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 62 institutions that hold shares in the stock, with a total of 1.19 Million shares, which have been reported (via 13F filing form) to have a value of $38.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
124,932
shares
|
$4.07 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
102,488
shares
|
$3.34 Million
0.28% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
78,528
shares
|
$2.56 Million
0.01% of portfolio
|
Q2 2024
Reduced 18.09%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
75,079
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
58,735
shares
|
$1.92 Million
0.09% of portfolio
|
Q2 2024
Added 246.83%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
57,313
shares
|
$1.87 Million
0.03% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
53,014
shares
|
$1.73 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
46,940
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
33,324
shares
|
$1.09 Million
0.31% of portfolio
|
Q3 2024
Reduced 16.93%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
33,030
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
28,815
shares
|
$939,657
0.0% of portfolio
|
Q2 2024
Reduced 18.17%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
25,067
shares
|
$817,434
0.0% of portfolio
|
Q2 2024
Reduced 5.09%
|
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
24,677
shares
|
$804,716
0.23% of portfolio
|
Q2 2024
Reduced 3.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
24,103
shares
|
$785,998
0.0% of portfolio
|
Q1 2024
Added 4.28%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
23,940
shares
|
$780,683
0.0% of portfolio
|
Q1 2024
Added 9.7%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
23,800
shares
|
$776,118
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
23,317
shares
|
$760,367
0.04% of portfolio
|
Q3 2024
Reduced 76.06%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
20,949
shares
|
$683,146
0.0% of portfolio
|
Q2 2024
Added 14.94%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
19,535
shares
|
$637,036
0.02% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
17,302
shares
|
$564,218
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
17,183
shares
|
$560,337
0.0% of portfolio
|
Q1 2024
Reduced 40.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
16,446
shares
|
$536,304
0.0% of portfolio
|
Q2 2024
Added 4250.79%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
16,214
shares
|
$528,738
0.04% of portfolio
|
Q2 2024
Reduced 19.21%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
15,547
shares
|
$506,987
0.04% of portfolio
|
Q2 2024
Added 3.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
15,075
shares
|
$491,595
0.0% of portfolio
|
Q2 2024
Reduced 15.9%
|