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 121 institutions that hold shares in the stock, with a total of 7.49 Million shares, which have been reported (via 13F filing form) to have a value of $291 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Jan 22, 2026 Q4 2025 |
5,923
shares
|
$230,463
0.16% of portfolio
|
Q4 2025
Reduced 91.11%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
5,866
shares
|
$228,246
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
My Wealth Management Inc.
|
Oct 15, 2025 Q3 2025 |
5,282
shares
|
$205,522
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
5,224
shares
|
$203,265
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
4,794
shares
|
$186,534
0.07% of portfolio
|
Q4 2025
Added 771.64%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
4,550
shares
|
$177,040
0.03% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
4,500
shares
|
$175,094
0.01% of portfolio
|
Q3 2025
Added 189.2%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
4,478
shares
|
$174,238
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,400
shares
|
$171,203
0.03% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
2,159
shares
|
$84,006
0.0% of portfolio
|
Q3 2025
Added 11.52%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,100
shares
|
$81,711
0.0% of portfolio
|
Q3 2025
Reduced 34.38%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
2,000
shares
|
$77,820
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
1,458
shares
|
$56,730
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,032
shares
|
$40,155
0.0% of portfolio
|
Q3 2025
Reduced 78.88%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
461
shares
|
$17,937
0.0% of portfolio
|
Q3 2025
Reduced 60.29%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
400
shares
|
$15,563
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
380
shares
|
$14,785
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
300
shares
|
$11,672
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
142
shares
|
$5,525
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
107
shares
|
$4,163
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
|
|