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 94 institutions that hold shares in the stock, with a total of 5.78 Million shares, which have been reported (via 13F filing form) to have a value of $201 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
10,263
shares
|
$356,536
0.0% of portfolio
|
Q1 2025
Added 18.24%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
10,020
shares
|
$348,094
0.0% of portfolio
|
Q1 2025
Reduced 62.8%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
9,048
shares
|
$314,327
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
8,957
shares
|
$311,166
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
8,924
shares
|
$310,019
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
8,756
shares
|
$304,183
0.01% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
8,352
shares
|
$290,148
0.13% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
8,126
shares
|
$282,297
0.12% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
7,750
shares
|
$269,235
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
7,634
shares
|
$265,205
0.15% of portfolio
|
Q2 2025
Reduced 43.8%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
7,414
shares
|
$257,562
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,300
shares
|
$253,602
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
7,300
shares
|
$253,602
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
7,120
shares
|
$247,348
0.0% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
7,063
shares
|
$245,368
0.05% of portfolio
|
Q1 2024
Reduced 1.45%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
6,926
shares
|
$240,609
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
6,812
shares
|
$236,648
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,770
shares
|
$235,189
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
|
$229,214
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
6,576
shares
|
$228,450
0.0% of portfolio
|
Q1 2025
Added 50.79%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jul 11, 2025 Q2 2025 |
6,279
shares
|
$218,132
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
6,186
shares
|
$214,901
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
6,168
shares
|
$214,276
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jul 18, 2025 Q2 2025 |
5,827
shares
|
$202,429
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
5,575
shares
|
$193,675
0.03% of portfolio
|
Q2 2025
Added 237.88%
|