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 56 institutions that hold shares in the stock, with a total of 1.68 Million shares, which have been reported (via 13F filing form) to have a value of $53.4 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
11,042
shares
|
$350,914
0.01% of portfolio
|
Q1 2024
Reduced 7.29%
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 12, 2024 Q1 2024 |
11,000
shares
|
$349,580
0.17% of portfolio
|
Q1 2024
New holding
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 12, 2024 Q1 2024 |
10,819
shares
|
$343,827
0.08% of portfolio
|
Q1 2024
New holding
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
10,760
shares
|
$341,952
0.01% of portfolio
|
Q1 2024
New holding
|
|
Pfg Advisors
|
May 06, 2024 Q1 2024 |
10,466
shares
|
$332,609
0.02% of portfolio
|
Q1 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
10,099
shares
|
$320,946
0.0% of portfolio
|
Q1 2024
Reduced 1.56%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
8,489
shares
|
$269,780
0.01% of portfolio
|
Q1 2023
Reduced 9.51%
|
|
Fc Advisory LLC
|
Apr 22, 2024 Q1 2024 |
7,974
shares
|
$253,413
0.09% of portfolio
|
Q1 2024
New holding
|
|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
7,748
shares
|
$246,231
0.04% of portfolio
|
Q1 2024
New holding
|
|
Chicago Partners Investment Group LLC
|
Apr 25, 2024 Q1 2024 |
7,432
shares
|
$236,188
0.01% of portfolio
|
Q4 2023
Reduced 43.18%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
7,340
shares
|
$233,265
0.0% of portfolio
|
Q1 2024
Reduced 30.56%
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 23, 2024 Q1 2024 |
7,063
shares
|
$224,462
0.06% of portfolio
|
Q1 2024
Reduced 1.45%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
6,644
shares
|
$211,146
0.0% of portfolio
|
Q1 2024
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
6,598
shares
|
$209,684
0.0% of portfolio
|
Q1 2024
New holding
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Apr 22, 2024 Q1 2024 |
6,592
shares
|
$209,493
0.19% of portfolio
|
Q1 2024
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
5,587
shares
|
$177,554
0.03% of portfolio
|
Q1 2024
New holding
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
4,600
shares
|
$146,188
0.21% of portfolio
|
Q3 2021
New holding
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,970
shares
|
$94,386
0.01% of portfolio
|
Q1 2023
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
2,350
shares
|
$74,683
0.04% of portfolio
|
Q4 2023
Reduced 7.84%
|
|
Mc Ilrath & Eck, LLC
|
May 10, 2024 Q1 2024 |
2,015
shares
|
$64,036
0.01% of portfolio
|
Q1 2024
New holding
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,070
shares
|
$34,004
0.0% of portfolio
|
Q1 2022
New holding
|
|
Sugarloaf Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
800
shares
|
$25,424
0.01% of portfolio
|
Q1 2023
New holding
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
764
shares
|
$24,279
0.0% of portfolio
|
Q1 2024
Reduced 62.08%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
710
shares
|
$22,563
0.0% of portfolio
|
Q1 2024
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
378
shares
|
$12,012
0.0% of portfolio
|
Q1 2024
Reduced 92.63%
|