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 105 institutions that hold shares in the stock, with a total of 8.68 Million shares, which have been reported (via 13F filing form) to have a value of $307 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
59,761
shares
|
$2.11 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
|
$2.01 Million
2.24% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Donald L. Hagan, LLC
|
Apr 16, 2025 Q1 2025 |
54,469
shares
|
$1.93 Million
1.08% of portfolio
|
Q1 2025
Reduced 48.83%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
51,122
shares
|
$1.81 Million
1.57% of portfolio
|
Q1 2025
Added 401.2%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
49,568
shares
|
$1.75 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
44,868
shares
|
$1.59 Million
0.58% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
44,699
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Added 50.12%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
44,469
shares
|
$1.57 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
44,406
shares
|
$1.57 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
|
$1.45 Million
0.86% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
37,138
shares
|
$1.31 Million
0.03% of portfolio
|
Q4 2024
Added 110.56%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
36,982
shares
|
$1.31 Million
0.14% of portfolio
|
Q1 2025
Added 281.3%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
36,858
shares
|
$1.3 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
30,850
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crown Wealth Group, LLC
|
Apr 25, 2025 Q1 2025 |
29,177
shares
|
$1.03 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
28,443
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
26,355
shares
|
$932,439
0.11% of portfolio
|
Q2 2024
Added 3.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
26,111
shares
|
$923,807
0.0% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
25,395
shares
|
$898,475
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
|
$897,944
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
23,921
shares
|
$846,324
0.17% of portfolio
|
Q1 2025
Reduced 17.21%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
20,019
shares
|
$708,272
0.09% of portfolio
|
Q4 2024
Added 2870.18%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
19,668
shares
|
$695,853
0.03% of portfolio
|
Q1 2025
Reduced 54.82%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
19,552
shares
|
$691,749
0.13% of portfolio
|
Q1 2025
Added 121.58%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
19,015
shares
|
$672,750
0.33% of portfolio
|
Q1 2025
Reduced 0.72%
|