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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
4,298
shares
|
$152,707
0.01% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
4,275
shares
|
$151,890
0.04% of portfolio
|
Q2 2025
Reduced 83.81%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
4,232
shares
|
$150,362
0.0% of portfolio
|
Q2 2025
Reduced 35.64%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
3,390
shares
|
$120,446
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,970
shares
|
$105,524
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
2,925
shares
|
$103,925
0.12% of portfolio
|
Q4 2024
Reduced 18.73%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
1,591
shares
|
$56,528
0.01% of portfolio
|
Q2 2024
Reduced 21.04%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,474
shares
|
$52,371
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1,225
shares
|
$43,524
0.02% of portfolio
|
Q1 2025
Reduced 47.87%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,070
shares
|
$38,017
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
800
shares
|
$28,424
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
800
shares
|
$28,424
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
774
shares
|
$27,500
0.0% of portfolio
|
Q4 2024
Added 9.01%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
727
shares
|
$25,830
0.0% of portfolio
|
Q1 2025
Added 159.64%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
472
shares
|
$16,770
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
250
shares
|
$8,882
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
190
shares
|
$6,750
0.0% of portfolio
|
Q2 2025
Reduced 15.93%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
89
shares
|
$3,162
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
59
shares
|
$2,096
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|