Institutional Ownership Innovator U.S. Equity Ultra Bu (UOCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UOCT). We have compiled data on the 79 institutions that hold shares in the stock, with a total of 3.35 Million shares, which have been reported (via 13F filing form) to have a value of $114 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
871,112
shares
|
$29.6 Million
0.51% of portfolio
|
Q4 2024
Added 2007.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
372,571
shares
|
$12.6 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
329,696
shares
|
$11.2 Million
0.02% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
174,446
shares
|
$5.92 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
164,992
shares
|
$5.6 Million
1.92% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
88,534
shares
|
$3.01 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
84,840
shares
|
$2.88 Million
0.02% of portfolio
|
Q4 2024
Added 38.37%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
83,894
shares
|
$2.85 Million
0.74% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
60,644
shares
|
$2.06 Million
1.98% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
57,062
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
Added 214.15%
|
|
|
Donald L. Hagan, LLC
|
Apr 16, 2025 Q1 2025 |
54,317
shares
|
$1.84 Million
1.09% of portfolio
|
Q1 2025
Reduced 46.22%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
48,846
shares
|
$1.66 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
45,545
shares
|
$1.55 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
45,024
shares
|
$1.53 Million
0.0% of portfolio
|
Q4 2024
Added 13.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
44,511
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
43,832
shares
|
$1.49 Million
0.01% of portfolio
|
Q4 2024
Added 42.48%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
40,455
shares
|
$1.37 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
37,545
shares
|
$1.27 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
34,287
shares
|
$1.16 Million
0.01% of portfolio
|
Q4 2024
Added 22.26%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
32,413
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Added 11353.36%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
32,144
shares
|
$1.09 Million
0.22% of portfolio
|
Q1 2025
Reduced 30.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
30,979
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
28,084
shares
|
$953,451
0.08% of portfolio
|
Q4 2024
Added 281.42%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Feb 04, 2025 Q4 2024 |
27,539
shares
|
$934,949
0.86% of portfolio
|
Q4 2024
Added 99.44%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
26,087
shares
|
$885,653
0.44% of portfolio
|
Q4 2024
Reduced 0.34%
|