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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
18,875
shares
|
$667,797
0.01% of portfolio
|
Q1 2025
Reduced 25.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
18,591
shares
|
$657,749
0.0% of portfolio
|
Q1 2025
Added 37.23%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
18,526
shares
|
$655,449
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
17,555
shares
|
$621,095
0.0% of portfolio
|
Q1 2025
Reduced 60.75%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
17,200
shares
|
$608,536
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
16,862
shares
|
$596,577
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
16,512
shares
|
$584,194
0.05% of portfolio
|
Q1 2025
Added 90.98%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
15,955
shares
|
$564,487
0.01% of portfolio
|
Q1 2025
Added 150.59%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
15,298
shares
|
$541,243
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
15,143
shares
|
$535,759
0.2% of portfolio
|
Q1 2025
Added 11.59%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
14,646
shares
|
$518,175
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
14,508
shares
|
$513,293
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,141
shares
|
$500,308
0.0% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
13,238
shares
|
$468,360
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
12,962
shares
|
$458,595
0.0% of portfolio
|
Q1 2025
Added 51.51%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
12,359
shares
|
$437,261
0.01% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
12,170
shares
|
$430,574
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
11,797
shares
|
$417,377
0.11% of portfolio
|
Q1 2025
Reduced 72.04%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
11,585
shares
|
$409,877
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
10,765
shares
|
$380,865
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
10,082
shares
|
$356,701
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
10,000
shares
|
$353,800
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
9,948
shares
|
$351,960
0.03% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
9,226
shares
|
$326,415
0.15% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
8,878
shares
|
$314,103
0.0% of portfolio
|
Q1 2025
Reduced 13.5%
|