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 |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
10,429
shares
|
$350,310
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
10,424
shares
|
$350,142
0.0% of portfolio
|
Q1 2025
Added 60.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
10,263
shares
|
$344,734
0.0% of portfolio
|
Q1 2025
Added 18.24%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
10,020
shares
|
$336,571
0.0% of portfolio
|
Q1 2025
Reduced 62.8%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
9,048
shares
|
$303,922
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
8,924
shares
|
$299,757
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
8,800
shares
|
$295,592
0.14% of portfolio
|
Q1 2025
Added 19.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
8,756
shares
|
$294,114
0.01% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Apr 07, 2025 Q1 2025 |
8,713
shares
|
$292,669
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
7,750
shares
|
$260,322
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
7,414
shares
|
$249,036
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,300
shares
|
$245,207
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
7,300
shares
|
$245,207
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
7,120
shares
|
$239,160
0.0% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
7,063
shares
|
$237,246
0.05% of portfolio
|
Q1 2024
Reduced 1.45%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
6,926
shares
|
$232,644
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
6,812
shares
|
$228,815
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,770
shares
|
$227,404
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
|
$221,626
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
6,576
shares
|
$220,887
0.0% of portfolio
|
Q1 2025
Added 50.79%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
6,186
shares
|
$207,787
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Apr 10, 2025 Q1 2025 |
5,827
shares
|
$195,728
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
5,499
shares
|
$184,711
0.02% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
4,600
shares
|
$154,514
0.21% of portfolio
|
Q3 2021
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
4,298
shares
|
$144,369
0.01% of portfolio
|
Q3 2024
Added 4.55%
|