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 94 institutions that hold shares in the stock, with a total of 5.78 Million shares, which have been reported (via 13F filing form) to have a value of $201 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
32,317
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Added 87.77%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
32,101
shares
|
$1.12 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Apr 30, 2025 Q1 2025 |
31,141
shares
|
$1.08 Million
2.92% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
26,406
shares
|
$917,344
0.33% of portfolio
|
Q1 2025
Added 444.23%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
26,298
shares
|
$913,592
0.05% of portfolio
|
Q1 2025
Added 17.17%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
26,025
shares
|
$904,108
0.16% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
24,940
shares
|
$866,415
0.0% of portfolio
|
Q2 2025
Reduced 40.15%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
23,506
shares
|
$816,598
0.29% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
22,671
shares
|
$787,590
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
21,568
shares
|
$749,272
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
20,950
shares
|
$727,803
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
20,811
shares
|
$722,974
0.17% of portfolio
|
Q1 2025
Added 2564.66%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
20,570
shares
|
$714,601
0.05% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
20,118
shares
|
$698,899
0.0% of portfolio
|
Q1 2025
Added 51.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
19,257
shares
|
$668,988
0.0% of portfolio
|
Q1 2025
Added 16.65%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
18,390
shares
|
$638,868
0.0% of portfolio
|
Q1 2025
Added 38.81%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
15,737
shares
|
$546,703
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
13,097
shares
|
$454,989
0.12% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
12,967
shares
|
$450,473
0.38% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
12,104
shares
|
$420,492
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,444
shares
|
$397,564
0.03% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
10,807
shares
|
$375,435
0.05% of portfolio
|
Q1 2025
Added 38.13%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
10,697
shares
|
$371,613
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
10,429
shares
|
$362,303
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
10,424
shares
|
$362,129
0.0% of portfolio
|
Q1 2025
Added 60.02%
|