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 2.57 Million shares, which have been reported (via 13F filing form) to have a value of $98.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
359,421
shares
|
$13.8 Million
0.0% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
319,864
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
216,375
shares
|
$8.29 Million
0.48% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
112,452
shares
|
$4.31 Million
0.01% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
92,511
shares
|
$3.55 Million
0.1% of portfolio
|
Q2 2025
Reduced 15.72%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
86,884
shares
|
$3.33 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
79,053
shares
|
$3.03 Million
0.04% of portfolio
|
Q3 2025
Added 37.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
71,252
shares
|
$2.73 Million
0.0% of portfolio
|
Q2 2025
Added 21.87%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
67,083
shares
|
$2.57 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
61,877
shares
|
$2.37 Million
1.76% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
61,771
shares
|
$2.37 Million
0.74% of portfolio
|
Q3 2025
Added 30.3%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
58,567
shares
|
$2.24 Million
0.48% of portfolio
|
Q3 2025
Reduced 11.7%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
52,956
shares
|
$2.03 Million
0.01% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
49,626
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
47,455
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
46,484
shares
|
$1.78 Million
0.51% of portfolio
|
Q2 2025
Added 404.22%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
45,015
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
43,489
shares
|
$1.67 Million
0.06% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
42,836
shares
|
$1.64 Million
0.02% of portfolio
|
Q2 2025
Added 145.24%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
37,124
shares
|
$1.42 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
34,923
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
29,364
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Added 44.34%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
26,027
shares
|
$997,354
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
25,407
shares
|
$973,596
0.0% of portfolio
|
Q2 2025
Reduced 17.99%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
25,393
shares
|
$973,059
0.0% of portfolio
|
Q2 2025
Added 13.22%
|