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 |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
550
shares
|
$19,459
0.01% of portfolio
|
Q4 2024
Reduced 42.71%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
422
shares
|
$14,930
0.0% of portfolio
|
Q4 2024
Added 640.35%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
300
shares
|
$10,614
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
107
shares
|
$3,785
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|