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 65 institutions that hold shares in the stock, with a total of 1.01 Million shares, which have been reported (via 13F filing form) to have a value of $32.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
10,702
shares
|
$345,567
0.23% of portfolio
|
Q4 2024
Added 58.06%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
9,994
shares
|
$322,706
0.15% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
9,216
shares
|
$297,584
0.02% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Apr 07, 2025 Q1 2025 |
8,713
shares
|
$281,342
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
8,680
shares
|
$280,277
0.0% of portfolio
|
Q4 2024
Reduced 57.31%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
8,448
shares
|
$272,785
0.01% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
7,824
shares
|
$252,636
0.04% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
7,432
shares
|
$239,979
0.01% of portfolio
|
Q4 2023
Reduced 43.18%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
7,375
shares
|
$238,138
0.0% of portfolio
|
Q4 2024
Reduced 24.6%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
7,362
shares
|
$237,718
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
7,263
shares
|
$234,522
0.0% of portfolio
|
Q4 2024
Reduced 14.9%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
7,063
shares
|
$228,064
0.05% of portfolio
|
Q1 2024
Reduced 1.45%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
6,770
shares
|
$218,603
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
6,768
shares
|
$218,538
0.0% of portfolio
|
Q4 2024
Reduced 70.4%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,598
shares
|
$213,049
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Oxen Free Capital LLC
Satellite Beach, FL |
Jan 23, 2025 Q4 2024 |
6,542
shares
|
$211,241
0.16% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
6,514
shares
|
$210,337
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
6,264
shares
|
$202,264
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,051
shares
|
$195,386
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Apr 10, 2025 Q1 2025 |
5,827
shares
|
$188,153
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
5,618
shares
|
$181,405
0.02% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
4,852
shares
|
$156,671
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
4,600
shares
|
$148,534
0.21% of portfolio
|
Q3 2021
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
4,361
shares
|
$140,816
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
4,298
shares
|
$138,782
0.01% of portfolio
|
Q3 2024
Added 4.55%
|