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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
5,575
shares
|
$200,588
0.03% of portfolio
|
Q2 2025
Added 237.88%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
4,600
shares
|
$165,508
0.21% of portfolio
|
Q3 2021
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,298
shares
|
$154,642
0.01% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
3,991
shares
|
$143,596
0.0% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
3,799
shares
|
$136,688
0.0% of portfolio
|
Q3 2025
Added 6338.98%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,970
shares
|
$106,860
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
2,925
shares
|
$105,241
0.11% of portfolio
|
Q4 2024
Reduced 18.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,132
shares
|
$76,709
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
1,591
shares
|
$57,244
0.01% of portfolio
|
Q2 2024
Reduced 21.04%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,326
shares
|
$47,709
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
1,225
shares
|
$44,075
0.02% of portfolio
|
Q1 2025
Reduced 47.87%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
1,096
shares
|
$39,434
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,070
shares
|
$38,498
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
800
shares
|
$28,783
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
800
shares
|
$28,783
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
734
shares
|
$26,409
0.0% of portfolio
|
Q3 2025
Added 55.51%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
250
shares
|
$8,995
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
190
shares
|
$6,836
0.0% of portfolio
|
Q2 2025
Reduced 15.93%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
84
shares
|
$3,022
0.0% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|