Institutional Ownership Innovator U.S. Equity Ultra Bu (UDEC)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UDEC). We have compiled data on the 63 institutions that hold shares in the stock, with a total of 2.69 Million shares, which have been reported (via 13F filing form) to have a value of $96.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
955,217
shares
|
$34.2 Million
0.56% of portfolio
|
Q4 2024
Added 780.67%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
163,044
shares
|
$5.84 Million
1.89% of portfolio
|
Q4 2024
New holding
|
|
|
Donald L. Hagan, LLC
|
Jan 23, 2025 Q4 2024 |
106,452
shares
|
$3.81 Million
2.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
98,905
shares
|
$3.54 Million
0.15% of portfolio
|
Q3 2024
Reduced 14.23%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
96,569
shares
|
$3.46 Million
0.29% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
95,925
shares
|
$3.43 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
93,745
shares
|
$3.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.58%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
80,584
shares
|
$2.88 Million
0.09% of portfolio
|
Q4 2024
Added 95.81%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
75,082
shares
|
$2.69 Million
0.68% of portfolio
|
Q4 2024
Added 40.69%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
53,395
shares
|
$1.91 Million
0.01% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
52,109
shares
|
$1.87 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
48,377
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
48,209
shares
|
$1.73 Million
0.42% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
46,825
shares
|
$1.68 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
45,278
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
43,537
shares
|
$1.56 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
42,185
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
37,771
shares
|
$1.35 Million
0.09% of portfolio
|
Q4 2024
Added 13.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
30,877
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
28,892
shares
|
$1.03 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
26,355
shares
|
$943,508
0.11% of portfolio
|
Q2 2024
Added 3.23%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
25,380
shares
|
$908,603
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
24,823
shares
|
$888,663
0.0% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
24,216
shares
|
$866,932
0.0% of portfolio
|
Q3 2024
Reduced 26.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
23,236
shares
|
$831,848
0.0% of portfolio
|
Q3 2024
Added 21.41%
|