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 95 institutions that hold shares in the stock, with a total of 6.99 Million shares, which have been reported (via 13F filing form) to have a value of $248 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
43,261
shares
|
$1.54 Million
0.06% of portfolio
|
Q4 2024
Added 65.9%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
39,433
shares
|
$1.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
39,070
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Added 94.2%
|
|
|
Bullseye Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
35,520
shares
|
$1.26 Million
1.95% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
33,625
shares
|
$1.19 Million
0.09% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
32,117
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Aug 13, 2025 Q2 2025 |
31,141
shares
|
$1.11 Million
2.86% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
26,025
shares
|
$924,668
0.16% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
24,940
shares
|
$886,118
0.0% of portfolio
|
Q2 2025
Reduced 40.15%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
24,489
shares
|
$870,094
0.2% of portfolio
|
Q2 2025
Added 17.67%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
23,506
shares
|
$835,168
0.29% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
21,640
shares
|
$768,869
0.0% of portfolio
|
Q2 2025
Added 110.85%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
20,570
shares
|
$730,852
0.05% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
20,172
shares
|
$716,711
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
18,450
shares
|
$655,528
0.01% of portfolio
|
Q2 2025
Reduced 11.93%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
18,102
shares
|
$643,164
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
15,737
shares
|
$559,135
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
15,372
shares
|
$546,167
0.0% of portfolio
|
Q2 2025
Reduced 20.17%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
14,410
shares
|
$511,987
0.38% of portfolio
|
Q2 2025
Added 11.13%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
13,564
shares
|
$481,928
0.0% of portfolio
|
Q2 2025
Added 30.12%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
13,097
shares
|
$465,336
0.12% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
12,007
shares
|
$426,608
0.08% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,922
shares
|
$423,588
0.03% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
10,683
shares
|
$379,566
0.01% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
10,429
shares
|
$370,542
0.03% of portfolio
|
Q1 2025
New holding
|