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 91 institutions that hold shares in the stock, with a total of 5.56 Million shares, which have been reported (via 13F filing form) to have a value of $184 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
1,686,095
shares
|
$55.7 Million
0.9% of portfolio
|
Q1 2025
Added 3268.28%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
1,006,435
shares
|
$33.3 Million
4.37% of portfolio
|
Q1 2025
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
308,745
shares
|
$10.2 Million
2.55% of portfolio
|
Q1 2025
Added 1699.84%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
232,744
shares
|
$7.69 Million
0.01% of portfolio
|
Q1 2025
Added 3338.89%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
144,493
shares
|
$4.78 Million
0.01% of portfolio
|
Q1 2025
Added 21.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
141,207
shares
|
$4.67 Million
0.01% of portfolio
|
Q1 2025
Added 90.9%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
139,320
shares
|
$4.6 Million
0.01% of portfolio
|
Q1 2025
Added 102.45%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
135,469
shares
|
$4.48 Million
0.35% of portfolio
|
Q1 2025
Added 16.64%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
128,821
shares
|
$4.26 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
105,386
shares
|
$3.48 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
90,492
shares
|
$2.99 Million
0.0% of portfolio
|
Q1 2025
Added 265.45%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
85,720
shares
|
$2.83 Million
0.09% of portfolio
|
Q1 2025
Added 338.8%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
84,873
shares
|
$2.81 Million
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
74,478
shares
|
$2.46 Million
0.0% of portfolio
|
Q1 2025
Added 168.26%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
73,290
shares
|
$2.42 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
60,158
shares
|
$1.99 Million
0.74% of portfolio
|
Q1 2025
Added 501.94%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
57,024
shares
|
$1.88 Million
0.01% of portfolio
|
Q1 2025
Added 232.29%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
46,426
shares
|
$1.53 Million
0.13% of portfolio
|
Q1 2025
Added 403.75%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
43,261
shares
|
$1.43 Million
0.06% of portfolio
|
Q4 2024
Added 65.9%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
41,668
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Added 81.84%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
40,250
shares
|
$1.33 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
38,325
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
35,839
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Added 393.45%
|
|
|
Bullseye Investment Management, LLC
|
May 15, 2025 Q1 2025 |
35,520
shares
|
$1.17 Million
1.95% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
33,387
shares
|
$1.1 Million
0.06% of portfolio
|
Q1 2025
New holding
|