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 55 institutions that hold shares in the stock, with a total of 1.36 Million shares, which have been reported (via 13F filing form) to have a value of $48.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
108,465
shares
|
$3.85 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
98,905
shares
|
$3.51 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
|
$3.43 Million
0.29% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
96,064
shares
|
$3.41 Million
0.75% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
93,745
shares
|
$3.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.58%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
53,395
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
53,368
shares
|
$1.9 Million
0.54% of portfolio
|
Q3 2024
Reduced 16.01%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
52,109
shares
|
$1.85 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
48,377
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
48,209
shares
|
$1.71 Million
0.42% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
45,278
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
42,185
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
41,155
shares
|
$1.46 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
33,307
shares
|
$1.18 Million
0.08% of portfolio
|
Q3 2024
Reduced 10.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
30,877
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
26,355
shares
|
$936,129
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
|
$901,497
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
24,823
shares
|
$881,712
0.0% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
24,216
shares
|
$860,152
0.0% of portfolio
|
Q3 2024
Reduced 26.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
23,236
shares
|
$825,342
0.0% of portfolio
|
Q3 2024
Added 21.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
20,611
shares
|
$732,102
0.0% of portfolio
|
Q3 2024
Added 23.97%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
20,152
shares
|
$715,799
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
17,638
shares
|
$626,501
0.01% of portfolio
|
Q1 2024
Added 0.71%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
17,530
shares
|
$622,665
0.05% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,061
shares
|
$606,006
0.0% of portfolio
|
Q3 2024
Reduced 32.78%
|