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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,005
shares
|
$283,216
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
7,866
shares
|
$278,299
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
7,858
shares
|
$278,016
0.09% of portfolio
|
Q4 2023
Reduced 5.67%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
7,857
shares
|
$277,980
0.02% of portfolio
|
Q1 2025
Added 17.5%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
7,505
shares
|
$265,526
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
7,311
shares
|
$258,663
0.05% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
7,234
shares
|
$255,938
0.01% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
6,814
shares
|
$241,079
0.11% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
6,685
shares
|
$236,515
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
6,310
shares
|
$223,247
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
6,180
shares
|
$218,648
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
6,056
shares
|
$214,261
0.05% of portfolio
|
Q1 2025
Reduced 56.25%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
5,987
shares
|
$211,820
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
5,866
shares
|
$207,539
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
5,847
shares
|
$206,866
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Apr 10, 2025 Q1 2025 |
5,123
shares
|
$181,251
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
4,500
shares
|
$159,210
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
4,415
shares
|
$156,202
0.05% of portfolio
|
Q4 2023
Reduced 81.18%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,400
shares
|
$155,672
0.03% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
3,934
shares
|
$139,184
0.03% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,404
shares
|
$85,053
0.0% of portfolio
|
Q1 2025
Added 14.26%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
2,150
shares
|
$76,067
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,150
shares
|
$76,067
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,700
shares
|
$60,146
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
1,458
shares
|
$51,584
0.0% of portfolio
|
Q1 2025
New holding
|