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 91 institutions that hold shares in the stock, with a total of 5.56 Million shares, which have been reported (via 13F filing form) to have a value of $187 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
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Added 87.77%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
32,101
shares
|
$1.08 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Crosspoint Financial, LLC
Tustin, CA |
Apr 30, 2025 Q1 2025 |
31,141
shares
|
$1.05 Million
2.92% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
26,406
shares
|
$886,977
0.33% of portfolio
|
Q1 2025
Added 444.23%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
26,298
shares
|
$883,349
0.05% of portfolio
|
Q1 2025
Added 17.17%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
25,693
shares
|
$863,027
0.18% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
23,522
shares
|
$790,103
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
22,671
shares
|
$761,518
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
21,568
shares
|
$724,469
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
20,950
shares
|
$703,710
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
20,811
shares
|
$699,041
0.17% of portfolio
|
Q1 2025
Added 2564.66%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
20,615
shares
|
$692,457
0.05% of portfolio
|
Q1 2025
Added 45711.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
20,118
shares
|
$675,763
0.0% of portfolio
|
Q1 2025
Added 51.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
19,257
shares
|
$646,842
0.0% of portfolio
|
Q1 2025
Added 16.65%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
18,390
shares
|
$617,720
0.0% of portfolio
|
Q1 2025
Added 38.81%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
15,737
shares
|
$528,605
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
13,584
shares
|
$456,286
0.28% of portfolio
|
Q1 2025
Added 26.93%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
13,476
shares
|
$452,658
0.13% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
12,967
shares
|
$435,561
0.38% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
12,104
shares
|
$406,573
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
May 05, 2025 Q1 2025 |
11,542
shares
|
$387,695
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,444
shares
|
$384,403
0.03% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
10,819
shares
|
$363,410
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
10,807
shares
|
$363,007
0.05% of portfolio
|
Q1 2025
Added 38.13%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
10,697
shares
|
$359,312
0.01% of portfolio
|
Q1 2025
New holding
|