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 78 institutions that hold shares in the stock, with a total of 5.25 Million shares, which have been reported (via 13F filing form) to have a value of $181 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
1,585,729
shares
|
$54.7 Million
0.9% of portfolio
|
Q1 2025
Added 82.04%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
947,916
shares
|
$32.7 Million
4.39% of portfolio
|
Q1 2025
Added 243.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
356,296
shares
|
$12.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
326,989
shares
|
$11.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
189,358
shares
|
$6.53 Million
0.52% of portfolio
|
Q1 2025
Added 8.55%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
167,849
shares
|
$5.79 Million
1.73% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
109,770
shares
|
$3.79 Million
0.12% of portfolio
|
Q1 2025
Added 702.12%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
87,161
shares
|
$3.01 Million
0.01% of portfolio
|
Q1 2025
Added 98.85%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
86,884
shares
|
$3 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
83,894
shares
|
$2.89 Million
0.74% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
79,688
shares
|
$2.75 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
63,458
shares
|
$2.19 Million
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
61,081
shares
|
$2.11 Million
1.9% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
54,973
shares
|
$1.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Donald L. Hagan, LLC
|
Apr 16, 2025 Q1 2025 |
54,317
shares
|
$1.87 Million
1.09% of portfolio
|
Q1 2025
Reduced 46.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
53,982
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2025
Added 523.85%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
51,557
shares
|
$1.78 Million
0.01% of portfolio
|
Q1 2025
Added 59.06%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
48,846
shares
|
$1.69 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
45,041
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
44,967
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
40,455
shares
|
$1.4 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
37,545
shares
|
$1.3 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
36,266
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Added 246.71%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
32,144
shares
|
$1.11 Million
0.22% of portfolio
|
Q1 2025
Reduced 30.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
30,979
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
New holding
|