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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
10,950
shares
|
$421,027
0.0% of portfolio
|
Q2 2025
Added 87.28%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
10,625
shares
|
$408,531
0.06% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
10,072
shares
|
$387,268
0.01% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
10,000
shares
|
$384,500
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
9,948
shares
|
$382,500
0.03% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
9,292
shares
|
$357,277
0.0% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
9,226
shares
|
$354,739
0.14% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
9,113
shares
|
$350,394
0.1% of portfolio
|
Q2 2025
Reduced 39.82%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
8,347
shares
|
$320,942
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
8,316
shares
|
$319,750
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
8,174
shares
|
$314,290
0.01% of portfolio
|
Q3 2025
Reduced 15.51%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,005
shares
|
$307,792
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
7,866
shares
|
$302,447
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
7,857
shares
|
$302,101
0.02% of portfolio
|
Q1 2025
Added 17.5%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
7,613
shares
|
$292,719
0.01% of portfolio
|
Q2 2025
Added 13.88%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
7,532
shares
|
$289,605
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
7,520
shares
|
$289,144
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
7,505
shares
|
$288,567
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
7,482
shares
|
$287,682
0.11% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
7,320
shares
|
$281,454
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
7,031
shares
|
$270,341
0.05% of portfolio
|
Q2 2025
Added 16.1%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
7,028
shares
|
$270,226
0.05% of portfolio
|
Q2 2025
Added 17.39%
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
7,005
shares
|
$269,342
0.08% of portfolio
|
Q2 2025
Reduced 10.86%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 09, 2025 Q3 2025 |
6,964
shares
|
$267,765
0.08% of portfolio
|
Q3 2025
Reduced 98.15%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
6,310
shares
|
$242,619
0.35% of portfolio
|
Q4 2024
New holding
|