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 95 institutions that hold shares in the stock, with a total of 4.76 Million shares, which have been reported (via 13F filing form) to have a value of $171 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
1,012,788
shares
|
$36.4 Million
4.79% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
770,721
shares
|
$27.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 20.44%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
414,803
shares
|
$14.9 Million
3.14% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
162,156
shares
|
$5.83 Million
0.34% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
150,302
shares
|
$5.41 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
139,403
shares
|
$5.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
114,331
shares
|
$4.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 19.21%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
109,450
shares
|
$3.94 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
105,083
shares
|
$3.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
100,819
shares
|
$3.63 Million
0.1% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
100,271
shares
|
$3.61 Million
0.01% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
98,233
shares
|
$3.53 Million
0.01% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
77,335
shares
|
$2.78 Million
0.12% of portfolio
|
Q3 2025
Reduced 10.92%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
73,646
shares
|
$2.65 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
71,886
shares
|
$2.59 Million
0.13% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
57,407
shares
|
$2.07 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
57,159
shares
|
$2.06 Million
0.15% of portfolio
|
Q2 2025
Added 23.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
55,434
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.88%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
51,907
shares
|
$1.87 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
51,907
shares
|
$1.87 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
48,637
shares
|
$1.75 Million
0.11% of portfolio
|
Q3 2025
Reduced 42.85%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
48,508
shares
|
$1.75 Million
0.06% of portfolio
|
Q3 2025
Reduced 41.17%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
46,408
shares
|
$1.67 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
44,983
shares
|
$1.62 Million
0.02% of portfolio
|
Q3 2025
Reduced 97.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
38,343
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.86%
|
|