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 |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
21,311
shares
|
$819,407
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
20,759
shares
|
$798,183
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
20,126
shares
|
$773,844
0.18% of portfolio
|
Q2 2025
Reduced 20.7%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
18,780
shares
|
$722,091
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
18,526
shares
|
$712,324
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
18,515
shares
|
$711,901
0.32% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
18,405
shares
|
$707,672
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
18,394
shares
|
$707,249
0.03% of portfolio
|
Q2 2025
Added 38.95%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
17,759
shares
|
$682,833
0.08% of portfolio
|
Q2 2025
Reduced 11.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
17,338
shares
|
$666,646
0.0% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
17,200
shares
|
$661,340
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
16,875
shares
|
$648,843
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
16,862
shares
|
$648,343
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
16,512
shares
|
$634,886
0.04% of portfolio
|
Q1 2025
Added 90.98%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
16,388
shares
|
$630,118
0.01% of portfolio
|
Q2 2025
Reduced 13.18%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
16,027
shares
|
$616,238
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
15,298
shares
|
$588,208
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
15,298
shares
|
$588,208
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,141
shares
|
$543,721
0.0% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
13,413
shares
|
$515,729
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
13,009
shares
|
$500,196
0.05% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
12,962
shares
|
$498,388
0.0% of portfolio
|
Q1 2025
Added 51.51%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
12,413
shares
|
$477,279
0.11% of portfolio
|
Q2 2025
Added 215.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
12,359
shares
|
$475,203
0.01% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
11,797
shares
|
$453,594
0.11% of portfolio
|
Q1 2025
Reduced 72.04%
|