Institutional Ownership Innovator U.S. Equity Ultra Bu (UFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UFEB). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 982,037 shares, which have been reported (via 13F filing form) to have a value of $32 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
119,141
shares
|
$3.88 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
116,141
shares
|
$3.78 Million
0.31% of portfolio
|
Q4 2024
Reduced 57.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
73,971
shares
|
$2.41 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
68,816
shares
|
$2.24 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.34%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
50,058
shares
|
$1.63 Million
0.03% of portfolio
|
Q4 2024
Reduced 12.66%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
43,261
shares
|
$1.41 Million
0.06% of portfolio
|
Q4 2024
Added 65.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
27,763
shares
|
$904,240
0.0% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
26,938
shares
|
$877,370
0.0% of portfolio
|
Q4 2024
Added 41.15%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
24,762
shares
|
$806,498
0.0% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
23,800
shares
|
$775,166
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
22,915
shares
|
$746,341
0.0% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
22,444
shares
|
$731,001
0.04% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
19,535
shares
|
$636,254
0.02% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
19,008
shares
|
$619,090
0.0% of portfolio
|
Q4 2024
Added 16.85%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
17,211
shares
|
$560,562
0.0% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
17,161
shares
|
$558,933
0.0% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
17,154
shares
|
$558,705
0.15% of portfolio
|
Q4 2024
Reduced 48.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
16,508
shares
|
$537,665
0.0% of portfolio
|
Q4 2024
Reduced 18.39%
|
|
|
Castle Rock Wealth Management, LLC
|
Mar 05, 2025 Q4 2024 |
13,476
shares
|
$438,913
0.12% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
13,284
shares
|
$432,659
0.0% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,248
shares
|
$431,487
0.0% of portfolio
|
Q4 2024
Reduced 48.44%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
12,172
shares
|
$396,442
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
11,154
shares
|
$363,285
0.03% of portfolio
|
Q4 2024
Reduced 10.72%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
10,819
shares
|
$352,374
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
10,702
shares
|
$348,564
0.23% of portfolio
|
Q4 2024
Added 58.06%
|