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 82 institutions that hold shares in the stock, with a total of 3.81 Million shares, which have been reported (via 13F filing form) to have a value of $130 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
30,066
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 21.12%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
29,775
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Added 109.73%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
28,470
shares
|
$974,243
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
26,414
shares
|
$903,887
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
26,355
shares
|
$901,868
0.11% of portfolio
|
Q2 2024
Added 3.23%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
25,409
shares
|
$869,495
0.01% of portfolio
|
Q4 2024
Added 83.48%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
25,380
shares
|
$868,503
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
25,349
shares
|
$867,442
0.07% of portfolio
|
Q4 2024
Added 70.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
24,216
shares
|
$828,671
0.0% of portfolio
|
Q3 2024
Reduced 26.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
24,155
shares
|
$826,584
0.0% of portfolio
|
Q4 2024
Added 17.19%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
23,921
shares
|
$818,576
0.17% of portfolio
|
Q1 2025
Reduced 17.21%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
20,019
shares
|
$685,050
0.1% of portfolio
|
Q4 2024
Added 2870.18%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
19,152
shares
|
$655,381
0.35% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
17,406
shares
|
$595,633
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
16,862
shares
|
$577,017
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
15,298
shares
|
$523,497
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
14,972
shares
|
$512,341
0.0% of portfolio
|
Q4 2024
Reduced 35.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,141
shares
|
$483,905
0.0% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
13,843
shares
|
$473,707
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
13,570
shares
|
$464,365
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
13,547
shares
|
$463,578
0.0% of portfolio
|
Q4 2024
Added 25.15%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
13,238
shares
|
$453,004
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
12,836
shares
|
$439,247
0.01% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
10,264
shares
|
$351,234
0.0% of portfolio
|
Q4 2024
Reduced 5.26%
|