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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,510
shares
|
$337,890
0.0% of portfolio
|
Q2 2025
Reduced 48.29%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
8,957
shares
|
$318,242
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
8,756
shares
|
$311,100
0.01% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
8,352
shares
|
$296,746
0.13% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
8,126
shares
|
$288,716
0.12% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
7,850
shares
|
$278,910
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
7,780
shares
|
$276,423
0.03% of portfolio
|
Q2 2025
Reduced 28.01%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
7,750
shares
|
$275,357
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
7,672
shares
|
$272,586
0.14% of portfolio
|
Q2 2025
Reduced 14.03%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
7,634
shares
|
$271,236
0.15% of portfolio
|
Q2 2025
Reduced 43.8%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
7,535
shares
|
$267,718
0.02% of portfolio
|
Q2 2025
Reduced 16.72%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
7,414
shares
|
$263,419
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
7,300
shares
|
$259,369
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
7,300
shares
|
$259,369
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
7,063
shares
|
$250,948
0.05% of portfolio
|
Q1 2024
Reduced 1.45%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
6,812
shares
|
$242,030
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,770
shares
|
$240,538
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,598
shares
|
$234,426
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 11, 2025 Q2 2025 |
6,279
shares
|
$223,092
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
6,186
shares
|
$219,788
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
6,168
shares
|
$219,149
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
6,038
shares
|
$214,530
0.0% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jul 18, 2025 Q2 2025 |
5,827
shares
|
$207,033
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
5,575
shares
|
$198,079
0.03% of portfolio
|
Q2 2025
Added 237.88%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
4,600
shares
|
$163,438
0.21% of portfolio
|
Q3 2021
New holding
|