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 4.6 Million shares, which have been reported (via 13F filing form) to have a value of $165 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
35,105
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2025
Added 62.22%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
34,238
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
33,938
shares
|
$1.22 Million
0.04% of portfolio
|
Q4 2025
Reduced 30.04%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
31,348
shares
|
$1.13 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Dec 03, 2025 Q3 2025 |
31,141
shares
|
$1.12 Million
2.74% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
26,025
shares
|
$936,379
0.14% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
24,940
shares
|
$897,341
0.0% of portfolio
|
Q2 2025
Reduced 40.15%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
23,968
shares
|
$862,368
0.19% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 29, 2026 Q4 2025 |
23,506
shares
|
$845,745
0.29% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
21,363
shares
|
$768,640
0.03% of portfolio
|
Q3 2025
Reduced 50.62%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
20,782
shares
|
$747,736
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
20,570
shares
|
$740,108
0.04% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
18,102
shares
|
$651,309
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
16,449
shares
|
$591,835
0.0% of portfolio
|
Q3 2025
Reduced 18.46%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 26, 2026 Q4 2025 |
15,428
shares
|
$555,099
0.04% of portfolio
|
Q4 2025
Reduced 1.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
15,372
shares
|
$553,084
0.0% of portfolio
|
Q2 2025
Reduced 20.17%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
14,752
shares
|
$530,776
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
14,410
shares
|
$518,471
0.35% of portfolio
|
Q2 2025
Added 11.13%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
12,804
shares
|
$460,687
0.11% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
12,605
shares
|
$453,527
0.0% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
12,450
shares
|
$447,950
0.0% of portfolio
|
Q3 2025
Reduced 32.52%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Nov 04, 2025 Q3 2025 |
11,542
shares
|
$415,281
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
11,302
shares
|
$406,645
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
10,819
shares
|
$389,267
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
10,429
shares
|
$375,235
0.02% of portfolio
|
Q1 2025
New holding
|
|