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 123 institutions that hold shares in the stock, with a total of 7.17 Million shares, which have been reported (via 13F filing form) to have a value of $276 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
6,234
shares
|
$239,697
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
5,866
shares
|
$225,547
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
My Wealth Management Inc.
|
Oct 15, 2025 Q3 2025 |
5,282
shares
|
$203,092
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
5,224
shares
|
$200,862
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
4,886
shares
|
$187,866
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
4,550
shares
|
$174,947
0.03% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,415
shares
|
$169,756
0.05% of portfolio
|
Q4 2023
Reduced 81.18%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,400
shares
|
$169,180
0.03% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,200
shares
|
$123,040
0.0% of portfolio
|
Q2 2025
Added 48.84%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,200
shares
|
$123,040
0.01% of portfolio
|
Q2 2025
Added 48.84%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
1,936
shares
|
$74,439
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,700
shares
|
$65,365
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,556
shares
|
$59,828
0.0% of portfolio
|
Q2 2025
Reduced 92.09%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
1,458
shares
|
$56,060
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,161
shares
|
$44,640
0.0% of portfolio
|
Q2 2025
Reduced 51.71%
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
673
shares
|
$25,876
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
550
shares
|
$21,147
0.01% of portfolio
|
Q4 2024
Reduced 42.71%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
422
shares
|
$16,225
0.0% of portfolio
|
Q4 2024
Added 640.35%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
400
shares
|
$15,380
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
380
shares
|
$14,611
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
300
shares
|
$11,535
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
107
shares
|
$4,114
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|