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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
25,316
shares
|
$970,109
0.01% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
25,136
shares
|
$963,211
0.39% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
21,986
shares
|
$842,503
0.61% of portfolio
|
Q2 2025
Reduced 20.14%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
21,827
shares
|
$836,410
0.02% of portfolio
|
Q2 2025
Reduced 13.92%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
21,671
shares
|
$830,432
0.03% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
19,570
shares
|
$749,922
0.03% of portfolio
|
Q1 2025
Added 117.44%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
18,577
shares
|
$711,870
0.05% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
17,467
shares
|
$669,335
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
16,626
shares
|
$637,108
0.25% of portfolio
|
Q3 2025
Reduced 10.56%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
16,100
shares
|
$616,952
0.24% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
13,381
shares
|
$512,759
0.02% of portfolio
|
Q2 2025
Reduced 9.88%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
13,337
shares
|
$511,073
0.04% of portfolio
|
Q3 2025
Reduced 52.51%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
13,179
shares
|
$505,019
0.07% of portfolio
|
Q3 2025
Added 117.69%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
13,098
shares
|
$501,915
0.03% of portfolio
|
Q3 2025
Added 39.0%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
12,702
shares
|
$486,740
0.06% of portfolio
|
Q2 2025
Reduced 98.66%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
12,243
shares
|
$469,151
0.0% of portfolio
|
Q2 2025
Reduced 30.74%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
12,046
shares
|
$461,602
0.23% of portfolio
|
Q2 2025
Reduced 31.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,503
shares
|
$440,794
0.0% of portfolio
|
Q3 2024
Added 67.02%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
10,785
shares
|
$413,281
0.0% of portfolio
|
Q2 2025
Added 10.22%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
10,614
shares
|
$406,728
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
10,548
shares
|
$404,199
0.03% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
10,000
shares
|
$383,200
0.0% of portfolio
|
Q2 2022
Reduced 3.17%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
9,555
shares
|
$366,147
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
8,588
shares
|
$329,092
0.03% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
8,578
shares
|
$328,708
0.22% of portfolio
|
Q4 2024
New holding
|