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 |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
8,957
shares
|
$322,272
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
8,756
shares
|
$315,040
0.01% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
8,267
shares
|
$297,446
0.11% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
8,255
shares
|
$297,014
0.05% of portfolio
|
Q3 2025
Reduced 31.25%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
8,071
shares
|
$290,394
0.0% of portfolio
|
Q3 2025
Reduced 15.13%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
7,850
shares
|
$282,443
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
7,780
shares
|
$279,924
0.03% of portfolio
|
Q2 2025
Reduced 28.01%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,770
shares
|
$279,564
0.02% of portfolio
|
Q3 2025
Reduced 34.83%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
7,672
shares
|
$276,038
0.13% of portfolio
|
Q2 2025
Reduced 14.03%
|
|
|
Merit Financial Group, LLC
|
Jan 26, 2026 Q4 2025 |
7,317
shares
|
$263,265
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 28, 2026 Q4 2025 |
6,962
shares
|
$250,492
0.05% of portfolio
|
Q4 2025
Reduced 1.43%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
6,812
shares
|
$245,095
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
6,774
shares
|
$243,728
0.0% of portfolio
|
Q3 2025
Added 775.19%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
6,770
shares
|
$243,584
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
|
$237,396
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
6,550
shares
|
$235,668
0.0% of portfolio
|
Q3 2025
Reduced 10.27%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
6,550
shares
|
$235,668
0.02% of portfolio
|
Q3 2025
Reduced 10.27%
|
|
|
Pfg Advisors
|
Jan 27, 2026 Q4 2025 |
6,489
shares
|
$233,474
0.01% of portfolio
|
Q4 2025
Reduced 91.61%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
6,395
shares
|
$230,092
0.02% of portfolio
|
Q3 2025
Reduced 15.13%
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jan 15, 2026 Q4 2025 |
6,279
shares
|
$225,918
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
6,186
shares
|
$222,572
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
6,168
shares
|
$221,924
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
6,038
shares
|
$217,247
0.0% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 13, 2026 Q4 2025 |
5,827
shares
|
$209,655
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 28, 2026 Q4 2025 |
5,649
shares
|
$203,251
0.01% of portfolio
|
Q3 2025
New holding
|
|