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 94 institutions that hold shares in the stock, with a total of 6.88 Million shares, which have been reported (via 13F filing form) to have a value of $240 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
1,732,839
shares
|
$60.4 Million
0.9% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
1,012,788
shares
|
$35.3 Million
4.79% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
968,724
shares
|
$33.8 Million
0.04% of portfolio
|
Q2 2025
Added 316.22%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
434,957
shares
|
$15.2 Million
3.44% of portfolio
|
Q2 2025
Added 40.88%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
148,837
shares
|
$5.19 Million
0.48% of portfolio
|
Q2 2025
Added 9.87%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
141,524
shares
|
$4.94 Million
0.01% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
139,913
shares
|
$4.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
110,097
shares
|
$3.84 Million
0.05% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
110,071
shares
|
$3.84 Million
0.0% of portfolio
|
Q2 2025
Added 21.64%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
109,450
shares
|
$3.82 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
105,473
shares
|
$3.68 Million
0.11% of portfolio
|
Q2 2025
Reduced 18.12%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
98,680
shares
|
$3.44 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
98,496
shares
|
$3.44 Million
0.01% of portfolio
|
Q2 2025
Added 72.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
96,540
shares
|
$3.37 Million
0.01% of portfolio
|
Q2 2025
Added 169.37%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
86,816
shares
|
$3.03 Million
0.1% of portfolio
|
Q2 2025
Added 302.52%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
85,104
shares
|
$2.97 Million
0.21% of portfolio
|
Q2 2025
Added 275.39%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
84,873
shares
|
$2.96 Million
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
82,460
shares
|
$2.88 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
75,896
shares
|
$2.65 Million
0.14% of portfolio
|
Q2 2025
Added 188.6%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
73,290
shares
|
$2.56 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
71,979
shares
|
$2.51 Million
0.01% of portfolio
|
Q2 2025
Reduced 49.03%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
71,889
shares
|
$2.51 Million
0.14% of portfolio
|
Q2 2025
Added 115.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
61,510
shares
|
$2.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.41%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
57,625
shares
|
$2.01 Million
0.67% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
57,159
shares
|
$1.99 Million
0.16% of portfolio
|
Q2 2025
Added 23.12%
|