Innovator U.S. Equity Ultra Bu UFEB
Institutional shares held
6.88 Million
0
calls
0
puts
Total value of holdings
$240M
$0
calls
$0
puts
# of Institutions
94
We take great care to ensure that the data presented and summarized in this overview for INNOVATOR U.S. EQUITY ULTRA BU is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding UFEB
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Brookstone Capital Management1.73MShares$60.4 Million0.9% of portfolio
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Talon Private Wealth, LLC The Villages, FL1.01MShares$35.3 Million4.79% of portfolio
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High Tower Advisors, LLC Chicago, IL969KShares$33.8 Million0.04% of portfolio
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Kfg Wealth Management, LLC Granger, IN435KShares$15.2 Million3.44% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH149KShares$5.19 Million0.48% of portfolio
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Commonwealth Equity Services, LLC142KShares$4.94 Million0.01% of portfolio
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Truist Financial Corp140KShares$4.88 Million0.01% of portfolio
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Atria Investments LLC Charlotte, NC110KShares$3.84 Million0.05% of portfolio
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Envestnet Asset Management Inc110KShares$3.84 Million0.0% of portfolio
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Pensionmark Financial Group, LLC Santa Barbara, CA109KShares$3.82 Million0.09% of portfolio