94 Million
1.01% of portfolio
|
Q1 2025
Added 53.16%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
109,782
shares
|
$3.76 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Donald L. Hagan, LLC
|
Jan 23, 2025 Q4 2024 |
106,452
shares
|
$3.64 Million
2.03% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
88,554
shares
|
$3.03 Million
0.65% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
80,584
shares
|
$2.76 Million
0.09% of portfolio
|
Q4 2024
Added 95.81%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
78,104
shares
|
$2.67 Million
0.22% of portfolio
|
Q4 2024
Added 345.54%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
60,260
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
Added 33.09%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Feb 04, 2025 Q4 2024 |
54,858
shares
|
$1.88 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
53,613
shares
|
$1.83 Million
1.86% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
51,481
shares
|
$1.76 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
46,825
shares
|
$1.6 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
46,449
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
44,727
shares
|
$1.53 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.23%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
44,469
shares
|
$1.52 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
43,537
shares
|
$1.49 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
42,197
shares
|
$1.44 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
37,771
shares
|
$1.29 Million
0.09% of portfolio
|
Q4 2024
Added 13.4%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
37,138
shares
|
$1.27 Million
0.03% of portfolio
|
Q4 2024
Added 110.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
36,809
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Added 19.21%
|