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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
68,228
shares
|
$2.49 Million
0.0% of portfolio
|
Q1 2025
Added 181.75%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
63,674
shares
|
$2.32 Million
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
59,761
shares
|
$2.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
56,917
shares
|
$2.07 Million
2.24% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Donald L. Hagan, LLC
|
Apr 16, 2025 Q1 2025 |
54,469
shares
|
$1.99 Million
1.08% of portfolio
|
Q1 2025
Reduced 48.83%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
51,122
shares
|
$1.86 Million
1.57% of portfolio
|
Q1 2025
Added 401.2%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
49,568
shares
|
$1.81 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
44,699
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2025
Added 50.12%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
44,469
shares
|
$1.62 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
44,406
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Added 20.64%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
40,965
shares
|
$1.49 Million
0.86% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
37,138
shares
|
$1.35 Million
0.03% of portfolio
|
Q4 2024
Added 110.56%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
36,982
shares
|
$1.35 Million
0.14% of portfolio
|
Q1 2025
Added 281.3%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
36,858
shares
|
$1.34 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
30,850
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crown Wealth Group, LLC
|
Apr 25, 2025 Q1 2025 |
29,177
shares
|
$1.06 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
29,044
shares
|
$1.06 Million
0.11% of portfolio
|
Q2 2025
Reduced 89.2%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
28,443
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
26,355
shares
|
$960,639
0.11% of portfolio
|
Q2 2024
Added 3.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
26,111
shares
|
$951,745
0.0% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
25,395
shares
|
$925,647
0.0% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
25,380
shares
|
$925,101
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
20,019
shares
|
$729,692
0.09% of portfolio
|
Q4 2024
Added 2870.18%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
19,668
shares
|
$716,898
0.03% of portfolio
|
Q1 2025
Reduced 54.82%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
19,552
shares
|
$712,670
0.13% of portfolio
|
Q1 2025
Added 121.58%
|