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 106 institutions that hold shares in the stock, with a total of 9.01 Million shares, which have been reported (via 13F filing form) to have a value of $328 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
2,367,341
shares
|
$86.3 Million
1.34% of portfolio
|
Q1 2025
Added 147.83%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
951,315
shares
|
$34.7 Million
4.38% of portfolio
|
Q1 2025
Added 247.85%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
622,655
shares
|
$22.7 Million
3.29% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
385,043
shares
|
$14 Million
0.01% of portfolio
|
Q1 2025
Added 1357.72%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
376,720
shares
|
$13.7 Million
3.73% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
376,443
shares
|
$13.7 Million
0.02% of portfolio
|
Q1 2025
Added 201.24%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
268,941
shares
|
$9.8 Million
1.17% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
248,790
shares
|
$9.07 Million
0.9% of portfolio
|
Q1 2025
New holding
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
188,438
shares
|
$6.87 Million
1.25% of portfolio
|
Q2 2025
Reduced 15.11%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
164,273
shares
|
$5.99 Million
1.68% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
133,927
shares
|
$4.88 Million
0.36% of portfolio
|
Q1 2025
Added 428.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
130,227
shares
|
$4.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 63.76%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
129,629
shares
|
$4.72 Million
0.15% of portfolio
|
Q1 2025
Added 355.32%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
129,442
shares
|
$4.72 Million
0.63% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
128,086
shares
|
$4.67 Million
0.02% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
126,369
shares
|
$4.61 Million
0.34% of portfolio
|
Q1 2025
Added 15.11%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
119,278
shares
|
$4.35 Million
1.45% of portfolio
|
Q2 2025
Added 13.67%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
114,999
shares
|
$4.19 Million
1.01% of portfolio
|
Q1 2025
Added 53.16%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
94,689
shares
|
$3.45 Million
0.27% of portfolio
|
Q1 2025
Added 21.23%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
88,554
shares
|
$3.23 Million
0.65% of portfolio
|
Q1 2025
Reduced 7.68%
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
88,007
shares
|
$3.21 Million
0.93% of portfolio
|
Q1 2025
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
85,253
shares
|
$3.11 Million
1.21% of portfolio
|
Q2 2025
Reduced 33.79%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
84,958
shares
|
$3.1 Million
2.56% of portfolio
|
Q1 2025
Added 54.87%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
78,327
shares
|
$2.86 Million
0.97% of portfolio
|
Q2 2025
Added 74.57%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
75,309
shares
|
$2.75 Million
0.09% of portfolio
|
Q1 2025
Reduced 6.55%
|