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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
59,761
shares
|
$2.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
56,917
shares
|
$2.19 Million
2.24% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
51,665
shares
|
$1.99 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
51,484
shares
|
$1.98 Million
1.45% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Donald L. Hagan, LLC
|
Oct 15, 2025 Q3 2025 |
50,316
shares
|
$1.93 Million
1.09% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
50,158
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2025
Added 12.95%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
49,699
shares
|
$1.91 Million
0.13% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
48,948
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2025
Added 92.75%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
46,557
shares
|
$1.79 Million
0.18% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
44,082
shares
|
$1.69 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
40,391
shares
|
$1.55 Million
0.06% of portfolio
|
Q3 2025
Reduced 23.99%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
39,611
shares
|
$1.52 Million
0.37% of portfolio
|
Q3 2025
Reduced 6.4%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
36,718
shares
|
$1.41 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
36,446
shares
|
$1.4 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
35,819
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
35,080
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Added 13.71%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
34,691
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2025
Added 136.86%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
30,600
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
29,938
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2025
Added 6.1%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
29,044
shares
|
$1.12 Million
0.11% of portfolio
|
Q2 2025
Reduced 89.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
25,598
shares
|
$984,243
0.0% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
25,530
shares
|
$981,628
0.11% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
25,004
shares
|
$961,403
0.33% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
24,366
shares
|
$936,872
0.21% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
24,049
shares
|
$924,684
0.0% of portfolio
|
Q2 2025
New holding
|