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 |
|---|---|---|---|---|---|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
3,390
shares
|
$113,870
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,970
shares
|
$99,762
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
2,925
shares
|
$98,250
0.12% of portfolio
|
Q4 2024
Reduced 18.73%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
1,650
shares
|
$55,423
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,591
shares
|
$53,441
0.01% of portfolio
|
Q2 2024
Reduced 21.04%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
1,225
shares
|
$41,147
0.02% of portfolio
|
Q1 2025
Reduced 47.87%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,070
shares
|
$35,941
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
825
shares
|
$27,711
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
800
shares
|
$26,872
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
774
shares
|
$25,998
0.0% of portfolio
|
Q4 2024
Added 9.01%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
727
shares
|
$24,419
0.0% of portfolio
|
Q1 2025
Added 159.64%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
472
shares
|
$15,854
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
226
shares
|
$7,591
0.0% of portfolio
|
Q4 2024
Reduced 12.74%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
89
shares
|
$2,989
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
7
shares
|
$235
0.0% of portfolio
|
Q3 2023
Reduced 61.11%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|