Institutional Ownership Innovator U.S. Equity Ultra Bu (UFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UFEB). We have compiled data on the 63 institutions that hold shares in the stock, with a total of 1.03 Million shares, which have been reported (via 13F filing form) to have a value of $33.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
121,587
shares
|
$4.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
102,488
shares
|
$3.39 Million
0.28% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
75,079
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
73,971
shares
|
$2.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
57,313
shares
|
$1.89 Million
0.03% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
33,324
shares
|
$1.1 Million
0.31% of portfolio
|
Q3 2024
Reduced 16.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
28,515
shares
|
$942,420
0.0% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
26,076
shares
|
$861,811
0.04% of portfolio
|
Q3 2024
Reduced 55.6%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,695
shares
|
$849,219
0.0% of portfolio
|
Q3 2024
Reduced 45.26%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
24,928
shares
|
$823,870
0.0% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
23,940
shares
|
$791,216
0.0% of portfolio
|
Q1 2024
Added 9.7%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
23,800
shares
|
$786,589
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
23,317
shares
|
$770,626
0.04% of portfolio
|
Q3 2024
Reduced 76.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
22,863
shares
|
$755,622
0.0% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
20,332
shares
|
$671,972
0.0% of portfolio
|
Q3 2024
Reduced 38.44%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
20,228
shares
|
$668,535
0.0% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
19,535
shares
|
$645,631
0.02% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
19,085
shares
|
$630,759
0.0% of portfolio
|
Q3 2024
Added 35.06%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
17,211
shares
|
$568,823
0.0% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
17,161
shares
|
$567,171
0.0% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
16,267
shares
|
$537,624
0.01% of portfolio
|
Q3 2024
Reduced 69.32%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
16,209
shares
|
$535,707
0.04% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
14,027
shares
|
$463,592
0.11% of portfolio
|
Q1 2023
Reduced 2.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
13,243
shares
|
$437,681
0.0% of portfolio
|
Q3 2024
Reduced 12.15%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
12,493
shares
|
$412,893
0.03% of portfolio
|
Q3 2024
Reduced 19.64%
|