Institutional Ownership Innovator U.S. Equity Ultra Bu (UOCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UOCT). We have compiled data on the 72 institutions that hold shares in the stock, with a total of 2.33 Million shares, which have been reported (via 13F filing form) to have a value of $89.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
319,864
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
216,375
shares
|
$8.33 Million
0.48% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
115,518
shares
|
$4.45 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
112,452
shares
|
$4.33 Million
0.01% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
90,911
shares
|
$3.5 Million
0.02% of portfolio
|
Q3 2025
Added 35.52%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
86,884
shares
|
$3.35 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
79,053
shares
|
$3.04 Million
0.04% of portfolio
|
Q3 2025
Added 37.8%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
72,687
shares
|
$2.8 Million
0.08% of portfolio
|
Q3 2025
Reduced 21.43%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
69,448
shares
|
$2.67 Million
1.81% of portfolio
|
Q3 2025
Added 12.24%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
68,698
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2025
Added 38.43%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
61,771
shares
|
$2.38 Million
0.74% of portfolio
|
Q3 2025
Added 30.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
61,215
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.09%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
58,567
shares
|
$2.26 Million
0.48% of portfolio
|
Q3 2025
Reduced 11.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
53,394
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2025
Added 12.52%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
52,956
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
49,696
shares
|
$1.91 Million
0.02% of portfolio
|
Q3 2025
Added 16.01%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
44,150
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
43,489
shares
|
$1.67 Million
0.06% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
43,214
shares
|
$1.66 Million
0.49% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
39,919
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2025
Added 14.31%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
36,171
shares
|
$1.39 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
30,260
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Reduced 91.58%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
26,027
shares
|
$1 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
25,928
shares
|
$998,487
0.01% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Compass Advisory Group LLC
|
Nov 06, 2025 Q3 2025 |
24,348
shares
|
$937,641
0.3% of portfolio
|
Q3 2025
Reduced 3.13%
|
|