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 78 institutions that hold shares in the stock, with a total of 2.56 Million shares, which have been reported (via 13F filing form) to have a value of $98 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
8,344
shares
|
$319,742
0.02% of portfolio
|
Q2 2025
Reduced 29.81%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,741
shares
|
$296,635
0.02% of portfolio
|
Q2 2025
Reduced 11.58%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
7,643
shares
|
$292,879
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
7,203
shares
|
$276,018
0.0% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
6,486
shares
|
$248,543
0.06% of portfolio
|
Q3 2025
Reduced 94.93%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
6,100
shares
|
$233,752
0.02% of portfolio
|
Q3 2024
Reduced 14.08%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
6,055
shares
|
$232,027
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
5,776
shares
|
$221,336
0.06% of portfolio
|
Q3 2025
Reduced 21.81%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
5,747
shares
|
$220,225
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
5,645
shares
|
$216,316
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
5,587
shares
|
$214,093
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
5,091
shares
|
$195,087
0.21% of portfolio
|
Q3 2025
Added 10.84%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,121
shares
|
$157,916
0.01% of portfolio
|
Q2 2025
Added 31.79%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,881
shares
|
$148,719
0.0% of portfolio
|
Q2 2025
Added 47.57%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,454
shares
|
$132,357
0.01% of portfolio
|
Q2 2025
Reduced 42.71%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,250
shares
|
$124,540
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
3,250
shares
|
$124,540
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,847
shares
|
$109,097
0.0% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,777
shares
|
$68,094
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,698
shares
|
$65,067
0.0% of portfolio
|
Q2 2025
Added 52.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,640
shares
|
$62,844
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
1,422
shares
|
$54,491
0.0% of portfolio
|
Q2 2025
Added 1136.52%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
888
shares
|
$34,028
0.0% of portfolio
|
Q2 2025
Reduced 50.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
500
shares
|
$19,160
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
430
shares
|
$16,477
0.0% of portfolio
|
Q4 2024
Reduced 21.96%
|